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| Happy Holidays!! thanks for using AUM13F!! |
| Nicholson Meyer Capital Management Inc
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| CRD # | 105580 |
| SEC # | 801-113175 |
| CIK # | 0002065771 |
| AUM | $292.9 M (2025-01-27) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 816-931-5757 |
| Address | 4600 Madison Avenue Kansas City, MO 64112 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002065771 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 10.8 | ||
| Nvidia Corp | 2.4 | ||
| Apple Inc | 2.2 | ||
| Lilly Eli & Co | 1.7 | ||
| Accenture PLC | 1.7 | ||
| Amazon Com Inc | 1.3 | ||
| Microsoft Corp | 1.3 | ||
| General Electric Co | 1.1 | ||
| Wal Mart Stores Inc | 1.0 | ||
| Energy Transfer Equity LP | 0.9 | ||
| Procter & Gamble Co | 0.8 | ||
| Sherwin Williams Co | 0.7 | ||
| Cameco Corp | 0.5 | ||
| International Business Machines Corp | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 55.5 |
| (b) Individuals (high net worth individuals) | 75 | 203.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 5 | 24.0 |
| (i) State or municipal government entities | 0 | 10.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 636 | 292.9 |
| By Discretionary | ||
| Discretionary | 636 | 292.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 636 | 292.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.9 | |
| Total | 636 | 292.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002065771] |
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