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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 5 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLIX LAZARD ACTIVE ETF TR 84,500.0 $2.1M 0.14% NEW $25.06 +9.0%
82 ADI ANALOG DEVICES INC Technology 7,088.0 $2.1M 0.14% +3K +63.7% $293.86 +35.1%
83 TRV TRAVELERS COMPANIES INC Financial Services 7,340.0 $2.1M 0.14% NEW $280.51 +9.3%
84 SCZ ISHARES TR 25,347.0 $2.0M 0.14% +3K +11.3% $80.60 +5.7%
85 V VISA INC Financial Services 5,611.0 $1.9M 0.13% +68.0 +1.2% $343.23 -4.2%
86 CVX CHEVRON CORP NEW Energy 11,738.0 $1.9M 0.13% -361.0 -3.0% $162.34 +17.9%
87 BAC BANK AMERICA CORP Financial Services 34,401.0 $1.9M 0.13% $55.19 -6.1%
88 CRM SALESFORCE INC Technology 7,237.0 $1.9M 0.13% +2K +36.0% $259.40 -30.6%
89 GD GENERAL DYNAMICS CORP Industrials 5,107.0 $1.8M 0.12% +1K +25.4% $360.96 -5.0%
90 IWO ISHARES TR 5,293.0 $1.8M 0.12% NEW $344.52 +8.1%
91 MGK VANGUARD WORLD FD 4,112.0 $1.7M 0.12% $415.61 -78.6%
92 C CITIGROUP INC Financial Services 14,398.0 $1.7M 0.11% +4K +38.1% $117.70 +6.3%
93 NEE NEXTERA ENERGY INC Utilities 20,223.0 $1.6M 0.11% +3K +14.3% $81.12 +9.2%
94 HON HONEYWELL INTL INC Industrials 7,835.0 $1.6M 0.11% -3K -25.9% $208.61 +9.3%
95 IVE ISHARES TR 7,520.0 $1.6M 0.11% $217.23 +5.0%
96 NFLX NETFLIX INC Communication Services 18,144.0 $1.6M 0.11% +16K +956.7% $89.41 -0.9%
97 GE GE AEROSPACE Industrials 4,998.0 $1.6M 0.11% -340.0 -6.4% $324.19 -6.6%
98 MO ALTRIA GROUP INC Consumer Defensive 27,540.0 $1.6M 0.11% +1K +3.8% $58.54 +26.2%
99 CENCORA INC 4,659.0 $1.6M 0.11% +1K +45.9% $342.16
100 COF CAPITAL ONE FINL CORP Financial Services 6,584.0 $1.5M 0.10% -463.0 -6.6% $233.20 -19.5%
Page 5 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%