Mitchell Capital Management as of Sept. 30, 2024
Portfolio Holdings for Mitchell Capital Management
Mitchell Capital Management holds 108 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
NVIDIA Corporation (NVDA) | 7.3 | $42M | 343k | 121.44 | |
Apple (AAPL) | 6.9 | $39M | 169k | 233.00 | |
Microsoft Corporation (MSFT) | 6.4 | $37M | 86k | 430.30 | |
Alphabet Inc Class C cs (GOOG) | 4.2 | $24M | 142k | 167.19 | |
Amazon (AMZN) | 3.6 | $21M | 110k | 186.33 | |
Facebook Inc cl a (META) | 2.8 | $16M | 28k | 572.44 | |
Broadcom (AVGO) | 2.8 | $16M | 92k | 172.50 | |
Berkshire Hathaway (BRK.B) | 2.4 | $14M | 30k | 460.26 | |
JPMorgan Chase & Co. (JPM) | 2.3 | $13M | 62k | 210.86 | |
Servicenow (NOW) | 1.9 | $11M | 12k | 894.41 | |
Eli Lilly & Co. (LLY) | 1.8 | $11M | 12k | 885.91 | |
Arista Networks (ANET) | 1.8 | $10M | 27k | 383.82 | |
Globe Life (GL) | 1.6 | $9.4M | 88k | 105.91 | |
Cava Group Ord (CAVA) | 1.5 | $8.7M | 70k | 123.85 | |
Ross Stores (ROST) | 1.5 | $8.4M | 56k | 150.51 | |
Thermo Fisher Scientific (TMO) | 1.4 | $8.3M | 13k | 618.58 | |
Anthem (ELV) | 1.4 | $8.2M | 16k | 520.00 | |
MasterCard Incorporated (MA) | 1.4 | $8.1M | 16k | 493.80 | |
Emcor (EME) | 1.4 | $8.0M | 19k | 430.53 | |
Visa (V) | 1.4 | $7.9M | 29k | 274.95 | |
Danaher Corporation (DHR) | 1.3 | $7.6M | 28k | 278.02 | |
Zoetis Inc Cl A (ZTS) | 1.3 | $7.4M | 38k | 195.38 | |
O'reilly Automotive (ORLY) | 1.3 | $7.3M | 6.4k | 1151.60 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $7.2M | 16k | 465.08 | |
Costco Wholesale Corporation (COST) | 1.2 | $6.8M | 7.6k | 886.56 | |
Home Depot (HD) | 1.2 | $6.8M | 17k | 405.20 | |
Copart (CPRT) | 1.2 | $6.7M | 127k | 52.40 | |
Wal-Mart Stores (WMT) | 1.2 | $6.7M | 82k | 80.75 | |
Martin Marietta Materials (MLM) | 1.1 | $6.6M | 12k | 538.25 | |
Taiwan Semiconductor Mfg (TSM) | 1.1 | $6.1M | 35k | 173.67 | |
ConocoPhillips (COP) | 1.1 | $6.1M | 58k | 105.28 | |
Vistra Energy (VST) | 1.0 | $6.0M | 50k | 118.54 | |
Micron Technology (MU) | 1.0 | $5.9M | 57k | 103.71 | |
Chipotle Mexican Grill (CMG) | 1.0 | $5.9M | 102k | 57.62 | |
Medpace Hldgs (MEDP) | 1.0 | $5.8M | 17k | 333.80 | |
Pepsi (PEP) | 1.0 | $5.6M | 33k | 170.05 | |
United Therapeutics Corporation (UTHR) | 1.0 | $5.5M | 16k | 358.35 | |
Occidental Petroleum Corporation (OXY) | 1.0 | $5.5M | 107k | 51.54 | |
Target Corporation (TGT) | 0.9 | $5.1M | 33k | 155.86 | |
Ss&c Technologies Holding (SSNC) | 0.9 | $5.1M | 69k | 74.21 | |
Mid-America Apartment (MAA) | 0.8 | $4.8M | 30k | 158.90 | |
Cinemark Holdings (CNK) | 0.8 | $4.8M | 173k | 27.84 | |
Waste Management (WM) | 0.8 | $4.8M | 23k | 207.60 | |
iShares S&P 500 Index (IVV) | 0.8 | $4.8M | 8.2k | 576.82 | |
Advanced Micro Devices (AMD) | 0.8 | $4.6M | 28k | 164.08 | |
On Hldg (ONON) | 0.8 | $4.4M | 88k | 50.15 | |
Trex Company (TREX) | 0.8 | $4.3M | 65k | 66.58 | |
Meritage Homes Corporation (MTH) | 0.7 | $4.2M | 21k | 205.07 | |
Applied Materials (AMAT) | 0.7 | $4.1M | 20k | 202.05 | |
Intuit (INTU) | 0.6 | $3.7M | 5.9k | 621.02 | |
Crowdstrike Hldgs Inc cl a (CRWD) | 0.6 | $3.6M | 13k | 280.47 | |
Zscaler Incorporated (ZS) | 0.6 | $3.6M | 21k | 170.94 | |
Intercontinental Exchange (ICE) | 0.6 | $3.5M | 22k | 160.64 | |
Amphenol Corporation (APH) | 0.6 | $3.5M | 54k | 65.16 | |
Ubs Group (UBS) | 0.6 | $3.4M | 109k | 30.91 | |
Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.6 | $3.2M | 48k | 65.95 | |
