Nicolet Bankshares Inc 13F annual report
Nicolet Bankshares Inc is an investment fund managing more than $403 billion ran by H. Jr.. There are currently 208 companies in Jr.’s portfolio. The largest investments include Spdr Portfolio S&p 500 Value Etf and Spdr Portfolio S&p 500 Growth Etf, together worth $84.4 billion.
$403 billion Assets Under Management (AUM)
As of 7th August 2024, Nicolet Bankshares Inc’s top holding is 1,085,792 shares of Spdr Portfolio S&p 500 Value Etf currently worth over $52.9 billion and making up 13.1% of the portfolio value.
In addition, the fund holds 392,994 shares of Spdr Portfolio S&p 500 Growth Etf worth $31.5 billion.
The third-largest holding is Apple Inc worth $15.4 billion and the next is Microsoft worth $14.3 billion, with 31,990 shares owned.
Currently, Nicolet Bankshares Inc's portfolio is worth at least $403 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Nicolet Bankshares Inc
The Nicolet Bankshares Inc office and employees reside in Green Bay, Wisconsin. According to the last 13-F report filed with the SEC, H. Jr. serves as the CFO at Nicolet Bankshares Inc.
Recent trades
In the most recent 13F filing, Nicolet Bankshares Inc revealed that it had opened a new position in
Jpm Alerian Mlp Index Etn 1/28/2044 and bought 197,187 shares worth $5.71 billion.
The investment fund also strengthened its position in NVIDIA Corp by buying
77,619 additional shares.
This makes their stake in NVIDIA Corp total 88,205 shares worth $10.9 billion.
NVIDIA Corp dropped 73.5% in the past year.
On the other hand, there are companies that Nicolet Bankshares Inc is getting rid of from its portfolio.
Nicolet Bankshares Inc closed its position in Jpm Alerian Mlp Index Etn on 14th August 2024.
It sold the previously owned 294,663 shares for $8.39 billion.
H. Jr. also disclosed a decreased stake in Spdr Portfolio S&p 500 Value Etf by approximately 0.1%.
This leaves the value of the investment at $52.9 billion and 1,085,792 shares.
One of the smaller hedge funds
The two most similar investment funds to Nicolet Bankshares Inc are Lexaurum Advisors and Element Pointe Advisors. They manage $403 billion and $403 billion respectively.
H. Jr. investment strategy
Nicolet Bankshares Inc’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 11.2% of
the total portfolio value.
The fund focuses on investments in the United States as
50.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
47% of the total holdings value.
On the other hand, small-cap stocks make up only 1.9% of the portfolio.
The average market cap of the portfolio companies is close to $151 billion.
The complete list of Nicolet Bankshares Inc trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Portfolio S&p 500 Value Etf |
1.56%
1,085,792
|
$52,921,502,000 | 13.12% |
