Nicollet Investment Management as of Dec. 31, 2024
Portfolio Holdings for Nicollet Investment Management
Nicollet Investment Management holds 71 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.8 | $23M | 103k | 219.39 | |
| Microsoft Corporation (MSFT) | 7.7 | $22M | 53k | 421.50 | |
| Apple (AAPL) | 7.0 | $20M | 81k | 250.42 | |
| Alphabet Inc Class C cs (GOOG) | 5.4 | $16M | 83k | 190.45 | |
| Facebook Inc cl a (META) | 4.6 | $14M | 23k | 585.51 | |
| Visa (V) | 3.9 | $12M | 36k | 316.03 | |
| NVIDIA Corporation (NVDA) | 3.6 | $10M | 77k | 134.29 | |
| W.W. Grainger (GWW) | 3.4 | $9.8M | 9.3k | 1054.02 | |
| Alphabet Inc Class A cs (GOOGL) | 3.3 | $9.5M | 50k | 189.30 | |
| Servicenow (NOW) | 2.7 | $7.7M | 7.3k | 1060.06 | |
| Schwab U.S. Large Cap ETF Etf (SCHX) | 2.5 | $7.3M | 315k | 23.18 | |
| Fiserv (FI) | 2.4 | $7.0M | 34k | 205.41 | |
| Ishares Russell Top 200 ETF Etf (IWL) | 2.4 | $6.9M | 48k | 144.71 | |
| Oracle Corporation (ORCL) | 2.2 | $6.5M | 39k | 166.63 | |
| ResMed (RMD) | 2.2 | $6.4M | 28k | 228.68 | |
| Palo Alto Networks (PANW) | 2.0 | $5.8M | 32k | 181.97 | |
| 3M Company (MMM) | 1.9 | $5.5M | 42k | 129.09 | |
| Ecolab (ECL) | 1.8 | $5.2M | 22k | 234.33 | |
| salesforce (CRM) | 1.7 | $5.1M | 15k | 334.34 | |
| Accenture (ACN) | 1.6 | $4.7M | 13k | 351.79 | |
| Schlumberger (SLB) | 1.6 | $4.7M | 123k | 38.34 | |
| Union Pacific Corporation (UNP) | 1.6 | $4.6M | 20k | 228.02 | |
| TJX Companies (TJX) | 1.5 | $4.3M | 36k | 120.80 | |
| UnitedHealth (UNH) | 1.4 | $4.2M | 8.3k | 505.85 | |
| Coca-Cola Company (KO) | 1.4 | $4.0M | 64k | 62.25 | |
| Uber Technologies (UBER) | 1.3 | $3.9M | 65k | 60.31 | |
| Chubb (CB) | 1.3 | $3.7M | 13k | 276.32 | |
| Equinix (EQIX) | 1.2 | $3.5M | 3.7k | 942.92 | |
| Novo Nordisk A/S (NVO) | 1.2 | $3.5M | 41k | 86.01 | |
| Schwab U.S. Mid Cap ETF Etf (SCHM) | 1.2 | $3.5M | 125k | 27.71 | |
| Home Depot (HD) | 1.1 | $3.3M | 8.4k | 389.01 | |
| EOG Resources (EOG) | 1.1 | $3.1M | 25k | 122.58 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $3.0M | 5.8k | 520.20 | |
| Fastenal Company (FAST) | 1.0 | $2.8M | 39k | 71.92 | |
| Starbucks Corporation (SBUX) | 0.9 | $2.6M | 29k | 91.25 | |
| Paypal Holdings (PYPL) | 0.9 | $2.6M | 30k | 85.35 | |
| SYSCO Corporation (SYY) | 0.8 | $2.3M | 30k | 76.47 | |
| United Therapeutics Corporation (UTHR) | 0.7 | $2.0M | 5.8k | 352.91 | |
| Akamai Technologies (AKAM) | 0.7 | $1.9M | 20k | 95.63 | |
| Valmont Industries (VMI) | 0.5 | $1.5M | 5.0k | 306.57 | |
| Fidelity National Information Services (FIS) | 0.5 | $1.5M | 18k | 80.77 | |
| L3harris Technologies (LHX) | 0.5 | $1.4M | 6.6k | 210.22 | |
| Alkermes (ALKS) | 0.4 | $1.3M | 44k | 28.76 | |
| Generac Holdings (GNRC) | 0.4 | $1.2M | 7.8k | 155.05 | |
| Expeditors International of Washington (EXPD) | 0.4 | $1.2M | 11k | 110.76 | |
| Schwab US Small Cap ETF Etf (SCHA) | 0.4 | $1.1M | 45k | 25.86 | |
| F5 Networks (FFIV) | 0.4 | $1.1M | 4.3k | 251.39 | |
| Lululemon Athletica (LULU) | 0.4 | $1.0M | 2.7k | 382.34 | |
| Radian (RDN) | 0.3 | $943k | 30k | 31.72 | |
| Southern Company (SO) | 0.3 | $943k | 12k | 82.28 | |
| Knight Swift Transn Hldgs (KNX) | 0.3 | $931k | 18k | 53.02 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.3 | $865k | 34k | 25.55 | |
| Scotts Miracle-Gro Company (SMG) | 0.3 | $851k | 13k | 66.37 | |
| Spdr S&p 500 Etf Etf (SPY) | 0.3 | $800k | 1.4k | 585.65 | |
| Spdr S&P Midcap 400 ETF Etf (MDY) | 0.2 | $709k | 1.2k | 569.48 | |
| Ionis Pharmaceuticals (IONS) | 0.2 | $692k | 20k | 34.97 | |
| Skyworks Solutions (SWKS) | 0.2 | $636k | 7.2k | 88.74 | |
| Solventum Corp (SOLV) | 0.2 | $599k | 9.1k | 66.09 | |
| Xcel Energy (XEL) | 0.2 | $568k | 8.4k | 67.50 | |
| IShares Core S&P 500 ETF Etf (IVV) | 0.2 | $548k | 931.00 | 588.61 | |
| Eli Lilly & Co. (LLY) | 0.2 | $504k | 653.00 | 771.82 | |
| Broadcom (AVGO) | 0.2 | $448k | 1.9k | 232.00 | |
| Hf Sinclair Corp (DINO) | 0.1 | $434k | 12k | 35.04 | |
| SPDR Gold Trust (GLD) | 0.1 | $400k | 1.7k | 242.42 | |
| Costco Wholesale Corporation (COST) | 0.1 | $390k | 426.00 | 915.49 | |
| IShares Tr Russell 2000 ETF Etf (IWM) | 0.1 | $353k | 1.6k | 220.76 | |
| Mural Oncology (MURA) | 0.1 | $305k | 95k | 3.22 | |
| Vanguard Total Stock Market ETF Etf (VTI) | 0.1 | $255k | 881.00 | 289.44 | |
| Ishares Cr MSCI EAFE ETF Etf (IEFA) | 0.1 | $245k | 3.5k | 70.36 | |
| Ishares Core US Aggregate Bond ETF Etf (AGG) | 0.1 | $231k | 2.4k | 96.73 | |
| Ishares Core S&P Small Cap ETF Etf (IJR) | 0.1 | $217k | 1.9k | 115.12 |