Institutions / Nikulski Financial, Inc.
Nikulski Financial, Inc.
CIK 1729847 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$418.27M
Positions
166
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 166 โ
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $22.56M | 5.4% |
| Alphabet Inc. | $18.09M | 4.3% |
| Vanguard Specialized Funds | $18.01M | 4.3% |
| Amazon.com Inc | $17.67M | 4.2% |
| Microsoft Corp | $13.64M | 3.3% |
| NVIDIA Corp | $12.36M | 3.0% |
| Costco Wholesale Corp /New | $11.92M | 2.9% |
| JPMorgan Chase & Co | $10.85M | 2.6% |
| AbbVie Inc. | $8.80M | 2.1% |
| Palo Alto Networks Inc | $8.77M | 2.1% |
| Invesco Qqq Tr | $8.27M | 2.0% |
| Invesco Exchange Traded Fd T | $7.56M | 1.8% |
| Goldman Sachs ETF Tr | $7.49M | 1.8% |
| iShares Tr | $7.48M | 1.8% |
| Lam Research Corp | $7.16M | 1.7% |
| Vanguard Index Fds | $6.87M | 1.6% |
| Constellation Energy Corp | $6.81M | 1.6% |
| Invesco Exch Traded Fd Tr II | $6.53M | 1.6% |
| Visa Inc | $5.63M | 1.3% |
| Broadcom Inc. | $5.42M | 1.3% |
| Warren E. Buffett | $5.26M | 1.3% |
| Schwab Strategic Tr | $5.25M | 1.3% |
| ELI LILLY & Co | $5.19M | 1.2% |
| Deere & Co | $5.13M | 1.2% |
| WisdomTree Tr | $4.51M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.