Long-term investor
Nicolet Bankshares Inc. @nicoletbanksharesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001174850).
Record
- Tracked since 2025-06-30 (449 days), 147 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.5% · 1 year n/a · all +6.8%
- Max drawdown n/a · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 14.0% · long · since 2025-12-31
- AAPL · 3.7% · long · since 2025-06-30
- 78464A508 · 3.7% · long · since 2025-06-30
- 025072604 · 3.2% · long · since 2025-06-30
- 78464A409 · 3.0% · long · since 2025-06-30
- 921943858 · 2.7% · long · since 2025-06-30
- 922908363 · 1.8% · long · since 2025-06-30
- 464287150 · 1.7% · long · since 2026-03-31
- 922908629 · 1.7% · long · since 2025-06-30
- 316188309 · 1.5% · long · since 2026-03-31
- MSFT · 1.4% · long · since 2025-06-30
- NVDA · 1.3% · long · since 2025-06-30