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Portfolio (Quarterly) Guide ↗

NICOLET ADVISORY SERVICES, LLC

· CIK 0001775863
13F Portfolio $1.3B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 415 New
Page 16 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CSL CARLISLE COS INC Industrials 1,037.0 $337K 0.03% NEW $325.01 +4.5%
302 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 11,035.0 $336K 0.03% NEW $30.49 +11.7%
303 USB US BANCORP DEL Financial Services 7,062.0 $335K 0.03% NEW $47.50 +16.0%
304 VGT VANGUARD WORLD FD 440.0 $332K 0.03% NEW $755.19 -84.4%
305 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 8,598.0 $330K 0.03% NEW $38.44 -2.9%
306 HEICO CORP NEW 1,320.0 $330K 0.03% NEW $250.05
307 VOOV VANGUARD ADMIRAL FDS INC 1,642.0 $330K 0.03% NEW $200.86 +9.6%
308 AMP AMERIPRISE FINL INC Financial Services 662.0 $330K 0.03% NEW $497.79 -8.7%
309 DGX QUEST DIAGNOSTICS INC Healthcare 1,796.0 $327K 0.03% NEW $181.89 +6.3%
310 JEPI J P MORGAN EXCHANGE TRADED F 5,742.0 $327K 0.03% NEW $56.87 -1.0%
311 PH PARKER-HANNIFIN CORP Industrials 434.0 $326K 0.03% NEW $750.71 +15.1%
312 KMI KINDER MORGAN INC DEL Energy 11,417.0 $320K 0.03% NEW $28.01 +18.7%
313 ECL ECOLAB INC Basic Materials 1,131.0 $316K 0.03% NEW $278.99 -9.5%
314 AMCOR PLC 39,571.0 $315K 0.03% NEW $7.96
315 IWN ISHARES TR 1,704.0 $303K 0.02% NEW $177.77 +20.4%
316 OKLO OKLO INC Utilities 2,252.0 $302K 0.02% NEW $134.12 -48.1%
317 PHG KONINKLIJKE PHILIPS N V Healthcare 10,825.0 $301K 0.02% NEW $27.83 -3.5%
318 EQT EQT CORP Energy 5,260.0 $301K 0.02% NEW $57.16 -0.6%
319 ICSH ISHARES TR 5,917.0 $300K 0.02% NEW $50.62 -0.1%
320 PCAR PACCAR INC Industrials 3,097.0 $299K 0.02% NEW $96.68 +14.3%
Page 16 of 21  ·  415 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 30.0%
Financial Services 19.5%
Consumer Defensive 10.8%
Industrials 9.8%
Consumer Cyclical 8.1%
Communication Services 6.7%
Healthcare 6.3%
Utilities 4.5%
Energy 2.7%
Real Estate 0.8%