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Asset Manager ← All Institutions

MITCHELL CAPITAL MANAGEMENT CO

Q1 2026 · Filed 2026-02-10
Market Value
$0
-100.0%
Holdings
60
-13
New Purchases
0
Added To
0
Closed
60
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 27 $0 0%
Large Cap 31 $0 0%
Mid Cap 1 $0 0%
Small Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$577.5B
Median Market Cap
$166.6B
Avg P/E
31.5
Median P/E
25.6
Avg Dividend Yield
0.01%
Avg Beta
1.02
# Stocks
48
# ETFs / Funds
12

Top Holdings (60 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CVX —% -$393K -2,579 -100.0% SOLD
2 XOM —% -$3M -22,874 -100.0% SOLD
3 ANET —% -$6M -48,918 -100.0% SOLD
4 HD —% -$5M -15,848 -100.0% SOLD
5 BLK —% -$216K -202 -100.0% SOLD
6 WMB —% -$3M -45,943 -100.0% SOLD
7 SHEL —% -$3M -38,433 -100.0% SOLD
8 IBM —% -$7M -22,406 -100.0% SOLD
9 EAT —% -$3M -21,015 -100.0% SOLD
10 RY —% -$298K -1,748 -100.0% SOLD
11 PG —% -$279K -1,950 -100.0% SOLD
12 TMO —% -$579K -1,000 -100.0% SOLD
13 MLM —% -$4M -7,167 -100.0% SOLD
14 LLY —% -$11M -9,983 -100.0% SOLD
15 MTD —% -$365K -262 -100.0% SOLD
16 MA —% -$9M -15,176 -100.0% SOLD
17 MCD —% -$328K -1,074 -100.0% SOLD
18 APH —% -$6M -46,140 -100.0% SOLD
19 URI —% -$4M -4,647 -100.0% SOLD
20 JNJ —% -$214K -1,033 -100.0% SOLD
21 KR —% -$5M -72,272 -100.0% SOLD
22 UBS —% -$4M -95,518 -100.0% SOLD
23 TOL —% -$4M -31,373 -100.0% SOLD
24 TSM —% -$9M -28,810 -100.0% SOLD
25 PNC —% -$217K -1,039 -100.0% SOLD
26 HOOD —% -$5M -44,007 -100.0% SOLD
27 COST —% -$5M -6,231 -100.0% SOLD
28 AMD —% -$6M -27,244 -100.0% SOLD
29 LRCX —% -$410K -2,393 -100.0% SOLD
30 MPWR —% -$5M -5,547 -100.0% SOLD
31 ADP —% -$471K -1,830 -100.0% SOLD
32 AMZN —% -$20M -85,120 -100.0% SOLD
33 AAPL —% -$31M -112,922 -100.0% SOLD
34 KLAC —% -$272K -224 -100.0% SOLD
35 ADUS —% -$2M -21,319 -100.0% SOLD
36 ADBE —% -$290K -829 -100.0% SOLD
37 AMGN —% -$233K -712 -100.0% SOLD
38 MELI —% -$3M -1,262 -100.0% SOLD
39 SCHA —% -$226K -7,925 -100.0% SOLD
40 IUSV —% -$598K -5,828 -100.0% SOLD
41 IVV —% -$5M -7,941 -100.0% SOLD
42 MGK —% -$395K -957 -100.0% SOLD
43 VEA —% -$1M -21,029 -100.0% SOLD
44 IJH —% -$545K -8,254 -100.0% SOLD
45 VV —% -$505K -1,604 -100.0% SOLD
46 WMT —% -$11M -100,413 -100.0% SOLD
47 GOOGL —% -$792K -2,530 -100.0% SOLD
48 GOOG —% -$31M -98,769 -100.0% SOLD
49 IJR —% -$385K -3,201 -100.0% SOLD
50 MSFT —% -$35M -71,917 -100.0% SOLD
51 IUSG —% -$853K -5,078 -100.0% SOLD
52 VO —% -$1M -3,768 -100.0% SOLD
53 SCHX —% -$2M -90,851 -100.0% SOLD
54 SCHM —% -$374K -12,431 -100.0% SOLD
55 BRK-B —% -$13M -25,633 -100.0% SOLD
56 EADSY —% -$3M -46,239 -100.0% SOLD
57 LVMUY —% -$2M -10,365 -100.0% SOLD
58 UOVEY —% -$2M -43,004 -100.0% SOLD
59 ZURVY —% -$4M -98,383 -100.0% SOLD
60 ANTM —% -$5M -12,916 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CVX —%
XOM —%
ANET —%
HD —%
BLK —%
WMB —%
SHEL —%
IBM —%
EAT —%
RY —%
PG —%
TMO —%
MLM —%
LLY —%
MTD —%
View SEC EDGAR Filings for MITCHELL CAPITAL MANAGEMENT CO →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms