13F Insight
DOSSIER · 13F-HR · Q1 2026

NICOLET BANKSHARES INC

$2.7B in tracked AUM across 832 positions as of Q1 2026.

NB
CIK 0001174850 · last filed Mar 31, 2026
Total AUM
$2.7B
as of Q1 2026
Holdings
832
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

NICOLET BANKSHARES INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$357M4.6M13.2%02
SPYV
SPDR SERIES TRUST
$107M1.9M3.9%03
AAPL
APPLE INC
$99M387K3.6%04
AVEM
AMERICAN CENTY ETF TR
$86M1.1M3.2%05
SPYG
SPDR SERIES TRUST
$80M805K2.9%06
VEA
VANGUARD TAX-MANAGED FDS
$68M1.0M2.5%07
VOO
VANGUARD INDEX FDS
$54M90K2.0%08
ITOT
ISHARES TR
$46M322K1.7%09
MSFT
MICROSOFT CORP
$42M113K1.5%10
VO
VANGUARD INDEX FDS
$42M144K1.5%

Filing history

2026Q1Mar 31
$2.7B▲ 334.4%
832 positionsView →2025Q4Dec 31
$624M▲ 0.3%
231 positionsView →2025Q3Sep 30
$622M▲ 7.5%
223 positionsView →2025Q2Jun 30
$579M▲ 16.2%
212 positionsLocked2025Q1Mar 31
$498M▲ 17.5%
204 positionsLocked2024Q4Dec 31
$424M▲ 2.6%
200 positionsLocked2024Q3Sep 30
$413M▲ 2.4%
211 positionsLocked2024Q2Jun 30
$403M▼ 0.4%
219 positionsLocked2024Q1Mar 31
$405M▲ 8.9%
227 positionsLocked2023Q4Dec 31
$371M▲ 14.0%
213 positionsLocked2023Q3Sep 30
$326M▼ 7.4%
197 positionsLocked2023Q2Jun 30
$352M▲ 14.3%
211 positionsLocked
Showing 12 of 39