J. Mark Nickell & Co.
J. Mark Nickell & Co. reported 30 positions worth $125.4M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: QUAL (14.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QUAL | SH | $17.6M | 14.03% | 80,184 | — | — | |
| ▸ 2 | BTOT | SH | $14.8M | 11.80% | 320,589 | — | — | |
| ▸ 3 | VOO | SH | $13.2M | 10.56% | 19,274 | — | — | |
| ▸ 4 | QLTY | SH | $12.3M | 9.78% | 294,630 | — | — | |
| ▸ 5 | JPST | SH | $10.9M | 8.69% | 215,388 | — | — | |
| ▸ 6 | DFIV | SH | $8.2M | 6.56% | 152,164 | — | — | |
| ▸ 7 | PYLD | SH | $7.2M | 5.73% | 271,036 | — | — | |
| ▸ 8 | IVW | SH | $6.2M | 4.95% | 45,096 | — | — | |
| ▸ 9 | SCHD | SH | $5.9M | 4.71% | 186,368 | — | — | |
| ▸ 10 | VIGI | SH | $5.2M | 4.12% | 55,320 | — | — |
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Frequently Asked Questions
What stocks does J. Mark Nickell & Co. hold as of Q2 2026?
J. Mark Nickell & Co. reported 30 positions worth $125.4M in its Q2 2026 13F filing. Largest positions: QUAL (14.0%), BTOT (11.8%), VOO (10.6%), QLTY (9.8%) and JPST (8.7%).
What did J. Mark Nickell & Co. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did J. Mark Nickell & Co. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.