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Holdings (Monthly) Guide ↗

Nicholas Equity Income Fund, Inc.

Monthly Holdings $470M AUM 72 positions Period Jul 2026 Filed Sep 22, 2026 EDGAR ↗ ← All Funds
All 9 New 11 Added 19 Reduced 10 Exited · Jul 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 MICROSOFT CORP MSFT Jan 2026 33,972 — $15.8M +8.0% 3.36% EC
2 JP MORGAN CHASE & COMPANY JPM Jan 2026 37,685 -1,355 $13.3M +11.0% 2.82% EC
3 JOHNSON & JOHNSON JNJ Jan 2026 49,460 — $12.7M +12.8% 2.70% EC
4 UNION PACIFIC CORP UNP Jan 2026 41,662 -5,630 $12.2M +9.5% 2.59% EC
5 PNC FINANCIAL SERVICES GROUP INC (THE) PNC Jan 2026 48,170 -4,630 $12.0M +2.1% 2.56% EC
6 CHARLES SCHWAB CORP (THE) SCHW Jan 2026 114,155 — $12.0M +1.3% 2.56% EC
7 US BANCORP USB Jan 2026 178,975 -18,430 $11.3M +1.8% 2.40% EC
8 CISCO SYSTEMS INC CSCO Jan 2026 96,995 +7,900 $11.3M +61.2% 2.39% EC
9 CHEVRON CORP CVX Jan 2026 52,285 -4,770 $10.3M +2.0% 2.19% EC
10 ABBVIE INC ABBV Jan 2026 38,619 — $9.7M +12.5% 2.06% EC
11 ABBOTT LABORATORIES ABT Jan 2026 88,763 — $9.4M -3.3% 2.00% EC
12 BLACKROCK INC BLK Jan 2026 8,444 — $9.2M -2.6% 1.96% EC
13 TEXAS INSTRUMENTS INC TXN Jan 2026 33,135 -9,385 $9.1M -0.3% 1.94% EC
14 NEXTERA ENERGY INC NEE Jan 2026 103,610 — $9.0M -1.1% 1.92% EC
15 IDEX CORP IEX Jan 2026 38,845 — $9.0M +16.1% 1.90% EC
16 CHUBB LTD (SWITZERLAND) CB Jan 2026 25,350 — $8.9M +13.3% 1.89% EC
17 TJX COMPANIES INC (THE) TJX Jan 2026 55,275 -16,650 $8.7M -19.3% 1.85% EC
18 COCA-COLA COMPANY (THE) KO Jan 2026 99,242 — $8.7M +17.1% 1.85% EC
19 ASTRAZENECA PLC AZN Jul 2026 50,117 NEW $8.5M — 1.81% EC
20 UNILEVER PLC UL Jan 2026 133,373 +3,965 $8.5M -4.4% 1.80% EC
21 EQUINIX INC EQIX Jan 2026 8,250 -2,500 $8.4M -4.7% 1.79% EC
22 RAYMOND JAMES FINANCIAL INC RJF Jan 2026 46,660 -2,840 $8.2M +0.0% 1.75% EC
23 ROCKWELL AUTOMATION INC ROK Jan 2026 17,064 -2,520 $8.2M -0.8% 1.74% EC
24 SYSCO CORP SYY Jan 2026 95,280 +9,355 $8.1M +12.7% 1.73% EC
25 STARBUCKS CORP SBUX Jan 2026 77,090 — $8.1M +14.5% 1.73% EC
26 CONOCOPHILLIPS COP Jan 2026 66,893 -3,950 $8.1M +9.1% 1.71% EC
27 BROADCOM INC AVGO Jan 2026 20,557 — $8.0M +17.5% 1.70% EC
28 LINDE PLC LIN Jul 2026 16,665 NEW $8.0M — 1.70% EC
29 PROLOGIS INC PLD Jul 2026 52,340 NEW $7.6M — 1.61% EC
30 ANALOG DEVICES INC ADI Jan 2026 20,370 -2,825 $7.5M +3.8% 1.59% EC
31 MEDTRONIC PLC MDT Jan 2026 85,360 +9,960 $7.3M -6.1% 1.55% EC
32 ALLIANT ENERGY CORP LNT Jan 2026 102,185 +14,195 $7.2M +24.7% 1.54% EC
33 HOME DEPOT INC (THE) HD Jan 2026 21,755 +1,455 $7.2M -5.0% 1.54% EC
34 WEC ENERGY GROUP INC WEC Jan 2026 63,200 +12,715 $6.9M +23.8% 1.47% EC
