J. Mark Nickell & Co. - Portfolio Stock Holdings
J. Mark Nickell & Co. disclosed 36 stock positions in a recent SEC 13F filing. $105,217,695 of stock holdings were filed, with the largest holdings including IUSB, VOO, and QLTY. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $146,425,524 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
36Est. Stock Holding Value:
$105,217,695Top Stock Holdings By Sector
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Portfolio Stock Holdings - J. Mark Nickell & Co.
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