HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Microsoft Corporation |
498,605 | -88,640 | $169,795 |
| MSFT | 498,605 | -88,640 | $169,795 |
| Alphabet Inc. Class C |
1,339,135 | +27,985 | $161,995 |
| GOOG | 1,339,135 | +27,985 | $161,995 |
| Apple Inc. |
586,430 | -114,440 | $113,750 |
| AAPL | 586,430 | -114,440 | $113,750 |
| O Reilly Automotive Inc. |
115,646 | -5 | $110,477 |
| ORLY | 115,646 | -5 | $110,477 |
| Amazon.com Inc. |
678,600 | +109,245 | $88,462 |
| AMZN | 678,600 | +109,245 | $88,462 |
| Home Depot Inc. |
256,465 | UNCH | $79,668 |
| HD | 256,465 | UNCH | $79,668 |
| Aon Plc Class A |
228,245 | -14,905 | $78,790 |
| AON | 228,245 | -14,905 | $78,790 |
| Mastercard Incorporated Class A |
194,300 | -4,410 | $76,418 |
| MA | 194,300 | -4,410 | $76,418 |
| Fastenal Company |
1,251,835 | -45 | $73,846 |
| FAST | 1,251,835 | -45 | $73,846 |
| Adobe Incorporated |
150,755 | +9,525 | $73,718 |
| ADBE | 150,755 | +9,525 | $73,718 |
| Chipotle Mexican Grill Inc. |
33,790 | +835 | $72,277 |
| CMG | 33,790 | +835 | $72,277 |
| Copart Inc. |
787,425 | UNCH | $71,821 |
| CPRT | 787,425 | UNCH | $71,821 |
| Palo Alto Networks Inc. |
279,745 | -90,420 | $71,478 |
| PANW | 279,745 | -90,420 | $71,478 |
| Thermo Fisher Scientific Inc. |
135,193 | UNCH | $70,537 |
| TMO | 135,193 | UNCH | $70,537 |
| Fortive Corp. |
900,010 | +705 | $67,294 |
| FTV | 900,010 | +705 | $67,294 |
| Cintas Corporation |
133,770 | -30 | $66,494 |
| CTAS | 133,770 | -30 | $66,494 |
| S&P Global Inc. |
165,450 | UNCH | $66,327 |
| SPGI | 165,450 | UNCH | $66,327 |
| Constellation Brands Inc. Class A |
267,475 | -25 | $65,834 |
| STZ | 267,475 | -25 | $65,834 |
| Vulcan Materials Company |
291,100 | -40 | $65,626 |
| VMC | 291,100 | -40 | $65,626 |
| TJX Companies Inc |
762,195 | UNCH | $64,627 |
| TJX | 762,195 | UNCH | $64,627 |
| DexCom Inc. |
499,045 | UNCH | $64,132 |
| DXCM | 499,045 | UNCH | $64,132 |
| Visa Inc. Class A |
266,150 | -20 | $63,205 |
| V | 266,150 | -20 | $63,205 |
| Ulta Beauty Inc. |
133,605 | -15 | $62,874 |
| ULTA | 133,605 | -15 | $62,874 |
| Fiserv Inc. |
493,710 | UNCH | $62,282 |
| FISV | 493,710 | UNCH | $62,282 |
| Boston Scientific Corporation |
1,114,670 | UNCH | $60,292 |
| BSX | 1,114,670 | UNCH | $60,292 |
| Workday Inc. Class A |
256,690 | UNCH | $57,984 |
| WDAY | 256,690 | UNCH | $57,984 |
| Skyworks Solutions Inc. |
521,305 | +42,680 | $57,703 |
| SWKS | 521,305 | +42,680 | $57,703 |
| UnitedHealth Group Incorporated |
118,270 | +7,000 | $56,845 |
| UNH | 118,270 | +7,000 | $56,845 |
| Costco Wholesale Corporation |
105,445 | UNCH | $56,769 |
| COST | 105,445 | UNCH | $56,769 |
| JPMorgan Chase & Co. |
382,470 | UNCH | $55,626 |
| JPM | 382,470 | UNCH | $55,626 |
| Honeywell International Inc. |
266,480 | UNCH | $55,295 |
| HON | 266,480 | UNCH | $55,295 |
| Johnson & Johnson |
330,515 | UNCH | $54,707 |
| JNJ | 330,515 | UNCH | $54,707 |
| Medtronic Plc |
616,465 | UNCH | $54,311 |
| MDT | 616,465 | UNCH | $54,311 |
| Sherwin Williams Company |
203,135 | +14,935 | $53,936 |
| SHW | 203,135 | +14,935 | $53,936 |
| CrowdStrike Holdings Inc. Class A |
364,639 | -35 | $53,555 |
| CRWD | 364,639 | -35 | $53,555 |
| Salesforce Inc. |
250,430 | UNCH | $52,906 |
| CRM | 250,430 | UNCH | $52,906 |
| Eli Lilly and Company |
112,100 | UNCH | $52,573 |
| LLY | 112,100 | UNCH | $52,573 |
| NVIDIA Corporation |
120,575 | -67,115 | $51,006 |
| NVDA | 120,575 | -67,115 | $51,006 |
| Merck & Co. Inc. |
435,957 | UNCH | $50,305 |
| MRK | 435,957 | UNCH | $50,305 |
| Alcon AG |
607,550 | UNCH | $49,886 |
| ALC | 607,550 | UNCH | $49,886 |
| Synopsys Inc. |
114,420 | -16,285 | $49,820 |
| SNPS | 114,420 | -16,285 | $49,820 |
| CBRE Group Inc. Class A |
601,255 | -60 | $48,527 |
| CBRE | 601,255 | -60 | $48,527 |
| Enterprise Products Partners L.P. |
1,825,080 | UNCH | $48,091 |
| EPD | 1,825,080 | UNCH | $48,091 |
| Mondelez International Inc. Class A |
649,660 | UNCH | $47,386 |
| MDLZ | 649,660 | UNCH | $47,386 |
| ServiceNow Inc. |
83,820 | UNCH | $47,104 |
| NOW | 83,820 | UNCH | $47,104 |
| Texas Instruments Incorporated |
260,455 | +20,185 | $46,887 |
| TXN | 260,455 | +20,185 | $46,887 |
| Lam Research Corporation |
70,750 | -11,470 | $45,482 |
| LRCX | 70,750 | -11,470 | $45,482 |
| Laboratory Corporation of America Holdings |
185,890 | UNCH | $44,861 |
| LH | 185,890 | UNCH | $44,861 |
| Intercontinental Exchange Inc. (ICE) |
396,690 | UNCH | $44,858 |
| ICE | 396,690 | UNCH | $44,858 |
| Starbucks Corporation |
451,910 | UNCH | $44,766 |
| SBUX | 451,910 | UNCH | $44,766 |
See Full List: All Stocks Held By Nicholas Company Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Nicholas Company Inc.
|
Size ($ in 1000's)
At 06/30/2023: $5,226,047 At 03/31/2023: $4,929,348 Nicholas Company Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nicholas Company Inc. 13F filings. Link to 13F filings: SEC filings |