| Spdr Portfolio S&p 500 Growth Etf |
3.57%
392,994
|
$31,490,609,000 | 7.81% |
| Apple Inc |
1.72%
73,020
|
$15,379,472,000 | 3.81% |
| Microsoft Corporation |
1.06%
31,990
|
$14,297,931,000 | 3.55% |
| Spdr S&p 500 Etf Trust |
2.85%
21,858
|
$11,895,561,000 | 2.95% |
| Ishares S&p 500 Barra Growth Index Fund |
0.24%
127,845
|
$11,830,776,000 | 2.93% |
| NVIDIA Corp |
733.22%
88,205
|
$10,896,846,000 | 2.70% |
| Jpm Alerian Mlp Index Etn |
Closed
294,663
|
$8,394,949,000 | |
| Vanguard S&p 500 Etf |
23.59%
15,764
|
$7,884,049,000 | 1.95% |
| Alps Etf Tr Alerian Mlp Etf New |
63.81%
149,226
|
$7,159,863,000 | 1.78% |
| Alphabet Inc Cap Stk Cl C |
0.33%
36,974
|
$6,781,771,000 | 1.68% |
| Amazon.com Inc. |
0.30%
34,967
|
$6,757,373,000 | 1.68% |
| Ishares Russell 1000 Growth Index Fd |
13.94%
17,095
|
$6,231,298,000 | 1.55% |
| Costco Wholesale Corp |
2.21%
7,139
|
$6,068,079,000 | 1.50% |
| Ishares Core S&p 500 Etf |
0.54%
10,984
|
$6,010,774,000 | 1.49% |
| Ishares S&p 500/value |
No change
33,016
|
$6,009,242,000 | 1.49% |
| Jpm Alerian Mlp Index Etn 1/28/2044 |
Opened
197,187
|
$5,706,592,000 | 1.42% |
| Vanguard Ftse Developed Markets |
2.53%
113,748
|
$5,621,426,000 | 1.39% |
| Ishares Msci Eafe Index Fd |
0.22%
68,670
|
$5,378,921,000 | 1.33% |
| Avantis Investors |
0.81%
126,324
|
$5,207,075,000 | 1.29% |
| JPMorgan Chase & Co. |
0.22%
25,061
|
$5,068,838,000 | 1.26% |
| Ishares Tr |
7.01%
40,658
|
$4,175,576,000 | 1.04% |
| Alphabet Inc Cap Stk Cl A |
0.59%
21,644
|
$3,942,455,000 | 0.98% |
| Meta Platforms Inc |
3.52%
7,034
|
$3,546,683,000 | 0.88% |
| Mastercard Incorporated |
0.82%
7,736
|
$3,412,814,000 | 0.85% |
| Procter & Gamble Co. |
1.02%
19,901
|
$3,282,073,000 | 0.81% |
| Vanguard Value Etf |
1.60%
20,173
|
$3,235,951,000 | 0.80% |
| Exxon Mobil Corp. |
1.41%
25,515
|
$2,937,287,000 | 0.73% |
| Adobe Sys Inc |
19.09%
5,060
|
$2,811,032,000 | 0.70% |
| Chipotle Mexican Grill |
4,929.07%
43,250
|
$2,709,613,000 | 0.67% |
| Abbott Labs |
6.99%
25,679
|
$2,668,305,000 | 0.66% |
| Berkshire Hathaway Inc Del Cl B New |
0.35%
6,201
|
$2,522,567,000 | 0.63% |
| Home Depot, Inc. |
1.89%
7,295
|
$2,511,231,000 | 0.62% |
| Coca-Cola Co |
1.43%
39,390
|
$2,507,173,000 | 0.62% |
| Ishares Russell 1000 Value Index Fund |
9.25%
13,485
|
$2,352,728,000 | 0.58% |
| Mcdonalds Corp |
0.22%
8,575
|
$2,185,253,000 | 0.54% |
| Vanguard Large-cap Etf |
1.44%
8,675
|
$2,165,454,000 | 0.54% |
| Salesforce Inc |
3.34%
8,252
|
$2,121,589,000 | 0.53% |
| Ishares Russell 2000 Index Fd |
No change
10,338
|
$2,097,477,000 | 0.52% |
| Vanguard Growth Etf |
No change
5,439
|
$2,034,240,000 | 0.50% |
| Palo Alto Networks Inc |
1.29%
5,983
|
$2,028,297,000 | 0.50% |
| Vanguard Total Stock Market Etf |
1.04%
7,230
|
$1,934,097,000 | 0.48% |
| Analog Devices Inc. |
2.70%
8,319
|
$1,898,895,000 | 0.47% |
| Vanguard Total Bond Market Etf |
24.93%
25,260
|
$1,819,983,000 | 0.45% |
| Oracle Corp. |
37.83%
12,795
|
$1,806,654,000 | 0.45% |
| Chevron Corp. |
0.58%
11,030
|
$1,725,313,000 | 0.43% |
| WEC Energy Group Inc |
0.54%
21,839
|
$1,713,488,000 | 0.42% |
| Honeywell International Inc |
2.78%
7,965
|
$1,700,846,000 | 0.42% |
| International Business Machs |
0.24%
9,542
|
$1,650,289,000 | 0.41% |
| General Dynamics Corp. |
3.88%
5,628
|
$1,632,908,000 | 0.40% |
| Tjx Cos Inc |
0.51%
14,585
|
$1,605,809,000 | 0.40% |
| Schneider National Inc |
No change
66,000
|
$1,594,560,000 | 0.40% |
| Vanguard Long-term Treasury Index Fd |
19.68%
27,145
|
$1,565,724,000 | 0.39% |
| Intercontinental Exchange Inc |
8.00%
10,953
|
$1,499,356,000 | 0.37% |
| Intuit Inc |
0.91%
2,277
|
$1,496,467,000 | 0.37% |
| Danaher Corp. |
2.49%
5,981
|
$1,494,353,000 | 0.37% |
| Invesco Qqq Tr Unit Ser 1 |
1.33%
3,039
|
$1,456,015,000 | 0.36% |
| Walmart Inc |
2.09%
21,277
|
$1,440,666,000 | 0.36% |
| Eaton Corp Plc Shs |
0.54%
4,563
|
$1,430,729,000 | 0.35% |
| Aon Plc Shs Cl A |
No change
4,867
|
$1,428,854,000 | 0.35% |
| Mondelez International Inc. |
6.29%
21,566
|
$1,411,279,000 | 0.35% |
| Deere & Co. |
24.55%
3,658
|
$1,366,739,000 | 0.34% |
| Grainger W W Inc |
4.73%
1,469
|
$1,325,391,000 | 0.33% |
| Unitedhealth Group Inc |
4.71%
2,588
|
$1,317,965,000 | 0.33% |
| Pepsico Inc |
6.91%
7,979
|
$1,315,976,000 | 0.33% |
| Vanguard Mid-cap Value Index |
1.16%
8,710
|
$1,310,245,000 | 0.32% |
| Lilly (eli) & Co |
2.37%
1,441
|
$1,304,653,000 | 0.32% |
| Johnson & Johnson |
2.66%
8,866
|
$1,295,855,000 | 0.32% |
| NextEra Energy Inc |
1.59%
17,369
|
$1,229,899,000 | 0.30% |
| Truist Finl Corp |
0.93%
31,539
|
$1,225,290,000 | 0.30% |
| Norfolk Southn Corp |
7.38%
5,648
|
$1,212,569,000 | 0.30% |
| Vanguard Total Intl Stock Index Fd Etf Shs |
No change
20,020
|
$1,207,206,000 | 0.30% |
| American Tower Corp. |
2.38%
6,190
|
$1,203,212,000 | 0.30% |
| Visa Inc |
3.48%
4,579
|
$1,201,850,000 | 0.30% |
| Cisco Systems, Inc. |
0.97%
24,634
|
$1,170,361,000 | 0.29% |
| Thermo Fisher Scientific Inc. |
3.74%
2,031
|
$1,123,143,000 | 0.28% |
| Schlumberger Ltd. |
0.34%
23,775
|
$1,121,705,000 | 0.28% |
| Vanguard Mid-cap Etf |
1.57%
4,590
|
$1,111,239,000 | 0.28% |
| Lowes Cos Inc |
0.44%
5,006
|
$1,103,623,000 | 0.27% |
| Pfizer Inc. |
5.13%
39,256
|
$1,098,383,000 | 0.27% |
| Caterpillar Inc. |
No change
3,284
|
$1,093,900,000 | 0.27% |
| Schwab Charles Corp |
2.75%
14,788
|
$1,089,728,000 | 0.27% |
| Ishares Russell 1000 |
No change
3,597
|
$1,070,251,000 | 0.27% |
| Lam Resh Corp |
No change
1,000
|
$1,064,850,000 | 0.26% |
| Blackstone Inc |
1.59%
8,566
|
$1,060,471,000 | 0.26% |
| Ishares National Muni Bond Etf |
31.73%
9,456
|
$1,007,537,000 | 0.25% |
