Filed: 11/10/2025ACC: 0001729048-25-000005
📋 What this filing means
NICOLLET INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $306.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$306.6K
Total AUM (reported)
2.09M
Total Shares
Allocation by class
COM$282.6K92.2%
ETF$24.0K7.8%
Portfolio Concentration
Top 3$66.9K21.8%
4–10$92.0K30.0%
11–25$81.8K26.7%
Rest$65.9K21.5%
Top 3 weight
21.8%
Top 10 weight
51.8%
Voting Authority Distribution
Total shares with voting rights: 2.09M
Sole
Full voting authority
2.09M
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)
Sole71
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings71
Rows:
Microsoft Corp
SOLEShares49.67K
TypeSH
Market value$25.7K
8.39%
Sole
49.67K
Shared
0.00
None
0.00
Amazon Com Inc.
SOLEShares98.95K
TypeSH
Market value$21.7K
7.09%
Sole
98.95K
Shared
0.00
None
0.00
Apple Computer
SOLEShares76.55K
TypeSH
Market value$19.5K
6.36%
Sole
76.55K
Shared
0.00
None
0.00
Alphabet Inc Cl C
SOLEShares71.03K
TypeSH
Market value$17.3K
5.64%
Sole
71.03K
Shared
0.00
None
0.00
Meta Platforms Inc Cl A
SOLEShares22.73K
TypeSH
Market value$16.7K
5.44%
Sole
22.73K
Shared
0.00
None
0.00
Nvidia
SOLEShares74.42K
TypeSH
Market value$13.9K
4.53%
Sole
74.42K
Shared
0.00
None
0.00
Alphabet Inc Cl A
SOLEShares53.44K
TypeSH
Market value$13.0K
4.24%
Sole
53.44K
Shared
0.00
None
0.00
Visa Inc
SOLEShares35.04K
TypeSH
Market value$12.0K
3.90%
Sole
35.04K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares38.16K
TypeSH
Market value$10.7K
3.50%
Sole
38.16K
Shared
0.00
None
0.00
Grainger W W Inc
SOLEShares8.86K
TypeSH
Market value$8.4K
2.75%
Sole
8.86K
Shared
0.00
None
0.00
Ishares Russell Top 200 ETF
SOLEShares47.56K
TypeSH
Market value$7.9K
2.58%
Sole
47.56K
Shared
0.00
None
0.00
Schwab U.S. Large Cap ETF
SOLEShares293.53K
TypeSH
Market value$7.7K
2.52%
Sole
293.53K
Shared
0.00
None
0.00
Resmed Inc
SOLEShares25.59K
TypeSH
Market value$7.0K
2.28%
Sole
25.59K
Shared
0.00
None
0.00
Palo Alto Networks Inc
SOLEShares31.95K
TypeSH
Market value$6.5K
2.12%
Sole
31.95K
Shared
0.00
None
0.00
Uber Technologies
SOLEShares65.63K
TypeSH
Market value$6.4K
2.10%
Sole
65.63K
Shared
0.00
None
0.00
3M Company
SOLEShares39.15K
TypeSH
Market value$6.1K
1.98%
Sole
39.15K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares20.11K
TypeSH
Market value$5.5K
1.80%
Sole
20.11K
Shared
0.00
None
0.00
Equinix, Inc
SOLEShares6.80K
TypeSH
Market value$5.3K
1.74%
Sole
6.80K
Shared
0.00
None
0.00
TJX Cos Inc New
SOLEShares32.06K
TypeSH
Market value$4.6K
1.51%
Sole
32.06K
Shared
0.00
None
0.00
Union Pacific Corp
SOLEShares19.21K
TypeSH
Market value$4.5K
1.48%
Sole
19.21K
Shared
0.00
None
0.00
Fiserv Inc
SOLEShares33.98K
TypeSH
Market value$4.4K
1.43%
Sole
33.98K
Shared
0.00
None
0.00
Schlumberger LTD
SOLEShares120.54K
TypeSH
Market value$4.1K
1.35%
Sole
120.54K
Shared
0.00
None
0.00
Coca Cola Co.
