Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
45
5
2
3
6
2
45
9
4
NICOLET BANKSHARES INC

Time Period2019-03-31

Total Holdings176

Total Value ($x1000)241,853
Activities
New18

Increased42

Unchanged32

Decreased84

Sold Out7

Top 10 Stock Holdingstotal 48.4%
NCBS19.42

GUNR5.08

VV4.44

VEA3.98

EFA3.31

 
IVW2.76

IWF2.76

SPY2.75

VWO2

AAPL1.9

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
NCBS
19.42%
COM
GUNR
5.08%
MORNSTAR UPSTR
VV
4.44%
LARGE CAP ETF
VEA
3.98%
FTSE DEV MKT ETF
EFA
3.31%
MSCI EAFE ETF
IVW
2.76%
S&P 500 GRWT ETF
IWF
2.76%
RUS 1000 GRW ETF
SPY
2.75%
TR UNIT
VWO
2%
FTSE EMR MKT ETF
AAPL
1.9%
COM
GQRE
1.6%
GLB QLT R/E IDX
TDTF
1.52%
IBOXX 5YR TRGT
MSFT
1.45%
COM
IVE
1.27%
S&P 500 VAL ETF
GWL
1.22%
S&P WRLD EX US
GOOG
1.1%
CAP STK CL C
IWD
1.08%
RUS 1000 VAL ETF
ABT
0.9%
COM
JPM
0.87%
COM
WFC
0.81%
COM
XOM
0.81%
COM
WEC
0.8%
COM
VUG
0.69%
GROWTH ETF
AMZN
0.69%
COM
PFE
0.68%
COM
IWM
0.67%
RUSSELL 2000 ETF
CVX
0.67%
COM
DIS
0.66%
COM DISNEY
PG
0.66%
COM
FIS
0.59%
COM
MCD
0.59%
COM
INTC
0.59%
COM
TDTT
0.58%
IBOXX 3R TARGT
KO
0.57%
COM
JNJ
0.55%
COM
COST
0.55%
COM
NKE
0.5%
CL B
EXAS
0.48%
COM
SBUX
0.46%
COM
ADBE
0.45%
COM
TIP
0.44%
TIPS BD ETF
INTU
0.43%
COM
LOW
0.42%
COM
BRK.B
0.42%
CL B NEW
CRM
0.41%
COM
PEP
0.4%
COM
VZ
0.4%
COM
VOO
0.4%
SHS
ORCL
0.39%
COM
MDLZ
0.39%
CL A
FB
0.38%
CL A
IWB
0.38%
RUS 1000 ETF
PM
0.38%
COM
VTI
0.38%
TOTAL STK MKT
GOOGL
0.37%
CAP STK CL A
V
0.36%
COM CL A
HON
0.36%
COM
AMT
0.33%
COM
ICE
0.33%
COM
TMO
0.33%
COM
EPAY
0.33%
COM
HD
0.33%
COM
FISV
0.32%
COM
DHR
0.32%
COM
SCHW
0.31%
COM
IVV
0.31%
CORE S&P500 ETF
IGF
0.31%
GLB INFRASTR ETF
BMY
0.3%
COM
BA
0.3%
COM
VTV
0.3%
VALUE ETF
MRK
0.29%
COM
BFC
0.29%
COM
CVS
0.28%
COM
UNP
0.27%
COM
NSC
0.27%
COM
MMM
0.27%
COM
CSX
0.26%
COM
MA
0.26%
CL A
C
0.26%
COM NEW
UTX
0.25%
COM
EXC
0.23%
COM
YUM
0.23%
COM
VEU
0.23%
ALLWRLD EX US
IBM
0.23%
COM
GPN
0.21%
COM
GWW
0.21%
COM
SYK
0.21%
COM
MCHP
0.21%
COM
EL
0.21%
CL A
ZMH
0.21%
COM
XLE
0.2%
SBI INT-ENERGY
DE
0.2%
COM
CAT
0.2%
COM
MO
0.2%
COM
AFL
0.2%
COM
ITW
0.2%
COM
UNH
0.2%
COM
TROW
0.2%
COM
KMB
0.19%
COM
VHT
0.19%
HEALTH CAR ETF
SCHE
0.19%
EMRG MKTEQ ETF
T
0.19%
COM
ALL
0.19%
COM
SLB
0.19%
COM
CMCSA
0.19%
CL A
UPS
0.19%
CL B
EOG
0.18%
COM
ICF
0.18%
COHEN&STEER REIT
SCZ
0.18%
EAFE SML CP ETF
ACIW
0.18%
COM
XEL
0.17%
COM
PFG
0.17%
COM
ALXN
0.17%
COM
BAX
0.17%
COM
BIIB
0.17%
COM
MDY
0.17%
UTSER1 S&PDCRP
ETN
0.17%
SHS
ABBV
0.17%
COM
AES
0.16%
COM
EFX
0.16%
COM
BTO
0.16%
SH BEN INT NEW
CSCO
0.16%
COM
CELG
0.16%
COM
EVTC
0.16%
COM
AWK
0.16%
COM
AKAM
0.15%
COM
MAS
0.15%
COM
MUB
0.14%
NAT AMT FREE BD
VB
0.14%
SMALL CP ETF
PYPL
0.14%
COM
SCHF
0.14%
INTL EQTY ETF
WH
0.13%
COM
FDX
0.13%
COM
DWDP
0.13%
COM
ETFC
0.13%
COM NEW
CTSH
0.13%
CL A
NVDA
0.13%
COM
AMG
0.13%
COM
NUE
0.13%
COM
TPL
0.12%
SUB CTF PROP I T
XLNX
0.12%
COM
SSNC
0.12%
COM
WMT
0.12%
COM
MINT
0.12%
ENHAN SHRT MAT
BABA
0.12%
SPONSORED ADS
RPM
0.12%
COM
BSV
0.12%
SHORT TRM BOND
QCOM
0.11%
COM
SCPB
0.11%
BARC SHT TR CP
IJR
0.11%
CORE S&P SCP ETF
TJX
0.11%
COM
BIV
0.1%
INTERMED TERM
FDC
0.1%
CL A
IWR
0.1%
RUS MID-CAP ETF
KLAC
0.1%
COM
AME
0.1%
COM
VDE
0.09%
ENERGY ETF
ADS
0.09%
COM
WAT
0.09%
COM
ADI
0.09%
COM
IJH
0.09%
CORE S&P MCP ETF
ECHO
0.09%
COM
BMO
0.09%
COM
WYN
0.09%
COM
GD
0.09%
COM
ROK
0.09%
COM
YUMC
0.09%
COM
BLK
0.09%
COM
BDX
0.08%
COM
GE
0.08%
COM
CCL
0.08%
PAIRED CTF
NAVI
0.08%
COM
HAL
0.07%
COM
AGN
0.07%
SHS
CBLK
0.07%
COM
DUK
0.06%
COM NEW
FOXA
0.46%
CL A
SHPG
0.3%
SPONSORED ADR
CI
0.2%
COM
LMT
0.14%
COM
NTRS
0.1%
COM
VO
0.05%
MID CAP ETF
QEMM
0.04%
EM QUAL MIX