| GSK Plc |
3.59%
26,132
|
$1,006,082,000 | 0.25% |
| CVS Health Corp |
7.50%
16,980
|
$1,002,839,000 | 0.25% |
| Vanguard S&p 500 Growth Indx Etf |
No change
2,902
|
$967,672,000 | 0.24% |
| Wells Fargo & Company |
3.74%
15,961
|
$947,924,000 | 0.24% |
| Fiserv, Inc. |
3.51%
6,359
|
$947,745,000 | 0.24% |
| Marsh & McLennan Cos., Inc. |
13.05%
4,428
|
$933,068,000 | 0.23% |
| Abbvie Inc |
1.20%
5,372
|
$921,405,000 | 0.23% |
| Comcast Corp Cl A |
15.82%
22,921
|
$897,586,000 | 0.22% |
| Bristol-Myers Squibb Co. |
6.05%
21,552
|
$895,055,000 | 0.22% |
| Cencora Inc. |
3.68%
3,956
|
$891,287,000 | 0.22% |
| Boeing Co. |
9.06%
4,755
|
$865,458,000 | 0.21% |
| CDW Corp |
2.72%
3,866
|
$865,365,000 | 0.21% |
| Eog Res Inc |
10.86%
6,870
|
$864,727,000 | 0.21% |
| Nike, Inc. |
0.26%
11,182
|
$842,787,000 | 0.21% |
| Ishares Core Msci Emk Etf |
1.47%
15,587
|
$834,372,000 | 0.21% |
| Innovator ETFs Trust |
9.87%
21,468
|
$822,010,000 | 0.20% |
| Union Pac Corp |
0.36%
3,626
|
$820,419,000 | 0.20% |
| Disney Walt Co |
2.11%
7,937
|
$788,065,000 | 0.20% |
| Merck & Co Inc |
0.99%
6,188
|
$766,074,000 | 0.19% |
| DuPont de Nemours Inc |
0.80%
9,204
|
$740,830,000 | 0.18% |
| Bank First Corporation |
No change
8,914
|
$736,207,000 | 0.18% |
| Zimmer Biomet Holdings Inc |
5.49%
6,768
|
$734,531,000 | 0.18% |
| Flexshares Mstar Gbl Upstrm Etf |
1.37%
17,971
|
$721,356,000 | 0.18% |
| Fidelity Natl Information |
1.03%
9,565
|
$720,818,000 | 0.18% |
| Philip Morris International Inc |
No change
6,718
|
$680,735,000 | 0.17% |
| Spdr S&p Midcap 400 Etf Tr |
No change
1,202
|
$643,166,000 | 0.16% |
| Bath & Body Works Inc |
30.74%
16,410
|
$640,811,000 | 0.16% |
| Freeport-McMoRan Inc |
1.16%
13,137
|
$638,458,000 | 0.16% |
| CSX Corp. |
No change
18,538
|
$620,096,000 | 0.15% |
| Blackrock Inc. |
2.08%
784
|
$617,259,000 | 0.15% |
| Ishares Core S&p Small-cap Etf |
4.40%
5,784
|
$616,921,000 | 0.15% |
| Ishares Core S&p Mid-cap Etf |
2.09%
10,260
|
$600,415,000 | 0.15% |
| Amphenol Corp. |
95.55%
8,792
|
$592,317,000 | 0.15% |
| Ishares Russell Midcap Growth Index Fd |
No change
5,305
|
$585,407,000 | 0.15% |
| AT&T Inc. |
7.90%
29,966
|
$572,650,000 | 0.14% |
| Microchip Technology, Inc. |
4.42%
6,078
|
$556,137,000 | 0.14% |
| Vanguard Health Care Etf |
0.29%
2,072
|
$551,152,000 | 0.14% |
| Copart, Inc. |
No change
9,544
|
$516,903,000 | 0.13% |
| Halliburton Co. |
13.60%
15,008
|
$506,970,000 | 0.13% |
| Illinois Tool Wks Inc |
2.71%
2,121
|
$502,592,000 | 0.12% |
| Vanguard Small-cap Etf |
4.33%
2,288
|
$498,876,000 | 0.12% |
| Lauder Estee Cos Inc |
1.29%
4,636
|
$493,270,000 | 0.12% |
| Qualcomm, Inc. |
No change
2,415
|
$481,020,000 | 0.12% |
| Ishares Dow Jones Select Div Ind |
2.87%
3,960
|
$479,081,000 | 0.12% |
| Equifax, Inc. |
2.86%
1,934
|
$468,918,000 | 0.12% |
