MITCHELL CAPITAL MANAGEMENT CO

CIK 0001080351 • 6 13F filings • May 9, 2025 – Jul 30, 2026

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Filer information

Filed by: MITCHELL CAPITAL MANAGEMENT CO, CCO
Address: 11460 TOMAHAWK CREEK PARKWAY, SUITE 410, LEAWOOD, KS, 66211
Phone: 913-428-3222
AUM: $559.4M

AUM over time

$657.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $584.2M123 positionsView on SEC.gov

			% of Portfolio
Abbott Labs	COM	$209K	0.0%	1,564 SH	New
Adobe Inc	COM	$345K	0.1%	979 SH	New
Advanced Micro Devices	COM	$4.4M	0.7%Prev: 2.5%	26,956 SH	Decreased-1,587 SH
Airbus SE - Unsp ADR	COM	$2.7M	0.5%Prev: 0.4%	46,091 SH	Decreased-2,706 SH
Alphabet Inc CL A	COM	$693K	0.1%Prev: 0.1%	2,850 SH	Decreased+309 SH
Alphabet Inc CL C	COM	$24.9M	4.3%Prev: 5.6%	102,186 SH	Decreased-2,913 SH
Amazon.com Inc	COM	$19.4M	3.3%Prev: 3.0%	88,368 SH	Decreased+4,490 SH
Amer Sports Inc	COM	$2.1M	0.4%	60,188 SH	New
Amgen Inc	COM	$201K	0.0%Prev: 0.0%	712 SH	Decreased
Amphenol Corp CL A	COM	$5.6M	1.0%Prev: 0.9%	44,931 SH	Decreased+11,081 SH
Aon PLC	COM	$2.1M	0.4%	5,966 SH	New
Apple Inc	COM	$31.0M	5.3%Prev: 4.9%	121,554 SH	Decreased+10,736 SH
AppLovin Corporation	COM	$4.3M	0.7%Prev: 0.8%	5,929 SH	Decreased-3,833 SH
Arista Networks Inc.	COM	$7.5M	1.3%Prev: 0.7%	51,755 SH	Increased+25,045 SH
Automatic Data Processing	COM	$2.0M	0.3%Prev: 0.1%	6,800 SH	Increased+5,200 SH
Berkshire Hathaway	COM	$11.4M	2.0%Prev: 1.5%	22,669 SH	Increased+2,762 SH
Blackrock Inc	COM	$236K	0.0%	202 SH	New
Broadcom LTD	COM	$23.0M	3.9%Prev: 3.9%	69,728 SH	Decreased+1,865 SH
Broadridge Financial Solutions	COM	$221K	0.0%	928 SH	New
Brown & Brown Inc	COM	$2.6M	0.4%	27,591 SH	New
Capital One Financial Corp	COM	$376K	0.1%Prev: 0.1%	1,769 SH	Increased
Celestica Inc.	COM	$5.1M	0.9%Prev: 1.0%	20,512 SH	Decreased+3,234 SH
Chevron Corp.	COM	$773K	0.1%Prev: 0.1%	4,979 SH	Increased+2,719 SH
Cinemark Holdings Inc	COM	$2.1M	0.4%	74,542 SH	New
Cisco Systems Inc	COM	$414K	0.1%Prev: 0.1%	6,046 SH	Decreased-1,817 SH
Coca Cola	COM	$265K	0.0%	4,000 SH	New
Conoco Phillips	COM	$4.7M	0.8%Prev: 0.5%	49,281 SH	Increased+15,194 SH
Constellation Energy Corp	COM	$6.0M	1.0%	18,207 SH	New
Copart Inc.	COM	$239K	0.0%	5,306 SH	New
Corcept Therapeutics Inc.	COM	$4.6M	0.8%	55,454 SH	New
Costco Wholesale	COM	$6.3M	1.1%Prev: 0.9%	6,807 SH	Increased+450 SH
Credo Technology Group Holding	COM	$1.1M	0.2%	7,694 SH	New
CRH Public Limited	COM	$3.7M	0.6%Prev: 0.5%	30,987 SH	Increased-587 SH
Crowdstrike Holdings Inc.	COM	$8.5M	1.5%Prev: 0.6%	17,392 SH	Increased+11,902 SH
D.R. Horton Inc.	COM	$5.4M	0.9%	31,960 SH	New
Dell Technologies Inc.	COM	$6.7M	1.1%	47,133 SH	New
Dimensional US Target Value	COM	$377K	0.1%Prev: 0.1%	6,479 SH	Decreased+119 SH
Duke Energy Corp	COM	$217K	0.0%	1,753 SH	New
Duolingo Inc. A	COM	$4.6M	0.8%	14,259 SH	New
Eaton Corp PLC	COM	$253K	0.0%	675 SH	New
Eli Lilly & Co	COM	$5.2M	0.9%Prev: 1.8%	6,827 SH	Decreased-3,194 SH
Embraer SA ADR	COM	$3.2M	0.6%Prev: 0.6%	53,389 SH	Decreased-3,407 SH
