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| Mitchell Capital Management Co
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| |
|---|---|
| CRD # | 106338 |
| SEC # | 801-29318 |
| CIK # | 0001080351 |
| AUM | $762.7 MM (2024-08-09) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 913-428-3222 |
| Address | 11460 Tomahawk Creek Parkway Leawood, KS 66211-7822 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 44.2 | |
| MSFT | 1,918,222.4 | 39.5 | |
| AAPL | 2,382,844.0 | 34.4 | |
| GOOG | 1,482,566.4 | 27.0 | |
| AMZN | 1,092,997.8 | 21.9 | |
| AVGO | 201,282.9 | 15.1 | |
| META | 434,852.0 | 14.6 | |
| JPM | 340,169.2 | 12.4 | |
| CAVA | 11.4 | ||
| LLY | 301,789.7 | 11.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 68.8 |
| (b) Individuals (high net worth individuals) | 121 | 473.0 |
| (c) Banking or thrift institutions | 4 | 105.1 |
| (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 | 27.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 9.6 |
| (k) Insurance companies | 1 | 11.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 3 | 65.3 |
| Total | 740 | 762.7 |
| By Discretionary | ||
| Discretionary | 740 | 762.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 740 | 762.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 762.7 | |
| Total | 740 | 762.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001080351] |
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|---|---|---|
|
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MI | 0.8 |
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IL | 0.8 |
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CT | 0.8 |
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BOSS Retirement Advisors LLC
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UT | 0.8 |
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CA | 0.8 |
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MN | 0.8 |
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Oakhurst Capital Advisors LLC
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DC | 0.8 |
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Terril Brothers Inc
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MO | 0.8 |
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Builder Investment Group Inc
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GA | 0.8 |