Crh (CRH) | 0.5 | $3.1M | 34k | 92.74 | |
Canadian Pacific Kansas City (CP) | 0.5 | $3.1M | 36k | 85.54 | |
Airbus Group Nv - Unsp (EADSY) | 0.5 | $3.0M | 83k | 36.53 | |
Diamondback Energy (FANG) | 0.5 | $3.0M | 17k | 172.40 | |
Zurich Insurance (ZURVY) | 0.5 | $3.0M | 98k | 30.17 | |
Schneider Elect Sa-unsp (SBGSY) | 0.5 | $2.9M | 56k | 52.73 | |
Lululemon Athletica (LULU) | 0.5 | $2.8M | 10k | 271.35 | |
Asml Holding (ASML) | 0.5 | $2.8M | 3.4k | 833.25 | |
KLA-Tencor Corporation (KLAC) | 0.5 | $2.8M | 3.6k | 774.41 | |
MercadoLibre (MELI) | 0.5 | $2.7M | 1.3k | 2051.96 | |
Linde (LIN) | 0.5 | $2.6M | 5.6k | 476.86 | |
Celestica (CLS) | 0.4 | $2.4M | 48k | 51.12 | |
Aon (AON) | 0.4 | $2.4M | 6.9k | 345.99 | |
United Overseas Bank (UOVEY) | 0.4 | $2.4M | 47k | 49.78 | |
Icon (ICLR) | 0.4 | $2.3M | 8.1k | 287.31 | |
Arm Holdings (ARM) | 0.4 | $2.3M | 16k | 143.01 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.4 | $2.1M | 31k | 67.85 | |
ICICI Bank (IBN) | 0.2 | $1.1M | 37k | 29.85 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $1.1M | 4.0k | 263.83 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $987k | 1.9k | 517.78 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.2 | $963k | 12k | 78.05 | |
iShares Russell 3000 Growth Index (IUSG) | 0.1 | $830k | 6.3k | 131.91 | |
Mettler-Toledo International (MTD) | 0.1 | $786k | 524.00 | 1499.69 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $635k | 10k | 62.32 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $577k | 8.0k | 72.63 | |
Schwab U S Small Cap ETF (SCHA) | 0.1 | $553k | 11k | 51.50 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $494k | 4.2k | 116.96 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $466k | 2.8k | 165.86 | |
Automatic Data Processing (ADP) | 0.1 | $443k | 1.6k | 276.73 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $440k | 5.3k | 83.09 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $420k | 1.6k | 263.29 | |
Raytheon Technologies Corp (RTX) | 0.1 | $397k | 3.3k | 121.16 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $397k | 7.5k | 52.81 | |
Innovator Etfs Tr s&p 500 pwr (PSEP) | 0.1 | $351k | 9.1k | 38.53 | |
Innovator Etfs Tr s&p 500 pwr bu (PAUG) | 0.1 | $348k | 9.2k | 37.86 | |
Honeywell International (HON) | 0.1 | $338k | 1.6k | 206.71 | |
Dimensional Etf Trust (DFAT) | 0.1 | $336k | 6.0k | 55.63 | |
SPDR MSCI ACWI ex-US (CWI) | 0.1 | $331k | 11k | 30.44 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.1 | $308k | 957.00 | 321.95 | |
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) | 0.1 | $302k | 8.4k | 35.94 | |
S&p Global (SPGI) | 0.1 | $300k | 582.00 | 516.21 | |
iShares Russell 3000 Value Index (IUSV) | 0.1 | $290k | 3.0k | 95.49 | |
Procter & Gamble Company (PG) | 0.0 | $279k | 1.6k | 173.20 | |
Innovator Etfs Tr s&p 500 pwr (PJUL) | 0.0 | $251k | 6.2k | 40.48 | |
Gartner (IT) | 0.0 | $249k | 491.00 | 506.76 | |
Monolithic Power Systems (MPWR) | 0.0 | $231k | 250.00 | 924.50 | |
IDEXX Laboratories (IDXX) | 0.0 | $225k | 445.00 | 505.22 | |
Chevron Corporation (CVX) | 0.0 | $224k | 1.5k | 147.27 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $218k | 560.00 | 389.12 | |
Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) | 0.0 | $207k | 5.6k | 36.88 | |
Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf (PMAY) | 0.0 | $204k | 5.8k | 35.24 | |
Banc Of California (BANC) | 0.0 | $160k | 11k | 14.73 |