Mitchell Capital Management as of March 31, 2025
Portfolio Holdings for Mitchell Capital Management
Mitchell Capital Management holds 108 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.9 | $36M | 335k | 108.38 | |
| Apple (AAPL) | 6.7 | $35M | 159k | 222.13 | |
| Microsoft Corporation (MSFT) | 5.8 | $31M | 82k | 375.39 | |
| Amazon (AMZN) | 4.5 | $24M | 125k | 190.26 | |
| Alphabet Inc Class C cs (GOOG) | 4.1 | $22M | 138k | 156.23 | |
| Berkshire Hathaway (BRK.B) | 3.4 | $18M | 33k | 532.58 | |
| Facebook Inc cl a (META) | 3.1 | $16M | 28k | 576.36 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $16M | 66k | 245.30 | |
| Broadcom (AVGO) | 2.9 | $15M | 90k | 167.43 | |
| Visa (V) | 2.3 | $12M | 35k | 350.46 | |
| Eli Lilly & Co. (LLY) | 2.0 | $10M | 12k | 825.88 | |
| MasterCard Incorporated (MA) | 1.7 | $9.1M | 17k | 548.12 | |
| O'reilly Automotive (ORLY) | 1.7 | $9.1M | 6.3k | 1432.58 | |
| Corcept Therapeutics Incorporated (CORT) | 1.4 | $7.3M | 64k | 114.22 | |
| Costco Wholesale Corporation (COST) | 1.4 | $7.1M | 7.5k | 945.83 | |
| Copart (CPRT) | 1.3 | $7.1M | 125k | 56.59 | |
| Wal-Mart Stores (WMT) | 1.3 | $7.0M | 79k | 87.79 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 1.3 | $7.0M | 20k | 352.58 | |
| Ross Stores (ROST) | 1.3 | $6.7M | 52k | 127.79 | |
| Kroger (KR) | 1.3 | $6.6M | 97k | 67.69 | |
| Hca Holdings (HCA) | 1.2 | $6.4M | 19k | 345.55 | |
| Anthem (ELV) | 1.2 | $6.4M | 15k | 434.96 | |
| Arista Networks (ANET) | 1.2 | $6.2M | 80k | 77.48 | |
| Intercontinental Exchange (ICE) | 1.2 | $6.2M | 36k | 172.50 | |
| Home Depot (HD) | 1.2 | $6.1M | 17k | 366.49 | |
| Taiwan Semiconductor Mfg (TSM) | 1.1 | $5.9M | 35k | 166.00 | |
| Vistra Energy (VST) | 1.1 | $5.6M | 48k | 117.44 | |
| Martin Marietta Materials (MLM) | 1.1 | $5.5M | 12k | 478.13 | |
| ConocoPhillips (COP) | 1.0 | $5.3M | 50k | 105.02 | |
| Ss&c Technologies Holding (SSNC) | 1.0 | $5.3M | 63k | 83.53 | |
| Waste Management (WM) | 1.0 | $5.2M | 22k | 231.51 | |
| Paccar (PCAR) | 1.0 | $5.0M | 52k | 97.37 | |
| Mid-America Apartment (MAA) | 1.0 | $5.0M | 30k | 167.58 | |
| Chipotle Mexican Grill (CMG) | 1.0 | $5.0M | 100k | 50.21 | |
| Servicenow (NOW) | 0.9 | $4.9M | 6.2k | 796.17 | |
| United Therapeutics Corporation (UTHR) | 0.9 | $4.6M | 15k | 308.27 | |
| Evercore Partners (EVR) | 0.9 | $4.5M | 23k | 199.72 | |
| Goldman Sachs (GS) | 0.8 | $4.4M | 8.0k | 546.29 | |
| Palantir Technologies (PLTR) | 0.8 | $4.3M | 51k | 84.40 | |
| United Rentals (URI) | 0.8 | $4.3M | 6.8k | 626.70 | |
| iShares S&P 500 Index (IVV) | 0.8 | $4.2M | 7.6k | 561.90 | |
| MercadoLibre (MELI) | 0.8 | $4.1M | 2.1k | 1950.87 | |
| Intuitive Surgical (ISRG) | 0.8 | $4.1M | 8.2k | 495.27 | |
| Micron Technology (MU) | 0.8 | $4.0M | 46k | 86.89 | |
| Zscaler Incorporated (ZS) | 0.7 | $3.9M | 20k | 198.42 | |
| Netflix (NFLX) | 0.7 | $3.8M | 4.1k | 932.53 | |
| Nextera Energy (NEE) | 0.7 | $3.7M | 53k | 70.89 | |
| Airbus Group Nv - Unsp (EADSY) | 0.7 | $3.7M | 84k | 44.09 | |
| Emcor (EME) | 0.7 | $3.6M | 9.9k | 369.63 | |
| Zurich Insurance (ZURVY) | 0.7 | $3.4M | 99k | 34.87 | |
| Ubs Group (UBS) | 0.6 | $3.4M | 110k | 30.63 | |
| Celestica (CLS) | 0.6 | $3.3M | 42k | 78.81 | |
| Amphenol Corporation (APH) | 0.6 | $3.3M | 51k | 65.59 | |
| Globe Life (GL) | 0.6 | $3.3M | 25k | 131.72 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.6 | $3.1M | 42k | 73.28 | |
