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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 Chg Shares Chg % Period Price ① Since Period ①
1 GS Goldman Sachs Group Inc Financial Services 4,482.0 $3.8M 1.30% NEW $846.05 +18.9%
2 WPM Wheaton Precious Metal Cl F Basic Materials 2,685.0 $352K 0.12% NEW $131.10 -0.1%
3 IVW IShares S&P 500 Growth ETF 2,324.0 $263K 0.09% NEW $113.17 +23.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%