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: $657.5M117 positionsView on SEC.gov

			% of Portfolio
AAON Inc	COM	$3.0M	0.5%	23,904 SH	New
Advanced Micro Devices	COM	$16.6M	2.5%Prev: 0.8%	28,543 SH	Increased+2,684 SH
Airbus SE - Unsp ADR	COM	$2.7M	0.4%Prev: 0.5%	48,797 SH	Increased+3,054 SH
Alphabet Inc CL A	COM	$908K	0.1%Prev: 0.1%	2,541 SH	Increased-53 SH
Alphabet Inc CL C	COM	$37.1M	5.6%Prev: 3.4%	105,099 SH	Increased+8,134 SH
Amazon.com Inc	COM	$20.0M	3.0%Prev: 3.7%	83,878 SH	Increased-4,020 SH
American Express	COM	$4.5M	0.7%	13,269 SH	New
Amgen Inc	COM	$258K	0.0%	712 SH	New
Amphenol Corp CL A	COM	$6.0M	0.9%Prev: 0.8%	33,850 SH	Increased-9,835 SH
Apple Inc	COM	$32.1M	4.9%Prev: 5.5%	110,818 SH	Increased-27,364 SH
Applied Materials Inc	COM	$7.9M	1.2%	10,962 SH	New
AppLovin Corporation	COM	$5.0M	0.8%Prev: 0.6%	9,762 SH	Increased+1,051 SH
Arista Networks Inc.	COM	$4.5M	0.7%Prev: 1.5%	26,710 SH	Decreased-46,368 SH
ASML Holding ADR	COM	$5.9M	0.9%	2,964 SH	New
Automatic Data Processing	COM	$358K	0.1%Prev: 0.1%	1,600 SH	Decreased
Banco Santander SA-SponADR	COM	$4.1M	0.6%	293,787 SH	New
Bank of New York Mellon Corp	COM	$217K	0.0%	1,500 SH	New
Berkshire Hathaway	COM	$10.0M	1.5%Prev: 1.9%	19,907 SH	Decreased-1,447 SH
BHP Group	COM	$4.3M	0.7%	52,034 SH	New
Bloom Energy Corp	COM	$11.8M	1.8%	38,896 SH	New
Booking Holdings Inc.	COM	$3.7M	0.6%	20,701 SH	New
BrightSpring Health Services I	COM	$7.0M	1.1%	100,015 SH	New
Broadcom LTD	COM	$25.6M	3.9%Prev: 4.4%	67,863 SH	Increased-15,145 SH
Cameco Corporation	COM	$2.2M	0.3%	21,422 SH	New
Capital One Financial Corp	COM	$355K	0.1%	1,769 SH	New
Caterpillar Inc	COM	$9.4M	1.4%	8,864 SH	New
CBOE Holdings Inc.	COM	$4.8M	0.7%	19,819 SH	New
Celestica Inc.	COM	$6.3M	1.0%Prev: 0.6%	17,278 SH	Increased-3,221 SH
Chevron Corp.	COM	$375K	0.1%Prev: 0.0%	2,260 SH	Increased+760 SH
Cisco Systems Inc	COM	$924K	0.1%	7,863 SH	New
Comfort Systems USA Inc	COM	$8.7M	1.3%	4,407 SH	New
Conoco Phillips	COM	$3.5M	0.5%Prev: 0.8%	34,087 SH	Decreased-11,605 SH
Corning Inc	COM	$6.1M	0.9%	23,880 SH	New
Costco Wholesale	COM	$5.9M	0.9%Prev: 1.2%	6,357 SH	Decreased-462 SH
CRH Public Limited	COM	$3.4M	0.5%Prev: 0.5%	31,574 SH	Increased+768 SH
Crowdstrike Holdings Inc.	COM	$4.2M	0.6%Prev: 1.6%	5,490 SH	Decreased-12,156 SH
Dimensional US Target Value	COM	$445K	0.1%Prev: 0.1%	6,360 SH	Increased+324 SH
Eli Lilly & Co	COM	$12.0M	1.8%Prev: 1.0%	10,021 SH	Increased+2,986 SH
Embraer SA ADR	COM	$3.6M	0.6%Prev: 0.4%	56,796 SH	Increased+15,656 SH
Emcor Group Inc	COM	$8.2M	1.2%Prev: 1.7%	9,853 SH	Decreased-6,650 SH
Evercore Inc - A	COM	$4.6M	0.7%	13,394 SH	New
Exxon Mobil Corp	COM	$7.1M	1.1%	52,137 SH	New
Fabrinet	COM	$1.5M	0.2%	2,721 SH	New
