Nicholson Meyer Capital Management, Inc. Concentrated Active

Location: Kansas City, MO

CIK: 0002065771 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 22, 2026

Total Value: $130M (100.0% shares, 0.0% debt)

Holdings (43)

IWB ISHARES TR 10.0%
Value $13.1M Shares 36,748 Est. Cost $307.55 Unrealized
GLD SPDR GOLD TR 9.5%
Value $12.35M Shares 28,702 Est. Cost $288.13 Unrealized
FNDX SCHWAB STRATEGIC TR 8.9%
Value $11.66M Shares 418,625 Est. Cost $23.70 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 8.6%
Value $11.25M Shares 23,476 Est. Cost $486.34 Unrealized +1.5%
GSLC GOLDMAN SACHS ETF TR 7.9%
Value $10.28M Shares 82,128 Est. Cost $110.08 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 7.3%
Value $9.565M Shares 224,842 Est. Cost $41.90 Unrealized
IXN ISHARES TR 6.4%
Value $8.348M Shares 83,507 Est. Cost $76.08 Unrealized
GBIL GOLDMAN SACHS ETF TR 5.9%
Value $7.664M Shares 76,497 Est. Cost $100.18 Unrealized
VONG VANGUARD SCOTTSDALE FDS 5.4%
Value $7.027M Shares 64,065 Est. Cost $94.70 Unrealized
AVDE AMERICAN CENTY ETF TR 5.2%
Value $6.782M Shares 79,944 Est. Cost $84.84 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 5.0%
Value $6.515M Shares 162,116 Est. Cost $39.39 Unrealized
ITOT ISHARES TR 2.6%
Value $3.354M Shares 23,550 Est. Cost $124.58 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.0%
Value $2.601M Shares 12,094 Est. Cost $193.98 Unrealized
AAPL APPLE INC 1.7%
Value $2.223M Shares 8,760 Est. Cost $230.77 Unrealized +13.9%
LLY ELI LILLY & CO 1.4%
Value $1.788M Shares 1,946 Est. Cost $826.69 Unrealized +26.7%
NVDA NVIDIA CORPORATION 1.2%
Value $1.579M Shares 9,055 Est. Cost $126.70 Unrealized +47.3%
JPST J P MORGAN EXCHANGE TRADED F 0.9%
Value $1.128M Shares 22,287 Est. Cost $50.63 Unrealized
AMZN AMAZON COM INC 0.8%
Value $1.099M Shares 5,276 Est. Cost $217.00 Unrealized +4.5%
GE GE AEROSPACE 0.8%
Value $1.01M Shares 3,558 Est. Cost $195.73 Unrealized +62.6%
WMT WALMART INC 0.8%
Value $989K Shares 7,954 Est. Cost $92.95 Unrealized +31.3%
MSFT MICROSOFT CORP 0.6%
Value $836K Shares 2,258 Est. Cost $405.08 Unrealized +7.3%
BUFF INNOVATOR ETFS TRUST 0.6%
Value $777K Shares 15,719 Est. Cost $49.25 Unrealized
ET ENERGY TRANSFER L P 0.6%
Value $747K Shares 38,701 Est. Cost $18.59 Unrealized
CVE CENOVUS ENERGY INC 0.5%
Value $691K Shares 26,048 Est. Cost $14.15 Unrealized +38.6%
MU MICRON TECHNOLOGY INC 0.5%
Value $682K Shares 2,020 Est. Cost $95.73 Unrealized +304.3%
PG PROCTER & GAMBLE CO 0.5%
Value $595K Shares 4,117 Est. Cost $163.95 Unrealized -7.4%
AEM AGNICO EAGLE MINES LTD 0.4%
Value $586K Shares 2,889 Est. Cost $94.57 Unrealized +117.8%
JNJ JOHNSON & JOHNSON 0.4%
Value $542K Shares 2,215 Est. Cost $152.45 Unrealized +49.5%
OKE ONEOK INC NEW 0.4%
Value $476K Shares 5,263 Est. Cost $94.96 Unrealized -17.3%
SHW SHERWIN WILLIAMS CO 0.3%
Value $433K Shares 1,351 Est. Cost $348.12 Unrealized +2.1%
CCJ CAMECO CORP 0.3%
Value $426K Shares 3,926 Est. Cost $46.98 Unrealized +147.5%
PM PHILIP MORRIS INTL INC 0.3%
Value $390K Shares 2,360 Est. Cost $136.99 Unrealized +28.4%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $387K Shares 1,596 Est. Cost $239.40 Unrealized +18.6%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.3%
Value $327K Shares 4,589 Est. Cost $85.82 Unrealized -4.2%
MO ALTRIA GROUP INC 0.2%
Value $300K Shares 4,550 Est. Cost $51.03 Unrealized +23.5%
COP CONOCOPHILLIPS 0.2%
Value $283K Shares 2,148 Est. Cost $96.79 Unrealized +6.1%
IVV ISHARES TR 0.2%
Value $265K Shares 406 Est. Cost $566.23 Unrealized
PEP PEPSICO INC 0.2%
Value $263K Shares 1,694 Est. Cost $143.41 Unrealized +7.9%
VONE VANGUARD SCOTTSDALE FDS 0.2%
Value $242K Shares 820 Est. Cost $253.86 Unrealized
ABBV ABBVIE INC 0.2%
Value $228K Shares 1,050 Est. Cost $201.95 Unrealized +10.2%
GOOGL ALPHABET INC 0.2%
Value $210K Shares 730 Est. Cost $285.60 Unrealized +13.2%
PAAS PAN AMERN SILVER CORP 0.2%
Value $202K Shares 3,689 Est. Cost $58.40 Unrealized 0.0%
BSM BLACK STONE MINERALS L P 0.2%
Value $199K Shares 13,141 Est. Cost $15.27 Unrealized