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: $559.4M113 positionsView on SEC.gov

			% of Portfolio
Addus HomeCare Corporation	COM	$2.3M	0.4%	21,319 SH	New
Adobe Inc	COM	$290K	0.1%Prev: 0.1%	829 SH	Decreased-150 SH
Advanced Micro Devices	COM	$5.8M	1.0%Prev: 0.7%	27,244 SH	Increased+288 SH
Airbus SE - Unsp ADR	COM	$2.7M	0.5%Prev: 0.5%	46,239 SH	Decreased+148 SH
Alphabet Inc CL A	COM	$792K	0.1%Prev: 0.1%	2,530 SH	Increased-320 SH
Alphabet Inc CL C	COM	$31.0M	5.5%Prev: 4.3%	98,769 SH	Increased-3,417 SH
Amazon.com Inc	COM	$19.6M	3.5%Prev: 3.3%	85,120 SH	Increased-3,248 SH
Amer Sports Inc	COM	$3.2M	0.6%Prev: 0.4%	86,320 SH	Increased+26,132 SH
Amgen Inc	COM	$233K	0.0%Prev: 0.0%	712 SH	Increased
Amphenol Corp CL A	COM	$6.2M	1.1%Prev: 1.0%	46,140 SH	Increased+1,209 SH
Apple Inc	COM	$30.7M	5.5%Prev: 5.3%	112,922 SH	Decreased-8,632 SH
AppLovin Corporation	COM	$4.0M	0.7%Prev: 0.7%	5,956 SH	Decreased+27 SH
Arista Networks Inc.	COM	$6.4M	1.1%Prev: 1.3%	48,918 SH	Decreased-2,837 SH
Automatic Data Processing	COM	$471K	0.1%Prev: 0.3%	1,830 SH	Decreased-4,970 SH
Berkshire Hathaway	COM	$12.9M	2.3%Prev: 2.0%	25,633 SH	Increased+2,964 SH
Blackrock Inc	COM	$216K	0.0%Prev: 0.0%	202 SH	Decreased
Brinker Intl	COM	$3.0M	0.5%	21,015 SH	New
Broadcom LTD	COM	$23.1M	4.1%Prev: 3.9%	66,799 SH	Increased-2,929 SH
Capital One Financial Corp	COM	$429K	0.1%Prev: 0.1%	1,769 SH	Increased
Celestica Inc.	COM	$6.1M	1.1%Prev: 0.9%	20,467 SH	Increased-45 SH
Celsius Holdings Inc.	COM	$5.5M	1.0%	120,850 SH	New
Chevron Corp.	COM	$393K	0.1%Prev: 0.1%	2,579 SH	Decreased-2,400 SH
Cisco Systems Inc	COM	$569K	0.1%Prev: 0.1%	7,382 SH	Increased+1,336 SH
Conoco Phillips	COM	$4.3M	0.8%Prev: 0.8%	45,913 SH	Decreased-3,368 SH
Constellation Energy Corp	COM	$4.1M	0.7%Prev: 1.0%	11,580 SH	Decreased-6,627 SH
Costco Wholesale	COM	$5.4M	1.0%Prev: 1.1%	6,231 SH	Decreased-576 SH
Credo Technology Group Holding	COM	$2.5M	0.4%Prev: 0.2%	17,385 SH	Increased+9,691 SH
CRH Public Limited	COM	$3.8M	0.7%Prev: 0.6%	30,114 SH	Increased-873 SH
Crowdstrike Holdings Inc.	COM	$5.2M	0.9%Prev: 1.5%	11,137 SH	Decreased-6,255 SH
D.R. Horton Inc.	COM	$4.6M	0.8%Prev: 0.9%	31,591 SH	Decreased-369 SH
Dell Technologies Inc.	COM	$5.6M	1.0%Prev: 1.1%	44,794 SH	Decreased-2,339 SH
Dimensional US Target Value	COM	$386K	0.1%Prev: 0.1%	6,479 SH	Increased
Duke Energy Corp	COM	$205K	0.0%Prev: 0.0%	1,753 SH	Decreased
Elevance Health Inc	COM	$4.5M	0.8%	12,916 SH	New
Eli Lilly & Co	COM	$10.7M	1.9%Prev: 0.9%	9,983 SH	Increased+3,156 SH
Embraer SA ADR	COM	$3.4M	0.6%Prev: 0.6%	53,327 SH	Increased-62 SH
Emcor Group Inc	COM	$5.8M	1.0%Prev: 1.1%	9,530 SH	Decreased-721 SH
Exxon Mobil Corp	COM	$2.8M	0.5%	22,874 SH	New
GE Vernova Inc	COM	$4.5M	0.8%Prev: 0.7%	6,850 SH	Increased-27 SH
Goldman Sachs Group, Inc.	COM	$9.7M	1.7%Prev: 1.5%	11,040 SH	Increased+29 SH
