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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.
Latest 13F Filing Activity
Mitchell Capital Management Co. filed their most recent 13F report on Jun 30, 2025 disclosing 107 equity positions with a total 13F market value of $535M. The fund increased holdings in Nvidia Corp., Broadcom LTD, Dell Technologies Inc. among other positions. Mitchell Capital Management Co. reduced exposure to Berkshire Hathaway, Copart Inc., Elevance Health Inc. among others.
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 (8)
| Name | Role | Location | |
|---|---|---|---|
 | Equity Analyst | Kansas City, MO , United States | |
J Jonn Wullschleger | Portfolio Manager | Kansas City, MO , United States | |
 | President | Leawood, KS , United States | |
 | Partner, Portfolio Manager | Kansas City, MO , United States | |
 | Portfolio manager | Kansas City, MO , United States | |
 | Portfolio Manager | Leawood, KS , United States | |
R Rhiannon Moore | Financial Planning Analyst | Kansas City, KS , United States | |
R Rich Jones | Vice President | Lenexa, KS , United States |
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