GE Aerospace	COM	$3.9M	0.6%	10,507 SH	New
GE Vernova Inc	COM	$8.3M	1.3%	7,105 SH	New
Geckosystems International	COM	$2	0.0%	19,000 SH	New
Goldman Sachs Group, Inc.	COM	$6.0M	0.9%Prev: 1.4%	5,956 SH	Decreased-4,468 SH
Guardian Pharmacy Services Inc	COM	$6.0M	0.9%	143,873 SH	New
ING Groep N.V. - Spon ADR	COM	$3.7M	0.6%	119,072 SH	New
Intl Business Machines Corp	COM	$214K	0.0%Prev: 0.6%	762 SH	Decreased-9,606 SH
iShares Core Intl Stock ETF	COM	$931K	0.1%Prev: 0.1%	9,758 SH	Increased+1,627 SH
iShares Core MSCI EAFE ETF	COM	$635K	0.1%Prev: 0.1%	6,573 SH	Decreased-1,424 SH
iShares Core MSCI Emerging	COM	$492K	0.1%	5,934 SH	New
iShares Core S&P 500 Index ETF	COM	$5.8M	0.9%Prev: 1.0%	7,745 SH	Increased-358 SH
iShares Core S&P Mid Cap ETF	COM	$622K	0.1%Prev: 0.1%	8,067 SH	Increased-702 SH
iShares Core S&P SmallCap ETF	COM	$478K	0.1%Prev: 0.1%	3,225 SH	Increased-295 SH
iShares Core S&P U.S. Growth E	COM	$947K	0.1%Prev: 0.2%	5,037 SH	Increased-533 SH
iShares Core S&P U.S. Value ET	COM	$352K	0.1%	3,193 SH	New
iShares MSCI South Korea ETF	COM	$4.7M	0.7%	23,437 SH	New
iShares Russell 1000 Growth ET	COM	$230K	0.0%	1,852 SH	New
Johnson & Johnson	COM	$5.7M	0.9%	22,426 SH	New
JP Morgan Chase	COM	$19.6M	3.0%Prev: 3.2%	59,730 SH	Increased+1,325 SH
Kioxia Holdings Corporation	COM	$3.3M	0.5%	55,679 SH	New
KLA Corporation	COM	$676K	0.1%	2,240 SH	New
LAM Research Corp	COM	$1.0M	0.2%	2,393 SH	New
Lumentum Holdings Inc.	COM	$6.2M	0.9%	7,168 SH	New
Martin Marietta	COM	$3.8M	0.6%Prev: 1.1%	6,636 SH	Decreased-3,738 SH
Mastec Inc.	COM	$5.2M	0.8%	12,486 SH	New
Mastercard Inc-Cl A	COM	$3.9M	0.6%Prev: 1.5%	7,516 SH	Decreased-7,238 SH
Meta Platforms Inc.	COM	$9.5M	1.4%Prev: 3.5%	16,813 SH	Decreased-9,500 SH
Mettler-Toledo Int'l	COM	$287K	0.0%Prev: 0.1%	225 SH	Decreased-37 SH
Micron Technology Inc	COM	$18.3M	2.8%	15,821 SH	New
Microsoft Corp	COM	$26.7M	4.1%Prev: 6.8%	71,489 SH	Decreased+405 SH
Mitsubishi UFJ Financial Group	COM	$3.5M	0.5%	176,188 SH	New
Modine Manufacturing Company	COM	$5.8M	0.9%	21,763 SH	New
Monolithic Power Sys	COM	$5.5M	0.8%	3,961 SH	New
Nebius Group NV	COM	$5.3M	0.8%	19,178 SH	New
Nvidia Corp	COM	$54.3M	8.3%Prev: 9.3%	271,289 SH	Increased-18,528 SH
O'Reilly Automotive	COM	$3.0M	0.5%Prev: 1.0%	33,017 SH	Decreased-27,331 SH
Oracle Corp	COM	$1.9M	0.3%	12,828 SH	New
Palantir Technologies Inc-A	COM	$220K	0.0%Prev: 1.3%	1,883 SH	Decreased-42,716 SH
PNC Financial Services Group	COM	$3.4M	0.5%	13,664 SH	New
Procter & Gamble Co	COM	$205K	0.0%Prev: 0.0%	1,400 SH	Decreased-15 SH
Quanta Services Inc	COM	$207K	0.0%	288 SH	New
Raytheon Tech Corp	COM	$1.4M	0.2%Prev: 0.1%	7,234 SH	Increased+3,900 SH
Robinhood Markets Inc	COM	$5.7M	0.9%	56,811 SH	New
