HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Microsoft Corporation |
498,345 | -35 | $187,398 |
| MSFT | 498,345 | -35 | $187,398 |
| Alphabet Inc. Class C |
1,314,135 | -25,000 | $185,201 |
| GOOG | 1,314,135 | -25,000 | $185,201 |
| Amazon.com Inc. |
758,465 | +53,400 | $115,241 |
| AMZN | 758,465 | +53,400 | $115,241 |
| Apple Inc. |
586,315 | -25 | $112,883 |
| AAPL | 586,315 | -25 | $112,883 |
| O Reilly Automotive Inc. |
114,091 | -1,545 | $108,396 |
| ORLY | 114,091 | -1,545 | $108,396 |
| DexCom Inc. |
842,311 | +67,751 | $104,522 |
| DXCM | 842,311 | +67,751 | $104,522 |
| Home Depot Inc. |
256,390 | UNCH | $88,852 |
| HD | 256,390 | UNCH | $88,852 |
| Fastenal Company |
1,251,665 | -80 | $81,070 |
| FAST | 1,251,665 | -80 | $81,070 |
| Chipotle Mexican Grill Inc. |
34,755 | UNCH | $79,483 |
| CMG | 34,755 | UNCH | $79,483 |
| Mastercard Incorporated Class A |
185,580 | -10 | $79,152 |
| MA | 185,580 | -10 | $79,152 |
| S&P Global Inc. |
165,475 | UNCH | $72,895 |
| SPGI | 165,475 | UNCH | $72,895 |
| Thermo Fisher Scientific Inc. |
134,948 | UNCH | $71,629 |
| TMO | 134,948 | UNCH | $71,629 |
| TJX Companies Inc |
761,770 | UNCH | $71,462 |
| TJX | 761,770 | UNCH | $71,462 |
| Salesforce Inc. |
267,250 | +16,820 | $70,324 |
| CRM | 267,250 | +16,820 | $70,324 |
| Palo Alto Networks Inc. |
237,685 | -27,700 | $70,089 |
| PANW | 237,685 | -27,700 | $70,089 |
| CrowdStrike Holdings Inc. Class A |
274,154 | -72,840 | $69,997 |
| CRWD | 274,154 | -72,840 | $69,997 |
| Costco Wholesale Corporation |
105,435 | -10 | $69,596 |
| COST | 105,435 | -10 | $69,596 |
| Visa Inc. Class A |
266,150 | UNCH | $69,292 |
| V | 266,150 | UNCH | $69,292 |
| Aon Plc Class A |
228,245 | UNCH | $66,424 |
| AON | 228,245 | UNCH | $66,424 |
| Fortive Corp. |
900,010 | UNCH | $66,268 |
| FTV | 900,010 | UNCH | $66,268 |
| Vulcan Materials Company |
291,075 | UNCH | $66,077 |
| VMC | 291,075 | UNCH | $66,077 |
| Workday Inc. Class A |
238,880 | -34,260 | $65,945 |
| WDAY | 238,880 | -34,260 | $65,945 |
| Cintas Corporation |
109,260 | -6,680 | $65,847 |
| CTAS | 109,260 | -6,680 | $65,847 |
| Fiserv Inc. |
493,710 | UNCH | $65,584 |
| FI | 493,710 | UNCH | $65,584 |
| Ulta Beauty Inc. |
133,585 | -5 | $65,455 |
| ULTA | 133,585 | -5 | $65,455 |
| JPMorgan Chase & Co. |
382,295 | UNCH | $65,028 |
| JPM | 382,295 | UNCH | $65,028 |
| Constellation Brands Inc. Class A |
267,465 | -10 | $64,660 |
| STZ | 267,465 | -10 | $64,660 |
| Boston Scientific Corporation |
1,114,970 | UNCH | $64,456 |
| BSX | 1,114,970 | UNCH | $64,456 |
| Adobe Incorporated |
107,485 | -36,810 | $64,126 |
| ADBE | 107,485 | -36,810 | $64,126 |
| NVIDIA Corporation |
129,170 | +12,395 | $63,968 |
| NVDA | 129,170 | +12,395 | $63,968 |
| Copart Inc. |
1,296,885 | UNCH | $63,547 |
| CPRT | 1,296,885 | UNCH | $63,547 |
| Sherwin Williams Company |
203,135 | UNCH | $63,358 |
| SHW | 203,135 | UNCH | $63,358 |
| UnitedHealth Group Incorporated |
118,270 | UNCH | $62,266 |
| UNH | 118,270 | UNCH | $62,266 |
| Texas Instruments Incorporated |
352,685 | +22,890 | $60,119 |
| TXN | 352,685 | +22,890 | $60,119 |
| ServiceNow Inc. |
83,820 | UNCH | $59,218 |
| NOW | 83,820 | UNCH | $59,218 |
| Skyworks Solutions Inc. |
521,305 | UNCH | $58,605 |
| SWKS | 521,305 | UNCH | $58,605 |
| Eli Lilly and Company |
99,085 | -10 | $57,759 |
| LLY | 99,085 | -10 | $57,759 |
| Global Payments Inc. |
448,717 | UNCH | $56,987 |
| GPN | 448,717 | UNCH | $56,987 |
| Trade Desk Inc. Class A |
776,425 | +305,615 | $55,872 |
| TTD | 776,425 | +305,615 | $55,872 |
| Honeywell International Inc. |
266,340 | -20 | $55,854 |
| HON | 266,340 | -20 | $55,854 |
| Astrazeneca PLC Sponsored ADR |
827,625 | +707,215 | $55,741 |
| AZN | 827,625 | +707,215 | $55,741 |
| Atlassian Corp Class A |
225,800 | UNCH | $53,709 |
| TEAM | 225,800 | UNCH | $53,709 |
| Advanced Micro Devices Inc. |
354,623 | UNCH | $52,275 |
| AMD | 354,623 | UNCH | $52,275 |
| Intercontinental Exchange Inc. (ICE) |
396,690 | UNCH | $50,947 |
| ICE | 396,690 | UNCH | $50,947 |
| CBRE Group Inc. Class A |
541,935 | -59,320 | $50,449 |
| CBRE | 541,935 | -59,320 | $50,449 |
| Synopsys Inc. |
97,460 | -16,960 | $50,183 |
| SNPS | 97,460 | -16,960 | $50,183 |
| Stryker Corporation |
164,620 | +13,205 | $49,297 |
| SYK | 164,620 | +13,205 | $49,297 |
| Enterprise Products Partners L.P. |
1,824,480 | UNCH | $48,075 |
| EPD | 1,824,480 | UNCH | $48,075 |
| Merck & Co. Inc. |
435,582 | -35 | $47,487 |
| MRK | 435,582 | -35 | $47,487 |
| Alcon AG |
607,550 | UNCH | $47,462 |
| ALC | 607,550 | UNCH | $47,462 |
See Full List: All Stocks Held By Nicholas Company Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Nicholas Company Inc.
|
Size ($ in 1000's)
At 12/31/2023: $5,649,278 At 09/30/2023: $5,064,008 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 |
