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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 $130,100,694
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 36,848 $13,466,654 10.35%
2.
Spdr Gold Trust
 GLD 35,095 $12,474,882 9.59%
3.
Berkshire Hathaway Inc
 BRK.A 23,217 $11,671,438 8.97%
4.
Schwab Strategic Trust
 FNDF 413,555 $10,876,509 8.36%
5.
Goldman Sachs Etf Tr
 80,732 $10,517,747 8.08%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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