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Nicholas Limited Edition, Inc. (NCLEX) is an MF managed by Independent / Boutique. Its largest position is MODINE MANUFACTURING CO (MOD), representing 3.07% of fund assets.

Nicholas Limited Edition, Inc. Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
NCLEX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Apr 30, 2026
Filing Date:
May 26, 2026
Showing 50 out of 59 holdings
Holding Weight Market Value Shares
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MODINE MANUFACTURING CO
3.07% $10,110,084.15 39,705
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COHEN & STEERS, INC.
2.66% $8,760,594.15 124,635
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LATTICE SEMICONDUCTOR CORP
2.65% $8,734,460.40 71,430
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Prestige Consumer Healthcare Inc.
2.56% $8,425,190.40 149,595
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Dorman Products, Inc.
2.52% $8,310,213.62 73,862
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ONTO INNOVATION INC.
2.41% $7,946,260.86 26,931
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Encompass Health Corp
2.31% $7,627,300.00 76,273
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APTARGROUP, INC.
2.23% $7,358,960.00 59,500
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Knight-Swift Transportation Holdings Inc.
2.23% $7,339,865.50 113,095
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DESCARTES SYSTEMS GROUP INC
2.19% $7,214,605.50 100,050
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ExlService Holdings, Inc.
2.18% $7,200,289.28 225,856
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EPLUS INC
2.12% $7,004,286.45 82,705
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Q2 Holdings, Inc.
2.08% $6,850,793.25 134,991
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LA-Z-BOY INC
2.07% $6,839,124.84 196,866
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POWER INTEGRATIONS INC
2.04% $6,739,853.45 92,695
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OPENLANE, Inc.
2.01% $6,622,867.44 210,651
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i3 Verticals, Inc.
1.99% $6,563,966.75 291,085
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TETRA TECH INC
1.99% $6,546,739.20 202,560
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RB GLOBAL INC.
1.97% $6,480,263.30 62,131
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CARRIAGE SERVICES INC
1.96% $6,456,650.00 131,500
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GLOBUS MEDICAL INC
1.92% $6,318,191.16 70,062
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EVERTEC, Inc.
1.91% $6,296,091.30 213,210
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CASELLA WASTE SYSTEMS INC
1.88% $6,207,890.25 78,333
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NOVANTA INC
1.87% $6,164,332.70 47,590
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EXPONENT INC
1.83% $6,020,768.90 90,010
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SiteOne Landscape Supply, Inc.
1.81% $5,979,685.95 47,439
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ICF International, Inc.
1.81% $5,960,320.50 83,175
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MARTEN TRANSPORT LTD
1.80% $5,935,955.48 393,631
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BIO-TECHNE Corp
1.74% $5,724,790.20 103,485
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AtriCure, Inc.
1.73% $5,699,724.15 202,765
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SMITH A O CORP
1.71% $5,642,652.64 91,246
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Mama's Creations, Inc.
1.68% $5,525,032.59 389,361
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ALKAMI TECHNOLOGY, INC.
1.64% $5,418,962.46 343,407
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Ollie's Bargain Outlet Holdings, Inc.
1.60% $5,266,728.80 60,880
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nCino, Inc.
1.46% $4,812,715.96 275,327
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SPX Technologies, Inc.
1.40% $4,628,851.95 21,145
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Paylocity Holding Corp
1.37% $4,527,947.27 42,923
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Morningstar, Inc.
1.33% $4,382,242.25 25,975
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BLACKLINE, INC.
1.33% $4,373,750.00 139,960
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WORKIVA INC
1.29% $4,268,506.20 79,815
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Baldwin Insurance Group, Inc.
1.26% $4,148,558.40 182,595
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Shift4 Payments, Inc.
1.25% $4,127,515.92 93,214
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Nomad Foods Ltd
1.24% $4,101,519.24 421,967
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QUALYS, INC.
1.24% $4,077,538.58 46,906
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VARONIS SYSTEMS INC
1.22% $4,012,591.00 152,570
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Murphy USA Inc.
1.21% $3,995,460.00 6,795
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Tenable Holdings, Inc.
1.20% $3,966,948.33 189,897
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UFP TECHNOLOGIES INC
1.19% $3,935,313.68 20,536
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Stevanato Group S.p.A.
1.14% $3,758,088.00 221,064
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Wingstop Inc.
1.11% $3,651,319.36 22,256
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