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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 13 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 APD AIR PRODS & CHEMS INC Basic Materials 1,729.0 $462K 0.03% -546.0 -24.0% $267.04 +8.4%
242 FICO FAIR ISAAC CORP Technology 283.0 $462K 0.03% -68.0 -19.4% $1631.31 -24.0%
243 MMM 3M CO Industrials 2,747.0 $461K 0.03% +273.0 +11.0% $167.95 -9.2%
244 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 16,240.0 $457K 0.03% $28.15 -13.9%
245 DBEF DBX ETF TR 9,083.0 $456K 0.03% $50.17 +5.2%
246 SONY SONY GROUP CORP Technology 18,097.0 $456K 0.03% +440.0 +2.5% $25.18 -12.1%
247 IDXX IDEXX LABS INC Healthcare 626.0 $454K 0.03% +72.0 +13.0% $724.76 -22.8%
248 DFAX DIMENSIONAL ETF TRUST 13,150.0 $448K 0.03% +2K +19.8% $34.04 +9.0%
249 NXPI NXP SEMICONDUCTORS N V Technology 1,875.0 $447K 0.03% -107.0 -5.4% $238.33 +32.8%
250 VDC VANGUARD WORLD FD 2,034.0 $444K 0.03% $218.47 +5.1%
251 EXPO EXPONENT INC Industrials 5,952.0 $443K 0.03% -4K -42.5% $74.36 -22.3%
252 HEICO CORP NEW 1,611.0 $442K 0.03% +291.0 +22.1% $274.61
253 VEU VANGUARD INTL EQUITY INDEX F 5,770.0 $442K 0.03% +204.0 +3.7% $76.66 +7.5%
254 VOOG VANGUARD ADMIRAL FDS INC 965.0 $435K 0.03% +45.0 +4.9% $451.29 -81.8%
255 LIN LINDE PLC Basic Materials 973.0 $432K 0.03% +49.0 +5.3% $443.63 +16.7%
256 URI UNITED RENTALS INC Industrials 446.0 $423K 0.03% +5.0 +1.1% $948.49 -1.0%
257 ROP ROPER TECHNOLOGIES INC Industrials 978.0 $423K 0.03% +166.0 +20.4% $432.34 -24.4%
258 ONTO ONTO INNOVATION INC Technology 2,213.0 $423K 0.03% -878.0 -28.4% $191.03 +37.3%
259 CMCSA COMCAST CORP NEW Communication Services 14,530.0 $422K 0.03% -14K -48.2% $29.06 -13.2%
260 SCHX SCHWAB STRATEGIC TR 15,265.0 $419K 0.03% NEW $27.47 +6.8%
Page 13 of 22  ·  421 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%