Portfolio (Quarterly) Guide ↗

Nicollet Investment Management, Inc.

· CIK 0001729048

13F Portfolio $292M AUM 76 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 3 Added 57 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LLY	Eli Lilly	Healthcare	214	$230K	0.07%	SOLD

Sector Allocation

Technology 27.7%

Communication Services 16.7%

Consumer Cyclical 11.9%

Industrials 11.9%

Financial Services 10.2%

Healthcare 9.3%

Energy 4.2%

Real Estate 2.9%

Consumer Defensive 2.6%

Basic Materials 2.4%