Nicollet Investment Management as of June 30, 2024
Portfolio Holdings for Nicollet Investment Management
Nicollet Investment Management holds 68 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 9.0 | $24M | 54k | 446.95 | |
Amazon (AMZN) | 7.6 | $20M | 105k | 193.25 | |
Apple (AAPL) | 6.6 | $18M | 84k | 210.62 | |
Alphabet Inc Class C cs (GOOG) | 5.9 | $16M | 87k | 183.42 | |
Facebook Inc cl a (META) | 4.4 | $12M | 23k | 504.20 | |
NVIDIA Corporation (NVDA) | 3.6 | $9.7M | 79k | 123.55 | |
Visa (V) | 3.6 | $9.7M | 37k | 262.48 | |
Alphabet Inc Class A cs (GOOGL) | 3.3 | $8.8M | 48k | 182.14 | |
W.W. Grainger (GWW) | 3.3 | $8.7M | 9.7k | 902.25 | |
Schwab U.S. Large Cap ETF Etf (SCHX) | 2.4 | $6.5M | 102k | 64.25 | |
Schlumberger (SLB) | 2.3 | $6.2M | 132k | 47.18 | |
Ishares Russell Top 200 ETF Etf (IWL) | 2.3 | $6.1M | 46k | 133.96 | |
Novo Nordisk A/S (NVO) | 2.2 | $5.9M | 41k | 142.74 | |
Servicenow (NOW) | 2.2 | $5.8M | 7.3k | 786.74 | |
Oracle Corporation (ORCL) | 2.1 | $5.5M | 39k | 141.20 | |
ResMed (RMD) | 2.0 | $5.4M | 28k | 191.42 | |
Palo Alto Networks (PANW) | 2.0 | $5.4M | 16k | 339.03 | |
Ecolab (ECL) | 2.0 | $5.3M | 22k | 238.01 | |
Fiserv (FI) | 1.9 | $5.1M | 34k | 149.04 | |
Union Pacific Corporation (UNP) | 1.7 | $4.6M | 20k | 226.27 | |
3M Company (MMM) | 1.6 | $4.4M | 43k | 102.18 | |
UnitedHealth (UNH) | 1.6 | $4.2M | 8.3k | 509.28 | |
Coca-Cola Company (KO) | 1.5 | $4.1M | 65k | 63.66 | |
TJX Companies (TJX) | 1.5 | $4.1M | 37k | 110.10 | |
Accenture (ACN) | 1.5 | $4.0M | 13k | 303.44 | |
salesforce (CRM) | 1.4 | $3.9M | 15k | 257.08 | |
Chubb (CB) | 1.3 | $3.4M | 13k | 255.06 | |
Thermo Fisher Scientific (TMO) | 1.2 | $3.3M | 6.0k | 552.92 | |
EOG Resources (EOG) | 1.2 | $3.3M | 26k | 125.85 | |
Schwab U.S. Mid Cap ETF Etf (SCHM) | 1.2 | $3.1M | 40k | 77.83 | |
Home Depot (HD) | 1.1 | $2.9M | 8.3k | 344.29 | |
Equinix (EQIX) | 1.1 | $2.8M | 3.7k | 756.64 | |
Starbucks Corporation (SBUX) | 1.0 | $2.7M | 34k | 77.85 | |
Fastenal Company (FAST) | 0.9 | $2.4M | 39k | 62.83 | |
SYSCO Corporation (SYY) | 0.8 | $2.2M | 31k | 71.38 | |
Paypal Holdings (PYPL) | 0.7 | $1.9M | 32k | 58.03 | |
United Therapeutics Corporation (UTHR) | 0.7 | $1.8M | 5.8k | 318.61 | |
Akamai Technologies (AKAM) | 0.7 | $1.8M | 20k | 90.07 | |
L3harris Technologies (LHX) | 0.6 | $1.5M | 6.6k | 224.60 | |
Fidelity National Information Services (FIS) | 0.5 | $1.4M | 18k | 75.38 | |
Valmont Industries (VMI) | 0.5 | $1.4M | 4.9k | 274.48 | |
Expeditors International of Washington (EXPD) | 0.5 | $1.3M | 11k | 124.79 | |
Schwab US Small Cap ETF Etf (SCHA) | 0.4 | $1.1M | 22k | 47.43 | |
Alkermes (ALKS) | 0.4 | $1.0M | 43k | 24.09 | |
Generac Holdings (GNRC) | 0.4 | $1.0M | 7.8k | 132.19 | |
Stericycle (SRCL) | 0.4 | $1.0M | 18k | 58.15 | |
Ionis Pharmaceuticals (IONS) | 0.4 | $958k | 20k | 47.64 | |
Radian (RDN) | 0.3 | $932k | 30k | 31.09 | |
Southern Company (SO) | 0.3 | $889k | 12k | 77.57 | |
Knight Swift Transn Hldgs (KNX) | 0.3 | $884k | 18k | 49.90 | |
Cabot Oil & Gas Corporation (CTRA) | 0.3 | $883k | 33k | 26.66 | |
Scotts Miracle-Gro Company (SMG) | 0.3 | $827k | 13k | 65.07 | |
Lululemon Athletica (LULU) | 0.3 | $795k | 2.7k | 298.76 | |
Skyworks Solutions (SWKS) | 0.3 | $756k | 7.1k | 106.54 | |
Spdr S&p 500 Etf Etf (SPY) | 0.3 | $743k | 1.4k | 543.92 | |
Hf Sinclair Corp (DINO) | 0.3 | $673k | 13k | 53.32 | |
Spdr S&P Midcap 400 ETF Etf (MDY) | 0.2 | $666k | 1.2k | 534.94 | |
Eli Lilly & Co. (LLY) | 0.2 | $591k | 653.00 | 905.05 | |
Solventum Corp (SOLV) | 0.2 | $560k | 11k | 52.93 | |
IShares Core S&P 500 ETF Etf (IVV) | 0.2 | $510k | 931.00 | 547.80 | |
Xcel Energy (XEL) | 0.2 | $449k | 8.4k | 53.36 | |
Costco Wholesale Corporation (COST) | 0.1 | $361k | 425.00 | 849.41 | |
SPDR Gold Trust (GLD) | 0.1 | $355k | 1.7k | 215.15 | |
IShares Tr Russell 2000 ETF Etf (IWM) | 0.1 | $324k | 1.6k | 202.63 | |
Mural Oncology (MURA) | 0.1 | $308k | 98k | 3.14 | |
Broadcom (AVGO) | 0.1 | $307k | 191.00 | 1607.33 | |
Vanguard Total Stock Market ETF Etf (VTI) | 0.1 | $236k | 881.00 | 267.88 | |
Ishares Core S&P Small Cap ETF Etf (IJR) | 0.1 | $201k | 1.9k | 106.63 |