Nikulski Financial, Inc.
CIK: 0001729847SEC EDGAR →
Portfolio Value
$418.3M
Holdings
166
As of
Q4 2025
New Positions
166
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 82,969 | $22.6M | 5.39% |
| 2 | ALPHABET INC | 57,788 | $18.1M | 4.32% |
| 3 | VANGUARD SPECIALIZED FUNDS | 81,954 | $18.0M | 4.31% |
| 4 | AMAZON COM INC | 76,562 | $17.7M | 4.23% |
| 5 | MICROSOFT CORP | 28,197 | $13.6M | 3.26% |
| 6 | NVIDIA CORPORATION | 66,284 | $12.4M | 2.96% |
| 7 | COSTCO WHSL CORP NEW | 13,824 | $11.9M | 2.85% |
| 8 | JPMORGAN CHASE & CO. | 33,684 | $10.9M | 2.59% |
| 9 | ABBVIE INC | 38,524 | $8.8M | 2.10% |
| 10 | PALO ALTO NETWORKS INC | 47,585 | $8.8M | 2.10% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (166)
$22.6M · 83K shares
$18.1M · 58K shares
$18.0M · 82K shares
$17.7M · 77K shares
$13.6M · 28K shares
$12.4M · 66K shares
$11.9M · 14K shares
$10.9M · 34K shares
$8.8M · 39K shares
$8.8M · 48K shares
$8.3M · 13K shares
$7.6M · 101K shares
$7.5M · 57K shares
$7.5M · 62K shares
$7.2M · 42K shares
$6.9M · 24K shares
$6.8M · 19K shares
$6.5M · 117K shares
$5.6M · 16K shares
$5.4M · 16K shares
$5.3M · 10K shares
$5.2M · 184K shares
$5.2M · 5K shares
$5.1M · 11K shares
$4.5M · 87K shares
$4.5M · 15K shares
$4.3M · 12K shares
$4.2M · 152K shares
$4.0M · 36K shares
$3.8M · 17K shares
$3.7M · 11K shares
$3.6M · 92K shares
$3.5M · 82K shares
$3.3M · 5K shares
$3.3M · 17K shares
$3.3M · 24K shares
$3.3M · 7K shares
$3.2M · 7K shares
$3.0M · 23K shares
$2.9M · 58K shares
$2.9M · 16K shares
$2.9M · 14K shares
$2.9M · 32K shares
$2.7M · 29K shares
$2.7M · 8K shares
$2.6M · 41K shares
$2.5M · 5K shares
$2.5M · 5K shares
$2.5M · 28K shares
$2.5M · 16K shares
$2.5M · 7K shares
$2.5M · 22K shares
$2.4M · 11K shares
$2.3M · 3K shares
$2.3M · 72K shares
$2.3M · 15K shares
$2.3M · 69K shares
$2.2M · 9K shares
$2.2M · 29K shares
$2.1M · 28K shares
$2.0M · 85K shares
$2.0M · 16K shares
$2.0M · 42K shares
$2.0M · 39K shares
$1.9M · 6K shares
$1.9M · 15K shares
$1.8M · 87K shares
$1.7M · 72K shares
$1.7M · 14K shares
$1.6M · 3K shares
$1.4M · 42K shares
$1.4M · 11K shares
$1.4M · 5K shares
$1.3M · 10K shares
$1.3M · 7K shares
$1.3M · 20K shares
$1.3M · 12K shares
$1.3M · 12K shares
$1.3M · 7K shares
$1.2M · 19K shares
$1.2M · 11K shares
$1.2M · 16K shares
$1.2M · 14K shares
$1.1M · 24K shares
$1.1M · 3K shares
$1.0M · 42K shares
$1.0M · 13K shares
$991K · 11K shares
$937K · 1K shares
$929K · 10K shares
$926K · 2K shares
$919K · 3K shares
$918K · 2K shares
$887K · 17K shares
$842K · 10K shares
$811K · 9K shares
$802K · 17K shares
$791K · 3K shares
$763K · 5K shares
$726K · 15K shares
$711K · 6K shares
$689K · 16K shares
$651K · 2K shares
$648K · 534 shares
$636K · 8K shares
$628K · 4K shares
$620K · 2K shares
$604K · 7K shares
$594K · 4K shares
$592K · 5K shares
$574K · 8K shares
$548K · 13K shares
$538K · 11K shares
$509K · 13K shares
$508K · 8K shares
$492K · 9K shares
$483K · 2K shares
$481K · 4K shares
$460K · 8K shares
$450K · 3K shares
$444K · 2K shares
$441K · 3K shares
$426K · 26K shares
$424K · 5K shares
$416K · 10K shares
$412K · 1K shares
$404K · 9K shares
$393K · 3K shares
$391K · 2K shares
$387K · 5K shares
$385K · 2K shares
$377K · 2K shares
$366K · 49K shares
$358K · 14K shares
$355K · 2K shares
$355K · 14K shares
$352K · 27K shares
$348K · 2K shares
$345K · 7K shares
$344K · 26K shares
$344K · 322 shares
$323K · 1K shares
$323K · 3K shares
$322K · 4K shares
$317K · 7K shares
$314K · 2K shares
$313K · 6K shares
$299K · 2K shares
$298K · 4K shares
$297K · 1K shares
$296K · 4K shares
$295K · 7K shares
$291K · 598 shares
$268K · 3K shares
$259K · 1K shares
$254K · 8K shares
$240K · 6K shares
$238K · 3K shares
$234K · 8K shares
$223K · 1K shares
$219K · 2K shares
$219K · 4K shares
$205K · 1K shares
$205K · 5K shares
$201K · 820 shares
$200K · 938 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 88 | $186.3M | 44.5% |
| Technology | 20 | $81.0M | 19.4% |
| Consumer Cyclical | 8 | $35.8M | 8.6% |
| Unknown | 12 | $25.6M | 6.1% |
| Communication Services | 7 | $24.9M | 6.0% |
| Healthcare | 7 | $20.4M | 4.9% |
| Consumer Defensive | 4 | $16.7M | 4.0% |
| Industrials | 11 | $14.4M | 3.5% |
| Utilities | 5 | $8.9M | 2.1% |
| Basic Materials | 2 | $3.1M | 0.7% |
| Energy | 2 | $1.0M | 0.3% |