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| Happy Holidays!! thanks for using AUM13F!! |
| Nicollet Investment Management Inc
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| CRD # | 109401 |
| SEC # | 801-57282 |
| CIK # | 0001729048 |
| AUM | $532.5 M (2025-04-16) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 612-915-3033 |
| Address | 800 Washington Avenue North Minneapolis, MN 55401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729048 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Uber Technologies Inc | 6.3 | ||
| 3M Co | 6.1 | ||
| Fiserv Inc | 6.0 | ||
| Ecolab Inc | 5.6 | ||
| Equinix Inc | 5.6 | ||
| Union Pacific Corp | 4.6 | ||
| Coca Cola Co | 4.5 | ||
| ServiceNow Inc | 4.3 | ||
| Schlumberger Ltd /NV/ | 4.2 | ||
| Salesforce Com Inc | 4.2 | ||
| TJX Companies Inc /DE/ | 4.1 | ||
| Accenture PLC | 4.0 | ||
| Ace Ltd | 3.9 | ||
| Fastenal Co | 3.3 | ||
| Home Depot Inc | 3.0 | ||
| EOG Resources Inc | 2.9 | ||
| Novo Nordisk A S | 2.7 | ||
| UnitedHealth Group Inc | 2.5 | ||
| Starbucks Corp | 2.5 | ||
| Thermo Fisher Scientific Inc | 2.4 | ||
| Sysco Corp | 2.2 | ||
| Paypal Holdings Inc | 2.2 | ||
| Harris Corp /DE/ | 1.8 | ||
| United Therapeutics Corp | 1.8 | ||
| Valmont Industries Inc | 1.7 | ||
| Akamai Technologies Inc | 1.7 | ||
| Fidelity National Information Services Inc | 1.6 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 1.5 | ||
| Alkermes PLC | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 81.7 |
| (b) Individuals (high net worth individuals) | 146 | 445.6 |
| (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 | 2 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 1 | 3.4 |
| (n) Other | 1 | 1.3 |
| Total | 868 | 532.5 |
| By Discretionary | ||
| Discretionary | 868 | 532.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 868 | 532.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 532.5 | |
| Total | 868 | 532.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729048] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clean Yield Group Inc
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|
VT | 0.5 |
|
5C Capital Management LLC
✚
|
NJ | 0.5 |
|
Precedent Wealth Partners LLC
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|
TX | 0.5 |
|
BCU Wealth Advisors LLC
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|
IL | 0.5 |
|
Northwest Quadrant LLC
✚
|
OR | 0.5 |
|
Iron Horse Wealth Management LLC
✚
|
IA | 0.5 |
|
Hudson Value Partners LLC
✚
|
FL | 0.5 |
|
Trunorth Capital Management LLC
✚
|
MI | 0.5 |
|
Wise Planning Inc
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|
0.5 | |
|
Global Wealth Management Investment Advisory Inc
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|
FL | 0.5 |