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The Analysis of Nicollet Investment Management, Inc.'s Holdings & P&L

Currently, Nicollet Investment Management, Inc. holds 76 types of securities in its portfolio with a total value $292.0K. In the most recent quarter, they have increased their positions in GS (+4.5K shares, valued at $3.8K), NVO (+18.6K shares, valued at $684.8655273562046), WPM (+2.7K shares, valued at $352); decreased their positions in IWL (-7.3K shares, valued at $1.2K), N/A (-3.0K shares, valued at $862.9707726231138), AAPL (-3.2K shares, valued at $816.9306327446379); initiated new positions in GS (+4.5K shares, valued at $3.8K), WPM (+2.7K shares, valued at $352), IVW (+2.3K shares, valued at $263).

1M P&L

+7.2M+2.68%

3M P&L

+21.3M+8.38%

HY P&L

+8.9M+3.36%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A28.3K

11.4%

2Software - Infrastructure27.6K

11.1%

3Internet Retail19.9K

8.0%

Top Industries by Stock Count

1N/A13 stocks

18.8%

2Software - Infrastructure5 stocks

7.2%

3Software - Application4 stocks

5.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN Amazon Com Inc.95.7K shares-3.31%2026-03-312026-05-13

AAPL Apple Computer72.9K shares-4.23%2026-03-312026-05-13

Alphabet Inc Cl C Alphabet Inc Cl C62.6K shares-2.45%2026-03-312026-05-13

MSFT Microsoft Corp43.8K shares-2.37%2026-03-312026-05-13

Alphabet Inc Cl A Alphabet Inc Cl A46.3K shares-6.09%2026-03-312026-05-13

META Meta Platforms Inc Cl A21.8K shares-4.23%2026-03-312026-05-13

NVDA Nvidia66.6K shares-2.98%2026-03-312026-05-13

V Visa Inc34.2K shares-3.31%2026-03-312026-05-13

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GWW Grainger W W Inc8.7K shares-2.67%2026-03-312026-05-13

Invsc SP 500 Equal ETF Invsc SP 500 Equal ETF42.7K shares-2.84%2026-03-312026-05-13

EQIX Equinix, Inc7.9K shares-2.61%2026-03-312026-05-13

SCHX Schwab U.S. Large Cap ETF292.9K shares-0.22%2026-03-312026-05-13

IWL Ishares Russell Top 200 ETF40.3K shares-15.40%2026-03-312026-05-13

SLB Schlumberger LTD114.2K shares-2.56%2026-03-312026-05-13

RMD Resmed Inc24.8K shares-3.48%2026-03-312026-05-13

MMM 3M Company37.9K shares-3.52%2026-03-312026-05-13

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ORCL Oracle Corp37.0K shares-3.16%2026-03-312026-05-13

ECL Ecolab Inc.19.6K shares-3.01%2026-03-312026-05-13

TJX TJX Cos Inc New31.1K shares-3.50%2026-03-312026-05-13

MDY Spdr S&P Midcap 400 ETF7.8K shares-7.33%2026-03-312026-05-13

UBER Uber Technologies63.4K shares-3.71%2026-03-312026-05-13

UNP Union Pacific Corp18.6K shares-4.13%2026-03-312026-05-13

KO Coca Cola Co.58.8K shares-3.38%2026-03-312026-05-13

CB Chubb Ltd F12.6K shares-3.19%2026-03-312026-05-13

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GS Goldman Sachs Group Inc4.5K sharesnew addition2026-03-312026-05-13

SCHM Schwab U.S. Mid Cap ETF116.4K shares-4.77%2026-03-312026-05-13

FAST Fastenal Company73.9K shares-3.85%2026-03-312026-05-13

UTHR United Therapeutics5.7K shares-3.91%2026-03-312026-05-13

EOG E O G Resources Inc.22.0K shares2.29%2026-03-312026-05-13

BSX Boston Scientific Co47.9K shares-3.37%2026-03-312026-05-13

TMO Thermo Fisher Scientific5.5K shares-3.44%2026-03-312026-05-13

CRM Salesforce.com14.0K shares-2.59%2026-03-312026-05-13

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HD Home Depot Inc.7.9K shares-2.87%2026-03-312026-05-13

