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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 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VONE VANGUARD SCOTTSDALE FDS 16,135.0 $5.1M 0.34% NEW $315.44 +6.6%
2 RTX RTX CORPORATION Industrials 15,217.0 $2.9M 0.20% NEW $193.85 -8.7%
3 CWI SPDR INDEX SHS FDS 73,730.0 $2.8M 0.19% NEW $37.41 +7.1%
4 GLIX LAZARD ACTIVE ETF TR 84,500.0 $2.1M 0.14% NEW $25.06 +9.0%
5 TRV TRAVELERS COMPANIES INC Financial Services 7,340.0 $2.1M 0.14% NEW $280.51 +9.3%
6 IWO ISHARES TR 5,293.0 $1.8M 0.12% NEW $344.52 +8.1%
7 AVDE AMERICAN CENTY ETF TR 12,392.0 $1.1M 0.07% NEW $85.26 +6.5%
8 VXF VANGUARD INDEX FDS 4,134.0 $906K 0.06% NEW $219.22 +5.3%
9 MIDWESTONE FINL GROUP INC NE 15,496.0 $618K 0.04% NEW $39.88
10 SNDR SCHNEIDER NATIONAL INC Industrials 17,802.0 $512K 0.03% NEW $28.76 +16.1%
11 IWR ISHARES TR 4,743.0 $475K 0.03% NEW $100.12 +5.8%
12 VTWO VANGUARD SCOTTSDALE FDS 4,438.0 $469K 0.03% NEW $105.67 +9.0%
13 SCHX SCHWAB STRATEGIC TR 15,265.0 $419K 0.03% NEW $27.47 +6.8%
14 AKRE PROFESIONALLY MANAGED PORTFO 4,797.0 $315K 0.02% NEW $65.73 -17.2%
15 LHX L3HARRIS TECHNOLOGIES INC Industrials 898.0 $306K 0.02% NEW $340.68 -8.4%
16 TGT TARGET CORP Consumer Defensive 2,757.0 $293K 0.02% NEW $106.14 +18.3%
17 TBUX T ROWE PRICE ETF INC 5,718.0 $285K 0.02% NEW $49.88 +0.1%
18 SPHQ INVESCO EXCHANGE TRADED FD T 3,530.0 $274K 0.02% NEW $77.63 +9.0%
19 ANNALY CAPITAL MANAGEMENT IN 10,993.0 $255K 0.02% NEW $23.19
20 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,673.0 $254K 0.02% NEW $151.81 -1.5%
Page 1 of 2  ·  35 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%