NICOLET ADVISORY SERVICES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LNT | 5K | $352.23K |
 | TFC | 5K | $232.09K |
 | BCPC | 5K | $715.78K |
 | KKR | 5K | $629.48K |
 | PFGC | 5K | $508.08K |
 | APH | 5K | $624.27K |
 | CAT | 5K | $2.40M |
 | SYY | 5K | $386.86K |
 | MA | 5K | $2.80M |
 | PANW | 5K | $1.00M |
 | MET | 5K | $390.52K |
 | D | 5K | $286.93K |
 | NSC | 5K | $1.38M |
 | PGR | 4K | $1.06M |
 | BJ | 4K | $389.58K |
 | ADI | 4K | $1.01M |
 | ALE | 4K | $285.51K |
 | DUK | 4K | $523.57K |
 | UNP | 4K | $964.05K |
 | JCI | 4K | $447.00K |
Alliant Energy Corporation
LNT
Shares Held
5K
Value
$352.23K
Truist Financial Corporation
TFC
Shares Held
5K
Value
$232.09K
Balchem Corporation
BCPC
Shares Held
5K
Value
$715.78K
KKR & Co. Inc.
KKR
Shares Held
5K
Value
$629.48K
Performance Food Group Company
PFGC
Shares Held
5K
Value
$508.08K
Amphenol Corporation
APH
Shares Held
5K
Value
$624.27K
Caterpillar Inc.
CAT
Shares Held
5K
Value
$2.40M
Sysco Corporation
SYY
Shares Held
5K
Value
$386.86K
Mastercard Incorporated
MA
Shares Held
5K
Value
$2.80M
Palo Alto Networks, Inc.
PANW
Shares Held
5K
Value
$1.00M
MetLife, Inc.
MET
Shares Held
5K
Value
$390.52K
Dominion Energy, Inc.
D
Shares Held
5K
Value
$286.93K
Norfolk Southern Corporation
NSC
Shares Held
5K
Value
$1.38M
The Progressive Corporation
PGR
Shares Held
4K
Value
$1.06M
BJ's Wholesale Club Holdings, Inc.
BJ
Shares Held
4K
Value
$389.58K
Analog Devices, Inc.
ADI
Shares Held
4K
Value
$1.01M
ALLETE, Inc.
ALE
Shares Held
4K
Value
$285.51K
Duke Energy Corporation
DUK
Shares Held
4K
Value
$523.57K
Union Pacific Corporation
UNP
Shares Held
4K
Value
$964.05K
Johnson Controls International plc
JCI
Shares Held
4K
Value
$447.00K