| Applied Matls Inc |
No change
1,985
|
$468,440,000 | 0.12% |
| Fedex Corp |
34.87%
1,550
|
$464,752,000 | 0.12% |
| Dimensional Etf Trust |
No change
7,736
|
$455,264,000 | 0.11% |
| Wyndham Hotels & Resorts Inc |
7.21%
6,115
|
$452,510,000 | 0.11% |
| Invesco S&p 500 Equal Weight Etf |
72.30%
2,750
|
$451,770,000 | 0.11% |
| Spdr S&p Dividend |
0.98%
3,551
|
$451,616,000 | 0.11% |
| Ishares Russell Midcap Index Fd |
No change
5,564
|
$451,129,000 | 0.11% |
| ACI Worldwide Inc |
5.52%
11,338
|
$448,871,000 | 0.11% |
| O Reilly Automotive Inc |
No change
412
|
$435,097,000 | 0.11% |
| Linde Plc. |
1.89%
984
|
$431,789,000 | 0.11% |
| Global X Fds S&p 500 Catholic |
No change
6,590
|
$430,986,000 | 0.11% |
| Evergy Inc |
No change
8,000
|
$423,760,000 | 0.11% |
| Lockheed Martin Corp. |
No change
905
|
$422,726,000 | 0.10% |
| Vanguard Ftse Emerging Markets Etf |
15.78%
9,450
|
$413,532,000 | 0.10% |
| Kimberly-Clark Corp. |
4.02%
2,958
|
$408,796,000 | 0.10% |
| AMGEN Inc. |
0.38%
1,304
|
$407,435,000 | 0.10% |
| SS&C Technologies Holdings Inc |
4.99%
6,470
|
$405,475,000 | 0.10% |
| Principal Finl Group Inc |
5.08%
5,143
|
$403,468,000 | 0.10% |
| Yum! Brands Inc |
0.98%
3,043
|
$403,076,000 | 0.10% |
| Asml Holding Nv Ny Registry Shs |
3.91%
393
|
$401,933,000 | 0.10% |
| Stryker Corp. |
4.07%
1,178
|
$400,815,000 | 0.10% |
| Schwab Emerg Markets Equity Etf |
4.47%
14,857
|
$394,602,000 | 0.10% |
| Ishares Msci Eafe Sm Capidx |
1.43%
6,340
|
$390,798,000 | 0.10% |
| Vanguard Information Technology Etf |
0.15%
664
|
$382,856,000 | 0.09% |
| Ishares Cohen & Steers Realty |
No change
6,680
|
$382,697,000 | 0.09% |
| PayPal Holdings Inc |
Opened
6,436
|
$373,481,000 | 0.09% |
| Wisdomtree L/c Dividend Fund |
No change
5,084
|
$369,861,000 | 0.09% |
| Synopsys, Inc. |
8.08%
614
|
$365,367,000 | 0.09% |
| Netflix Inc. |
0.93%
540
|
$364,435,000 | 0.09% |
| Biogen Inc |
49.61%
1,559
|
$361,407,000 | 0.09% |
| Intel Corp. |
2.79%
11,381
|
$352,470,000 | 0.09% |
| Schwab International Equity Etf |
7.33%
9,101
|
$349,660,000 | 0.09% |
| T. Rowe Price Group Inc. |
5.27%
2,968
|
$342,240,000 | 0.08% |
| Becton Dickinson & Co. |
6.16%
1,463
|
$341,918,000 | 0.08% |
| Aflac Inc. |
0.40%
3,767
|
$336,431,000 | 0.08% |
| Smith A O Corp |
1.00%
3,939
|
$322,131,000 | 0.08% |
| United Parcel Svc Inc |
1.68%
2,348
|
$321,324,000 | 0.08% |
| Goldman Sachs Group, Inc. |
No change
709
|
$320,695,000 | 0.08% |
| Ishares Russell Midcap Value Index Fd |
No change
2,644
|
$319,237,000 | 0.08% |
| Advanced Micro Devices Inc. |
0.26%
1,923
|
$311,930,000 | 0.08% |
| Evertec Inc |
4.00%
9,250
|
$307,563,000 | 0.08% |
| Vertex Pharmaceuticals, Inc. |
No change
647
|
$303,262,000 | 0.08% |
| AB Active ETFs Inc |
Closed
8,048
|
$293,832,000 | |
| Nxp Semiconductors |
No change
