Nikulski Financial, Inc.
Sector Allocation
- Other32.3%$149.7M
- Technology24.7%$114.5M
- Financials16.5%$76.6M
- Consumer Discretionary7.3%$33.7M
- Healthcare4.7%$21.9M
- Industrials4.0%$18.7M
- Consumer Staples3.3%$15.5M
- Utilities2.5%$11.6M
- Materials1.9%$8.7M
- Energy1.0%$4.7M
AUM History
13fpro.ai/research/fund/nikulski-financial-inc-1729847
Conviction and streaks
Concentrating · top 10 = 30.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$18.7MPANW
$16.6MLRCX
$16.3MAMZN
$15.9MGOOGL
$14.9MIVZ
$13.8MNVDA
$11.7MJPM
$11.0MMSFT
$10.5MCOST
$10.2M- VANGUARD$9.8M
ABBV
$9.6MQQQ
$8.6M- VANECK$8.6M
- ISHARES$8.0M
CRWD
$7.6M- VANGUARD$7.5M
- SPDR$7.2M
HOOD
$6.9M- SCHWAB$6.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/nikulski-financial-inc-1729847
Nikulski Financial, Inc. 13F holdings — Q2 2026
$463.6M portfolio (+14.4% QoQ) · 180 holdings · Q2 2026 13F · top 10 are 30% of the stock portfolio
$18.7M
4.0% of stocks
+0.9%This quarter+1.1%Since filed1+ qtrsHeld$16.6M
3.6% of stocks
+3%This quarter+22.4%Since filed1+ qtrsHeld$16.3M
3.5% of stocks
-4%This quarter-11.9%Since filed1+ qtrsHeld$15.9M
3.4% of stocks
+2%This quarter+7.9%Since filed1+ qtrsHeld$14.9M
3.2% of stocks
-4%This quarter-5.5%Since filed1+ qtrsHeld$13.8M
3.0% of stocks
+7%This quarter-3.1%Since filed1+ qtrsHeld$11.7M
2.5% of stocks
-0.4%This quarter+9.6%Since filed1+ qtrsHeld$11.0M
2.4% of stocks
+0.4%This quarter-6.5%Since filed1+ qtrsHeld$10.5M
2.3% of stocks
+3%This quarter+35.4%Since filed1+ qtrsHeld$10.2M
2.2% of stocks
+2%This quarter+4.0%Since filed1+ qtrsHeld
All holdings — Nikulski Financial, Inc. (Q2 2026)
180 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $9.8M | 2.1% | 41K | -0.3% | — | — | 13F |
| 12 | AbbVie Inc. | Healthcare | $9.6M | 2.1% | 38K | +2% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $8.6M | 1.9% | 12K | -3% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund | — | $8.6M | 1.9% | 13K | +5% | — | — | 13F |
| 15 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $8.0M | 1.7% | 54K | -8% | — | — | 13F |
| 16 | CrowdStrike Holdings, Inc. | Technology | $7.6M | 1.6% | 9,924 | +1% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD INDEX FDS - MID CAP ETFetf/fund | — | $7.5M | 1.6% | 93K | +309% | — | — | 13F |
| 18 | — | SPDR SERIES TRUST - SP O&G EXPL PROetf/fund | — | $7.2M | 1.6% | 47K | +1% | — | — | 13F |
| 19 | Robinhood Markets, Inc. | Financials | $6.9M | 1.5% | 69K | +23% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SCHWAB STRATEGIC TR - US SML CAP ETFetf/fund | — | $6.8M | 1.5% | 189K | +3% | — | — | 13F |
| 21 | Invesco Ltd. | Financials | $6.6M | 1.4% | 74K | -8% | 1+ qtrs | — | 13F | |
| 22 | ELI LILLY & Co | Healthcare | $6.4M | 1.4% | 5,353 | +7% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LGetf/fund | — | $6.0M | 1.3% | 42K | -11% | — | — | 13F |
| 24 | DEERE & CO | Industrials | $5.8M | 1.3% | 9,197 | +4% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | FREEPORT-MCMORAN INC | Materials | $5.5M | 1.2% | 87K | +2% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $5.4M | 1.2% | 170K | +4% | |||
| 27 | $IVZ | Invesco Ltd. | Financials | $5.2M | 1.1% | 31K | +8% | |||
