Mitchell Capital Management Co.
Mitchell Capital Management Co is an investment management firm based in Leawood, Kansas. Founded in 1987, the firm specializes in managing separate portfolios for high-net-worth individuals, as well as foundations, endowments, pension and profit-sharing plans, and trusts and estates. With an employee count estimated between 6 and 50, the firm is employee-owned and provides client-driven, research-focused investment management services.
Investment Strategy
Mitchell Capital Management employs a fundamental, research-driven investment strategy focused on constructing customized portfolios of stocks and bonds. The firm utilizes proprietary investment processes established at its founding, adapting to changing market and economic conditions while maintaining a disciplined approach to security analysis. Their philosophy centers on long-term client priorities and bespoke portfolio management.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | Nvidia Corp | 9.34% | $50.0M | 289,817 | $10.07 | $157.99 | +$13.7M |
M MSFT | Microsoft Corp | 6.78% | $36.3M | 71,084 | $169.07 | $497.41 | +$5.6M |
A AAPL | Apple Inc | 5.46% | $29.2M | 138,182 | $77.79 | $205.17 | -$6.1M |
A AVGO | Broadcom LTD | 4.40% | $23.5M | 83,008 | $38.26 | $275.65 | +$8.4M |
A AMZN | Amazon.com Inc | 3.72% | $19.9M | 87,898 | $93.06 | $219.39 | -$4.0M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Equity Analyst | Kansas City, MO , United States | |
J Jonn Wullschleger | Portfolio Manager | Kansas City, MO , United States | |
C Christen Dusselier | Portfolio Manager | Kansas City, KS , United States | |
 | Equity Analyst | Leawood, KS , United States |