Institutions / Nicolet Bankshares Inc

Nicolet Bankshares Inc

CIK 1174850 · Institution · as of Mar 31, 2026investors.nicoletbank.com
Portfolio value
$2.71B
Positions
562
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$2.71B+334.4%
$2.71B$1.67B$623.98MQ4 '25Q1 '26

Positions

562+148.7%
562394226Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 562 →
CompanyClassValueShares% of portfolio
SPDR Series Trust$357.17M4,638,01913.2%
SPDR Series Trust$106.77M1,885,5613.9%
Apple Inc.$98.58M386,9553.6%
American Centy ETF Tr$86.42M1,065,6653.2%
SPDR Series Trust$79.53M804,5932.9%
Vanguard Tax-Managed Fds$67.70M1,043,0672.5%
Vanguard Index Fds$53.95M90,0152.0%
iShares MSCI UAE ETF$46.25M322,4401.7%
Microsoft Corp$41.82M113,0901.5%
Vanguard Index Fds$41.59M144,0921.5%
Vanguard Mun Bd Fds$40.01M801,6481.5%
iShares Tr$37.26M350,8481.4%
Schwab Strategic Tr$36.39M1,193,2581.3%
Warren E. Buffett$35.31M73,7671.3%
JPMorgan Chase & Co$34.74M117,8211.3%
NVIDIA Corp$34.62M197,6171.3%
Fidelity Merrimack Str Tr$30.40M666,6211.1%
Vanguard Scottsdale Fds$29.12M265,4991.1%
Amazon.com Inc$28.54M136,3361.1%
State Str SPDR S&P 500 ETF T$26.72M40,9821.0%
iShares Tr$26.56M40,5211.0%
American Centy ETF Tr$26.43M597,5831.0%
iShares Tr$25.09M276,9720.9%
Alphabet Inc.$24.45M83,4100.9%
PROCTER & GAMBLE Co$23.57M163,5100.9%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Add78464A854
Common stock
$318.61M+4.1M
+826.28%
4,638,019
13.18% of portfolio
high
Q1 2026
as of
ExitNicolet Bankshares Inc
Common stock
$-107.13M-883K
-100.00%
0
high
Q1 2026
as of
AddApple Inc.
Common stock
$83.44M+328K
+551.14%
386,955
3.64% of portfolio
high
Q1 2026
as of
Add025072604
Common stock
$67.73M+835K
+362.55%
1,065,665
3.19% of portfolio
high
Q1 2026
as of
Add78464A508
Common stock
$66.74M+1.2M
+166.73%
1,885,561
3.94% of portfolio
high
Q1 2026
as of
Add78464A409
Common stock
$57.44M+581K
+260.07%
804,593
2.93% of portfolio
high
Q1 2026
as of
Add921943858
Common stock
$54.86M+845K
+427.51%
1,043,067
2.50% of portfolio
high
Q1 2026
as of
NewiShares MSCI UAE ETF
Common stock
$46.25M+322K
322,440
1.71% of portfolio
medium
Q1 2026
as of
New922907746
Common stock
$40.01M+802K
801,648
1.48% of portfolio
medium
Q1 2026
as of
Add922908629
Common stock
$38.21M+132K
+1132.40%
144,092
1.53% of portfolio
medium