HCA Healthcare Inc.	COM	$7.6M	1.4%Prev: 1.2%	16,262 SH	Increased-272 SH
Home Depot	COM	$5.5M	1.0%Prev: 1.1%	15,848 SH	Decreased+47 SH
Innovator S&P 500 Power Buffer	COM	$1.4M	0.2%Prev: 0.2%	31,030 SH	Increased+6,500 SH
Intl Business Machines Corp	COM	$6.6M	1.2%Prev: 1.1%	22,406 SH	Increased-53 SH
Intuitive Surgical Inc	COM	$2.9M	0.5%	5,106 SH	New
iShares Core Intl Stock ETF	COM	$666K	0.1%Prev: 0.1%	7,865 SH	Increased+140 SH
iShares Core MSCI EAFE ETF	COM	$1.0M	0.2%Prev: 0.2%	11,271 SH	Increased
iShares Core MSCI Emerging	COM	$399K	0.1%Prev: 0.1%	5,934 SH	Increased
iShares Core S&P 500 Index ETF	COM	$5.4M	1.0%Prev: 0.9%	7,941 SH	Increased+19 SH
iShares Core S&P Mid Cap ETF	COM	$545K	0.1%Prev: 0.1%	8,254 SH	Decreased-222 SH
iShares Core S&P SmallCap ETF	COM	$385K	0.1%Prev: 0.1%	3,201 SH	Decreased-159 SH
iShares Core S&P U.S. Growth E	COM	$853K	0.2%Prev: 0.2%	5,078 SH	Decreased-651 SH
iShares Core S&P U.S. Value ET	COM	$598K	0.1%Prev: 0.1%	5,828 SH	Increased+326 SH
Johnson & Johnson	COM	$214K	0.0%Prev: 0.2%	1,033 SH	Decreased-3,738 SH
JP Morgan Chase	COM	$19.4M	3.5%Prev: 3.3%	60,303 SH	Increased-557 SH
KLA Corporation	COM	$272K	0.0%Prev: 0.0%	224 SH	Increased
Kroger Co	COM	$4.5M	0.8%Prev: 0.5%	72,272 SH	Increased+27,073 SH
LAM Research Corp	COM	$410K	0.1%Prev: 0.1%	2,393 SH	Increased
Linde PLC	COM	$2.0M	0.4%Prev: 0.4%	4,730 SH	Decreased-251 SH
LVMH Moey Hennessy-Unsp ADR	COM	$1.6M	0.3%	10,365 SH	New
Martin Marietta	COM	$4.5M	0.8%Prev: 1.1%	7,167 SH	Decreased-3,456 SH
Mastercard Inc-Cl A	COM	$8.7M	1.5%Prev: 1.5%	15,176 SH	Increased+22 SH
McDonald's Corp	COM	$328K	0.1%Prev: 0.1%	1,074 SH	Increased
Medpace Holdings Inc	COM	$3.4M	0.6%	6,024 SH	New
Mercadolibre	COM	$2.5M	0.5%Prev: 0.5%	1,262 SH	Decreased+5 SH
Meta Platforms Inc.	COM	$17.2M	3.1%Prev: 3.3%	25,987 SH	Decreased-436 SH
Mettler-Toledo Int'l	COM	$365K	0.1%Prev: 0.1%	262 SH	Increased
Microsoft Corp	COM	$34.8M	6.2%Prev: 6.6%	71,917 SH	Decreased-2,950 SH
Monolithic Power Sys	COM	$5.0M	0.9%Prev: 0.9%	5,547 SH	Decreased-2 SH
Nebius Group NV	COM	$1.5M	0.3%	17,547 SH	New
Netflix	COM	$2.7M	0.5%Prev: 1.2%	28,753 SH	Decreased+22,855 SH
Nextera Energy Inc	COM	$353K	0.1%Prev: 0.1%	4,400 SH	Increased-6 SH
Novartis AG ADR	COM	$207K	0.0%	1,498 SH	New
Nvidia Corp	COM	$49.1M	8.8%Prev: 9.3%	263,218 SH	Decreased-27,294 SH
O'Reilly Automotive	COM	$5.7M	1.0%Prev: 1.2%	62,541 SH	Decreased-1,361 SH
Oracle Corp	COM	$3.2M	0.6%Prev: 0.8%	16,181 SH	Decreased-826 SH
Palantir Technologies Inc-A	COM	$8.1M	1.4%Prev: 1.4%	45,290 SH	Decreased+268 SH
PNC Financial Services Group	COM	$217K	0.0%Prev: 0.0%	1,039 SH	Increased
Procter & Gamble Co	COM	$279K	0.0%Prev: 0.1%	1,950 SH	Decreased-3,215 SH
Raytheon Tech Corp	COM	$1.5M	0.3%Prev: 0.2%	8,138 SH	Increased
Robinhood Markets Inc	COM	$5.0M	0.9%	44,007 SH	New
