Nicolet Bankshares Inc.
Annual return
—
SPY
—
Alpha
—
Invested
$2.7B
Holdings
561
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
13.2%
02
$SPYV
SPDR SERIES TRUST
Q4 2025: Exited (was 1.1k shares)
3.9%
03
$AAPL
APPLE INC
Q4 2025: Increased +73.4% (66.5k → 115.4k shares)
3.6%
04
$AVEM
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 201.8k shares)
3.2%
05
$SPYG
SPDR SERIES TRUST
Q4 2025: Exited (was 389.1k shares)
2.9%
06
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Increased +10.7% (3.7k → 4.1k shares)
2.5%
07
$VOO
VANGUARD INDEX FDS
Q4 2025: Sold 96.5% (42.9k → 1.5k shares)
2.0%
08
$ITOT
ISHARES TR
Held since at least Q1 2024
1.7%
09
$MSFT
MICROSOFT CORP
Q4 2025: Increased +120.6% (30.3k → 66.8k shares)
1.5%
10
$VO
VANGUARD INDEX FDS
Q4 2025: Exited (was 12.4k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 08:55 UTC.