| 28 | $V | VISA INC. | Financials | $5.1M | 1.1% | 15K | -0.6% | |||
| 29 | $AAAU | Goldman Sachs Physical Gold ETF | Financials | $4.9M | 1.1% | 123K | +2% | |||
| 30 | $CEG | Constellation Energy Corp | Utilities | $4.9M | 1.1% | 20K | +3% | |||
| 31 | $AVGO | Broadcom Inc. | Technology | $4.8M | 1.0% | 13K | -5% | |||
| 32 | $WT | WisdomTree, Inc. | Financials | $4.6M | 1.0% | 81K | -3% | |||
| 33 | $MCD | MCDONALDS CORP | Consumer Discretionary | $4.1M | 0.9% | 15K | +6% | |||
| 34 | $TSLA | Tesla, Inc. | Consumer Discretionary | $4.0M | 0.9% | 9,548 | +12% | |||
| 35 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | — | $4.0M | 0.9% | 44K | +7% | |||
| 36 | $WM | WASTE MANAGEMENT INC | Utilities | $3.9M | 0.8% | 18K | +1% | |||
| 37 | $WMT | Walmart Inc. | Consumer Staples | $3.8M | 0.8% | 34K | -0.1% | |||
| 38 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.8M | 0.8% | 11K | +5% | |||
| 39 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $3.6M | 0.8% | 42K | -7% | |||
| 40 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $3.6M | 0.8% | 60K | +9% | |||
| 41 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $3.5M | 0.8% | 96K | +31% | |||
| 42 | — | INNOVATOR ETFS TRUST - US EQT PWR BUF | — | $3.5M | 0.7% | 82K | -8% | |||
| 43 | $ALL | ALLSTATE CORP | Financials | $3.1M | 0.7% | 13K | -1% | |||
| 44 | $LMT | LOCKHEED MARTIN CORP | Industrials | $3.0M | 0.7% | 5,962 | +8% | |||
| 45 | — | ISHARES TR - S&P MC 400VL ETF | — | $2.9M | 0.6% | 19K | -11% | |||
| 46 | $SE | Sea Ltd | Industrials | $2.8M | 0.6% | 29K | +34% | |||
| 47 | — | INVESCO EXCH TRADED FD TR II - FNDMNTL IG CRP | — | $2.8M | 0.6% | 116K | +5% | |||
| 48 | — | VANGUARD INDEX FDS - VALUE ETF | — | $2.8M | 0.6% | 13K | -7% | |||
| 49 | $SYK | STRYKER CORP | Healthcare | $2.6M | 0.6% | 8,260 | +2% | |||
| 50 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.6M | 0.6% | 17K | +3% | |||
| 51 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.5M | 0.6% | 2,519 | -1% | |||
| 52 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $2.5M | 0.5% | 14K | -3% | |||
| 53 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $2.4M | 0.5% | 26K | -2% | |||
| 54 | $PLTR | Palantir Technologies Inc. | Technology | $2.4M | 0.5% | 21K | +14% | |||
| 55 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.4M | 0.5% | 17K | +8% | |||
| 56 | $NFLX | NETFLIX INC | Communication Services | $2.4M | 0.5% | 33K | +1% | |||
| 57 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $2.3M | 0.5% | 24K | +2% | |||
| 58 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $2.3M | 0.5% | 6,140 | -5% | |||
| 59 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $2.2M | 0.5% | 5,896 | -0.6% | |||
| 60 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $2.1M | 0.5% | 43K | -5% | |||
| 61 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.1M | 0.5% | 2,855 | -17% | |||
| 62 | $WT | WisdomTree, Inc. | Financials | $2.1M | 0.5% | 22K | -6% | |||
| 63 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | — | $2.1M | 0.5% | 88K | +3% | |||
| 64 | $ENB | ENBRIDGE INC | Energy | $2.0M | 0.4% | 37K | -1% | |||
