Skip to content

13F-HR filed by NICHOLAS COMPANY, INC.

NICHOLAS COMPANY, INC. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-04, with 205 holding rows worth $5,709,727,587.

Accession
0000903949-26-000002
Filed
2026-02-04
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 205 entries on the cover page, a total value of $5,709,727,587 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,709,727,587 with VALUE read as dollars as filed, 13F file number 028-04359. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Alphabet Inc. Reg. Shares C02079K107COM797,510$250,258,638dollars as filed
NVIDIA Corp67066G104COM1,158,250$216,013,625dollars as filed
Microsoft Corp594918104COM442,427$213,966,546dollars as filed
Amazon.com, Inc023135106COM873,554$201,633,734dollars as filed
Apple Inc037833100COM631,495$171,678,231dollars as filed
TJX Companies Inc872540109COM656,830$100,895,656dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR1,083,854$99,638,698dollars as filed
Thermo Fisher Scientific Inc.883556102COM159,968$92,693,458dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock960,870$87,640,953dollars as filed
S&P Global,Inc.78409V104COM165,540$86,509,549dollars as filed
Eli Lilly and Company532457108COM77,329$83,103,930dollars as filed
Home Depot, Inc437076102COM239,708$82,483,523dollars as filed
JPMorgan Chase & Co46625H100COM248,590$80,100,670dollars as filed
META PLATFORMS INC CL A30303M102COM119,410$78,821,347dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock449,112$78,756,280dollars as filed
Costco Wholesale Corporation22160K105COM88,276$76,123,926dollars as filed
Coca-Cola Company191216100COM1,085,610$75,894,995dollars as filed
VULCAN MATLS CO COM929160109Stock262,305$74,814,632dollars as filed
SANOFI SA SPONSORED ADR80105N105ADR1,500,255$72,702,357dollars as filed
Salesforce.com, Inc79466L302COM271,530$71,931,012dollars as filed
Intercontinental Exchange,Inc.45866F104COM437,155$70,801,624dollars as filed
MasterCard, Inc57636Q104COM120,850$68,990,848dollars as filed
Visa Inc92826C839COM196,055$68,758,449dollars as filed
SHERWIN WILLIAMS CO824348106COM203,220$65,849,377dollars as filed
ServiceNow,Inc.81762P102COM426,015$65,261,238dollars as filed
AON PLC SHS CL AG0403H108Stock181,402$64,013,138dollars as filed
Advanced Micro Devices,Inc.007903107COM297,845$63,786,485dollars as filed
SYNOPSYS INC COM871607107Stock135,317$63,561,101dollars as filed
Starbucks Corporation855244109COM733,950$61,805,930dollars as filed
Adobe Inc00724F101COM174,626$61,117,354dollars as filed
McDonalds Corporation580135101COM199,475$60,965,544dollars as filed
WORKDAY INC CL A98138H101Stock282,015$60,571,182dollars as filed
Boston Scientific Corporation101137107COM627,158$59,799,515dollars as filed
ZSCALERINC98980G102STOK262,697$59,085,809dollars as filed
Stryker Corporation863667101COM164,677$57,879,025dollars as filed
Texas Instruments Incorporated882508104COM332,129$57,621,060dollars as filed
Netflix, Inc64110L106COM606,275$56,844,344dollars as filed
FASTENAL CO COM311900104Stock1,401,810$56,254,635dollars as filed
Lam Research Corporation512807306COM321,092$54,964,529dollars as filed
ALCON AG ORD SHSH01301128Stock688,610$54,269,354dollars as filed
KLA CORP482480100COM44,490$54,058,909dollars as filed
SNOWFLAKE INC COM SHS833445109Stock245,189$53,784,659dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock421,735$50,502,766dollars as filed
Eaton Corp. PlcG29183103COM156,225$49,759,225dollars as filed
ATLASSIANCORPCLASSA049468101STOK306,819$49,747,633dollars as filed
FORTIVE CORP COM34959J108Stock894,425$49,381,204dollars as filed
CINTAS CORP COM172908105Stock260,491$48,990,542dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock922,625$48,751,505dollars as filed
ILLINOIS TOOL WKS INC452308109COM175,415$43,204,715dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock136,146$42,556,517dollars as filed
PALO ALTO NETWORKS INC697435105COM223,650$41,196,330dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK1,016,743$38,595,564dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock80,375$35,777,324dollars as filed
GLOBUS MED INC CL A379577208Stock307,721$26,867,121dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock359,503$26,452,231dollars as filed
SMITH A O CORP COM831865209Stock390,718$26,131,220dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock403,707$25,724,210dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock154,765$24,853,711dollars as filed
IDEX CORP COM45167R104Stock132,533$23,582,922dollars as filed
CBRE GROUP INC CL A12504L109Stock146,345$23,530,813dollars as filed
BIO-TECHNE CORP09073M104COM390,794$22,982,595dollars as filed
NORDSON CORP655663102COM94,125$22,630,474dollars as filed
TELEDYNE TECHNOLOGIES INC COM879360105Stock44,204$22,576,309dollars as filed
AMETEK INC COM031100100Stock109,288$22,437,919dollars as filed
ULTA BEAUTY INC COM90384S303Stock36,275$21,946,738dollars as filed
PAYLOCITY HLDG CORP COM70438V106Stock143,528$21,888,020dollars as filed
TRANSUNION COM89400J107Stock255,088$21,873,796dollars as filed
RB GLOBAL INC COM74935Q107Stock210,888$21,694,049dollars as filed
CORPAY INC COM SHS219948106Stock70,925$21,343,460dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock15,149$21,120,584dollars as filed
STERIS PLC SHS USDG8473T100Stock77,975$19,768,222dollars as filed
PTC INC COM69370C100Stock112,099$19,528,767dollars as filed
DYNATRACE INC COM NEW268150109Stock443,613$19,226,187dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock61,905$18,173,451dollars as filed
IQVIA HLDGS INC COM46266C105Stock80,386$18,119,808dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock79,305$17,739,735dollars as filed
MONGODB INC CL A60937P106Stock41,925$17,595,503dollars as filed
WINGSTOP INC COM974155103Stock73,537$17,537,839dollars as filed
BJS WHSL CLUB HLDGS INC COM05550J101Stock192,994$17,375,250dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock76,434$17,057,776dollars as filed
APTARGROUP INC COM038336103Stock139,825$17,053,057dollars as filed
WABTEC COM929740108Stock78,038$16,657,211dollars as filed
SERVICE CORP INTL COM817565104Stock210,070$16,379,158dollars as filed
ELASTIC N V ORD SHSN14506104Stock201,771$15,221,604dollars as filed
VEEVA SYS INC CL A COM922475108Stock67,650$15,101,510dollars as filed
STEVANATO GROUP S P A ORD SHST9224W109Stock745,204$14,993,504dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock95,550$14,982,240dollars as filed
BURLINGTON STORES INC COM122017106Stock50,605$14,617,254dollars as filed
RESMED INC COM761152107Stock60,360$14,538,913dollars as filed
COSTAR GROUP INC COM22160N109Stock214,249$14,406,103dollars as filed
REVVITY INC714046109COM143,330$13,867,178dollars as filed
DOMINOS PIZZA INC COM25754A201Stock33,255$13,861,349dollars as filed
OKTAINCCLASSA679295105STOK160,038$13,838,486dollars as filed
CDW CORP COM12514G108Stock99,375$13,534,875dollars as filed
FAIR ISAAC CORP COM303250104Stock7,829$13,235,864dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK351,690$13,012,530dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock116,041$12,984,988dollars as filed
COOPER COS INC216648501COM157,815$12,934,517dollars as filed
HOLOGIC INC436440101COM168,385$12,542,999dollars as filed
Chevron Corporation166764100COM80,020$12,195,848dollars as filed
VIKING HOLDINGS LTDG93A5A101ORD SHS161,250$11,514,863dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock39,970$11,481,383dollars as filed
Charles Schwab Corp808513105COM114,467$11,436,398dollars as filed
SHIFT4 PMTS INC CL A82452J109Stock180,550$11,369,234dollars as filed
Abbott Laboratories002824100COM88,998$11,150,559dollars as filed
COHEN & STEERS INC COM19247A100Stock177,043$11,114,760dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock52,950$11,052,254dollars as filed
Union Pacific Corporation907818108COM47,431$10,971,739dollars as filed
REPUBLIC SVCS INC COM760759100Stock51,552$10,925,415dollars as filed
NORTHERN TR CORP COM665859104Stock78,776$10,760,014dollars as filed
CMS ENERGY CORP COM125896100Stock152,040$10,632,157dollars as filed
USBANCORPDEL902973304COM NEW197,965$10,563,412dollars as filed
Johnson & Johnson478160104COM49,590$10,262,651dollars as filed
HENRY JACK & ASSOC INC426281101COM55,187$10,070,524dollars as filed
Q2 HLDGS INC COM74736L109Stock136,846$9,874,807dollars as filed
EXLSERVICE HLDGS INC COM302081104Stock228,961$9,717,105dollars as filed
WEBSTER FINL CORP947890109COM151,469$9,533,459dollars as filed
PRESTIGE CONSMR HEALTHCARE I74112D101COM151,655$9,355,597dollars as filed
GARTNERINC366651107STOK36,668$9,250,603dollars as filed
DORMAN PRODS INC258278100COM74,884$9,224,960dollars as filed
BlackRock,Inc.09290D101COM8,469$9,064,709dollars as filed
WILLIAMS SONOMA INC COM969904101Stock50,539$9,025,760dollars as filed
DESCARTES SYS GROUP INC COM249906108Stock101,425$8,890,916dollars as filed
AbbVie,Inc.00287Y109COM38,725$8,848,275dollars as filed
UNILEVER PLC SPON ADR NEW904767803ADR129,769$8,486,885dollars as filed
I3 VERTICALS INC46571Y107COM CL A331,348$8,346,656dollars as filed
NextEra Energy,Inc.65339F101COM103,895$8,340,691dollars as filed
NASDAQ INC COM631103108Stock85,545$8,308,986dollars as filed
EQUINIX INC COM29444U700REIT10,780$8,259,205dollars as filed
ENCOMPASS HEALTH CORP COM29261A100Stock77,433$8,218,739dollars as filed
ATRICURE INC04963C209COM205,505$8,129,778dollars as filed
Chubb LimitedH1467J104COM25,425$7,935,651dollars as filed
NIKE,Inc. Class B654106103COM123,652$7,877,869dollars as filed
BLACKLINE, INC.09239B109COM141,890$7,845,098dollars as filed
CASELLA WASTE SYS INC147448104CL A79,418$7,778,199dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock19,641$7,641,724dollars as filed
LINCOLN ELEC HLDGS INC533900106COM31,420$7,529,489dollars as filed
EPLUS INC294268107COM85,288$7,479,758dollars as filed
LA Z BOY INC505336107COM199,599$7,439,055dollars as filed
BLACKSTONE INC09260D107COM47,910$7,384,847dollars as filed
ONTO INNOVATION INC COM683344105Stock45,821$7,233,303dollars as filed
ALKAMI TECHNOLOGY INC01644J108COM312,297$7,204,692dollars as filed
ICF INTL INC44925C103COM84,320$7,192,496dollars as filed
TETRA TECH INC NEW88162G103COM214,275$7,186,784dollars as filed
NCINO INC63947X101COM279,118$7,156,586dollars as filed
Broadcom Inc.11135F101COM20,617$7,135,544dollars as filed
International Business Machines Corporation459200101COM23,626$6,998,257dollars as filed
WORKIVA INC COM CL A98139A105Stock80,916$6,979,005dollars as filed
KNIGHT-SWIFT TRANSN HLDGS IN499049104CL A131,755$6,888,151dollars as filed
Cisco Systems,Inc.17275R102COM89,340$6,881,860dollars as filed
OPTION CARE HEALTH INC COM NEW68404L201Stock214,720$6,840,979dollars as filed
Medtronic PlcG5960L103COM70,815$6,802,489dollars as filed
INTAPP INC45827U109COM148,124$6,787,042dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM61,720$6,765,129dollars as filed
Procter & Gamble Co742718109COM46,683$6,690,141dollars as filed
ConocoPhillips20825C104COM71,036$6,649,680dollars as filed
American Tower Corporation03027X100COM37,795$6,635,668dollars as filed
OPENLANE INC48238T109COM214,246$6,380,246dollars as filed
EXPONENT INC30214U102COM91,225$6,336,489dollars as filed
QUALYS INC COM74758T303Stock47,551$6,319,528dollars as filed
Analog Devices,Inc.032654105COM23,263$6,308,926dollars as filed
EVERTEC INC30040P103COM216,145$6,287,658dollars as filed
RYAN SPECIALTY HOLDINGS INC CL A78351F107Stock118,640$6,125,383dollars as filed
SITEONE LANDSCAPE SUPPLY INC82982L103COM48,082$5,989,094dollars as filed
DONALDSON INC COM257651109Stock67,280$5,965,045dollars as filed
AIR PRODS & CHEMS INC009158106COM23,897$5,903,037dollars as filed
SPS COMM INC COM78463M107Stock64,418$5,741,576dollars as filed
NOVANTA INC67000B104COM48,239$5,739,959dollars as filed
ALLIANT ENERGY CORP COM018802108Stock88,235$5,736,157dollars as filed
MORNINGSTAR INC COM617700109Stock26,315$5,718,513dollars as filed
CARRIAGE SERVICES INC143905107COMMON STOCK133,310$5,639,013dollars as filed
UnitedHealth Group Inc91324P102COM16,547$5,462,330dollars as filed
Mondelez International,Inc. Class A609207105COM99,966$5,381,170dollars as filed
MODINE MFG CO COM607828100Stock40,245$5,373,110dollars as filed
Amgen Inc.031162100COM16,415$5,372,794dollars as filed
NOMAD FOODS LTD USD ORD SHSG6564A105Stock427,777$5,351,490dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock50,635$5,339,967dollars as filed
TRACTOR SUPPLY CO COM892356106Stock106,709$5,336,517dollars as filed
MAMAS CREATIONS INC COM56146T103Stock394,601$5,323,167dollars as filed
Merck & Co.,Inc.58933Y105COM49,156$5,174,161dollars as filed
BOOZ ALLEN HAMILTON HLDG CORP CL A099502106Stock60,635$5,115,169dollars as filed
VARONIS SYS INC922280102COM154,615$5,071,372dollars as filed
CERTARA INC COM15687V109Stock568,695$5,010,203dollars as filed
SIMULATIONS PLUS INC829214105COM262,712$4,789,240dollars as filed
NOVO-NORDISK A S ADR670100205ADR90,890$4,624,483dollars as filed
UFP TECHNOLOGIES INC902673102COM20,801$4,618,446dollars as filed
MARTEN TRANSPORT LTD573075108COM398,744$4,537,707dollars as filed
TENABLE HLDGS INC88025T102COM192,387$4,526,866dollars as filed
THE BALDWIN INSURANCE GRP IN05589G102COM CL A185,110$4,448,193dollars as filed
PHREESIA INC71944F106COM248,652$4,207,192dollars as filed
SPX TECHNOLOGIES INC78473E103COM19,810$3,963,189dollars as filed
POWER INTEGRATIONS INC COM739276103Stock110,655$3,932,679dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM119,100$3,818,346dollars as filed
CONSTRUCTION PARTNERS INC21044C107COM CL A33,763$3,664,974dollars as filed
GRID DYNAMICS HLDGS INC39813G109CL A384,446$3,471,547dollars as filed
NEXPOINT RESIDENTIAL TR INC65341D102COM110,965$3,340,047dollars as filed
CSW INDUSTRIALS INC126402106COM11,210$3,290,471dollars as filed
MURPHY USA INC COM626755102Stock8,140$3,284,653dollars as filed
LENNOX INTL INC COM526107107Stock6,600$3,204,828dollars as filed
WILLIAMS COS INC COM969457100Stock39,952$2,401,515dollars as filed
SYSCOCORP871829107COM30,915$2,278,126dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM3,040$1,425,030dollars as filed
SKYWORKS SOLUTIONS INC COM83088M102Stock21,566$1,367,500dollars as filed
FIVE9 INC338307101COM1,008$20,210dollars as filed
MAGNUM ICE CREAM CO NV ORD SHSN5505D105Stock75$1,189dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000903949-26-000002this filing2026-02-04acceptance time not in the bulk data set