MITCHELL CAPITAL MANAGEMENT CO
Q3 2026 Form 13-F

LEAWOOD, KANSAS
CIK 0001080351 · CRD 106338 · SEC-registered investment adviser
$643.0M Reported Value Total

MITCHELL CAPITAL MANAGEMENT CO reports 876 total accounts under management (AUM). There are 876 discretionary accounts valued at $847,309,942, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary Manager
Source: Form ADV filed 2026-03-27
Reported value
$643.0M
Quarter over quarter
-0.1%
Holdings
112
Top-10 concentration
45.4%

Key People

Form ADV owners & control persons
Kenneth L. Green
PRESIDENT/DIRECTOR
Christen E. Dusselier
DIRECTOR/SECRETARY
Miles H Green
DIRECTOR

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Q3 2026 13F record

Q3 2026 13F filing summary

Q3 2026 Form 13F portfolio summary
Period of report September 30, 2026
Filed October 29, 2026
Form 13F-HR
Reported value $643.0M
Positions 112
Change in reported value -2.2%
New positions 10
Exited positions 15
Position turnover 19.7%
Top-10 concentration 45.4%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q3 2026 13F
Filed Oct 29, 2026
112 $643.0M
Q2 2026 13F
Filed Jul 30, 2026
117 $657.5M
Q1 2026 13F
Filed May 11, 2026
113 $545.0M
Q4 2025 13F
Filed Feb 10, 2026
117 $559.4M
Q3 2025 13F
Filed Nov 6, 2025
126 $584.2M
Q2 2025 13F
Filed Jul 25, 2025
107 $534.9M
Q1 2025 13F
Filed May 9, 2025
108 $524.6M
Q4 2024 13F
Filed Feb 5, 2025
107 $571.0M
Q3 2024 13F
Filed Nov 12, 2024
108 $572.2M
Q2 2024 13F
Filed Aug 8, 2024
115 $567.9M
Q1 2024 13F
Filed May 6, 2024
117 $521.2M
Q4 2023 13F
Filed Feb 13, 2024
119 $474.9M
Q3 2023 13F
Filed Nov 3, 2023
111 $421.1M
Q2 2023 13F
Filed Aug 8, 2023
115 $437.4M
Q1 2023 13F
Filed May 8, 2023
120 $403.1M
Q4 2022 13F
Filed Feb 13, 2023
123 $361.6M
Q3 2022 13F
Filed Oct 28, 2022
127 $352.3M
Q2 2022 13F
Filed Jul 29, 2022
120 $356.9M
Q1 2022 13F
Filed Apr 29, 2022
127 $446.9M
Q4 2021 13F
Filed Jan 28, 2022
145 $493.7M

34 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q3 2026

Largest Q3 2026 13F positions by reported value
# Holding Reported value % of portfolio
1 NVDA Nvidia Corp $60.7M 9.45%
2 AAPL Apple Inc $36.1M 5.62%
3 MSFT Microsoft Corp $36.1M 5.62%
4 GOOG Alphabet Inc CL C $35.6M 5.53%
5 AVGO Broadcom LTD $24.0M 3.74%
6 BE Bloom Energy Corp $22.5M 3.5%
7 AMZN Amazon.com Inc $20.9M 3.25%
8 JPM JP Morgan Chase $19.9M 3.09%
9 MU Micron Technology Inc $18.4M 2.86%
10 AMD Advanced Micro Devices $17.5M 2.71%
11 TSM Taiwan Semiconductor Mfg $13.6M 2.12%
12 META Meta Platforms Inc. $12.1M 1.89%
13 LLY Eli Lilly & Co $11.5M 1.79%
14 BRK-B Berkshire Hathaway $10.1M 1.57%
15 LITE Lumentum Holdings Inc. $10.1M 1.56%
16 SNDK Sandisk Corp $9.2M 1.43%
17 XOMZZZZ Exxon Mobil Corp $8.6M 1.34%
18 TER Teradyne Inc $7.8M 1.21%
19 FIX Comfort Systems USA Inc $7.3M 1.14%
20 CAT Caterpillar Inc $7.2M 1.11%

Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.

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