| Metropcs Communications (TMUS) | 0.6 | $3.0M | 11k | 266.71 | |
| Williams Companies (WMB) | 0.6 | $2.9M | 49k | 59.76 | |
| ICICI Bank (IBN) | 0.6 | $2.9M | 93k | 31.52 | |
| Crh (CRH) | 0.6 | $2.9M | 33k | 87.97 | |
| Veeva Sys Inc cl a (VEEV) | 0.6 | $2.9M | 13k | 231.63 | |
| Doximity (DOCS) | 0.5 | $2.8M | 48k | 58.03 | |
| United Overseas Bank (UOVEY) | 0.5 | $2.8M | 49k | 56.30 | |
| Aon (AON) | 0.5 | $2.8M | 6.9k | 399.09 | |
| Occidental Petroleum Corporation (OXY) | 0.5 | $2.7M | 55k | 49.36 | |
| Schneider Elect Sa-unsp (SBGSY) | 0.5 | $2.6M | 57k | 45.92 | |
| Linde (LIN) | 0.5 | $2.6M | 5.6k | 465.64 | |
| Brown & Brown (BRO) | 0.5 | $2.4M | 19k | 124.40 | |
| Cinemark Holdings (CNK) | 0.4 | $2.3M | 91k | 24.89 | |
| Advanced Micro Devices (AMD) | 0.4 | $2.2M | 21k | 102.74 | |
| Constellation Energy (CEG) | 0.4 | $2.2M | 11k | 201.63 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.4 | $1.9M | 87k | 22.08 | |
| On Hldg (ONON) | 0.4 | $1.9M | 43k | 43.92 | |
| Arm Holdings (ARM) | 0.3 | $1.8M | 16k | 106.79 | |
| Canadian Pacific Kansas City (CP) | 0.3 | $1.5M | 22k | 70.21 | |
| Lululemon Athletica (LULU) | 0.3 | $1.4M | 5.0k | 283.06 | |
| Vanguard Mid-Cap ETF (VO) | 0.2 | $885k | 3.4k | 258.62 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.2 | $838k | 6.6k | 127.08 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $753k | 9.9k | 75.65 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $567k | 9.7k | 58.35 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $557k | 1.5k | 383.53 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $502k | 7.2k | 69.81 | |
| Automatic Data Processing (ADP) | 0.1 | $489k | 1.6k | 305.53 | |
| Schwab U S Small Cap ETF (SCHA) | 0.1 | $477k | 20k | 23.43 | |
| Pepsi (PEP) | 0.1 | $443k | 3.0k | 149.94 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $433k | 870.00 | 497.60 | |
| Vanguard Large-Cap ETF (VV) | 0.1 | $410k | 1.6k | 257.03 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $409k | 3.1k | 132.46 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $405k | 3.9k | 104.57 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $390k | 15k | 26.20 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $389k | 2.5k | 154.65 | |
| Vanguard Europe Pacific ETF (VEA) | 0.1 | $382k | 7.5k | 50.83 | |
| Mettler-Toledo International (MTD) | 0.1 | $356k | 301.00 | 1180.90 | |
| Innovator Etfs Tr s&p 500 pwr (PSEP) | 0.1 | $350k | 9.1k | 38.41 | |
| Innovator Etfs Tr s&p 500 pwr bu (PAUG) | 0.1 | $348k | 9.2k | 37.78 | |
| Dimensional Etf Trust (DFAT) | 0.1 | $311k | 6.0k | 51.49 | |
| Innovator Etfs Tr s&p 500 pwretf (POCT) | 0.1 | $299k | 7.7k | 38.85 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.1 | $296k | 957.00 | 308.88 | |
| Innovator Etfs Tr s&p 500 power (PNOV) | 0.1 | $294k | 7.9k | 37.22 | |
| SPDR MSCI ACWI ex-US (CWI) | 0.1 | $284k | 9.6k | 29.58 | |
| Chevron Corporation (CVX) | 0.0 | $261k | 1.6k | 167.29 | |
| Innovator Etfs Tr s&p 500 pwr (PJUL) | 0.0 | $249k | 6.2k | 40.19 | |
| Procter & Gamble Company (PG) | 0.0 | $248k | 1.5k | 170.42 | |
| Cava Group Ord (CAVA) | 0.0 | $218k | 2.5k | 86.41 | |
| Honeywell International (HON) | 0.0 | $213k | 1.0k | 211.75 | |
| S&p Global (SPGI) | 0.0 | $210k | 413.00 | 507.53 | |
| Gartner (IT) | 0.0 | $206k | 491.00 | 419.74 | |
| Innovator S&p 500 Pwr Buffer (PFEB) | 0.0 | $204k | 5.7k | 35.82 | |
| Innovator Etfs Tr s&p 500 power (PJAN) | 0.0 | $203k | 4.9k | 41.47 |