— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

INVESTMENT COUNSEL CO OF NEVADA

Q2 2025 · Filed 2025-08-13
Market Value
$9.0B
+6.8%
Holdings
80
-27
New Purchases
9
Added To
14
Closed
1
Reduced
1
Top 10 Concentration
98.7%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JCPB 52.75% 5.21% +47.54% $4.8B
GBFH 2.55% 0.00% +2.55% $230M
RDIB 1.21% 0.00% +1.21% $109M
SLB 0.81% 0.00% +0.81% $73M
RDI 0.54% 0.00% +0.54% $49M
EMX 0.53% 0.46% +0.07% $47M
MGM 0.59% 0.54% +0.05% $53M
ARKG 0.20% 0.18% +0.02% $18M
IVV 0.01% 0.00% +0.01% $1M
SCHF 0.13% 0.12% +0.01% $12M
VOO 0.17% 0.16% +0.01% $15M
GEV 0.01% 0.00% +0.00% $668K
RIVN 0.08% 0.07% +0.00% $7M
GE 0.01% 0.01% +0.00% $1M
VNT 0.05% 0.05% +0.00% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHZ 0.00% 50.31% -50.31% $0
EAGG 25.99% 27.44% -1.45% $2.3B
SCHD 4.72% 5.32% -0.60% $426M
TYRA 9.03% 9.37% -0.34% $814M
GPRK 0.37% 0.49% -0.12% $34M
JNJ 0.04% 0.05% -0.01% $4M
AAPL 0.03% 0.03% -0.00% $2M
BKR 0.01% 0.01% -0.00% $959K
MNKD 0.00% 0.01% -0.00% $374K
FI 0.00% 0.01% -0.00% $345K
TMO 0.00% 0.00% -0.00% $325K
LLY 0.00% 0.00% -0.00% $21K
SBUX 0.00% 0.00% -0.00% $316K
HD 0.01% 0.01% -0.00% $667K
ACN 0.00% 0.00% -0.00% $305K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 27 $30M 0.3%
Large Cap 38 $5.3B 58.6%
Mid Cap 7 $2.4B 26.6%
Small Cap 6 $1.1B 12.7%
Micro Cap 2 $158M 1.8%

Portfolio Analytics

Avg Market Cap
$480.5B
Median Market Cap
$91.7B
Avg P/E
38.9
Median P/E
26.9
Avg Dividend Yield
0.01%
Avg Beta
1.03
# Stocks
57
# ETFs / Funds
23

