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Nikulski Financial Inc

Portfolio Manager
Nikulski Financial INC
Performance
-5.36% (2026 Q1)
AUM (13F)
$405.11M
# of Holdings
175
Performance Rank
Allocation (Top 20)
44.76%

Nikulski Financial Inc Holdings Map

Top 50 Nikulski Financial Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4.01%64.0K$16.2M
-22.84%(-18.95K)
2025-Q1: 77.9K shares2025-Q2: 80.8K shares2025-Q3: 81.6K shares2025-Q4: 83.0K shares2026-Q1: 64.0K shares
$59.40(+405.47%)
2026-03-31
AMZN
AMAZON COM INC
3.35%65.2K$13.6M
-14.86%(-11.38K)
2025-Q1: 70.7K shares2025-Q2: 73.4K shares2025-Q3: 74.3K shares2025-Q4: 76.6K shares2026-Q1: 65.2K shares
$92.64(+185.11%)
2026-03-31
IPKW
INVESCO EXCH TRADED FD TR II
3.19%229.8K$12.9M
+95.67%(+112.35K)
2025-Q1: 28.3K shares2025-Q2: 42.6K shares2025-Q3: 55.1K shares2025-Q4: 117.4K shares2026-Q1: 229.8K shares
$52.98(+10.14%)
2026-03-31
GOOGL
ALPHABET INC
3.08%43.4K$12.5M
-24.95%(-14.42K)
2025-Q1: 58.5K shares2025-Q2: 61.9K shares2025-Q3: 61.2K shares2025-Q4: 57.8K shares2026-Q1: 43.4K shares
$69.54(+470.55%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
2.64%10.7K$10.7M
-22.29%(-3.08K)
2025-Q1: 12.2K shares2025-Q2: 12.5K shares2025-Q3: 12.7K shares2025-Q4: 13.8K shares2026-Q1: 10.7K shares
$312.94(+235.19%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.53%58.8K$10.3M
-11.23%(-7.44K)
2025-Q1: 64.2K shares2025-Q2: 69.3K shares2025-Q3: 69.2K shares2025-Q4: 66.3K shares2026-Q1: 58.8K shares
$76.94(+192.84%)
2026-03-31
MSFT
MICROSOFT CORP
2.5%27.4K$10.1M
-2.96%(-836)
2025-Q1: 21.0K shares2025-Q2: 22.8K shares2025-Q3: 22.9K shares2025-Q4: 28.2K shares2026-Q1: 27.4K shares
$329.49(+28.05%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.43%33.5K$9.8M
-0.66%(-222)
2025-Q1: 33.6K shares2025-Q2: 33.8K shares2025-Q3: 33.9K shares2025-Q4: 33.7K shares2026-Q1: 33.5K shares
$113.72(+161.87%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
2.2%41.5K$8.9M
-49.35%(-40.44K)
2025-Q1: 105.7K shares2025-Q2: 105.5K shares2025-Q3: 103.8K shares2025-Q4: 82.0K shares2026-Q1: 41.5K shares
$99.40(+130.77%)
2026-03-31
XOP
SPDR SERIES TRUST
2.08%46.3K$8.4M
+194.10%(+30.59K)
2025-Q1: 0 shares2025-Q2: 2.9K shares2025-Q3: 5.5K shares2025-Q4: 15.8K shares2026-Q1: 46.3K shares
$129.67(+34.28%)
2026-03-31

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