Royal Bank of Canada	COM	$298K	0.1%Prev: 0.0%	1,748 SH	Increased
Schneider Electric	COM	$2.8M	0.5%Prev: 0.5%	50,505 SH	Decreased-216 SH
Schwab U S Large Cap ETF	COM	$2.4M	0.4%Prev: 0.4%	90,851 SH	Decreased-2,456 SH
Schwab U S Mid Cap ETF	COM	$374K	0.1%Prev: 0.1%	12,431 SH	Decreased-440 SH
Schwab U S Small Cap ETF	COM	$226K	0.0%Prev: 0.0%	7,925 SH	Decreased-482 SH
Sea Ltd ADR	COM	$2.9M	0.5%Prev: 0.7%	22,795 SH	Decreased-41 SH
Shell PLC ADR	COM	$2.8M	0.5%Prev: 0.5%	38,433 SH	Increased-350 SH
SPDR MSCI ACWI ETF	COM	$369K	0.1%Prev: 0.1%	10,276 SH	Decreased-661 SH
SPDR Portfolio Emerging Market	COM	$243K	0.0%Prev: 0.0%	5,195 SH
Spotify Technology SA	COM	$2.6M	0.5%Prev: 0.5%	4,501 SH	Decreased
SS&C Technologies Holdings	COM	$4.9M	0.9%Prev: 0.9%	55,659 SH	Decreased-660 SH
Super Micro Computer Inc.	COM	$1.8M	0.3%Prev: 0.6%	61,812 SH	Decreased-14,789 SH
Taiwan Semiconductor Mfg	COM	$8.8M	1.6%Prev: 1.4%	28,810 SH	Increased-747 SH
The Ensign Group Inc	COM	$2.9M	0.5%	16,492 SH	New
Thermo Fisher Scientific Inc	COM	$579K	0.1%Prev: 0.1%	1,000 SH	Increased+102 SH
Toll Brothers Inc	COM	$4.2M	0.8%Prev: 0.8%	31,373 SH	Decreased-518 SH
Uber Technologies Inc.	COM	$2.1M	0.4%Prev: 0.4%	25,998 SH	Decreased-63 SH
UBS AG-Reg	COM	$4.4M	0.8%Prev: 0.7%	95,518 SH	Increased-2,359 SH
United Overseas Bank	COM	$2.3M	0.4%Prev: 0.4%	43,004 SH	Increased-455 SH
United Rentals Inc.	COM	$3.8M	0.7%Prev: 0.8%	4,647 SH	Decreased+47 SH
Vanguard FTSE Developed Market	COM	$1.3M	0.2%Prev: 0.2%	21,029 SH	Increased
Vanguard Large-Cap ETF	COM	$505K	0.1%Prev: 0.1%	1,604 SH	Increased+9 SH
Vanguard Mega Cap Growth ETF	COM	$395K	0.1%Prev: 0.1%	957 SH	Increased
Vanguard Mid-Cap ETF	COM	$1.1M	0.2%Prev: 0.2%	3,768 SH	Decreased
Vertiv Holdings Co A	COM	$5.0M	0.9%Prev: 1.2%	31,050 SH	Decreased-13,665 SH
Visa Inc	COM	$10.1M	1.8%Prev: 1.8%	28,920 SH	Decreased-1,876 SH
Vistra Corp	COM	$4.1M	0.7%Prev: 0.9%	25,280 SH	Decreased-1,135 SH
Wal-Mart Stores	COM	$11.2M	2.0%Prev: 1.7%	100,413 SH	Increased+6,325 SH
Waste Management	COM	$4.2M	0.8%Prev: 0.8%	19,323 SH	Decreased-540 SH
Williams Cos Inc	COM	$2.8M	0.5%Prev: 0.5%	45,943 SH	Decreased-3,428 SH
Zscaler Inc.	COM	$3.9M	0.7%Prev: 0.9%	17,296 SH	Decreased-1,092 SH
Zurich Insurance Group-ADR	COM	$3.7M	0.7%Prev: 0.6%	98,383 SH	Increased-141 SH

Sold (vs prior filing)

Abbott Labs — $209K
Aon PLC — $2.1M
Broadridge Financial Solutions — $221K
Brown & Brown Inc — $2.6M
Cinemark Holdings Inc — $2.1M
Coca Cola — $265K
Copart Inc. — $239K
Corcept Therapeutics Inc. — $4.6M
Duolingo Inc. A — $4.6M
Eaton Corp PLC — $253K
Honeywell Int'l Inc — $212K
ICON PLC — $1.6M
Loar Holdings Inc. — $3.7M
Medtronic PLC — $219K
Occidental Petro — $2.4M
Paychex Inc — $222K
Pepsico Inc — $702K
ServiceNow Inc. — $3.7M
Stryker Corporation — $739K
T-Mobile US Inc — $213K
… and 2 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