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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 16 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 LNT ALLIANT ENERGY CORP Utilities 5,259.0 $343K 0.02% +84.0 +1.6% $65.17 +13.5%
302 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 22,045.0 $342K 0.02% -952.0 -4.1% $15.51 -4.8%
303 VBR VANGUARD INDEX FDS 1,535.0 $340K 0.02% -138.0 -8.2% $221.79 +4.9%
304 AMP AMERIPRISE FINL INC Financial Services 665.0 $339K 0.02% $510.16 -11.3%
305 CSGP COSTAR GROUP INC Real Estate 5,693.0 $338K 0.02% -4K -41.0% $59.30 -42.7%
306 PLUS EPLUS INC Technology 3,800.0 $337K 0.02% +464.0 +13.9% $88.56 -3.6%
307 NOVT NOVANTA INC Technology 2,600.0 $335K 0.02% -1K -35.7% $128.96 +23.8%
308 CI THE CIGNA GROUP Healthcare 1,209.0 $334K 0.02% -89.0 -6.9% $276.02 +3.7%
309 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,029.0 $331K 0.02% -209.0 -16.9% $321.48 +152.8%
310 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 8,598.0 $331K 0.02% $38.47 -1.4%
311 ANET ARISTA NETWORKS INC Technology 2,675.0 $330K 0.02% +1K +70.4% $123.42 +24.8%
312 FDX FEDEX CORP Industrials 1,058.0 $330K 0.02% -13.0 -1.2% $311.83 +26.4%
313 PHG KONINKLIJKE PHILIPS N V Healthcare 11,011.0 $328K 0.02% +186.0 +1.7% $29.80 -9.6%
314 VRTX VERTEX PHARMACEUTICALS INC Healthcare 711.0 $327K 0.02% -124.0 -14.8% $460.59 -5.7%
315 AKRE PROFESIONALLY MANAGED PORTFO 4,797.0 $315K 0.02% NEW $65.73 -17.2%
316 ECL ECOLAB INC Basic Materials 1,162.0 $315K 0.02% +31.0 +2.7% $271.01 -6.5%
317 KMI KINDER MORGAN INC DEL Energy 11,642.0 $313K 0.02% +225.0 +2.0% $26.92 +25.5%
318 DDOG DATADOG INC Technology 2,471.0 $313K 0.02% +199.0 +8.8% $126.57 +75.7%
319 GILD GILEAD SCIENCES INC Healthcare 2,542.0 $312K 0.02% +215.0 +9.2% $122.60 +9.6%
320 POOL POOL CORP Industrials 1,191.0 $308K 0.02% -875.0 -42.4% $258.50 -28.6%
Page 16 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%