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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 20 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LAD LITHIA MTRS INC Consumer Cyclical 707.0 $215K 0.02% NEW $304.19 -9.1%
382 CDW CDW CORP Technology 1,383.0 $215K 0.02% NEW $155.25 -28.6%
383 WEX WEX INC Technology 1,362.0 $214K 0.02% NEW $157.39 -4.3%
384 ESE ESCO TECHNOLOGIES INC Technology 1,015.0 $212K 0.02% NEW $209.19 +41.3%
385 CCI CROWN CASTLE INC Real Estate 2,228.0 $212K 0.02% NEW $95.14 -3.9%
386 CACI CACI INTL INC Technology 403.0 $212K 0.02% NEW $525.96 -4.7%
387 COOPER COS INC 3,049.0 $210K 0.02% NEW $69.02
388 NOC NORTHROP GRUMMAN CORP Industrials 338.0 $210K 0.02% NEW $621.63 -10.6%
389 VGLT VANGUARD SCOTTSDALE FDS 3,688.0 $209K 0.02% NEW $56.73 -4.6%
390 HDUS LATTICE STRATEGIES TR 3,230.0 $208K 0.02% NEW $64.37 +10.8%
391 SGDM SPROTT ETF TRUST 3,300.0 $206K 0.02% NEW $62.53 +12.7%
392 BSV VANGUARD BD INDEX FDS 2,594.0 $204K 0.02% NEW $78.81 -1.2%
393 SDY SPDR SERIES TRUST 1,458.0 $204K 0.02% NEW $140.19 +7.0%
394 HQY HEALTHEQUITY INC Healthcare 2,308.0 $204K 0.02% NEW $88.50 -0.4%
395 RDVY FIRST TR EXCHANGE TRADED FD 3,009.0 $202K 0.02% NEW $67.22 +11.9%
396 MTW MANITOWOC CO INC Industrials 19,208.0 $201K 0.02% NEW $10.47 +10.5%
397 TROW PRICE T ROWE GROUP INC Financial Services 1,900.0 $201K 0.02% NEW $105.80 -2.3%
398 SGDJ SPROTT ETF TRUST 2,655.0 $201K 0.02% NEW $75.61 +13.0%
399 GNW GENWORTH FINL INC Financial Services 22,731.0 $199K 0.02% NEW $8.77 +3.4%
400 HST HOST HOTELS & RESORTS INC Real Estate 12,033.0 $198K 0.01% NEW $16.43 +36.2%
Page 20 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%