J. Mark Nickell & Co. - Portfolio overview

J. Mark Nickell & Co. has 32 reported holdings in this dataset, with the latest filing dated 2026-05-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Industrials.

Largest reported holdings by portfolio allocation

1. QUAL - ISHARES TR, 13.39%
2. IUSB - ISHARES TR, 11.53%
3. VOO - VANGUARD INDEX FDS, 10.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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