J. Mark Nickell & Co. 13F Portfolio

CIK 1811161 Filing since Q1 2026 Q1 2026 filed May 15, 2026
Holdings as of Mar 31, 2026, from the 13F filed May 15, 2026.

Portfolio Snapshot

2 positions · Q1 2026

J. Mark Nickell & Co. reported 2 positions worth $465.84K for the quarter ended Mar 31, 2026. Its largest holding is HCA Healthcare, Inc. at 50.8% of the portfolio.

Portfolio Value
$465.84K
— QoQ · — YoY
Positions
2
first quarter on file
Top 10 Concentration
100%
of portfolio value
Largest Position
HCA 50.8%
HCA Healthcare, Inc.
Net Buying
–
no prior quarter to compare
Turnover
–
of the portfolio traded
Top Sector
Healthcare
50.8% of value
Track Record
1
quarters on file since Q1 2026

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

2 sectors
50.79%
Healthcare

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

Holdings · Q1 2026

2 Positions

As ofMar 31, 2026
Value$465.84K
Top 10100%
Avg position$232.92K
# Activity
Showing all 2 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at J. Mark Nickell.

About J. Mark Nickell & Co.’s 13F Portfolio

What are J. Mark Nickell & Co.’s largest holdings?

As of its Q1 2026 13F filing, J. Mark Nickell & Co.’s five largest positions were HCA Healthcare, Inc. (HCA) at 50.8%, Deere & Co (DE) at 49.2% of the reported portfolio.

How much is J. Mark Nickell & Co.’s portfolio worth?

J. Mark Nickell & Co. reported a 13F portfolio worth $465.84K across 2 positions for Q1 2026.

Where does this data come from?

From the Form 13F-HR reports J. Mark Nickell & Co. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.