Top Holdings (80 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 JCPB 52.75% 101,051 $4.8B $47,060.11 $4.3B +91,700 +980.6%
2 EAGG 25.99% 49,278 $2.3B $47,540.20 $26M +485 +1.0%
3 TYRA 9.03% 85,020 $814M $9,570.01 $23M
4 SCHD 4.72% 16,063 $426M $26,500.03 -$23M
5 GBFH 2.55% 6,500 $230M $35,410.00 +6,500 NEW
6 RDIB 1.21% 11,150 $109M $9,810.04 +11,150 NEW
7 SLB 0.81% 2,155 $73M $33,800.00 +2,155 NEW
8 MGM 0.59% 1,547 $53M $34,390.43 $7M
9 RDI 0.54% 36,196 $49M $1,340.01 +36,196 NEW
10 EMX 0.53% 18,834 $47M $2,520.02 $9M
11 GPRK 0.37% 5,149 $34M $6,520.10 -$8M
12 ARKG 0.20% 728 $18M $24,350.27 $3M
13 VOO 0.17% 26,794 $15M $568.03 $1M
14 SCHF 0.13% 532 $12M $22,101.50 $1M
15 RIVN 0.08% 500 $7M $13,740.00 $645K
16 VNT 0.05% 120 $4M $36,900.00 $486K
17 JNJ 0.04% 26,503 $4M $152.75 -$347K
18 AAPL 0.03% 11,002 $2M $205.17 -$187K
19 SNPE 0.02% 34,602 $2M $55.30 $174K +101 +0.3%
20 VV 0.02% 5,150 $1M $285.28 $146K
21 IVV 0.01% 2,126 $1M $620.90 $1M +2,070 +3696.4%
22 GE 0.01% 5,055 $1M $257.39 $289K
23 BKR 0.01% 25 $959K $38,360.00 -$140K
24 VB 0.01% 3,948 $936K $236.97 $60K
25 MSFT 0.01% 1,875 $933K $497.43 $229K +1 +0.1%
26 ISRG 0.01% 1,624 $882K $543.41 $78K
27 GEV 0.01% 1,263 $668K $529.15 $283K
28 HD 0.01% 1,819 $667K $366.64 $273
29 LRCX 0.01% 6,742 $656K $97.34 $166K
30 V 0.01% 1,725 $612K $355.05 $8K
31 VTI 0.01% 1,714 $521K $303.87 $51K +6 +0.3%
32 VYMI 0.01% 6,012 $482K $80.11 $39K
33 ADBE 0.01% 1,203 $465K $386.88 $4K
34 BLK 0.01% 434 $455K $1,049.25 $45K
35 CTAS —% 2,000 $446K $222.87 $35K
36 MNKD —% 100 $374K $3,740.00 -$129K
37 FI —% 2,000 $345K $172.41 -$97K
38 AMZN —% 1,546 $339K $219.39 $52K +38 +2.5%
39 TSLA —% 1,057 $336K $317.66 $72K +41 +4.0%
40 TMO —% 801 $325K $405.46 -$74K
41 NVDA —% 2,030 $321K $157.99 $101K
42 SBUX —% 3,450 $316K $91.63 -$22K
43 ACN —% 1,019 $305K $298.89 -$13K
44 SPY —% 453 $280K $618.01 $34K +13 +3.0%
45 PLTR —% 1,624 $221K $136.32 $84K
46 VTRS —% 24 $216K $9,000.00 $8K
47 RMD —% 800 $206K $258.00 $27K
48 SYK —% 500 $198K $395.63 $12K
49 GOOGL —% 1,001 $176K $176.26 $22K +1 +0.1%
50 ADP —% 500 $154K $308.40 $1K
51 HST —% 10 $154K $15,400.00 $11K
52 ITOT —% 928 $125K $135.04 +928 NEW
53 GEHC —% 1,681 $125K $74.07 -$11K
54 FBTC —% 1,037 $97K $93.99 $23K
55 GSLC —% 687 $83K $121.38 +687 NEW
56 BYD —% 1,000 $78K $78.23 $12K
57 SGOV —% 745 $75K $100.70 $786 +8 +1.1%
58 XOM —% 615 $66K $107.80 -$7K
59 OEF —% 194 $59K $304.35 +194 NEW
60 GMED —% 1,000 $59K $59.02 -$14K
61 VONG —% 499 $54K $109.20 $8K +1 +0.2%
62 WAB —% 239 $50K $209.35 $7K
63 CSCO —% 700 $49K $69.38 $5K
64 JPM —% 157 $46K $290.34 $7K +1 +0.6%
65 RSP —% 158 $29K $181.74 +158 NEW
66 LLY —% 27 $21K $779.56 -$65K -77 -74.0%
67 IWB —% 50 $17K $339.58 $2K
68 WFC —% 200 $16K $80.12 $2K
69 IWF —% 33 $14K $424.61 +33 NEW
70 CVX —% 50 $7K $143.20 -$1K
71 META —% 7 $5K $738.14 $1K
72 WMT —% 36 $4K $97.81 $360
73 UBER —% 35 $3K $93.31 $715
74 NFLX —% 2 $3K $1,339.50 $813
75 IBKR —% 36 $2K $55.42 $504 +27 +300.0%
76 COST —% 2 $2K $990.00 $88
77 CRM —% 6 $2K $272.83 $26
78 OC —% 8 $1K $137.63 -$42
79 POOL —% 1 $292 $292.00 -$27
80 SCHZ —% -$4.2B -183,387 -100.0% SOLD

New Positions

SymbolValue% Port
GBFH $230M 2.55%
RDIB $109M 1.21%
SLB $73M 0.81%
RDI $49M 0.54%
ITOT $125K —%
GSLC $83K —%
OEF $59K —%
RSP $29K —%
IWF $14K —%

Sold Out Positions

SymbolValue% Port
SCHZ —%
View SEC EDGAR Filings for INVESTMENT COUNSEL CO OF NEVADA →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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