StockDriftsStockDriftsTop 50 Nicollet Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | Amazon Com Inc. | 7.07% | 96.0K | $22.9M | +0.30%(+283) | $67.46(+289.20%) | 2026-06-30 | |
| GOOG | Alphabet Inc Cl C | 6.65% | 61.0K | $21.5M | -2.67%(-1.68K) | $50.76(+575.00%) | 2026-06-30 | |
| AAPL | Apple Computer | 6.55% | 73.3K | $21.2M | +0.56%(+411) | $46.20(+560.93%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Cl A | 5.16% | 46.8K | $16.7M | +1.13%(+524) | $86.63(+297.92%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 5.06% | 44.0K | $16.4M | +0.48%(+208) | $98.80(+391.96%) | 2026-06-30 | |
| NVDA | Nvidia | 4.12% | 66.6K | $13.3M | +0.06%(+37) | $45.70(+394.72%) | 2026-06-30 | |
| META | Meta Platforms Inc Cl A | 3.79% | 21.8K | $12.3M | -0.10%(-22) | $231.59(+150.57%) | 2026-06-30 | |
| GWW | Grainger W W Inc | 3.69% | 8.8K | $11.9M | +1.06%(+92) | $318.32(+313.76%) | 2026-06-30 | |
| V | Visa Inc | 3.63% | 34.3K | $11.8M | +0.32%(+109) | $78.55(+360.76%) | 2026-06-30 | |
| RSP | Invsc SP 500 Equal ETF | 2.88% | 43.8K | $9.3M | +2.55%(+1.09K) | $190.87(+16.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.45% | +62.00% | +9.08% | +54.40% |
| Top 20 Holdings Unweighted | +16.19% | +56.86% | +8.73% | +51.97% |
Nicollet Investment Management, Inc. reports $323.86M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (7.1%), GOOG (6.7%) and AAPL (6.5%). The top 20 holdings account for 67.75% of reported assets. Its disclosed equity book has returned +62.00% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Nicollet Investment Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729048). View Nicollet Investment Management, Inc.’s 13F filings on SEC