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Disclosery

13F-HR filed by MITCHELL CAPITAL MANAGEMENT CO

MITCHELL CAPITAL MANAGEMENT CO filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-10, with 117 holding rows worth $559,366,545.

Accession
0001080351-26-000001
Filer
CIK 1080351
Filed
2026-02-10
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, 117 entries on the cover page, a total value of $559,366,545 stated on the cover page (in dollars after the unit check, H1), rows summing to $559,366,545 with VALUE read as dollars as filed, 13F file number 028-05171. 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
NVIDIA Corp67066G104COM263,218$49,090,076dollars as filed
Microsoft Corp594918104COM71,917$34,780,381dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM98,769$30,993,558dollars as filed
Apple Inc037833100COM112,922$30,699,110dollars as filed
Broadcom Inc.11135F101COM66,799$23,119,183dollars as filed
Amazon.com, Inc023135106COM85,120$19,647,398dollars as filed
JPMorgan Chase & Co46625H100COM60,303$19,430,833dollars as filed
META PLATFORMS INC CL A30303M102COM25,987$17,153,759dollars as filed
Berkshire Hathaway Inc084670702COM25,633$12,884,427dollars as filed
Walmart Inc.931142103COM100,413$11,186,975dollars as filed
Eli Lilly and Company532457108COM9,983$10,728,231dollars as filed
Visa Inc92826C839COM28,920$10,142,374dollars as filed
Goldman Sachs Group,Inc.38141G104COM11,040$9,704,160dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS28,810$8,755,071dollars as filed
MasterCard, Inc57636Q104COM15,176$8,663,675dollars as filed
Palantir Technologies Inc. Class A69608A108COM45,290$8,050,298dollars as filed
HCA Healthcare Inc40412C101COM16,262$7,592,077dollars as filed
International Business Machines Corporation459200101COM22,406$6,636,881dollars as filed
ARISTA NETWORKS INC040413205COM48,918$6,409,726dollars as filed
AMPHENOL CORP NEW032095101COM46,140$6,235,360dollars as filed
CELESTICA INC COM15101Q207Stock20,467$6,050,250dollars as filed
Advanced Micro Devices,Inc.007903107COM27,244$5,834,575dollars as filed
EMCOR GROUP INC COM29084Q100Stock9,530$5,830,359dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock62,541$5,704,365dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock44,794$5,638,669dollars as filed
CELSIUS HLDGS INC15118V207COM NEW120,850$5,527,679dollars as filed
Home Depot, Inc437076102COM15,848$5,453,297dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS7,941$5,439,109dollars as filed
Costco Wholesale Corporation22160K105COM6,231$5,373,600dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM11,137$5,220,580dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock31,050$5,030,411dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock5,547$5,027,579dollars as filed
ROBINHOOD MKTS INC770700102COM44,007$4,977,192dollars as filed
SS&C TECH HLDGS COM78467J100Stock55,659$4,865,710dollars as filed
D R HORTON INC COM23331A109Stock31,591$4,550,052dollars as filed
Elevance Health, Inc.036752103COM12,916$4,527,704dollars as filed
KROGER CO COM501044101Stock72,272$4,515,555dollars as filed
GE Vernova Inc.36828A101COM6,850$4,476,955dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock7,167$4,462,604dollars as filed
UBS GROUP AG SHSH42097107Stock95,518$4,423,439dollars as filed
ConocoPhillips20825C104COM45,913$4,297,916dollars as filed
Waste Management, Inc.94106L109COM19,323$4,245,521dollars as filed
TOLL BROTHERS INC COM889478103Stock31,373$4,242,257dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock11,580$4,090,867dollars as filed
VISTRA CORP COM92840M102Stock25,280$4,078,422dollars as filed
APPLOVIN CORP COM CL A03831W108Stock5,956$4,013,272dollars as filed
ZSCALERINC98980G102STOK17,296$3,890,216dollars as filed
UNITED RENTALS INC COM911363109Stock4,647$3,760,910dollars as filed
CRH PLC ORDG25508105Stock30,114$3,758,227dollars as filed
ZURICH INS GROUP LTD SPONSORED989825104COM98,383$3,741,505dollars as filed
EMBRAER S.A.29082A107SPONSORED ADS53,327$3,432,659dollars as filed
MEDPACE HLDGS INC COM58506Q109Stock6,024$3,383,380dollars as filed
AMER SPORTS INCG0260P102COMMON STOCK86,320$3,224,052dollars as filed
Oracle Corporation68389X105COM16,181$3,153,839dollars as filed
