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Nicollet Investment Management, Inc.

CIK:0001729048
Investment Adviser
$533M AUM
73 holdings
Minneapolis, MN, United States
Founded:2000
8 employees
Latest filing:Jun 30, 2025

Nicollet Investment Management, Inc. is an SEC-registered investment adviser headquartered in Minneapolis, Minnesota. Founded in 2000, the firm manages investment portfolios for individuals, high net worth individuals, and some charitable organizations with total assets under management exceeding $500 million. With a small, focused team of 8 employees—predominantly investment professionals—Nicollet delivers personalized investment management and advice to US-based clients.

Investment Strategy

Nicollet Investment Management, Inc. follows a discretionary investment management approach focusing on building diversified portfolios of public equities, favoring large-cap US stocks such as technology leaders and established corporations. The firm tailors investment strategies mainly for individuals and high net-worth clients, aiming for long-term growth and balanced risk through active management and stock selection across sectors. Nicollet emphasizes maintaining core positions in market leaders while dynamically adjusting allocations based on client objectives, market conditions, and research-driven insights.

Top Buys
M
MSFTMicrosoft Corp
+$5.3M
N
NVDANvidia
+$3.7M
M
METAMeta Platforms Inc Cl A
+$3.3M
O
ORCLOracle Corp
+$2.9M
A
AMZNAmazon Com Inc.
+$1.9M
Top Sells
F
FIFiserv Inc
-$2.1M
A
AAPLApple Computer
-$2.0M
U
UNHUnitedhealth Group Inc
-$1.9M
S
SLBSchlumberger LTD
-$1.3M
T
TMOThermo Fisher Scientific
-$650.0K

Top Holdings

M
MSFTMicrosoft Corp
+8.6%$25.7M
A
AMZNAmazon Com Inc.
+7.6%$22.6M
M
METAMeta Platforms Inc Cl A
+5.8%$17.4M
A
AAPLApple Computer
+5.5%$16.3M
G
GOOGAlphabet Inc Cl C
+4.5%$13.4M

Equity Positions (73)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
Microsoft Corp8.61%$25.7M51,672$101.65$497.41+$5.3M
A
AMZN
Amazon Com Inc.7.56%$22.6M102,878$70.78$219.39+$1.9M
M
META
Meta Platforms Inc Cl A5.82%$17.4M23,560$234.71$738.09+$3.3M
A
AAPL
Apple Computer5.47%$16.3M79,563$46.80$205.17-$2.0M
G
GOOG
Alphabet Inc Cl C4.50%$13.4M75,671$52.99$177.39+$666.0K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+18.0%
SERVICES-PREPACKAGED SOFTWARE
+14.6%
SERVICES-BUSINESS SERVICES, NEC
+11.6%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+7.6%
ELECTRONIC COMPUTERS
+5.5%