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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 $118,134,367
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 36,741 $12,475,796 10.56%
2.
Berkshire Hathaway Inc
 BRK.A 22,881 $11,114,241 9.41%
3.
Spdr Gold Trust
 GLD 35,413 $10,794,653 9.14%
4.
Schwab Strategic Trust
 FNDF 415,763 $10,202,830 8.64%
5.
Goldman Sachs Etf Tr
 80,056 $9,717,183 8.23%
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)