J. Mark Nickell & Co.
All 13F Filings
- Location
- Brentwood, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 96,410
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 466 | 0.5% | 0 | 52.41 K | -52.41 K |
| ETFs | 95.95 K | 99.5% | 52.18 K | 0 | 52.18 K |
| Other | 0 | 0.0% | 0 | 11.65 K | -11.65 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
96,410
Holdings
31
QoQ value change ($000)
-11,891
(-11.0%)
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.