# Nicolet Bankshares Inc 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 562 long-equity positions.
> CIK 1174850. Latest filing Q1 2026, as of quarter end 2026-03-31. Long-equity book $2.7B.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | SPYM | SPDR Series Trust | $357.2M | 13.2% | Added |
| 2 | SPYV | SPDR Series Trust | $106.8M | 3.9% | Added |
| 3 | AAPL | Apple Inc | $98.6M | 3.6% | Added |
| 4 | AVEM | American Centy ETF TR | $86.4M | 3.2% | Added |
| 5 | SPYG | SPDR Series Trust | $79.5M | 2.9% | Added |
| 6 | VEA | Vanguard Tax-Managed FDS | $67.7M | 2.5% | Added |
| 7 | VOO | Vanguard Index FDS | $54.0M | 2.0% | Added |
| 8 | ITOT | Ishares TR | $46.3M | 1.7% | New |
| 9 | MSFT | Microsoft Corp | $41.8M | 1.5% | Added |
| 10 | VO | Vanguard Index FDS | $41.6M | 1.5% | Added |

## Latest moves

Bought: ITOT, VTEB, SCHV
Sold: VGT, JMBS, DFUS

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/1174850/000117485026000116/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/nicolet-bankshares-inc-1174850
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._