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NICHOLAS II, INC

CIK: 0000723455 Equity
Report date: 2026-05-26
AUM $881M
Expense Ratio
Category Equity
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-26

Holdings

From latest SEC N-PORT filing · US-listed stocks only

48 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AME AMETEK INC Since 2026-07-07 031100100 Equity (Common)
2.89%
$25.43 107,985
2 ATR APTARGROUP INC Since 2026-07-07 038336103 Equity (Common)
1.10%
$9.72 78,580
3 BJ BJ'S WHOLESALE CLUB HOLDINGS INC Since 2026-07-07 05550J101 Equity (Common)
2.03%
$17.90 190,644
4 IT GARTNER INC Since 2026-07-07 366651107 Equity (Common)
0.55%
$4.86 32,721
5 JKHY JACK HENRY & ASSOCIATES INC Since 2026-07-07 426281101 Equity (Common)
0.95%
$8.39 54,544
6 LHX L3HARRIS TECHNOLOGIES INC Since 2026-07-07 502431109 Equity (Common)
1.29%
$11.34 35,390
7 LII LENNOX INTERNATIONAL INC Since 2026-07-07 526107107 Equity (Common)
0.40%
$3.48 6,514
8 BR BROADRIDGE FINANCIAL SOLUTIONS INC Since 2026-07-07 11133T103 Equity (Common)
1.32%
$11.62 75,500
9 BURL BURLINGTON STORES INC Since 2026-07-07 122017106 Equity (Common)
1.82%
$16.00 49,990
10 CBRE CBRE GROUP INC Since 2026-07-07 12504L109 Equity (Common)
2.30%
$20.23 141,770
11 CMG CHIPOTLE MEXICAN GRILL INC Since 2026-07-07 169656105 Equity (Common)
1.44%
$12.72 374,170
12 CPAY CORPAY INC Since 2026-07-07 219948106 Equity (Common)
2.44%
$21.49 70,110
13 CRL CHARLES RIVER LABORATORIES INTERNATIONAL INC Since 2026-07-07 159864107 Equity (Common)
1.35%
$11.86 71,040
14 CSGP COSTAR GROUP INC Since 2026-07-07 22160N109 Equity (Common)
0.83%
$7.33 211,706
15 DDOG DATADOG INC Since 2026-07-07 23804L103 Equity (Common)
1.59%
$13.96 105,645
16 DPZ DOMINO'S PIZZA INC Since 2026-07-07 25754A201 Equity (Common)
1.36%
$11.97 35,255
17 DT DYNATRACE INC Since 2026-07-07 268150109 Equity (Common)
1.01%
$8.92 246,449
18 FAST FASTENAL COMPANY Since 2026-07-07 311900104 Equity (Common)
0.38%
$3.32 73,822
19 GMED GLOBUS MEDICAL INC Since 2026-07-07 379577208 Equity (Common)
1.81%
$15.92 176,535
20 HLT HILTON WORLDWIDE HOLDINGS INC Since 2026-07-07 43300A203 Equity (Common)
1.78%
$15.69 48,410
21 IQV IQVIA HOLDINGS INC Since 2026-07-07 46266C105 Equity (Common)
1.43%
$12.57 79,393
22 MDB MONGODB INC Since 2026-07-07 60937P106 Equity (Common)
1.46%
$12.85 51,229
23 MTD METTLER-TOLEDO INTERNATIONAL INC Since 2026-07-07 592688105 Equity (Common)
2.17%
$19.10 14,964
24 ODFL OLD DOMINION FREIGHT LINE INC Since 2026-07-07 679580100 Equity (Common)
2.28%
$20.06 94,415
25 OKTA OKTA INC Since 2026-07-07 679295105 Equity (Common)
1.52%
$13.42 182,161
26 ORLY O'REILLY AUTOMOTIVE INC Since 2026-07-07 67103H107 Equity (Common)
2.51%
$22.07 222,070
27 PTC PTC INC Since 2026-07-07 69370C100 Equity (Common)
1.71%
$15.09 110,704
28 RJF RAYMOND JAMES FINANCIAL INC Since 2026-07-07 754730109 Equity (Common)
1.87%
$16.45 103,884
29 RMD RESMED INC Since 2026-07-07 761152107 Equity (Common)
