J. Mark Nickell & Co.
All 13F Filings
- Location
- Brentwood, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 125,365
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 30 | 125,365 | 13F-HR | J. Mark Nickell & Co. |
| Q1 2026 | 5/20/2026 | 32 | 110,723 | 13F-HR/A - NEW HOLDINGS | J. Mark Nickell & Co. |
| Q1 2026 | 5/15/2026 | 31 | 96,410 | 13F-HR | J. Mark Nickell & Co. |
| Q4 2025 | 2/13/2026 | 30 | 108,301 | 13F-HR | J. Mark Nickell & Co. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 0 | 0.0% | 0 | 466 | -466 |
| ETFs | 125.4 K | 100.0% | 29.42 K | 0 | 29.42 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
125,365
Holdings
30
QoQ value change ($000)
28,955
(30.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.