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NICHOLAS COMPANY, INC. 13F holdings

Filed 2026-08-05 · NICHOLAS COMPANY, INC. · 195 positions · $5.5B

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TickerCompanySharesValue% of portfolio
GOOGAlphabet Inc. Class C687.5K$242.9M4.4%
NVDANVIDIA Corporation1.2M$231.6M4.2%
AMZNAmazon.com, Inc.872.9K$208.0M3.8%
AAPLApple Inc.662.7K$191.8M3.5%
MSFTMicrosoft Corporation452.0K$168.6M3.1%
AMDAdvanced Micro Devices, Inc.179.4K$104.2M1.9%
AVGOBroadcom Inc.263.5K$99.5M1.8%
PANWPalo Alto Networks, Inc.266.3K$90.8M1.7%
HDHome Depot, Inc.241.1K$85.0M1.6%
WCNWaste Connections, Inc.508.1K$84.7M1.5%
ORLYO'Reilly Automotive, Inc.918.4K$84.6M1.5%
LLYEli Lilly and Company70.0K$83.9M1.5%
JPMJPMorgan Chase & Co.248.5K$81.3M1.5%
TJXTJX Companies Inc534.9K$81.0M1.5%
TMOThermo Fisher Scientific Inc.159.8K$80.1M1.5%
TXNTexas Instruments Incorporated267.2K$79.6M1.5%
COSTCostco Wholesale Corporation84.5K$79.0M1.4%
—AstraZeneca PLC410.4K$77.8M1.4%
ETNEaton Corp. Plc182.5K$77.7M1.4%
VMCVulcan Materials Company258.8K$76.4M1.4%
KLACKLA Corporation246.0K$74.2M1.4%
CDNSCadence Design Systems, Inc.194.5K$73.0M1.3%
METAMeta Platforms Inc Class A125.8K$70.9M1.3%
SHWSherwin-Williams Company203.1K$69.9M1.3%
SNOWSnowflake, Inc.274.7K$69.9M1.3%
LRCXLam Research Corporation159.7K$69.2M1.3%
SYKStryker Corporation216.9K$68.3M1.2%
SPGIS&P Global, Inc.165.4K$67.4M1.2%
FASTFastenal Company1.4M$67.3M1.2%
VVisa Inc. Class A195.9K$67.2M1.2%
SBUXStarbucks Corporation646.5K$66.1M1.2%
—Johnson Controls International plc440.0K$64.3M1.2%
KOCoca-Cola Company786.1K$63.9M1.2%
MAMastercard Incorporated Class A120.8K$62.0M1.1%
SNPSSynopsys, Inc.135.3K$60.3M1.1%
AONAon Plc Class A181.3K$60.1M1.1%
NFLXNetflix, Inc.803.4K$57.4M1.0%
MCDMcDonald's Corporation203.9K$55.1M1.0%
FTVFortive Corp.894.2K$54.6M1.0%
ICEIntercontinental Exchange, Inc.436.9K$53.8M1.0%
CTASCintas Corporation305.4K$51.9M1.0%
ITWIllinois Tool Works Inc.175.4K$47.4M0.9%
—Alcon AG688.3K$46.2M0.8%
LSCCLattice Semiconductor Corporation294.0K$45.0M0.8%
NOWServiceNow, Inc.444.2K$44.1M0.8%
CRMSalesforce, Inc.275.3K$43.1M0.8%
BSXBoston Scientific Corporation982.4K$41.9M0.8%
ROPRoper Technologies, Inc.109.5K$37.1M0.7%
MCHPMicrochip Technology Incorporated336.5K$30.7M0.6%
IEXIDEX Corporation132.7K$30.1M0.6%
ZSZscaler, Inc.209.7K$29.6M0.5%
NDSNNordson Corporation90.9K$27.4M0.5%
WDAYWorkday, Inc. Class A217.1K$26.6M0.5%
AMEAMETEK, Inc.109.3K$26.4M0.5%
TDYTeledyne Technologies Incorporated38.4K$25.6M0.5%
DDOGDatadog, Inc. Class A96.0K$25.0M0.5%
RBARB Global, Inc.210.7K$24.5M0.4%
AOSA. O. Smith Corporation385.7K$24.2M0.4%
OKTAOkta, Inc. Class A169.7K$23.2M0.4%
CPAYCorpay, Inc.68.3K$22.8M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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