PANW Palo Alto Networks Inc15.5K shares-5.34%2026-03-312026-05-13

Accenture PLC CL A Accenture PLC CL A12.5K shares0.20%2026-03-312026-05-13

LHX L3 Harris Technologies Inc6.6K shares-3.92%2026-03-312026-05-13

AKAM Akamai Technologies Inc19.6K shares-0.51%2026-03-312026-05-13

SBUX Starbucks Corp24.2K shares0.16%2026-03-312026-05-13

NOW Servicenow, Inc20.2K shares-3.79%2026-03-312026-05-13

UNH Unitedhealth Group Inc7.5K shares-4.41%2026-03-312026-05-13

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VMI Valmont Inds Inc5.0K shares-3.75%2026-03-312026-05-13

SYY Sysco Corp.27.2K shares2.06%2026-03-312026-05-13

ULTA Ulta Beauty Inc3.1K shares-4.24%2026-03-312026-05-13

EXPD Expeditors Int'l WA10.7K shares-3.75%2026-03-312026-05-13

ALKS Alkermes Plc43.3K shares-2.65%2026-03-312026-05-13

MRNA Moderna Inc29.1K shares-4.24%2026-03-312026-05-13

IONS Ionis Pharmaceuticals Inc19.6K shares-4.27%2026-03-312026-05-13

GNRC Generac Holdings Inc7.4K shares-4.19%2026-03-312026-05-13

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NVO Novo-Nordisk AS39.2K shares90.57%2026-03-312026-05-13

PYPL Paypal Holdings Inc27.5K shares-3.49%2026-03-312026-05-13

SCHA Schwab US Small Cap ETF42.6K shares0.00%2026-03-312026-05-13

FFIV F5 Networks, Inc4.2K shares-3.89%2026-03-312026-05-13

CTRA Coterra Energy Inc34.0K shares-3.84%2026-03-312026-05-13

ALGN Align Technology Inc6.0K shares-3.97%2026-03-312026-05-13

KNX Knight Swift Transportation17.2K shares-4.18%2026-03-312026-05-13

IVV IShares Core S&P 500 ETF1.5K shares0.00%2026-03-312026-05-13

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FI Fiserv Inc17.1K shares-2.51%2026-03-312026-05-13

RDN Radian Group Inc28.8K shares-4.16%2026-03-312026-05-13

SPY SPDR S&P 500 ETF1.3K shares-0.88%2026-03-312026-05-13

FIS FIS18.1K shares-2.97%2026-03-312026-05-13

DINO HF Sinclair Corp12.9K shares-4.24%2026-03-312026-05-13

SMG The Scotts Miracle-Gro Company11.8K shares-2.19%2026-03-312026-05-13

GLD Spdr Gold TR Gold Shs1.6K shares0.00%2026-03-312026-05-13

LYFT Lyft Inc Cl A46.9K shares-1.92%2026-03-312026-05-13

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XEL XCEL Energy Inc7.0K shares0.00%2026-03-312026-05-13

Broadcom Inc Broadcom Inc1.7K shares0.00%2026-03-312026-05-13

SOLV Solventum Corp7.2K shares-5.83%2026-03-312026-05-13

COST Costco Wholesale Corp403 shares0.00%2026-03-312026-05-13

IWM IShares Tr Russell 2000 ETF1.6K shares0.00%2026-03-312026-05-13

SWKS Skyworks Solutions Inc6.7K shares-3.08%2026-03-312026-05-13

WPM Wheaton Precious Metal Cl F2.7K sharesnew addition2026-03-312026-05-13

VTI Vanguard Total Stock Market ETF881 shares0.00%2026-03-312026-05-13

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Berkshire Hathaway Cl B Berkshire Hathaway Cl B587 shares0.00%2026-03-312026-05-13

IVW IShares S&P 500 Growth ETF2.3K sharesnew addition2026-03-312026-05-13

Medtronic Inc Medtronic Inc3.0K shares-4.02%2026-03-312026-05-13

IJR Ishares Core S&P Small Cap ETF1.9K shares0.00%2026-03-312026-05-13

AMZN

Amazon Com Inc.

-3.31%

Shares95.7K

Event2026-03-31

Filed2026-05-13

AAPL

Apple Computer

-4.23%

Shares72.9K

Event2026-03-31

Filed2026-05-13

Alphabet Inc Cl C

-2.45%

Shares62.6K

Event2026-03-31

Filed2026-05-13

MSFT

Microsoft Corp

-2.37%

Shares43.8K

Event2026-03-31

Filed2026-05-13

Alphabet Inc Cl A

-6.09%

Shares46.3K

Event2026-03-31

Filed2026-05-13