Nicollet Investment Management as of March 31, 2026
Portfolio Holdings for Nicollet Investment Management
Nicollet Investment Management holds 76 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 6.8 | $20M | 96k | 208.27 | |
| Apple (AAPL) | 6.3 | $19M | 73k | 253.78 | |
| Alphabet Inc Class C cs (GOOG) | 6.2 | $18M | 63k | 286.86 | |
| Microsoft Corporation (MSFT) | 5.5 | $16M | 44k | 370.18 | |
| Alphabet Inc Class A cs (GOOGL) | 4.6 | $13M | 46k | 287.56 | |
| Facebook Inc cl a (META) | 4.3 | $13M | 22k | 572.13 | |
| NVIDIA Corporation (NVDA) | 4.0 | $12M | 67k | 174.40 | |
| Visa (V) | 3.5 | $10M | 34k | 302.25 | |
| W.W. Grainger (GWW) | 3.2 | $9.5M | 8.7k | 1090.83 | |
| Invsc SP 500 Equal ETF Etf (RSP) | 2.8 | $8.2M | 43k | 191.91 | |
| Equinix (EQIX) | 2.6 | $7.7M | 7.9k | 980.18 | |
| Schwab U.S. Large Cap ETF Etf (SCHX) | 2.6 | $7.5M | 293k | 25.64 | |
| Ishares Russell Top 200 ETF Etf (IWL) | 2.2 | $6.5M | 40k | 160.48 | |
| Schlumberger (SLB) | 2.0 | $5.9M | 114k | 51.39 | |
| ResMed (RMD) | 1.9 | $5.6M | 25k | 224.47 | |
| 3M Company (MMM) | 1.9 | $5.5M | 38k | 145.24 | |
| Oracle Corporation (ORCL) | 1.9 | $5.4M | 37k | 147.12 | |
| Ecolab (ECL) | 1.8 | $5.2M | 20k | 266.04 | |
| TJX Companies (TJX) | 1.7 | $5.0M | 31k | 159.71 | |
| Spdr S&P Midcap 400 ETF Etf (MDY) | 1.7 | $4.8M | 7.8k | 616.81 | |
| Uber Technologies (UBER) | 1.6 | $4.6M | 63k | 71.92 | |
| Union Pacific Corporation (UNP) | 1.5 | $4.5M | 19k | 242.60 | |
| Coca-Cola Company (KO) | 1.5 | $4.5M | 59k | 76.04 | |
| Chubb (CB) | 1.4 | $4.1M | 13k | 325.93 | |
| Goldman Sachs (GS) | 1.3 | $3.8M | 4.5k | 846.05 | |
| Schwab U.S. Mid Cap ETF Etf (SCHM) | 1.2 | $3.6M | 116k | 30.96 | |
| Fastenal Company (FAST) | 1.2 | $3.4M | 74k | 46.39 | |
| United Therapeutics Corporation (UTHR) | 1.2 | $3.4M | 5.7k | 592.91 | |
| EOG Resources (EOG) | 1.1 | $3.2M | 22k | 144.57 | |
| Boston Scientific Corporation (BSX) | 1.0 | $3.0M | 48k | 62.75 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $2.7M | 5.5k | 491.46 | |
| salesforce (CRM) | 0.9 | $2.6M | 14k | 186.67 | |
| Home Depot (HD) | 0.9 | $2.6M | 7.9k | 328.93 | |
| Palo Alto Networks (PANW) | 0.9 | $2.5M | 16k | 160.34 | |
| Accenture (ACN) | 0.8 | $2.5M | 13k | 198.28 | |
| L3harris Technologies (LHX) | 0.8 | $2.3M | 6.6k | 345.18 | |
| Akamai Technologies (AKAM) | 0.8 | $2.2M | 20k | 114.85 | |
| Starbucks Corporation (SBUX) | 0.7 | $2.2M | 24k | 89.58 | |
| Servicenow (NOW) | 0.7 | $2.1M | 20k | 104.55 | |
| UnitedHealth (UNH) | 0.7 | $2.0M | 7.5k | 270.62 | |
| Valmont Industries (VMI) | 0.7 | $2.0M | 5.0k | 399.60 | |
| SYSCO Corporation (SYY) | 0.7 | $1.9M | 27k | 71.33 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $1.6M | 3.1k | 522.61 | |
| Expeditors International of Washington (EXPD) | 0.5 | $1.5M | 11k | 143.20 | |
| Alkermes (ALKS) | 0.5 | $1.5M | 43k | 35.36 | |
| Moderna (MRNA) | 0.5 | $1.5M | 29k | 50.79 | |
| Ionis Pharmaceuticals (IONS) | 0.5 | $1.5M | 20k | 75.08 | |
| Generac Holdings (GNRC) | 0.5 | $1.4M | 7.4k | 195.28 | |
| Novo Nordisk A/S (NVO) | 0.5 | $1.4M | 39k | 36.76 | |
| Paypal Holdings (PYPL) | 0.4 | $1.2M | 28k | 45.23 | |
| Schwab US Small Cap ETF Etf (SCHA) | 0.4 | $1.2M | 43k | 29.09 | |
| F5 Networks (FFIV) | 0.4 | $1.2M | 4.2k | 289.43 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.4 | $1.2M | 34k | 35.13 | |
| Align Technology (ALGN) | 0.4 | $1.0M | 6.0k | 171.47 | |
| Knight Swift Transn Hldgs (KNX) | 0.3 | $992k | 17k | 57.59 | |
| IShares Core S&P 500 ETF Etf (IVV) | 0.3 | $970k | 1.5k | 653.20 | |
| Fiserv (FISV) | 0.3 | $952k | 17k | 55.78 | |
| Radian (RDN) | 0.3 | $952k | 29k | 33.07 | |
| Spdr S&p 500 Etf Etf (SPY) | 0.3 | $877k | 1.3k | 650.59 | |
| Fidelity National Information Services (FIS) | 0.3 | $850k | 18k | 46.90 | |
| Hf Sinclair Corp (DINO) | 0.3 | $803k | 13k | 62.41 | |
| Scotts Miracle-Gro Company (SMG) | 0.2 | $715k | 12k | 60.77 | |
| SPDR Gold Trust (GLD) | 0.2 | $678k | 1.6k | 430.48 | |
| Lyft (LYFT) | 0.2 | $624k | 47k | 13.30 | |
| Xcel Energy (XEL) | 0.2 | $557k | 7.0k | 79.45 | |
| Broadcom (AVGO) | 0.2 | $532k | 1.7k | 309.30 | |
| Solventum Corp (SOLV) | 0.2 | $469k | 7.2k | 65.35 | |
| Costco Wholesale Corporation (COST) | 0.1 | $401k | 403.00 | 995.04 | |
| IShares Tr Russell 2000 ETF Etf (IWM) | 0.1 | $397k | 1.6k | 248.28 | |
| Skyworks Solutions (SWKS) | 0.1 | $358k | 6.7k | 53.50 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $352k | 2.7k | 131.10 | |
| Vanguard Total Stock Market ETF Etf (VTI) | 0.1 | $283k | 881.00 | 321.23 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $281k | 587.00 | 478.71 | |
| IShares S&P 500 Growth ETF Etf (IVW) | 0.1 | $263k | 2.3k | 113.17 | |
| Medtronic (MDT) | 0.1 | $259k | 3.0k | 86.74 | |
| Ishares Core S&P Small Cap ETF Etf (IJR) | 0.1 | $234k | 1.9k | 124.14 |