SEC 13F Intelligence

Managers / Q1 2026

ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC

CIK 0002054680 · 6817 SOUTHPOINT PARKWAY, SUITE 1204, JACKSONVILLE, FL, 32216 · 904-470-0103

Reported Value
$107M
Q1 2026
Positions
35
Filings on Record
6
2019–present window
Filed
May 15, 2026
original filing

Summary

St. Nicholas Private Asset Management, Inc reported $107M in U.S.-listed holdings across 35 positions for Q1 2026.

Its largest position, AAPL, represents 12.7% of the portfolio.

Compared with Q4 2025, the fund opened 0 new positions and exited 1.

Portfolio Metrics

Turnover
+3.2%
vs prior filed quarter
Top-10 Concentration
+61.2%
share of reported value
Largest Position
+12.7%
Apple

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $112MQ4 ’24Q1 ’25: $105MQ1 ’25Q2 ’25: $108MQ2 ’25Q3 ’25: $115MQ3 ’25Q4 ’25: $111MQ4 ’25Q1 ’26: $107MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 94.0%ETP: 5.6%ADR: 0.3%
  • Common Stock · 94.0% · $101M
  • ETP · 5.6% · $6M
  • ADR · 0.3% · $358,227

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GE AEROSPACESOLD OUT6850$211,001$0
SHWSHERWIN WILLIAMS COADDED+5902.9K+$181,054$932,480
TSMTAIWAN SEMICONDUCTOR MANUFACADDED+1791.1K+$90,500$358,227
PEGPUBLIC SVC ENTERPRISE GROUPTRIMMED3.2K27.6K$238,987$2M
RLIRLI CORPTRIMMED7.1K92.8K$1M$5M
MIDDMIDDLEBY CORPTRIMMED3875.4K$143,890$711,557
METAMETA PLATFORMS INCADDED+1773.0K$147,660$2M
MSFTMICROSOFT CORPADDED+5069.2K$800,617$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

35 positions
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INChistory →COM12.67%$14M53.4K
2MAMASTERCARD INCORPORATEDhistory →CL A7.36%$8M15.7K
3ABBVABBVIE INChistory →COM6.94%$7M34.1K
4NVDANVIDIA CORPORATIONhistory →COM5.38%$6M33.0K
5AMZNAMAZON COM INChistory →COM5.05%$5M25.9K
6GOOGLALPHABET INChistory →CAP STK CL A4.97%$5M18.5K
7RLIRLI CORPhistory →COM4.95%$5M92.8K
8ODFLOLD DOMINION FREIGHT LINE INhistory →COM4.72%$5M25.8K
9HDHOME DEPOT INChistory →COM4.62%$5M15.0K
10MCDMCDONALDS CORPhistory →COM4.54%$5M15.6K
11MSFTMICROSOFT CORPhistory →COM3.19%$3M9.2K
12VANGUARD WORLD FDINF TECH ETF3.14%$3M4.8K
13ORLYOREILLY AUTOMOTIVE INChistory →COM2.86%$3M33.1K
14COSTCOSTCO WHOLESALE CORPORATIONhistory →COM2.75%$3M3.0K
15NSCNORFOLK SOUTHN CORPhistory →COM2.74%$3M10.2K
16RTXRTX CORPORATIONhistory →COM2.59%$3M14.4K
17BACVERIZON COMMUNICATIONS INChistory →COM2.46%$3M52.3K
18JNJJOHNSON & JOHNSONhistory →COM2.22%$2M9.7K
19PEGPUBLIC SVC ENTERPRISE GROUPhistory →COM2.09%$2M27.6K
20BKNGBOOKING HOLDINGS INChistory →COM2.08%$2M528
21WCCWESCO INTL INChistory →COM1.73%$2M6.8K
224I1PHILIP MORRIS INTL INChistory →COM1.66%$2M10.8K
23PGPROCTER & GAMBLE COhistory →COM1.62%$2M12.0K
24METAMETA PLATFORMS INChistory →CL A1.61%$2M3.0K
25XLUSELECT SECTOR SPDR TRhistory →STATE STREET UTI1.22%$1M28.4K
26SCHWAB STRATEGIC TRUS LRG CAP ETF1.04%$1M43.4K
27SHWSHERWIN WILLIAMS COCOM0.87%$932,4802.9K
28MIDDMIDDLEBY CORPCOM0.67%$711,5575.4K
29VVISA INCCOM CL A0.48%$515,0171.7K
30MRKMERCK & CO INCCOM0.43%$455,1773.8K
31TSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS0.34%$358,2271.1K
32MLMMARTIN MARIETTA MATLS INCCOM0.27%$290,808494
33SCHWSCHWAB CHARLES CORPCOM0.27%$289,4583.1K
34HONGBPHONEYWELL INTL INCCOM0.23%$248,1811.1K
35VANGUARD BD INDEX FDSINTERMED TERM0.23%$241,1103.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$107M35May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$111M36Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$115M38Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$108M36Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$105M38May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$112M38Feb 4, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.