IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nicholas Company, Inc.

Q1 2023 Holdings

Filed 2023-05-11 | 219 holdings | $4.9B | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2024-02-13) | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Wendy's Company(WEN)COM95058W100$9.3M427,4850.2%
Analog Devices, Inc.(ADI)COM032654105$9.3M47,2100.2%
Cisco Systems, Inc.(CSCO)COM17275R102$9.4M180,3400.2%
Air Products and Chemicals, Inc.(APD)COM009158106$9.5M33,0050.2%
Elastic NV(ESTC)ORD SHSN14506104$9.5M163,8700.2%
Domino's Pizza, Inc.(DPZ)COM25754A201$9.7M29,2950.2%
Burlington Stores, Inc.(BURL)COM122017106$9.7M47,9250.2%
Descartes Systems Group Inc.(DSGX)COM249906108$9.7M120,4650.2%
ICF International, Inc.(ICFI)COM44925C103$9.8M89,1250.2%
Prestige Consumer Healthcare Inc(PBH)COM74112D101$10.2M162,1800.2%
WNS (Holdings) Limited Sponsored ADR(WNSN)SPON ADR92932M101$10.8M116,2250.2%
Twilio, Inc. Class A(TWLO)CL A90138F102$11.0M165,3770.2%
Cohen & Steers, Inc.(CNS)COM19247A100$11.3M177,1950.2%
Hologic, Inc.(HOLX)COM436440101$11.6M143,1950.2%
Lennox International Inc.(LII)COM526107107$11.8M46,8900.2%
L3Harris Technologies Inc(LHX)COM502431109$12.1M61,6700.2%
Charles River Laboratories International, Inc.(CRL)COM159864107$12.1M59,9860.2%
Globus Medical Inc Class A(GMED)CL A379577208$13.3M235,6550.3%
Webster Financial Corporation(WBS)COM947890109$13.6M344,6750.3%
PerkinElmer, Inc.(RVTY)COM714046109$13.6M102,0050.3%
Jack Henry & Associates, Inc.(JKHY)COM426281101$13.6M90,3560.3%
Broadridge Financial Solutions, Inc.(BR)COM11133T103$13.6M92,9550.3%
Veeva Systems Inc Class A(VEEV)CL A COM922475108$13.7M74,7250.3%
Teledyne Technologies Incorporated(TDY)COM879360105$14.2M31,7000.3%
Fleetcor Technologies, Inc.(FLT1EUR)COM339041105$14.4M68,4100.3%
ResMed Inc.(RMD)COM761152107$14.7M67,2800.3%
Insulet Corporation(PODD)COM45784P101$14.7M46,2160.3%
Okta, Inc. Class A(OKTA)CL A679295105$14.9M173,3250.3%
TransUnion(TRU)COM89400J107$15.5M249,1200.3%
Cooper Companies, Inc.COM NEW216648402$16.3M43,7550.3%
Steris Plc(STE)SHS USDG8473T100$16.4M85,5400.3%
Gartner, Inc.(IT)COM366651107$16.5M50,7250.3%
Idex Corporation(IEX)COM45167R104$16.6M71,8550.3%
PTC Inc.(PTC)COM69370C100$16.6M129,5450.3%
Old Dominion Freight Line, Inc.(ODFL)COM679580100$16.6M48,8250.3%
Dynatrace, Inc.(DT)COM NEW268150109$16.9M398,3980.3%
Republic Services, Inc.(RSG)COM760759100$17.0M126,0650.3%
Iqvia Holdings Inc(IQV)COM46266C105$17.1M85,8560.3%
Nordson Corporation(NDSN)COM655663102$17.5M78,6000.4%
Mettler-Toledo International Inc.(MTD)COM592688105$17.6M11,4950.4%
Service Corporation International(SCI)COM817565104$17.9M259,5450.4%
Northern Trust Corporation(NTRS)COM665859104$18.1M205,3800.4%
Raymond James Financial, Inc.(RJF)COM754730109$18.5M198,2740.4%
AptarGroup, Inc.(ATR)COM038336103$18.6M157,3450.4%
Westinghouse Air Brake Technologies Corporation(WAB)COM929740108$19.0M187,9770.4%
Ametek, Inc.(AME)COM031100100$19.2M132,0550.4%
A. O. Smith Corporation(AOS)COM831865209$20.1M290,3760.4%
Ritchie Bros. Auctioneers Incorporated(RBAGBP)COM767744105$20.2M358,8360.4%
CyberArk Software Ltd.SHSM2682V108$20.2M136,5900.4%
Verisk Analytics Inc(VRSK)COM92345Y106$20.8M108,1800.4%
PreviousPage 3 of 5Next