account_balance
Investment manager · 13F filer · SEC CIK 1174850
Nicolet Bankshares Inc
Reported value$3.15Bas of Jun 30, 2026
Positions612 84 new, 34 sold out
Top 10 weight37.2%SPYM alone is 14%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMState Street SPDR
14.0%Added +8%
AAPLApple Inc.
3.7%
SPYVSPDR Series Trust
3.7%
AVEMAmerican Centy ETF Tr
3.2%
SPYGSPDR Series Trust
3.0%
VEAVanguard Tax-Managed FDS
2.7%Added +14%
VOOVanguard Index FDS
1.8%Trimmed −8%
ITOTiShares Tr
1.7%Added +3%
VOVanguard Morn Mid Cap ETF
1.7%Added +17%
FBNDFidelity Merrimack STR Tr
1.5%
MSFTMicrosoft Corp
1.4%
NVDANVIDIA Corp
1.3%Added +7%
SPYMState Street SPDR
14.0%Added +8%
AAPLApple Inc.
3.7%
SPYVSPDR Series Trust
3.7%
AVEMAmerican Centy ETF Tr
3.2%
SPYGSPDR Series Trust
3.0%
VEAVanguard Tax-Managed FDS
2.7%
VOO1.8%
ITOT1.7%
VO1.7%
FBND
MSFT1.4%NVDA1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM State Street SPDR 14.0% Added +8%
AAPL Apple Inc. 3.7% HeldSPYV SPDR Series Trust 3.7% Held
AVEM American Centy ETF Tr 3.2% Held
SPYG SPDR Series Trust 3.0% Held
VEA Vanguard Tax-Managed FDS 2.7% Added +14%
VOO Vanguard Index FDS 1.8% Trimmed −8%
ITOT iShares Tr 1.7% Added +3%
VO Vanguard Morn Mid Cap ETF 1.7% Added +17%
FBND Fidelity Merrimack STR Tr 1.5% Added +54%
MSFT Microsoft Corp 1.4% HeldNVDA NVIDIA Corp 1.3% Added +7%What changed
Biggest moves since Mar 31, 2026
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