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

CompanyClassValueShares% of portfolio
Apple Inc.โ€”$22.56M82,9695.4%
Alphabet Inc.โ€”$18.09M57,7884.3%
Vanguard Specialized Fundsโ€”$18.01M81,9544.3%
Amazon.com Incโ€”$17.67M76,5624.2%
Microsoft Corpโ€”$13.64M28,1973.3%
NVIDIA Corpโ€”$12.36M66,2843.0%
Costco Wholesale Corp /Newโ€”$11.92M13,8242.9%
JPMorgan Chase & Coโ€”$10.85M33,6842.6%
AbbVie Inc.โ€”$8.80M38,5242.1%
Palo Alto Networks Incโ€”$8.77M47,5852.1%
Invesco Qqq Trโ€”$8.27M13,4652.0%
Invesco Exchange Traded Fd Tโ€”$7.56M100,7651.8%
Goldman Sachs ETF Trโ€”$7.49M56,6011.8%
iShares Trโ€”$7.48M62,2421.8%
Lam Research Corpโ€”$7.16M41,8181.7%
Vanguard Index Fdsโ€”$6.87M23,6611.6%
Constellation Energy Corpโ€”$6.81M19,2801.6%
Invesco Exch Traded Fd Tr IIโ€”$6.53M117,4361.6%
Visa Incโ€”$5.63M16,0401.3%
Broadcom Inc.โ€”$5.42M15,6541.3%
Warren E. Buffettโ€”$5.26M10,4601.3%
Schwab Strategic Trโ€”$5.25M184,2491.3%
ELI LILLY & Coโ€”$5.19M4,8291.2%
Deere & Coโ€”$5.13M11,0151.2%
WisdomTree Trโ€”$4.51M87,3611.1%

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.