1.45%
$12.74 59,605
30 RSG REPUBLIC SERVICES INC Since 2026-07-07 760759100 Equity (Common)
1.21%
$10.66 50,956
31 RVTY REVVITY INC Since 2026-07-07 714046109 Equity (Common)
1.39%
$12.27 141,650
32 RYAN RYAN SPECIALTY HOLDINGS INC Since 2026-07-07 78351F107 Equity (Common)
0.17%
$1.49 42,725
33 SCI SERVICE CORPORATION INTERNATIONAL Since 2026-07-07 817565104 Equity (Common)
1.91%
$16.82 207,515
34 VMC VULCAN MATERIALS COMPANY Since 2026-07-07 929160109 Equity (Common)
2.30%
$20.21 66,991
35 VRSK VERISK ANALYTICS INC Since 2026-07-07 92345Y106 Equity (Common)
1.64%
$14.45 78,305
36 WING WINGSTOP INC Since 2026-07-07 974155103 Equity (Common)
0.36%
$3.17 19,291
37 WSM WILLIAMS SONOMA INC Since 2026-07-07 969904101 Equity (Common)
1.03%
$9.04 49,863
38 ZS ZSCALER INC Since 2026-07-07 98980G102 Equity (Common)
0.35%
$3.07 23,505
39 RBA RB GLOBAL INC Since 2026-07-07 74935Q107 Equity (Common)
1.73%
$15.25 146,233
40 SN SHARKNINJA INC Since 2026-07-07 G8068L108 Equity (Common)
1.61%
$14.18 122,756
41 STE STERIS PLC Since 2026-07-07 G8473T100 Equity (Common)
1.90%
$16.72 77,075
42 VIK VIKING HOLDINGS LTD Since 2026-07-07 G93A5A101 Equity (Common)
1.60%
$14.06 171,685
43 WCN WASTE CONNECTIONS INC Since 2026-07-07 94106B101 Equity (Common)
1.32%
$11.65 70,757
44 TPG TPG Inc Since 2026-07-07 N/A 153,405
45 TRU TRANSUNION Since 2026-07-07 89400J107 Equity (Common)
2.03%
$17.90 252,068
46 TW TRADEWEB MARKETS INC Since 2026-07-07 892672106 Equity (Common)
0.34%
$3.02 26,654
47 ULTA ULTA BEAUTY INC Since 2026-07-07 90384S303 Equity (Common)
1.80%
$15.84 29,465
48 VEEV VEEVA SYSTEMS INC Since 2026-07-07 922475108 Equity (Common)
1.18%
$10.42 66,810
Frequently Asked Questions — NICHOLAS II, INC
What type of mutual fund is NICHOLAS II, INC?
NICHOLAS II, INC is a SEC-registered Equity fund, with $881M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, NICHOLAS II, INC holds 48 portfolio positions, all detailed in the holdings table on this page.
What are NICHOLAS II, INC's assets under management (AUM)?
NICHOLAS II, INC has $881M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are NICHOLAS II, INC's top holdings?
According to NICHOLAS II, INC's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include AMETEK INC, APTARGROUP INC, BJ'S WHOLESALE CLUB HOLDINGS INC , among others. The complete list of all 48 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is NICHOLAS II, INC's expense ratio?
Expense ratio data for NICHOLAS II, INC is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find NICHOLAS II, INC's SEC filings?
NICHOLAS II, INC is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000723455. You can access all of NICHOLAS II, INC's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000723455). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is NICHOLAS II, INC's holdings data on StockSifting?
Holdings data for NICHOLAS II, INC on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.