BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

NICOLET ADVISORY SERVICES, LLC

· CIK 0001775863
13F Portfolio $1.5B AUM 421 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 35 New 196 Added 149 Reduced 29 Exited
Page 10 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EW EDWARDS LIFESCIENCES CORP Healthcare 2,919.0 $242K 0.02% +76.0 +2.7% $83.01 +3.3%
182 ESE ESCO TECHNOLOGIES INC Technology 1,133.0 $242K 0.02% +118.0 +11.6% $213.54 +38.4%
183 HDUS LATTICE STRATEGIES TR 3,546.0 $235K 0.02% +316.0 +9.8% $66.39 +7.4%
184 ZION ZIONS BANCORPORATION N A Financial Services 3,965.0 $235K 0.02% +52.0 +1.3% $59.36 +4.6%
185 GNW GENWORTH FINL INC Financial Services 25,788.0 $227K 0.01% +3K +13.4% $8.80 +3.1%
186 NOC NORTHROP GRUMMAN CORP Industrials 360.0 $227K 0.01% +22.0 +6.5% $629.32 -11.7%
187 F FORD MTR CO Consumer Cyclical 16,100.0 $226K 0.01% +899.0 +5.9% $14.03 +6.4%
188 RDVY FIRST TR EXCHANGE TRADED FD 3,099.0 $225K 0.01% +90.0 +3.0% $72.57 +3.7%
189 SAP SAP SE Technology 880.0 $219K 0.01% +15.0 +1.7% $248.84 -29.3%
190 SDY SPDR SERIES TRUST 1,478.0 $213K 0.01% +20.0 +1.4% $143.86 +4.2%
191 XLK SELECT SECTOR SPDR TR 1,402.0 $206K 0.01% +167.0 +13.5% $146.79 +22.9%
192 TROW PRICE T ROWE GROUP INC Financial Services 1,922.0 $205K 0.01% +22.0 +1.2% $106.83 -3.2%
193 PR PERMIAN RESOURCES CORP Energy 13,723.0 $192K 0.01% +240.0 +1.8% $14.01 +45.9%
194 WNC WABASH NATL CORP Industrials 15,334.0 $165K 0.01% +135.0 +0.9% $10.73 -27.6%
195 GTN GRAY MEDIA INC Communication Services 14,955.0 $65K 0.00% +244.0 +1.7% $4.34 -6.2%
196 ALIT ALIGHT INC Technology 16,269.0 $27K 0.00% +4K +30.1% $1.66 -50.7%
Page 10 of 10  ·  196 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.9%
Financial Services 18.4%
Industrials 10.2%
Consumer Defensive 10.1%
Consumer Cyclical 8.8%
Communication Services 7.9%
Healthcare 6.7%
Utilities 4.0%
Energy 2.7%
Basic Materials 0.8%