| 65 | $PLD | Prologis, Inc. | Real Estate | $2.0M | 0.4% | 15K | +8% | |||
| 66 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $1.9M | 0.4% | 38K | -7% | |||
| 67 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.9M | 0.4% | 57K | -8% | |||
| 68 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $1.9M | 0.4% | 9,781 | +18% | |||
| 69 | $BE | Bloom Energy Corp | Technology | $1.9M | 0.4% | 6,282 | -4% | |||
| 70 | $IVZ | Invesco Ltd. | Financials | $1.9M | 0.4% | 93K | +0.2% | |||
| 71 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.9M | 0.4% | 15K | +278% | |||
| 72 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $1.8M | 0.4% | 18K | +6% | |||
| 73 | $AVAV | AeroVironment Inc | Industrials | $1.7M | 0.4% | 11K | +3% | |||
| 74 | $CAT | CATERPILLAR INC | Industrials | $1.7M | 0.4% | 1,618 | — | |||
| 75 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.7M | 0.4% | 23K | -2% | |||
| 76 | $CCJ | CAMECO CORP | Materials | $1.6M | 0.3% | 16K | +0.0% | |||
| 77 | — | VANECK ETF TRUST - URANI NUCLE ETF | — | $1.5M | 0.3% | 13K | +15% | |||
| 78 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.4M | 0.3% | 19K | -3% | |||
| 79 | $SIVR | abrdn Silver ETF Trust | Financials | $1.4M | 0.3% | 24K | +4% | |||
| 80 | — | ISHARES TR - ISHARES SEMICDTR | — | $1.3M | 0.3% | 2,084 | -53% | |||
| 81 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.3M | 0.3% | 14K | +7% | |||
| 82 | $RKLB | Rocket Lab Corp | Industrials | $1.3M | 0.3% | 13K | -0.8% | |||
| 83 | $GOOG | Alphabet Inc. | Technology | $1.3M | 0.3% | 3,568 | +36% | |||
| 84 | — | SPDR INDEX SHS FDS - ST STR INFRA ETF | — | $1.2M | 0.3% | 16K | +15% | |||
| 85 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $1.2M | 0.3% | 28K | +114% | |||
| 86 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $1.2M | 0.3% | 21K | -0.5% | |||
| 87 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.2M | 0.3% | 16K | +0.0% | |||
| 88 | $SNOW | Snowflake Inc. | Technology | $1.1M | 0.2% | 4,414 | +0.3% | |||
| 89 | $GLW | CORNING INC /NY | Materials | $1.1M | 0.2% | 4,313 | +40% | |||
| 90 | $STX | Seagate Technology Holdings plc | Technology | $990K | 0.2% | 1,026 | -24% | |||
| 91 | $AMGN | AMGEN INC | Healthcare | $989K | 0.2% | 2,731 | +6% | |||
| 92 | $MU | MICRON TECHNOLOGY INC | Technology | $955K | 0.2% | 827 | -19% | |||
| 93 | — | ISHARES TR - ISHARES BIOTECH | — | $935K | 0.2% | 4,915 | +167% | |||
| 94 | $KLAC | KLA CORP | Technology | $922K | 0.2% | 3,058 | +769% | |||
| 95 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $916K | 0.2% | 1,831 | -12% | |||
| 96 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $912K | 0.2% | 1,909 | -0.8% | |||
| 97 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $892K | 0.2% | 11K | -7% | |||
| 98 | $IVZ | Invesco Ltd. | Financials | $885K | 0.2% | 12K | -13% | |||
| 99 | — | ISHARES TR - EXPND TEC SC ETF | — | $868K | 0.2% | 5,307 | -49% | |||
| 100 | — | ISHARES TR - U.S. TECH ETF | — | $847K | 0.2% | 3,360 | -50% | |||
| 101 | $IVZ | Invesco Ltd. | Financials | $846K | 0.2% | 2,791 | +36% | |||
| 102 | — | ISHARES TR - U.S. BAS MTL ETF | — | $819K | 0.2% | 4,564 | New | |||
