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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 15 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XLK SELECT SECTOR SPDR TR 1,235.0 $353K 0.03% NEW $285.60 -36.8%
282 LNT ALLIANT ENERGY CORP Utilities 5,175.0 $352K 0.03% NEW $68.06 +8.6%
283 DDOG DATADOG INC Technology 2,272.0 $351K 0.03% NEW $154.52 +43.9%
284 QCOM QUALCOMM INC Technology 2,119.0 $351K 0.03% NEW $165.48 +43.9%
285 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,535.0 $350K 0.03% NEW $99.06 -13.9%
286 XLU SELECT SECTOR SPDR TR 3,881.0 $350K 0.03% NEW $90.17 -49.7%
287 APP APPLOVIN CORP Technology 553.0 $349K 0.03% NEW $631.85 -23.8%
288 AOR ISHARES TR 5,426.0 $349K 0.03% NEW $64.39 +6.8%
289 VBR VANGUARD INDEX FDS 1,673.0 $349K 0.03% NEW $208.74 +11.5%
290 OSBC OLD SECOND BANCORP INC ILL Financial Services 20,210.0 $349K 0.03% NEW $17.25 +22.2%
291 AOM ISHARES TR 7,339.0 $349K 0.03% NEW $47.50 +4.0%
292 IDXX IDEXX LABS INC Healthcare 554.0 $348K 0.03% NEW $627.28 -10.8%
293 CME CME GROUP INC Financial Services 1,317.0 $347K 0.03% NEW $263.60 +10.5%
294 DFAX DIMENSIONAL ETF TRUST 10,978.0 $346K 0.03% NEW $31.54 +17.7%
295 TMUS T-MOBILE US INC Communication Services 1,512.0 $344K 0.03% NEW $227.68 -15.9%
296 VRTX VERTEX PHARMACEUTICALS INC Healthcare 835.0 $343K 0.03% NEW $410.28 +5.9%
297 EEM ISHARES TR 6,332.0 $342K 0.03% NEW $54.06 +21.9%
298 OXLC OXFORD LANE CAP CORP Financial Services 20,383.0 $342K 0.03% NEW $16.76 -42.5%
299 OXFORD LANE CAP CORP 20,383.0 $342K 0.03% NEW $16.76
300 VRSK VERISK ANALYTICS INC Industrials 1,377.0 $339K 0.03% NEW $246.09 -30.5%
Page 15 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%