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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 14 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WM WASTE MGMT INC DEL Industrials 1,911.0 $418K 0.03% -401.0 -17.3% $218.57 -0.3%
262 CME CME GROUP INC Financial Services 1,576.0 $418K 0.03% +259.0 +19.7% $264.98 +9.9%
263 INTC INTEL CORP Technology 9,445.0 $416K 0.03% -345.0 -3.5% $44.06 +172.0%
264 VOE VANGUARD INDEX FDS 2,243.0 $411K 0.03% +197.0 +9.6% $183.30 +6.0%
265 AJG GALLAGHER ARTHUR J & CO Financial Services 1,551.0 $411K 0.03% -13.0 -0.8% $264.89 -22.7%
266 QCOM QUALCOMM INC Technology 2,414.0 $409K 0.03% +295.0 +13.9% $169.27 +40.7%
267 CB CHUBB LIMITED Financial Services 1,332.0 $408K 0.03% +63.0 +5.0% $306.64 +6.9%
268 OSBC OLD SECOND BANCORP INC ILL Financial Services 20,210.0 $399K 0.03% $19.73 +6.8%
269 CRWD CROWDSTRIKE HLDGS INC Technology 853.0 $398K 0.03% +5.0 +0.6% $466.99 +42.1%
270 FISV FISERV INC Technology 5,797.0 $395K 0.03% -2K -21.6% $68.20 -16.2%
271 VBK VANGUARD INDEX FDS 1,228.0 $395K 0.03% -286.0 -18.9% $321.87 +7.8%
272 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,497.0 $393K 0.03% -251.0 -14.4% $262.80 -14.3%
273 AEP AMERICAN ELEC PWR CO INC Utilities 3,348.0 $390K 0.03% +294.0 +9.6% $116.56 +12.9%
274 SHW SHERWIN WILLIAMS CO Basic Materials 1,091.0 $390K 0.03% -75.0 -6.4% $357.63 -13.6%
275 PNC PNC FINL SVCS GROUP INC Financial Services 1,797.0 $388K 0.03% -812.0 -31.1% $215.78 +1.6%
276 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 11,035.0 $386K 0.03% $35.01 -2.6%
277 XLU SELECT SECTOR SPDR TR 8,972.0 $382K 0.03% +5K +131.2% $42.58 +6.5%
278 DUK DUKE ENERGY CORP NEW Utilities 3,256.0 $380K 0.03% -914.0 -21.9% $116.69 +7.7%
279 EEM ISHARES TR 6,516.0 $378K 0.03% +184.0 +2.9% $57.94 +13.7%
280 BSX BOSTON SCIENTIFIC CORP Healthcare 3,932.0 $376K 0.03% +966.0 +32.6% $95.72 -39.6%
Page 14 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%