| 103 | — | ISHARES TR - US DIGI REAL ETF | — | $819K | 0.2% | 6,836 | New | |||
| 104 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $816K | 0.2% | 17K | -3% | |||
| 105 | $SO | SOUTHERN CO | Utilities | $813K | 0.2% | 8,494 | -8% | |||
| 106 | — | ISHARES TR - US TELECOM ETF | — | $797K | 0.2% | 19K | -55% | |||
| 107 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $795K | 0.2% | 6,779 | +2% | |||
| 108 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $794K | 0.2% | 8,741 | -1% | |||
| 109 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | — | $773K | 0.2% | 28K | +22% | |||
| 110 | — | GLOBAL X FDS - DAX GERMANY ETF | — | $761K | 0.2% | 17K | -3% | |||
| 111 | — | ISHARES TR - NORTH AMERN NAT | — | $748K | 0.2% | 13K | New | |||
| 112 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $748K | 0.2% | 3,077 | +0.8% | |||
| 113 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $731K | 0.2% | 12K | +1% | |||
| 114 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $727K | 0.2% | 17K | +32% | |||
| 115 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $718K | 0.1% | 15K | -1% | |||
| 116 | $META | Meta Platforms, Inc. | Technology | $709K | 0.1% | 1,258 | -4% | |||
| 117 | — | ISHARES TR - SP SMCP600VL ETF | — | $701K | 0.1% | 5,132 | -0.4% | |||
| 118 | $PATH | UiPath, Inc. | Technology | $683K | 0.1% | 63K | -0.1% | |||
| 119 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $668K | 0.1% | 13K | +4% | |||
| 120 | $JOBY | Joby Aviation, Inc. | Industrials | $657K | 0.1% | 74K | +0.2% | |||
| 121 | $SOFI | SoFi Technologies, Inc. | Financials | $638K | 0.1% | 36K | -1% | |||
| 122 | $SGOL | abrdn Gold ETF Trust | Financials | $628K | 0.1% | 16K | -7% | |||
| 123 | $BITB | Bitwise Bitcoin ETF | Financials | $625K | 0.1% | 20K | -10% | |||
| 124 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $621K | 0.1% | 1,562 | +2% | |||
| 125 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $611K | 0.1% | 11K | +21% | |||
| 126 | $PM | Philip Morris International Inc. | Consumer Staples | $607K | 0.1% | 3,350 | -9% | |||
| 127 | $LNT | ALLIANT ENERGY CORP | Utilities | $597K | 0.1% | 7,819 | — | |||
| 128 | $OKLO | Oklo Inc. | Utilities | $590K | 0.1% | 11K | +0.6% | |||
| 129 | $DUK | Duke Energy CORP | Utilities | $556K | 0.1% | 4,391 | -0.6% | |||
| 130 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $545K | 0.1% | 6,201 | -13% | |||
| 131 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | — | $541K | 0.1% | 11K | +5% | |||
| 132 | $DOV | DOVER Corp | Industrials | $503K | 0.1% | 3,208 | -0.7% | |||
| 133 | $ACHR | Archer Aviation Inc. | Industrials | $480K | 0.1% | 102K | -4% | |||
| 134 | $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Industrials | $473K | 0.1% | 9,482 | -2% | |||
| 135 | — | PIMCO ETF TR - MUNI INCOME OPP | — | $461K | 0.1% | 10K | -5% | |||
| 136 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $449K | 0.1% | 773 | New | |||
| 137 | — | ISHARES TR - SELECT DIVID ETF | — | $440K | 0.1% | 2,816 | — | |||
| 138 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | — | $434K | 0.1% | 9,508 | — | |||
| 139 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $426K | 0.1% | 9,283 | +0.4% | |||
