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Home > Institutional Investor > Nicholson Meyer Capital Management, Inc. > Profile

Instuitional Investor - Nicholson Meyer Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Nicholson Meyer Capital Management, Inc.
Portfolio Value $108,700,704
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 23,428 $12,476,569 11.48%
2.
Ishares Trust
 IEF 37,288 $11,437,352 10.52%
3.
Spdr Gold Trust
 GLD 36,352 $10,474,067 9.64%
4.
Schwab Strategic Trust
 FNDF 397,878 $9,393,897 8.64%
5.
Goldman Sachs Etf Tr
 81,558 $8,977,887 8.26%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)