NM

Nicholson Meyer Capital Management, Inc.

13F
Nicholson Meyer Capital Management, Inc.
Last update 2025-07-17 45 Stocks (3 new)
Value $118.00 Mil Turnover 5 %
Countries:
Nicholson Meyer Capital Manage... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWB
iShares Russell 1000 ETF
36,741
12,475.8
-1.47%
10.560
-0.15%
0.030
+19.46%
+7.29%
41,513.2
 
BRK.B
Berkshire Hathaway Inc
22,881
11,114.2
-2.33%
9.410
-0.27%
0.000
-8.19%
+5.48%
1,030,137.3
Insurance
GLD
SPDR Gold Shares ETF
35,413
10,794.6
-2.58%
9.140
-0.25%
0.010
+1.60%
+30.55%
104,090.1
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
415,763
10,202.8
+4.50%
8.640
+0.37%
0.050
+13.08%
+5.49%
18,958.6
 
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
80,056
9,717.2
-1.84%
8.230
-0.15%
0.070
+18.68%
+7.17%
14,048.2
 
IXN
iShares Global Tech ETF
87,603
8,089.3
+2.06%
6.850
+0.14%
0.150
+32.76%
+11.22%
5,617.8
 
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
76,534
7,664.9
-8.80%
6.490
-0.68%
0.120
-0.06%
+0.12%
6,373.3
 
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
59,385
6,484.8
+2.54%
5.490
+0.14%
0.020
+26.75%
+7.79%
27,381.9
 
CGGR
Capital Group Growth ETF
97,670
3,970.3
+188.63%
3.360
+2.20%
0.030
+26.62%
+10.95%
14,156.3
 
IXC
iShares Global Energy ETF
92,899
3,650.0
+2.99%
3.090
+0.09%
0.210
+6.14%
+4.19%
1,754.1
 

Nicholson Meyer Capital Management, Inc.'s Historical Top Holdings Breakdowns

Nicholson Meyer Capital Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGGR
Capital Group Growth ETF
2025-06-30
Add
Add
+2.20%
30.53 ($36.46) 40.65
$41.24
13.11%
Add 188.63%
97,670
63,831
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
2025-06-30
Reduce
Reduce
-0.68%
99.83 ($100) 100.18
$100.04
0.04%
Reduce -8.8%
76,534
-7,387
CGDV
Capital Group Dividend Value ETF
2025-06-30
New Buy
New Buy
+0.59%
31.93 ($36.24) 39.49
$40.61
12.06%
New holding
17,507
17,507
VT
Vanguard Total World Stock ETF
2025-06-30
Add
Add
+0.59%
103.16 ($119.55) 128.52
$130.55
9.20%
Add 96.77%
11,013
5,416
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-06-30
Add
Add
+0.58%
108.12 ($124.74) 135.04
$137.64
10.34%
Add 24.65%
25,508
5,044
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2025-06-30
Add
Add
+0.37%
20.84 ($23.27) 24.54
$24.98
7.35%
Add 4.5%
415,763
17,885
BRK.B
Berkshire Hathaway Inc
2025-06-30
Reduce
Reduce
-0.27%
483.48 ($508.26) 539.8
$478.13
-5.93%
Reduce -2.33%
22,881
-547
GLD
SPDR Gold Shares ETF
2025-06-30
Reduce
Reduce
-0.25%
273.71 ($302.58) 316.29
$316.10
4.47%
Reduce -2.58%
35,413
-939
MSTR
Strategy
2025-06-30
New Buy
New Buy
+0.22%
237.95 ($363.05) 421.61
$426.40
17.45%
New holding
650
650
TMO
Thermo Fisher Scientific Inc
2025-06-30
Sold Out
Sold Out
-0.22%
390.26 ($419.37) 497.6
$427.62
1.97%
Sold Out
0
-471

Nicholson Meyer Capital Management, Inc. Total Holding History ($B)

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Nicholson Meyer Capital Management, Inc.'s Asset Allocation

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Nicholson Meyer Capital Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Nicholson Meyer Capital Management, Inc.'s Hypothetical Growth since 2025-06-30

Nicholson Meyer Capital Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Nicholson Meyer Capital Management, Inc.'s Holdings Heat Map

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