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
47
5
2
3
6
2
41
6
4
NICOLET BANKSHARES INC

Time Period2018-12-31

Total Holdings165

Total Value ($x1000)207,891
Activities
New5

Increased50

Unchanged28

Decreased82

Sold Out21

Top 10 Stock Holdingstotal 48.53%
NCBS18.43

GUNR5.18

VV4.35

VEA4.18

EFA3.53

 
IVW3.01

SPY2.84

IWF2.83

VWO2.16

TDTF2.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
NCBS
18.43%
COM
GUNR
5.18%
MORNSTAR UPSTR
VV
4.35%
LARGE CAP ETF
VEA
4.18%
FTSE DEV MKT ETF
EFA
3.53%
MSCI EAFE ETF
IVW
3.01%
S&P 500 GRWT ETF
SPY
2.84%
TR UNIT
IWF
2.83%
RUS 1000 GRW ETF
VWO
2.16%
FTSE EMR MKT ETF
TDTF
2.02%
IBOXX 5YR TRGT
AAPL
1.82%
COM
MSFT
1.38%
COM
IVE
1.32%
S&P 500 VAL ETF
IWD
1.2%
RUS 1000 VAL ETF
GOOG
1.15%
CAP STK CL C
JPM
0.98%
COM
WEC
0.96%
COM
WFC
0.92%
COM
GQRE
0.88%
GLB QLT R/E IDX
ABT
0.88%
COM
GWL
0.84%
S&P WRLD EX US
TDTT
0.83%
IBOXX 3R TARGT
XOM
0.8%
COM
VUG
0.74%
GROWTH ETF
PFE
0.72%
COM
CVX
0.71%
COM
IWM
0.69%
RUSSELL 2000 ETF
JNJ
0.68%
COM
KO
0.68%
COM
MCD
0.65%
COM
PG
0.65%
COM
FIS
0.63%
COM
DIS
0.6%
COM DISNEY
INTC
0.59%
COM
TIP
0.57%
TIPS BD ETF
COST
0.55%
COM
NKE
0.54%
CL B
BRK.B
0.5%
CL B NEW
SBUX
0.48%
COM
FOXA
0.46%
CL A
ADBE
0.45%
COM
VZ
0.45%
COM
PEP
0.43%
COM
EXAS
0.42%
COM
LOW
0.41%
COM
CRM
0.41%
COM
VOO
0.41%
SHS
BMY
0.39%
COM
ORCL
0.39%
COM
GOOGL
0.39%
CAP STK CL A
MDLZ
0.39%
CL A
AMZN
0.38%
COM
ICE
0.38%
COM
INTU
0.38%
COM
VTI
0.38%
TOTAL STK MKT
IWB
0.38%
RUS 1000 ETF
EPAY
0.37%
COM
V
0.36%
COM CL A
SCHW
0.36%
COM
IGF
0.35%
GLB INFRASTR ETF
HD
0.34%
COM
AMT
0.33%
COM
HON
0.32%
COM
MRK
0.32%
COM
FISV
0.32%
COM
TMO
0.32%
COM
IVV
0.32%
CORE S&P500 ETF
BA
0.3%
COM
FB
0.3%
CL A
VTV
0.3%
VALUE ETF
SHPG
0.3%
SPONSORED ADR
PM
0.29%
COM
MMM
0.29%
COM
VEU
0.28%
ALLWRLD EX US
BFC
0.26%
COM
CSX
0.26%
COM
DHR
0.26%
COM
BIIB
0.25%
COM
AFL
0.25%
COM
YUM
0.25%
COM
UTX
0.25%
COM
UNH
0.24%
COM
UNP
0.24%
COM
UPS
0.24%
CL B
MA
0.23%
CL A
ABBV
0.22%
COM
DE
0.22%
COM
CAT
0.22%
COM
TROW
0.22%
COM
MCHP
0.22%
COM
IBM
0.22%
COM
ALL
0.21%
COM
ZMH
0.21%
COM
XEL
0.21%
COM
ITW
0.21%
COM
XLE
0.21%
SBI INT-ENERGY
EL
0.21%
CL A
VHT
0.21%
HEALTH CAR ETF
KMB
0.21%
COM
SYK
0.2%
COM
CI
0.2%
COM
MO
0.2%
COM
SCHE
0.2%
EMRG MKTEQ ETF
GPN
0.2%
COM
CVS
0.19%
COM
EVTC
0.19%
COM
SCZ
0.19%
EAFE SML CP ETF
VB
0.19%
SMALL CP ETF
PFG
0.18%
COM
C
0.18%
COM NEW
MDY
0.18%
UTSER1 S&PDCRP
BAX
0.18%
COM
ACIW
0.17%
COM
ICF
0.17%
COHEN&STEER REIT
T
0.17%
COM
ETN
0.17%
SHS
AES
0.17%
COM
NSC
0.16%
COM
BTO
0.16%
SH BEN INT NEW
MUB
0.16%
NAT AMT FREE BD
ALXN
0.16%
COM
AWK
0.16%
COM
AKAM
0.16%
COM
CSCO
0.16%
COM
ETFC
0.15%
COM NEW
DWDP
0.15%
COM
EFX
0.15%
COM
GWW
0.15%
COM
LMT
0.14%
COM
RPM
0.14%
COM
WH
0.14%
COM
MAS
0.14%
COM
MINT
0.14%
ENHAN SHRT MAT
QCOM
0.14%
COM
WMT
0.14%
COM
NUE
0.14%
COM
BSV
0.14%
SHORT TRM BOND
SCHF
0.13%
INTL EQTY ETF
AMG
0.13%
COM
PYPL
0.13%
COM
CTSH
0.13%
CL A
CELG
0.13%
COM
SCPB
0.13%
BARC SHT TR CP
SLB
0.12%
COM
BIV
0.12%
INTERMED TERM
IJR
0.11%
CORE S&P SCP ETF
FDX
0.11%
COM
NVDA
0.11%
COM
XLNX
0.1%
COM
TPL
0.1%
SUB CTF PROP I T
SSNC
0.1%
COM
NTRS
0.1%
COM
ADS
0.1%
COM
EXC
0.1%
COM
GD
0.1%
COM
KLAC
0.09%
COM
CCL
0.09%
PAIRED CTF
GE
0.08%
COM
DUK
0.08%
COM NEW
HAL
0.08%
COM
AGN
0.08%
SHS
EOG
0.07%
COM
NAVI
0.07%
COM
VO
0.05%
MID CAP ETF
QEMM
0.04%
EM QUAL MIX
ESRX
0.43%
COM
LAG
0.13%
BRCLYS AGG ETF
ECHO
0.11%
COM
BDX
0.11%
COM
BMO
0.11%
COM
ALGN
0.1%
COM
IWR
0.09%
RUS MID-CAP ETF
IJH
0.09%
CORE S&P MCP ETF
BLK
0.09%
COM
BND
0.09%
TOTAL BND MRKT
BABA
0.09%
SPONSORED ADS
AME
0.09%
COM
WYN
0.09%
COM
FDC
0.09%
CL A
RHT
0.09%
COM
TJX
0.09%
COM
ROK
0.09%
COM
USB
0.09%
COM NEW
IWS
0.08%
RUS MDCP VAL ETF
HBI
0.07%
COM
MDRX
0.06%
COM