Emcor Group Inc	COM	$6.7M	1.1%Prev: 1.2%	10,251 SH	Decreased+398 SH
GE Vernova Inc	COM	$4.2M	0.7%Prev: 1.3%	6,877 SH	Decreased-228 SH
Goldman Sachs Group, Inc.	COM	$8.8M	1.5%Prev: 0.9%	11,011 SH	Increased+5,055 SH
HCA Healthcare Inc.	COM	$7.0M	1.2%	16,534 SH	New
Home Depot	COM	$6.4M	1.1%	15,801 SH	New
Honeywell Int'l Inc	COM	$212K	0.0%	1,007 SH	New
ICON PLC	COM	$1.6M	0.3%	9,297 SH	New
Innovator S&P 500 Power Buffer	COM	$1.1M	0.2%	24,530 SH	New
Intl Business Machines Corp	COM	$6.3M	1.1%Prev: 0.0%	22,459 SH	Increased+21,697 SH
iShares Core Intl Stock ETF	COM	$638K	0.1%Prev: 0.1%	7,725 SH	Decreased-2,033 SH
iShares Core MSCI EAFE ETF	COM	$984K	0.2%Prev: 0.1%	11,271 SH	Increased+4,698 SH
iShares Core MSCI Emerging	COM	$391K	0.1%Prev: 0.1%	5,934 SH	Decreased
iShares Core S&P 500 Index ETF	COM	$5.3M	0.9%Prev: 0.9%	7,922 SH	Decreased+177 SH
iShares Core S&P Mid Cap ETF	COM	$553K	0.1%Prev: 0.1%	8,476 SH	Decreased+409 SH
iShares Core S&P SmallCap ETF	COM	$399K	0.1%Prev: 0.1%	3,360 SH	Decreased+135 SH
iShares Core S&P U.S. Growth E	COM	$943K	0.2%Prev: 0.1%	5,729 SH	Decreased+692 SH
iShares Core S&P U.S. Value ET	COM	$550K	0.1%Prev: 0.1%	5,502 SH	Increased+2,309 SH
Johnson & Johnson	COM	$885K	0.2%Prev: 0.9%	4,771 SH	Decreased-17,655 SH
JP Morgan Chase	COM	$19.2M	3.3%Prev: 3.0%	60,860 SH	Decreased+1,130 SH
KLA Corporation	COM	$242K	0.0%Prev: 0.1%	224 SH	Decreased-2,016 SH
Kroger Co	COM	$3.0M	0.5%	45,199 SH	New
LAM Research Corp	COM	$320K	0.1%Prev: 0.2%	2,393 SH	Decreased
Linde PLC	COM	$2.4M	0.4%	4,981 SH	New
Loar Holdings Inc.	COM	$3.7M	0.6%	46,445 SH	New
Martin Marietta	COM	$6.7M	1.1%Prev: 0.6%	10,623 SH	Increased+3,987 SH
Mastercard Inc-Cl A	COM	$8.6M	1.5%Prev: 0.6%	15,154 SH	Increased+7,638 SH
McDonald's Corp	COM	$326K	0.1%	1,074 SH	New
Medtronic PLC	COM	$219K	0.0%	2,304 SH	New
Mercadolibre	COM	$2.9M	0.5%	1,257 SH	New
Meta Platforms Inc.	COM	$19.4M	3.3%Prev: 1.4%	26,423 SH	Increased+9,610 SH
Mettler-Toledo Int'l	COM	$322K	0.1%Prev: 0.0%	262 SH	Increased+37 SH
Microsoft Corp	COM	$38.8M	6.6%Prev: 4.1%	74,867 SH	Increased+3,378 SH
Monolithic Power Sys	COM	$5.1M	0.9%Prev: 0.8%	5,549 SH	Decreased+1,588 SH
Netflix	COM	$7.1M	1.2%	5,898 SH	New
Nextera Energy Inc	COM	$333K	0.1%	4,406 SH	New
Nvidia Corp	COM	$54.2M	9.3%Prev: 8.3%	290,512 SH	Decreased+19,223 SH
O'Reilly Automotive	COM	$6.9M	1.2%Prev: 0.5%	63,902 SH	Increased+30,885 SH
Occidental Petro	COM	$2.4M	0.4%	49,911 SH	New
Oracle Corp	COM	$4.8M	0.8%Prev: 0.3%	17,007 SH	Increased+4,179 SH
Palantir Technologies Inc-A	COM	$8.2M	1.4%Prev: 0.0%	45,022 SH	Increased+43,139 SH
Paychex Inc	COM	$222K	0.0%	1,750 SH	New
Pepsico Inc	COM	$702K	0.1%	5,000 SH	New
PNC Financial Services Group	COM	$209K	0.0%Prev: 0.5%	1,039 SH	Decreased-12,625 SH
Procter & Gamble Co	COM	$794K	0.1%Prev: 0.0%	5,165 SH	Increased+3,765 SH
Raytheon Tech Corp	COM	$1.4M	0.2%Prev: 0.2%	8,138 SH	Decreased+904 SH
Royal Bank of Canada	COM	$258K	0.0%Prev: 0.1%	1,748 SH	Decreased
