Nikulski Financial, Inc.
CIK: 0001729847Latest portfolio: $418.3M · Q4 2025
Holdings
166
Total Value
$418.3M
New Positions
166
Closed Positions
0
Top Holdings
View All 166 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 82,969 | $22.6M | 5.39% | NEW | |
| 2 | GOOGLALPHABET INC | 57,788 | $18.1M | 4.32% | NEW | |
| 3 | VIGVANGUARD SPECIALIZED FUNDS | 81,954 | $18.0M | 4.31% | NEW | |
| 4 | AMZNAMAZON COM INC | 76,562 | $17.7M | 4.23% | NEW | |
| 5 | MSFTMICROSOFT CORP | 28,197 | $13.6M | 3.26% | NEW | |
| 6 | NVDANVIDIA CORPORATION | 66,284 | $12.4M | 2.96% | NEW | |
| 7 | COSTCOSTCO WHSL CORP NEW | 13,824 | $11.9M | 2.85% | NEW | |
| 8 | JPMJPMORGAN CHASE & CO. | 33,684 | $10.9M | 2.59% | NEW | |
| 9 | ABBVABBVIE INC | 38,524 | $8.8M | 2.10% | NEW | |
| 10 | PANWPALO ALTO NETWORKS INC | 47,585 | $8.8M | 2.10% | NEW | |
| 11 | NDQINVESCO QQQ TR | 13,465 | $8.3M | 1.98% | NEW | |
| 12 | SPHQINVESCO EXCHANGE TRADED FD T | 100,765 | $7.6M | 1.81% | NEW | |
| 13 | GSLCGOLDMAN SACHS ETF TR | 56,601 | $7.5M | 1.79% | NEW | |
| 14 | IJRISHARES TR | 62,242 | $7.5M | 1.79% | NEW | |
| 15 | LRCXLAM RESEARCH CORP | 41,818 | $7.2M | 1.71% | NEW | |
| 16 | VOVANGUARD INDEX FDS | 23,661 | $6.9M | 1.64% | NEW | |
| 17 | CEGCONSTELLATION ENERGY CORP | 19,280 | $6.8M | 1.63% | NEW | |
| 18 | IPKWINVESCO EXCH TRADED FD TR II | 117,436 | $6.5M | 1.56% | NEW | |
| 19 | VVISA INC | 16,040 | $5.6M | 1.34% | NEW | |
| 20 | AVGOBROADCOM INC | 15,654 | $5.4M | 1.30% | NEW | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,460 | $5.3M | 1.26% | NEW | |
| 22 | SCHASCHWAB STRATEGIC TR | 184,249 | $5.2M | 1.25% | NEW | |
| 23 | LLYELI LILLY & CO | 4,829 | $5.2M | 1.24% | NEW | |
| 24 | DEDEERE & CO | 11,015 | $5.1M | 1.23% | NEW | |
| 25 | DONWISDOMTREE TR | 87,361 | $4.5M | 1.08% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.2555136361236187e+61T)
Unknown0.0% ($8.271525728952301e+33T)
Industrials0.0% ($5.1293809252792644e+26T)
Consumer Cyclical0.0% ($1.7672447736513219e+22T)
Healthcare0.0% ($8802518925001713.0T)
Communication Services0.0% ($1808727481047938.0T)
Utilities0.0% ($6811811.5T)
Consumer Defensive0.0% ($119214.0T)
Basic Materials0.0% ($19.7B)
Energy0.0% ($726.3M)
Filing History
Fund Information
Nikulski Financial, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $418.3M across 166 holdings. The largest position is APPLE INC (AAPL), representing 5.4% of the portfolio. Compared to the previous quarter, the fund opened 166 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.