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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 18 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IWS ISHARES TR 1,894.0 $278K 0.02% -817.0 -30.1% $146.96 +7.9%
342 EQT EQT CORP Energy 5,328.0 $278K 0.02% +68.0 +1.3% $52.15 +11.1%
343 GLD SPDR GOLD TR Financial Services 654.0 $276K 0.02% -92.0 -12.3% $422.23 -2.0%
344 DGRO ISHARES TR 3,878.0 $276K 0.02% -7K -65.3% $71.08 +5.3%
345 SPHQ INVESCO EXCHANGE TRADED FD T 3,530.0 $274K 0.02% NEW $77.63 +9.0%
346 COOPER COS INC 3,291.0 $274K 0.02% +242.0 +7.9% $83.23
347 GLW CORNING INC Technology 3,112.0 $274K 0.02% -328.0 -9.5% $87.89 +120.8%
348 SYY SYSCO CORP Consumer Defensive 3,617.0 $269K 0.02% -1K -25.2% $74.33 +2.6%
349 ALL ALLSTATE CORP Financial Services 1,287.0 $269K 0.02% +108.0 +9.2% $208.74 +3.8%
350 AHR AMERICAN HEALTHCARE REIT INC Real Estate 5,608.0 $267K 0.02% -340.0 -5.7% $47.54 +5.6%
351 MTW MANITOWOC CO INC Industrials 19,083.0 $263K 0.02% -125.0 -0.7% $13.80 -16.2%
352 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,505.0 $262K 0.02% -13K -66.3% $40.34 -18.5%
353 DGX QUEST DIAGNOSTICS INC Healthcare 1,479.0 $260K 0.02% -317.0 -17.6% $175.94 +11.0%
354 OKLO OKLO INC Utilities 2,524.0 $259K 0.02% +272.0 +12.1% $102.50 -35.7%
355 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,638.0 $257K 0.02% +2K +23.1% $22.10 +70.0%
356 ITW ILLINOIS TOOL WKS INC Industrials 1,009.0 $257K 0.02% -43.0 -4.1% $254.58 -0.9%
357 SGDM SPROTT ETF TRUST 3,300.0 $256K 0.02% $77.60 -9.2%
358 SHEL SHELL PLC Energy 3,568.0 $256K 0.02% +104.0 +3.0% $71.66 +19.6%
359 ANNALY CAPITAL MANAGEMENT IN 10,993.0 $255K 0.02% NEW $23.19
360 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,673.0 $254K 0.02% NEW $151.81 -1.5%
Page 18 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%