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| Happy Holidays!! thanks for using AUM13F!! |
| Mitchell Capital Management Co
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|---|---|
| CRD # | 106338 |
| SEC # | 801-29318 |
| CIK # | 0001080351 |
| AUM | $861.0 M (2025-03-27) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 913-428-3222 |
| Address | 11460 Tomahawk Creek Parkway Leawood, KS 66211-7822 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 50.0 | ||
| Microsoft Corp | 36.3 | ||
| Apple Inc | 29.2 | ||
| Broadcom Inc | 23.5 | ||
| Amazon Com Inc | 19.9 | ||
| Facebook Inc | 18.5 | ||
| Alphabet Inc | 18.0 | ||
| J P Morgan Chase & Co | 17.0 | ||
| VISA Inc | 10.8 | ||
| Emcor Group Inc | 9.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 67.2 |
| (b) Individuals (high net worth individuals) | 138 | 566.1 |
| (c) Banking or thrift institutions | 5 | 116.4 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.3 |
| (h) Charitable organizations | 4 | 37.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 5.1 |
| (k) Insurance companies | 1 | 14.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 3 | 52.0 |
| Total | 814 | 861.0 |
| By Discretionary | ||
| Discretionary | 814 | 861.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 814 | 861.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 861.0 | |
| Total | 814 | 861.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001080351] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oliver Luxxe Assets LLC
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NJ | 0.9 |
|
Terril Brothers Inc
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MO | 0.9 |
|
The Arkansas Financial Group Inc
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AR | 0.9 |
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Abacus FCF Advisors LLC
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FL | 0.9 |
|
Beard Investment Services Inc
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OH | 0.9 |
|
MBE Wealth Management LLC
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|
WI | 0.9 |
|
TFB Advisors LLC
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|
KS | 0.9 |
|
Roehl & YI Investment Advisors LLC
✚
|
OR | 0.9 |
|
Pacific Sage Partners LLC
✚
|
WA | 0.9 |
|
Folger Nolan Fleming Douglas Incorporated
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|
DC | 0.9 |