Schneider Electric	COM	$2.8M	0.5%Prev: 0.5%	50,721 SH	Decreased-2,258 SH
Schwab U S Large Cap ETF	COM	$2.5M	0.4%Prev: 0.4%	93,307 SH	Decreased+6,095 SH
Schwab U S Mid Cap ETF	COM	$381K	0.1%Prev: 0.1%	12,871 SH	Decreased+294 SH
Schwab U S Small Cap ETF	COM	$235K	0.0%Prev: 0.0%	8,407 SH	Decreased+632 SH
Sea Ltd ADR	COM	$4.1M	0.7%	22,836 SH	New
ServiceNow Inc.	COM	$3.7M	0.6%	4,047 SH	New
Shell PLC ADR	COM	$2.8M	0.5%Prev: 0.4%	38,783 SH	Increased+7,752 SH
SPDR MSCI ACWI ETF	COM	$382K	0.1%Prev: 0.1%	10,937 SH	Decreased-2,093 SH
SPDR Portfolio Emerging Market	COM	$243K	0.0%Prev: 0.0%	5,195 SH	Decreased
Spotify Technology SA	COM	$3.1M	0.5%	4,501 SH	New
SS&C Technologies Holdings	COM	$5.0M	0.9%	56,319 SH	New
Stryker Corporation	COM	$739K	0.1%	2,000 SH	New
Super Micro Computer Inc.	COM	$3.7M	0.6%	76,601 SH	New
T-Mobile US Inc	COM	$213K	0.0%	890 SH	New
Taiwan Semiconductor Mfg	COM	$8.3M	1.4%Prev: 2.2%	29,557 SH	Decreased-78 SH
Tempus AI Inc.	COM	$5.7M	1.0%	70,338 SH	New
Thermo Fisher Scientific Inc	COM	$436K	0.1%Prev: 0.0%	898 SH	Increased+270 SH
Toll Brothers Inc	COM	$4.4M	0.8%Prev: 0.8%	31,891 SH	Decreased-141 SH
Uber Technologies Inc.	COM	$2.6M	0.4%	26,061 SH	New
UBS AG-Reg	COM	$4.0M	0.7%Prev: 0.5%	97,877 SH	Increased+28,096 SH
United Overseas Bank	COM	$2.3M	0.4%Prev: 0.4%	43,459 SH	Decreased-1,124 SH
United Rentals Inc.	COM	$4.4M	0.8%Prev: 0.5%	4,600 SH	Increased+1,648 SH
Vanguard FTSE Developed Market	COM	$1.3M	0.2%Prev: 0.2%	21,029 SH	Decreased+61 SH
Vanguard Large-Cap ETF	COM	$491K	0.1%Prev: 0.1%	1,595 SH	Decreased
Vanguard Mega Cap Growth ETF	COM	$385K	0.1%Prev: 0.1%	957 SH	Decreased-3,828 SH
Vanguard Mid-Cap ETF	COM	$1.1M	0.2%Prev: 0.2%	3,768 SH	Decreased-10,716 SH
Veeva Systems Inc.	COM	$3.7M	0.6%	12,570 SH	New
Vertiv Holdings Co A	COM	$6.7M	1.2%Prev: 1.5%	44,715 SH	Decreased+15,855 SH
Visa Inc	COM	$10.5M	1.8%Prev: 1.0%	30,796 SH	Increased+11,027 SH
Vistra Corp	COM	$5.2M	0.9%Prev: 0.1%	26,415 SH	Increased+23,078 SH
Wal-Mart Stores	COM	$9.7M	1.7%Prev: 0.8%	94,088 SH	Increased+46,306 SH
Waste Management	COM	$4.4M	0.8%	19,863 SH	New
Williams Cos Inc	COM	$3.1M	0.5%	49,371 SH	New
Zscaler Inc.	COM	$5.5M	0.9%	18,388 SH	New
Zurich Insurance Group-ADR	COM	$3.5M	0.6%Prev: 0.5%	98,524 SH	Increased+3,949 SH

Sold (vs prior filing)

AAON Inc — $3.0M
American Express — $4.5M
Applied Materials Inc — $7.9M
ASML Holding ADR — $5.9M
Banco Santander SA-SponADR — $4.1M
Bank of New York Mellon Corp — $217K
BHP Group — $4.3M
Bloom Energy Corp — $11.8M
Booking Holdings Inc. — $3.7M
BrightSpring Health Services I — $7.0M
Cameco Corporation — $2.2M
Caterpillar Inc — $9.4M
CBOE Holdings Inc. — $4.8M
Comfort Systems USA Inc — $8.7M
Corning Inc — $6.1M
Evercore Inc - A — $4.6M
Exxon Mobil Corp — $7.1M
Fabrinet — $1.5M
GE Aerospace — $3.9M
Geckosystems International — $2
… and 21 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001080351-26-000001	$559.4M	View
Nov 6, 2025	Q3 2025	13F-HR	0001080351-25-000007	$584.2M	View
Jul 30, 2026	Q2 2026