Filed: 8/7/2025ACC: 0001729048-25-000003
📋 What this filing means
NICOLLET INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $298.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$298.6K
Total AUM (reported)
2.17M
Total Shares
Allocation by class
COM$276.4K92.6%
ETF$22.2K7.4%
Portfolio Concentration
Top 3$65.7K22.0%
4–10$82.5K27.6%
11–25$83.7K28.0%
Rest$66.8K22.4%
Top 3 weight
22.0%
Top 10 weight
49.6%
Voting Authority Distribution
Total shares with voting rights: 2.17M
Sole
Full voting authority
2.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:
Microsoft Corp
SOLEShares51.67K
TypeSH
Market value$25.7K
8.61%
Sole
51.67K
Shared
0.00
None
0.00
Amazon Com Inc.
SOLEShares102.88K
TypeSH
Market value$22.6K
7.56%
Sole
102.88K
Shared
0.00
None
0.00
Meta Platforms Inc Cl A
SOLEShares23.56K
TypeSH
Market value$17.4K
5.82%
Sole
23.56K
Shared
0.00
None
0.00
Apple Computer
SOLEShares79.56K
TypeSH
Market value$16.3K
5.47%
Sole
79.56K
Shared
0.00
None
0.00
Alphabet Inc Cl C
SOLEShares75.67K
TypeSH
Market value$13.4K
4.50%
Sole
75.67K
Shared
0.00
None
0.00
Visa Inc
SOLEShares35.99K
TypeSH
Market value$12.8K
4.28%
Sole
35.99K
Shared
0.00
None
0.00
Nvidia
SOLEShares77.80K
TypeSH
Market value$12.3K
4.12%
Sole
77.80K
Shared
0.00
None
0.00
Grainger W W Inc
SOLEShares9.17K
TypeSH
Market value$9.5K
3.19%
Sole
9.17K
Shared
0.00
None
0.00
Alphabet Inc Cl A
SOLEShares53.87K
TypeSH
Market value$9.5K
3.18%
Sole
53.87K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares39.38K
TypeSH
Market value$8.6K
2.88%
Sole
39.38K
Shared
0.00
None
0.00
Schwab U.S. Large Cap ETF
SOLEShares312.51K
TypeSH
Market value$7.6K
2.56%
Sole
312.51K
Shared
0.00
None
0.00
Palo Alto Networks Inc
SOLEShares33.43K
TypeSH
Market value$6.8K
2.29%
Sole
33.43K
Shared
0.00
None
0.00
Resmed Inc
SOLEShares26.48K
TypeSH
Market value$6.8K
2.29%
Sole
26.48K
Shared
0.00
None
0.00
Ishares Russell Top 200 ETF
SOLEShares44.56K
TypeSH
Market value$6.8K
2.28%
Sole
44.56K
Shared
0.00
None
0.00
Uber Technologies
SOLEShares67.96K
TypeSH
Market value$6.3K
2.12%
Sole
67.96K
Shared
0.00
None
0.00
3M Company
SOLEShares40.19K
TypeSH
Market value$6.1K
2.05%
Sole
40.19K
Shared
0.00
None
0.00
Fiserv Inc
SOLEShares35.04K
TypeSH
Market value$6.0K
2.02%
Sole
35.04K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares20.70K
TypeSH
Market value$5.6K
1.87%
Sole
20.70K
Shared
0.00
None
0.00
Equinix, Inc
SOLEShares7K
TypeSH
Market value$5.6K
1.86%
Sole
7K
Shared
0.00
None
0.00
Union Pacific Corp
SOLEShares19.90K
TypeSH
Market value$4.6K
1.53%
Sole
19.90K
Shared
0.00
None
0.00
Coca Cola Co.
SOLEShares63.28K
TypeSH
Market value$4.5K
1.50%
Sole
63.28K
Shared
0.00
None
0.00
Servicenow, Inc
SOLEShares4.23K
TypeSH
Market value$4.3K
1.46%
Sole
4.23K
Shared
0.00
None
0.00
Schlumberger LTD
SOLEShares124.40K
TypeSH
Market value$4.2K
1.41%
Sole
124.40K
Shared
0.00
None
0.00
Salesforce.com
SOLEShares15.34K
TypeSH
Market value$4.2K
1.40%
Sole
15.34K
Shared
0.00
None
0.00
TJX Cos Inc New
SOLEShares33.38K
TypeSH
Market value$4.1K
1.38%
Sole
33.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 51.67K | SH | $25.7K 8.61% | 51.67K | 0.00 | 0.00 |
Amazon Com Inc.SOLE | COM | 102.88K | SH | $22.6K 7.56% | 102.88K | 0.00 | 0.00 |
Meta Platforms Inc Cl ASOLE | COM | 23.56K | SH | $17.4K 5.82% | 23.56K | 0.00 | 0.00 |
Apple ComputerSOLE | COM | 79.56K | SH | $16.3K 5.47% | 79.56K | 0.00 | 0.00 |
Alphabet Inc Cl CSOLE | COM | 75.67K | SH | $13.4K 4.50% | 75.67K | 0.00 | 0.00 |
Visa IncSOLE | COM | 35.99K | SH | $12.8K 4.28% | 35.99K | 0.00 | 0.00 |
NvidiaSOLE | COM | 77.80K | SH | $12.3K 4.12% | 77.80K | 0.00 | 0.00 |
Grainger W W IncSOLE | COM | 9.17K | SH | $9.5K 3.19% | 9.17K | 0.00 | 0.00 |
Alphabet Inc Cl ASOLE | COM | 53.87K | SH | $9.5K 3.18% | 53.87K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 39.38K | SH | $8.6K 2.88% | 39.38K | 0.00 | 0.00 |
Schwab U.S. Large Cap ETFSOLE | ETF | 312.51K | SH | $7.6K 2.56% | 312.51K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | COM | 33.43K | SH | $6.8K 2.29% | 33.43K | 0.00 | 0.00 |
Resmed IncSOLE | COM | 26.48K | SH | $6.8K 2.29% | 26.48K | 0.00 | 0.00 |
Ishares Russell Top 200 ETFSOLE | ETF | 44.56K | SH | $6.8K 2.28% | 44.56K | 0.00 | 0.00 |
Uber TechnologiesSOLE | COM | 67.96K | SH | $6.3K 2.12% | 67.96K | 0.00 | 0.00 |
3M CompanySOLE | COM | 40.19K | SH | $6.1K 2.05% | 40.19K | 0.00 | 0.00 |
Fiserv IncSOLE | COM | 35.04K | SH | $6.0K 2.02% | 35.04K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 20.70K | SH | $5.6K 1.87% | 20.70K | 0.00 | 0.00 |
Equinix, IncSOLE | COM | 7K | SH | $5.6K 1.86% | 7K | 0.00 | 0.00 |
Union Pacific CorpSOLE | COM | 19.90K | SH | $4.6K 1.53% | 19.90K | 0.00 | 0.00 |
Coca Cola Co.SOLE | COM | 63.28K | SH | $4.5K 1.50% | 63.28K | 0.00 | 0.00 |
Servicenow, IncSOLE | COM | 4.23K | SH | $4.3K 1.46% | 4.23K | 0.00 | 0.00 |
Schlumberger LTDSOLE | COM | 124.40K | SH | $4.2K 1.41% | 124.40K | 0.00 | 0.00 |
Salesforce.comSOLE | COM | 15.34K | SH | $4.2K 1.40% | 15.34K | 0.00 | 0.00 |
TJX Cos Inc NewSOLE | COM | 33.38K | SH | $4.1K 1.38% | 33.38K | 0.00 | 0.00 |
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