Royal Bank of Canada	COM	$362K	0.1%	1,748 SH	New
Royal Caribbean Cruises LTD	COM	$4.2M	0.6%	13,251 SH	New
Sandisk Corp	COM	$7.7M	1.2%	3,398 SH	New
Schneider Electric	COM	$3.5M	0.5%Prev: 0.5%	52,979 SH	Increased+2,792 SH
Schwab U S Large Cap ETF	COM	$2.6M	0.4%Prev: 0.4%	87,212 SH	Increased-5,028 SH
Schwab U S Mid Cap ETF	COM	$464K	0.1%Prev: 0.1%	12,577 SH	Increased-112 SH
Schwab U S Small Cap ETF	COM	$281K	0.0%Prev: 0.0%	7,775 SH	Increased-322 SH
Shell PLC ADR	COM	$2.4M	0.4%Prev: 0.5%	31,031 SH	Decreased-7,048 SH
SPDR MSCI ACWI ETF	COM	$530K	0.1%Prev: 0.1%	13,030 SH	Increased+2,873 SH
SPDR Portfolio Emerging Market	COM	$269K	0.0%	5,195 SH	New
Taiwan Semiconductor Mfg	COM	$14.2M	2.2%Prev: 1.3%	29,635 SH	Increased+281 SH
Target Corp	COM	$3.4M	0.5%	26,023 SH	New
Teradyne Inc	COM	$8.4M	1.3%	17,380 SH	New
Thermo Fisher Scientific Inc	COM	$315K	0.0%Prev: 0.1%	628 SH	Increased-94 SH
TJX Companies Inc.	COM	$6.0M	0.9%	39,545 SH	New
Toll Brothers Inc	COM	$5.3M	0.8%Prev: 0.3%	32,032 SH	Increased+16,747 SH
UBS AG-Reg	COM	$3.5M	0.5%Prev: 0.6%	69,781 SH	Decreased-26,702 SH
United Overseas Bank	COM	$2.7M	0.4%Prev: 0.5%	44,583 SH	Increased+1,457 SH
United Rentals Inc.	COM	$3.3M	0.5%Prev: 1.3%	2,952 SH	Decreased-5,401 SH
Vanguard FTSE Developed Market	COM	$1.5M	0.2%Prev: 0.1%	20,968 SH	Increased+13,449 SH
Vanguard Large-Cap ETF	COM	$549K	0.1%Prev: 0.1%	1,595 SH	Increased
Vanguard Mega Cap Growth ETF	COM	$421K	0.1%Prev: 0.1%	4,785 SH	Increased+3,828 SH
Vanguard Mid-Cap ETF	COM	$1.2M	0.2%Prev: 0.2%	14,484 SH	Increased+11,064 SH
Vertiv Holdings Co A	COM	$9.7M	1.5%Prev: 1.1%	28,860 SH	Increased-15,434 SH
Viking Holdings Ltd.	COM	$2.3M	0.3%	21,726 SH	New
Visa Inc	COM	$6.8M	1.0%Prev: 2.0%	19,769 SH	Decreased-11,275 SH
Vistra Corp	COM	$529K	0.1%Prev: 1.5%	3,337 SH	Decreased-39,498 SH
Wal-Mart Stores	COM	$5.4M	0.8%Prev: 1.3%	47,782 SH	Decreased-25,894 SH
Western Digital Corp	COM	$7.6M	1.2%	11,976 SH	New
Woodward, Inc.	COM	$3.6M	0.5%	8,371 SH	New
Zurich Insurance Group-ADR	COM	$3.5M	0.5%Prev: 0.6%	94,575 SH	Increased+2,257 SH

Sold (vs prior filing)

Adobe Inc — $358K
Amer Sports Inc — $2.3M
Aon PLC — $2.1M
Brown & Brown Inc — $3.4M
Cava Group Inc. — $221K
Chipotle Mexican Grill Inc — $4.7M
Cinemark Holdings Inc — $2.3M
Constellation Energy Corp — $5.7M
Copart Inc. — $300K
Corcept Therapeutics Inc. — $3.9M
D.R. Horton Inc. — $1.8M
Dell Technologies Inc. — $6.0M
EQT Corp — $2.9M
HCA Healthcare Inc. — $5.9M
Home Depot — $5.3M
Honeywell Int'l Inc — $238K
ICICI Bank Ltd - Spon Adr — $2.6M
Innovator S&P 500 Power Buffer — $1.2M
IntercontinentalExchange Group — $5.5M
Intuitive Surgical Inc — $4.0M
… 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