| 140 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $425K | 0.1% | 1,402 | — | |||
| 141 | $PSLV | Sprott Physical Silver Trust | Financials | $415K | 0.1% | 22K | -4% | |||
| 142 | — | PROSHARES TR - S&P 500 DV ARIST | — | $389K | 0.1% | 6,933 | +99% | |||
| 143 | $CVX | CHEVRON CORP | Energy | $376K | 0.1% | 2,271 | +132% | |||
| 144 | $CSCO | CISCO SYSTEMS, INC. | Technology | $376K | 0.1% | 3,204 | +0.2% | |||
| 145 | $JNJ | JOHNSON & JOHNSON | Healthcare | $374K | 0.1% | 1,472 | +2% | |||
| 146 | — | ISHARES TR - MSCI USA QLT FCT | — | $369K | 0.1% | 1,683 | -10% | |||
| 147 | $F | FORD MOTOR CO | Consumer Discretionary | $369K | 0.1% | 27K | +119% | |||
| 148 | — | ISHARES TR - CORE S&P US GWT | — | $358K | 0.1% | 1,905 | -11% | |||
| 149 | $AXP | AMERICAN EXPRESS CO | Financials | $356K | 0.1% | 1,052 | +0.1% | |||
| 150 | $NXPI | NXP Semiconductors N.V. | Technology | $348K | 0.1% | 1,239 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 13 new, 82 added to, 75 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
- ISHARES TR - U.S. BAS MTL ETF$819K
first bought this quarter
- ISHARES TR - US DIGI REAL ETF$819K
first bought this quarter
- ISHARES TR - NORTH AMERN NAT$748K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$449K
first bought this quarter
$NXPINXP Semiconductors N.V.$348K
first bought this quarter
$GPCGENUINE PARTS CO$316K
first bought this quarter
+7 more in the Excel export
Added to (82)
- VANGUARD INDEX FDS - MID CAP ETF+309%
now $7.5M
- ISHARES TR - RUS 1000 GRW ETF+278%
now $1.9M
now $6.9M · held 1+ qtrs
now $13.8M · held 1+ qtrs
- SCHWAB STRATEGIC TR - EMRG MKTEQ ETF+31%
now $3.5M
$KLACKLA CORP+769%
now $922K · held 1+ qtrs
+76 more in the Excel export
Trimmed (75)
- ISHARES TR - ISHARES SEMICDTR-53%
now $1.3M
- ISHARES TR - US TELECOM ETF-55%
now $797K
- ISHARES TR - U.S. TECH ETF-50%
now $847K
- ISHARES TR - EXPND TEC SC ETF-49%
now $868K
now $16.3M · held 1+ qtrs
- GOLDMAN SACHS ETF TR - ACTIVEBETA US LG-11%
now $6.0M
+69 more in the Excel export
Sold out (8)
- ISHARES TRwas $1.4M
- ISHARES TRwas $1.3M
- ISHARES TRwas $1.1M
- ISHARES TRwas $991K
$PAYXPAYCHEX INCwas $260K
held 9+ qtrs
- INNOVATOR ETFS TRUSTwas $243K
+2 more in the Excel export
Holdings by quarter
Every 13F Nikulski Financial, Inc. has filed, 34 earlier quarters. Pick one to see what it held then.
Is it too late to follow Nikulski Financial?
Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Nikulski Financial's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+3.9%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
30%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Nikulski Financial, Inc. disclosed 180 positions worth $463.6M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.0% of the equity portfolio, followed by $PANW and $LRCX. During the quarter the fund opened 13 new positions and exited 8. The portfolio is most concentrated in Other (32.3% of disclosed assets). All figures are sourced directly from Nikulski Financial, Inc.’s Form 13F-HR filing with the SEC under CIK 1729847.
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