BRINKER INTL INC COM109641100Stock21,015$3,016,073dollars as filed
SEA LTD81141R100SPONSORD ADS22,795$2,907,958dollars as filed
Intuitive Surgical,Inc.46120E602COM5,106$2,891,834dollars as filed
ENSIGN GROUP INC29358P101COM16,492$2,872,906dollars as filed
SHELL PLC SPON ADS780259305ADR38,433$2,824,057dollars as filed
SCHNEIDER ELEC SA ADR80687P106COM50,505$2,774,467dollars as filed
WILLIAMS COS INC COM969457100Stock45,943$2,761,634dollars as filed
EXXON MOBIL CORP30231G102COM22,874$2,752,657dollars as filed
Netflix, Inc64110L106COM28,753$2,695,881dollars as filed
AIRBUS SE UNSPONSORED ADR009279100COM46,239$2,678,163dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK4,501$2,613,776dollars as filed
MERCADOLIBREINC58733R102STOK1,262$2,541,996dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock17,385$2,501,528dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS90,851$2,444,812dollars as filed
UNITED OVERSEAS BK LTD SPONSOR911271302ADUS43,004$2,341,138dollars as filed
ADDUS HOMECARE CORP006739106COM21,319$2,289,447dollars as filed
Uber Technologies90353T100COM25,998$2,124,297dollars as filed
Linde plcG54950103COM4,730$2,016,825dollars as filed
SUPER MICRO COMPUTER INC86800U302COM NEW61,812$1,809,237dollars as filed
LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS502441306AMERICAN DEPOSITORY10,365$1,563,146dollars as filed
Raytheon Technologies Corporation75513E101COM8,138$1,492,509dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A17,547$1,468,772dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS21,029$1,313,682dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,768$1,093,549dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS11,271$1,008,304dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF5,078$852,799dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,530$791,952dollars as filed
ISHARES TR46432F834COM7,865$665,694dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS5,828$597,603dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,000$579,450dollars as filed
Cisco Systems,Inc.17275R102COM7,382$568,635dollars as filed
IJH464287507COM8,254$544,764dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,604$504,939dollars as filed
Automatic Data Processing,Inc.053015103COM1,830$470,731dollars as filed
CAPITAL ONE FINL CORP14040H105COM1,769$428,735dollars as filed
Lam Research Corporation512807306COM2,393$409,634dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS5,934$398,883dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS957$395,021dollars as filed
Chevron Corporation166764100COM2,579$393,065dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU6,479$385,760dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS3,201$384,696dollars as filed
Schwab US Mid-Cap ETF808524508SHS12,431$373,800dollars as filed
SPDR MSCI ACWI EX-US ETF78463X848COM10,276$369,114dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock262$365,278dollars as filed
NextEra Energy,Inc.65339F101COM4,400$353,232dollars as filed
McDonalds Corporation580135101COM1,074$328,247dollars as filed
ROYAL BK CDA COM780087102Stock1,748$298,017dollars as filed
INNOVATOR ETFS TRUST45782C680US EQTY PWR BF6,754$292,111dollars as filed
Adobe Inc00724F101COM829$290,142dollars as filed
INNOVATOR ETFS TRUST45782C797US EQTY PWR BUF6,500$285,480dollars as filed
Procter & Gamble Co742718109COM1,950$279,455dollars as filed
INNOVATOR ETFS TRUST45782C813US EQTY PWR BUF5,901$273,983dollars as filed
KLA CORP482480100COM224$272,178dollars as filed
INNOVATOR ETFS TRUST45782C748US EQTY PWR BUF6,375$266,985dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS5,195$243,178dollars as filed
INNOVATOR ETFS TRUST45782C656US EQTY PWR BUF5,500$240,451dollars as filed
Amgen Inc.031162100COM712$233,045dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS7,925$225,704dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,039$216,870dollars as filed
BlackRock,Inc.09290D101COM202$216,209dollars as filed
Johnson & Johnson478160104COM1,033$213,779dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR1,498$206,529dollars as filed
Duke Energy Corporation26441C204COM1,753$205,469dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001080351-26-000001this filing2026-02-10acceptance time not in the bulk data set