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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001729048

Nicollet Investment Management, Inc.

MINNEAPOLIS, MN · File #028-18270

Latest AUM
$315,963
Positions
74
Top-10 Concentration
52.8%
Filings
12

Sector Allocation

Technology
25.3%$79,893
Financials
8.7%$27,615
Healthcare
6.1%$19,379
Industrials
5.3%$16,927
Energy
2.6%$8,305
Real Estate
1.9%$6,191
Materials
1.9%$6,004

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Amazon Com Inc.AMZN99,025$22,8577.62%
2Microsoft CorpMSFT44,826$21,6797.23%
3Apple ComputerAAPL76,092$20,6866.90%
4Alphabet Inc Cl CGOOG64,210$20,1496.72%
5Alphabet Inc Cl AGOOG49,259$15,4185.14%
6Meta Platforms Inc Cl AMETA22,800$15,0505.02%
7NvidiaNVDA68,622$12,7984.27%
8Visa IncV35,333$12,3924.13%
9Grainger W W Inc3848021048,925$9,0063.00%
10Invsc SP 500 Equal ETFIVZ43,943$8,4182.81%
11Ishares Russell Top 200 ETF46428944647,632$8,1272.71%
12Schwab U.S. Large Cap ETF808524201293,530$7,8992.63%
13Oracle CorpORCL-PD38,204$7,4462.48%
143M CompanyMMM39,283$6,2892.10%
15Equinix, IncEQIX8,081$6,1912.06%
16Resmed IncRSMDF25,677$6,1852.06%
17Uber TechnologiesUBER65,856$5,3811.79%
18Ecolab Inc.ECL20,195$5,3021.77%
19Spdr S&P Midcap 400 ETFMDY8,448$5,0971.70%
20TJX Cos Inc New87254010932,241$4,9531.65%