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NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
Latest filing: 2026-06-30
NICHOLSON MEYER CAPITAL MANAGEMENT, INC. runs NICHOLSON MEYER CAPITAL MANAGEMENT, INC. and currently holds 45 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $150.15M. Their top holdings are IWB, FNDX, BRK-B, GSLC, CGDV. The top five represent 42.9% of reported portfolio weight. NICHOLSON MEYER CAPITAL MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, NICHOLSON MEYER CAPITAL MANAGEMENT, INC. initiated 2 new positions. They added to 10 existing positions. They trimmed 18 positions. Their current best-performing preview position is MU with returns of +241.67%.
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45 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IWB ISHARES TR | 12.15% | $325.56 | $419.55 | +28.87% | Added +21.24% |
 FNDX SCHWAB STRATEGIC TR | 8.33% | $23.70 | $32.52 | +37.19% | Trimmed -3.98% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 7.72% | $531.59 | $495.77 | -6.74% | Trimmed -1.31% |
 GSLC GOLDMAN SACHS ETF TR | 7.53% | $110.57 | $146.20 | +32.22% | Trimmed -3.01% |
 CGDV CAPITAL GROUP DIVIDEND VALUE | 7.19% | $41.90 | $50.21 | +19.82% | Trimmed -2.60% |
 IXN ISHARES TR | 6.96% | $76.08 | $139.44 | +83.28% | Trimmed -13.44% |
 GLD SPDR GOLD TR | 6.75% | $288.14 | $423.45 | +46.96% | Trimmed -4.19% |
 VONG VANGUARD SCOTTSDALE FDS | 5.29% | $94.70 | $125.99 | +33.04% | Trimmed -3.07% |
 GBIL GOLDMAN SACHS ETF TR | 5.21% | $100.18 | $100.12 | -0.06% | Added +2.19% |
 CGGR CAPITAL GROUP GROWTH ETF | 5.21% | $39.56 | $46.99 | +18.78% | Added +2.20% |
Showing 1-10 of 45