Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NICOLET BANKSHARES INC (CIK 1174850) reported $2.71B across 561 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($357.2M, 13.18%), SPYV ($106.8M, 3.94%), AAPL ($98.6M, 3.64%), AVEM ($86.4M, 3.19%), SPYG ($79.5M, 2.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $357.2M | 13.18% | 4.6M | Added |
| 2 | SPYV | SPDR SERIES TRUST | $106.8M | 3.94% | 1.9M | Added |
| 3 | AAPL | APPLE INC | $98.6M | 3.64% | 386,955 | Added |
| 4 | AVEM | AMERICAN CENTY ETF TR | $86.4M | 3.19% | 1.1M | Added |
| 5 | SPYG | SPDR SERIES TRUST | $79.5M | 2.93% | 804,593 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $67.7M | 2.50% | 1.0M | Added |
| 7 | VOO | VANGUARD INDEX FDS | $54.0M | 1.99% | 90,015 | Added |
| 8 | ITOT | ISHARES TR | $46.3M | 1.71% | 322,440 | New |
| 9 | MSFT | MICROSOFT CORP | $41.8M | 1.54% | 113,090 | Added |
| 10 | VO | VANGUARD INDEX FDS | $41.6M | 1.53% | 144,092 | Added |
| 11 | VTEB | VANGUARD MUN BD FDS | $40.0M | 1.48% | 801,648 | New |
| 12 | MUB | ISHARES TR | $37.3M | 1.37% | 350,848 | Added |
| 13 | SCHV | SCHWAB STRATEGIC TR | $36.4M | 1.34% | 1.2M | New |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.3M | 1.30% | 73,767 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $34.6M | 1.28% | 197,617 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $34.7M | 1.28% | 117,821 | Added |
| 17 | FBND | FIDELITY MERRIMACK STR TR | $30.4M | 1.12% | 666,621 | New |
| 18 | VONG | VANGUARD SCOTTSDALE FDS | $29.1M | 1.07% | 265,499 | New |
| 19 | AMZN | AMAZON COM INC | $28.5M | 1.05% | 136,336 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $26.7M | 0.99% | 40,982 | Added |
| 21 | IVV | ISHARES TR | $26.6M | 0.98% | 40,521 | Added |
| 22 | AVRE | AMERICAN CENTY ETF TR | $26.4M | 0.97% | 597,583 | Added |
| 23 | IEFA | ISHARES TR | $25.1M | 0.93% | 276,972 | Added |
| 24 | GOOGL | ALPHABET INC | $24.4M | 0.90% | 83,410 | Added |
| 25 | PG | PROCTER & GAMBLE CO | $23.6M | 0.87% | 163,510 | Added |
Source: SEC Form 13F filings · as of 2026-03-31