SOLEShares60.87K
TypeSH
Market value$4.0K
1.32%
Sole
60.87K
Shared
0.00
None
0.00
Servicenow, Inc
SOLEShares4.16K
TypeSH
Market value$3.8K
1.25%
Sole
4.16K
Shared
0.00
None
0.00
Fastenal Company
SOLEShares76.64K
TypeSH
Market value$3.8K
1.23%
Sole
76.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 49.67K | SH | $25.7K 8.39% | 49.67K | 0.00 | 0.00 |
Amazon Com Inc.SOLE | COM | 98.95K | SH | $21.7K 7.09% | 98.95K | 0.00 | 0.00 |
Apple ComputerSOLE | COM | 76.55K | SH | $19.5K 6.36% | 76.55K | 0.00 | 0.00 |
Alphabet Inc Cl CSOLE | COM | 71.03K | SH | $17.3K 5.64% | 71.03K | 0.00 | 0.00 |
Meta Platforms Inc Cl ASOLE | COM | 22.73K | SH | $16.7K 5.44% | 22.73K | 0.00 | 0.00 |
NvidiaSOLE | COM | 74.42K | SH | $13.9K 4.53% | 74.42K | 0.00 | 0.00 |
Alphabet Inc Cl ASOLE | COM | 53.44K | SH | $13.0K 4.24% | 53.44K | 0.00 | 0.00 |
Visa IncSOLE | COM | 35.04K | SH | $12.0K 3.90% | 35.04K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 38.16K | SH | $10.7K 3.50% | 38.16K | 0.00 | 0.00 |
Grainger W W IncSOLE | COM | 8.86K | SH | $8.4K 2.75% | 8.86K | 0.00 | 0.00 |
Ishares Russell Top 200 ETFSOLE | ETF | 47.56K | SH | $7.9K 2.58% | 47.56K | 0.00 | 0.00 |
Schwab U.S. Large Cap ETFSOLE | ETF | 293.53K | SH | $7.7K 2.52% | 293.53K | 0.00 | 0.00 |
Resmed IncSOLE | COM | 25.59K | SH | $7.0K 2.28% | 25.59K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | COM | 31.95K | SH | $6.5K 2.12% | 31.95K | 0.00 | 0.00 |
Uber TechnologiesSOLE | COM | 65.63K | SH | $6.4K 2.10% | 65.63K | 0.00 | 0.00 |
3M CompanySOLE | COM | 39.15K | SH | $6.1K 1.98% | 39.15K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 20.11K | SH | $5.5K 1.80% | 20.11K | 0.00 | 0.00 |
Equinix, IncSOLE | COM | 6.80K | SH | $5.3K 1.74% | 6.80K | 0.00 | 0.00 |
TJX Cos Inc NewSOLE | COM | 32.06K | SH | $4.6K 1.51% | 32.06K | 0.00 | 0.00 |
Union Pacific CorpSOLE | COM | 19.21K | SH | $4.5K 1.48% | 19.21K | 0.00 | 0.00 |
Fiserv IncSOLE | COM | 33.98K | SH | $4.4K 1.43% | 33.98K | 0.00 | 0.00 |
Schlumberger LTDSOLE | COM | 120.54K | SH | $4.1K 1.35% | 120.54K | 0.00 | 0.00 |
Coca Cola Co.SOLE | COM | 60.87K | SH | $4.0K 1.32% | 60.87K | 0.00 | 0.00 |
Servicenow, IncSOLE | COM | 4.16K | SH | $3.8K 1.25% | 4.16K | 0.00 | 0.00 |
Fastenal CompanySOLE | COM | 76.64K | SH | $3.8K 1.23% | 76.64K | 0.00 | 0.00 |
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