BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

NICOLET ADVISORY SERVICES, LLC

· CIK 0001775863
13F Portfolio $1.3B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 415 New
Page 13 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 JCI JOHNSON CTLS INTL PLC Industrials 4,127.0 $447K 0.04% NEW $108.31 +27.7%
242 PLD PROLOGIS INC. Real Estate 3,773.0 $438K 0.03% NEW $115.98 +25.8%
243 URI UNITED RENTALS INC Industrials 441.0 $436K 0.03% NEW $988.59 -5.1%
244 NXPI NXP SEMICONDUCTORS N V Technology 1,982.0 $435K 0.03% NEW $219.58 +44.1%
245 LIN LINDE PLC Basic Materials 924.0 $435K 0.03% NEW $470.37 +10.0%
246 VDC VANGUARD WORLD FD 2,034.0 $433K 0.03% NEW $213.07 +7.8%
247 DBEF DBX ETF TR 9,083.0 $431K 0.03% NEW $47.42 +11.3%
248 BIIB BIOGEN INC Healthcare 2,803.0 $427K 0.03% NEW $152.21 +27.3%
249 ONTO ONTO INNOVATION INC Technology 3,091.0 $418K 0.03% NEW $135.11 +94.1%
250 SLV ISHARES SILVER TR Financial Services 9,561.0 $415K 0.03% NEW $43.39 +57.5%
251 ROP ROPER TECHNOLOGIES INC Industrials 812.0 $415K 0.03% NEW $510.74 -36.0%
252 GS GOLDMAN SACHS GROUP INC Financial Services 525.0 $415K 0.03% NEW $789.71 +26.2%
253 DD DUPONT DE NEMOURS INC Basic Materials 5,240.0 $413K 0.03% NEW $78.88 -39.0%
254 BK BANK NEW YORK MELLON CORP Financial Services 3,857.0 $412K 0.03% NEW $106.94 +30.1%
255 CRWD CROWDSTRIKE HLDGS INC Technology 848.0 $411K 0.03% NEW $484.62 +36.9%
256 FCX FREEPORT-MCMORAN INC Basic Materials 10,064.0 $409K 0.03% NEW $40.69 +52.4%
257 NOVT NOVANTA INC Technology 4,046.0 $409K 0.03% NEW $100.97 +58.2%
258 WTM WHITE MTNS INS GROUP LTD Financial Services 213.0 $406K 0.03% NEW $1905.23 +12.7%
259 VEU VANGUARD INTL EQUITY INDEX F 5,566.0 $402K 0.03% NEW $72.25 +14.1%
260 VOOG VANGUARD ADMIRAL FDS INC 920.0 $401K 0.03% NEW $436.39 -81.2%
Page 13 of 21  ·  415 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 30.0%
Financial Services 19.5%
Consumer Defensive 10.8%
Industrials 9.8%
Consumer Cyclical 8.1%
Communication Services 6.7%
Healthcare 6.3%
Utilities 4.5%
Energy 2.7%
Real Estate 0.8%