1,088
|
$292,770,000 | 0.07% |
| Accenture plc |
8.28%
953
|
$289,150,000 | 0.07% |
| AES Corp. |
7.00%
16,284
|
$286,110,000 | 0.07% |
| Starbucks Corp. |
18.26%
3,603
|
$280,494,000 | 0.07% |
| Roper Technologies Inc |
3.34%
492
|
$277,321,000 | 0.07% |
| Altria Group Inc. |
18.86%
6,074
|
$276,671,000 | 0.07% |
| RTX Corp |
1.33%
2,744
|
$275,470,000 | 0.07% |
| Broadcom Inc |
No change
170
|
$272,940,000 | 0.07% |
| Conocophillips |
No change
2,382
|
$272,453,000 | 0.07% |
| Ishares S&p Global Infrastructure Idx Etf |
18.53%
5,532
|
$265,093,000 | 0.07% |
| Ametek Inc |
6.69%
1,590
|
$265,069,000 | 0.07% |
| Cigna Group (The) |
1.23%
801
|
$264,787,000 | 0.07% |
| Affiliated Managers Group Inc. |
6.12%
1,688
|
$263,716,000 | 0.07% |
| Vanguard Ftse All-world Ex-u |
37.76%
4,460
|
$261,534,000 | 0.06% |
| Global Pmts Inc |
4.51%
2,687
|
$259,833,000 | 0.06% |
| Spdr Gold Trust |
2.58%
1,208
|
$259,732,000 | 0.06% |
| Phillips 66 Com |
No change
1,773
|
$250,294,000 | 0.06% |
| RPM International, Inc. |
7.44%
2,300
|
$247,664,000 | 0.06% |
| Manhattan Associates, Inc. |
No change
999
|
$246,433,000 | 0.06% |
| Nucor Corp. |
Closed
1,243
|
$245,990,000 | |
| American Wtr Wks Co Inc |
No change
1,875
|
$242,175,000 | 0.06% |
| Akamai Technologies Inc |
4.28%
2,642
|
$237,991,000 | 0.06% |
| Utilities Select Sector Spdr |
7.74%
3,481
|
$237,195,000 | 0.06% |
| Zoetis Inc |
5.25%
1,354
|
$234,729,000 | 0.06% |
| Ishares Short-term National Muni Bond Etf |
No change
2,227
|
$232,833,000 | 0.06% |
| Ishares Tr |
Closed
2,253
|
$231,518,000 | |
| GE Aerospace |
1.23%
1,449
|
$230,387,000 | 0.06% |
| Schwab Strategic Tr |
Closed
2,819
|
$227,296,000 | |
| Select Sector Spdr Tr |
No change
1,000
|
$226,230,000 | 0.06% |
| Duke Energy Corp. |
12.96%
2,257
|
$226,219,000 | 0.06% |
| Us Bancorp Del |
Closed
5,042
|
$225,377,000 | |
| Veeva Sys Inc Cl A Com |
Closed
960
|
$222,422,000 | |
| Energy Select Sector Spdr |
4.33%
2,410
|
$219,672,000 | 0.05% |
| Vanguard Mid-cap Growth Inde |
No change
947
|
$217,393,000 | 0.05% |
| Masco Corp. |
16.21%
3,241
|
$216,077,000 | 0.05% |
| Verizon Communications Inc |
33.06%
5,225
|
$215,479,000 | 0.05% |
| Tractor Supply Co. |
No change
795
|
$214,650,000 | 0.05% |
| Align Technology, Inc. |
Closed
649
|
$212,820,000 | |
| Target Corp |
26.90%
1,434
|
$212,289,000 | 0.05% |
| Hologic, Inc. |
0.83%
2,854
|
$211,910,000 | 0.05% |
| PTC Inc |
Closed
1,105
|
$208,779,000 | |
| Rockwell Automation Inc |
Closed
703
|
$204,805,000 | |
| S&P Global Inc |
Opened
453
|
$202,038,000 | 0.05% |
| Ecolab, Inc. |
Closed
872
|
$201,345,000 | |
| Nicolet Bankshares Inc. |
1.74%
885,054
|
$73,495,000 | 0.02% |
| No transactions found | |||
| Showing first 500 out of 219 holdings | |||
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