35 EATON CORP PLC ETN Jan 2026 16,335 +9,510 $6.8M +182.8% 1.44% EC
36 MCDONALD'S CORP MCD Jan 2026 25,020 +4,515 $6.8M +4.8% 1.44% EC
37 ILLINOIS TOOL WORKS INC ITW Jan 2026 23,595 — $6.8M +9.8% 1.44% EC
38 PROCTER & GAMBLE COMPANY (THE) PG Jan 2026 46,550 — $6.7M -4.8% 1.43% EC
39 MICROCHIP TECHNOLOGY INC MCHP Jan 2026 88,807 -54,835 $6.6M -39.5% 1.40% EC
40 UNITEDHEALTH GROUP INC UNH Jan 2026 15,920 -570 $6.6M +39.4% 1.40% EC
41 AMERICAN TOWER CORP AMT Jan 2026 37,690 — $6.5M -3.3% 1.39% EC
42 CMS ENERGY CORP CMS Jan 2026 90,725 -60,875 $6.5M -39.7% 1.39% EC
43 MERCK & COMPANY INC MRK Jan 2026 49,007 — $6.4M +18.1% 1.36% EC
44 AMGEN INC AMGN Jan 2026 16,365 — $6.3M +12.7% 1.34% EC
45 SANOFI SA SNY Jan 2026 145,885 — $6.3M -8.4% 1.34% EC
46 MONDELEZ INTERNATIONAL INC MDLZ Jan 2026 99,729 — $6.2M +6.6% 1.32% EC
47 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 912797RG4 Jul 2026 6,000,000 NEW $6.0M — 1.28% DBT
48 INTERNATIONAL BUSINESS MACHINES CORP IBM Jan 2026 26,296 +2,725 $5.9M -18.6% 1.25% EC
49 BLACKSTONE INC BX Jan 2026 43,940 -3,840 $5.6M -17.5% 1.19% EC
50 ARTHUR J. GALLAGHER & COMPANY AJG Jul 2026 21,970 NEW $5.5M — 1.17% EC
51 NIKE INC NKE Jan 2026 123,307 — $5.1M -32.5% 1.09% EC
52 A.O. SMITH CORP AOS Jan 2026 82,981 -14,950 $5.0M -30.7% 1.06% EC
53 TARGET CORP TGT Jul 2026 34,515 NEW $5.0M — 1.06% EC
54 WASTE MANAGEMENT INC WM Jul 2026 21,965 NEW $5.0M — 1.06% EC
55 NORDSON CORP NDSN Jan 2026 15,620 — $4.7M +8.5% 0.99% EC
56 ENTERPRISE PRODUCTS PARTNERS LP EPD Jan 2026 119,100 — $4.5M +14.6% 0.96% EC
57 FIRST AMERICAN FUNDS INC FGXXX Jan 2026 4,400,000 -600,000 $4.4M -12.0% 0.94% STIV
58 L3HARRIS TECHNOLOGIES INC LHX Jan 2026 13,542 -1,905 $3.8M -29.2% 0.80% EC
59 HONEYWELL INTERNATIONAL INC HON Jul 2026 15,160 NEW $3.7M — 0.78% EC
60 HONEYWELL AEROSPACE INC HONA Jul 2026 15,160 NEW $3.1M — 0.67% EC
61 US BANK MMDA - USBGFS 9 8AMMF0JA0 Jan 2026 3,047,647 +2,056,195 $3.0M +207.4% 0.65% STIV
62 WILLIAMS COMPANIES INC (THE) WMB Jan 2026 39,830 — $2.8M +6.4% 0.61% EC
✕ AstraZeneca PLC 046353108 — 120,155 SOLD $11.1M — — —
✕ Lincoln Electric Holdings Inc. 533900106 — 31,340 SOLD $8.3M — — —
✕ Accenture PLC G1151C101 — 26,240 SOLD $6.9M — — —
✕ Air Products & Chemicals, Inc. 009158106 — 23,829 SOLD $6.5M — — —
✕ Nasdaq Inc 631103108 — 62,125 SOLD $6.0M — — —
✕ United States Treasury Bills 912797SQ1 — 6,000,000 SOLD $6.0M — — —
✕ Tractor Supply Co 892356106 — 115,312 SOLD $5.9M — — —
✕ Novo Nordisk A/S 670100205 — 90,630 SOLD $5.4M — — —
✕ Cohen And Steers Inc. 19247A100 — 50,522 SOLD $3.2M — — —
✕ Honeywell International Inc. 438516106 — 5,185 SOLD $1.2M — — —