Mitchell Capital Management Co
- Regulatory AUM
- $847M
- Discretionary
- $847M
- Clients
- 331
- Avg AUM / client
- $2.6M
- Accounts
- 876
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 113 positions, $544,983,687)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp | COM | $46,722,439 | 267,904 | 8.57% | 5.51% |
| 2 | Alphabet Inc Cl C | COM | $28,755,893 | 100,244 | 5.28% | 3.39% |
| 3 | Apple Inc | COM | $28,580,740 | 112,616 | 5.24% | 3.37% |
| 4 | Microsoft Corp | COM | $25,644,271 | 69,277 | 4.71% | 3.03% |
| 5 | Broadcom Ltd | COM | $20,996,374 | 67,837 | 3.85% | 2.48% |
| 6 | Jp Morgan Chase | COM | $17,971,411 | 61,094 | 3.3% | 2.12% |
| 7 | Amazon.Com Inc | COM | $17,955,790 | 86,214 | 3.29% | 2.12% |
| 8 | Meta Platforms Inc. | COM | $14,989,234 | 26,199 | 2.75% | 1.77% |
| 9 | Wal Mart Stores | COM | $13,225,588 | 106,418 | 2.43% | 1.56% |
| 10 | Berkshire Hathaway | COM | $13,171,291 | 27,486 | 2.42% | 1.55% |
| 11 | Taiwan Semiconductor Mfg | COM | $10,092,877 | 29,865 | 1.85% | 1.19% |
| 12 | Eli Lilly & Co | COM | $9,225,068 | 10,030 | 1.69% | 1.09% |
| 13 | Exxon Mobil Corp | COM | $8,919,705 | 52,574 | 1.64% | 1.05% |
| 14 | Visa Inc | COM | $8,675,393 | 28,704 | 1.59% | 1.02% |
| 15 | Emcor Group Inc | COM | $7,247,989 | 9,817 | 1.33% | 0.86% |
| 16 | Vertiv Holdings Co A | COM | $7,225,224 | 28,834 | 1.33% | 0.85% |
| 17 | Conoco Phillips | COM | $6,558,684 | 49,687 | 1.2% | 0.77% |
| 18 | Caterpillar Inc | COM | $6,482,409 | 9,150 | 1.19% | 0.77% |
| 19 | Costco Wholesale | COM | $6,430,392 | 6,453 | 1.18% | 0.76% |
| 20 | Western Digital Corp | COM | $6,343,531 | 23,452 | 1.16% | 0.75% |
| 21 | Ge Vernova Inc | COM | $6,178,386 | 7,078 | 1.13% | 0.73% |
| 22 | Arista Networks Inc. | COM | $6,107,568 | 49,744 | 1.12% | 0.72% |
| 23 | Amphenol Corp Cl A | COM | $6,009,585 | 47,563 | 1.1% | 0.71% |
| 24 | Comfort Systems Usa Inc | COM | $5,969,648 | 4,329 | 1.1% | 0.7% |
| 25 | Monolithic Power Sys | COM | $5,887,690 | 5,385 | 1.08% | 0.69% |
Top 25 of 113 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 177 | $70.7M | 8.34% |
| High net worth individuals | 140 | $507M | 59.8% |
| Banking or thrift institutions | 4 | $157M | 18.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $0 | — |
| Charitable organizations | 4 | $34.1M | 4.02% |
| Other investment advisers | 1 | $2.0M | 0.24% |
| Insurance companies | 1 | $17.0M | 2.01% |
| Corporations and other businesses | 1 | $679K | 0.08% |
| Other | 3 | $59.4M | 7.01% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenneth L. Green | President/Director | CFA | Feb 1990 (37y) | 25% – 50% |
| Jonn Matthew Wullschleger | Vice President/Director/Secretary | CFA | Nov 2004 (22y) | 25% – 50% |
| Roszel, Barbara, Jean | Chief Compliance Officer/Director/Asst Secretary | Dec 2005 (21y) | Less than 5% | |
| Philip Andrew Kernen | Director | CFA | Mar 2009 (17y) | 10% – 25% |
| Christen E. Dusselier | Director | Jun 2012 (14y) | 10% – 25% | |
| Miles H Green | Shareholder | CFA | May 2023 (3y) | 10% – 25% |
| Day, Robert, M | Shareholder | Aug 2024 (2y) | Less than 5% | |
| Quinn B Dippel | Registered representative | CFA | Apr 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $618M (73% of AUM) Mar 2026
- First National Bank Of Omaha $152M (18% of AUM) Mar 2026
- Fidelity Brokerage Services $149M (25% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