SEC 13F Intelligence

Managers / Q1 2026

NICOLET BANKSHARES INC

CIK 0001174850 · 111 N WASHINGTON ST, GREEN BAY, WI, 54301 · 920 430 1400

Reported Value
$2.7B
Q1 2026
Positions
832
Filings on Record
30
2019–present window
Filed
May 14, 2026
original filing

Summary

Nicolet Bankshares Inc reported $2.7B in U.S.-listed holdings across 832 positions for Q1 2026.

Its largest position, SPYM, represents 10.7% of the portfolio.

Compared with Q4 2025, the fund opened 340 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $208MQ4 ’18Q1 ’19: $242MQ2 ’19: $240MQ3 ’19: $250MQ4 ’19: $270MQ4 ’19Q1 ’20: $222MQ2 ’20: $265MQ3 ’20: $288MQ4 ’20: $324MQ4 ’20Q1 ’21: $362MQ2 ’21: $380MQ3 ’21: $388MQ4 ’21: $454MQ4 ’21Q1 ’22: $465MQ2 ’22: $384MQ3 ’22: $350MQ4 ’22: $290.5BQ4 ’22Q1 ’23: $308MQ2 ’23: $352MQ3 ’23: $326MQ4 ’23: $371MQ4 ’23Q1 ’24: $405MQ2 ’24: $403MQ3 ’24: $413MQ4 ’24: $424MQ4 ’24Q1 ’25: $498MQ2 ’25: $579MQ3 ’25: $622MQ4 ’25: $624MQ4 ’25Q1 ’26: $2.7Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.7B832May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$624M231Feb 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$622M223Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$579M212Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$498M204May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$424M200Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$413M211Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$403M219Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$405M227May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$371M213Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$326M197Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$352M211Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$308M208May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$290.5B207Feb 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$350M193Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$384M213Aug 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$465M220May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$454M217Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$388M215Nov 16, 202113F-HRchanges · EDGAR ↗
Q2 2021$380M218Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$362M214May 3, 202113F-HRchanges · EDGAR ↗
Q4 2020$324M199Feb 2, 202113F-HRchanges · EDGAR ↗
Q3 2020$288M192Oct 27, 202013F-HRchanges · EDGAR ↗
Q2 2020$265M188Jul 22, 202013F-HRchanges · EDGAR ↗
Q1 2020$222M175Apr 22, 202013F-HRchanges · EDGAR ↗
Q4 2019$270M192Jan 24, 202013F-HRchanges · EDGAR ↗
Q3 2019$250M190Oct 22, 201913F-HRchanges · EDGAR ↗
Q2 2019$240M185Jul 30, 201913F-HRchanges · EDGAR ↗
Q1 2019$242M186Apr 26, 201913F-HRchanges · EDGAR ↗
Q4 2018$208M175Feb 6, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • (1) NICOLET NATIONAL BANK
  • (2) NICOLET ADVISORY SERVICES, LLC

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.