§ 13F · FUND PROFILE
Nikulski Financial, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $398M (13F)Positions · 153Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 64K | $16M | 4.0% | −23% |
| 2 | AMZN | AMAZON COM INC | 65K | $14M | 3.4% | −15% |
| 3 | IPKW | INVESCO EXCH TRADED FD TR II | 230K | $13M | 3.2% | +96% |
| 4 | GOOGL | ALPHABET INC | 43K | $12M | 3.1% | −25% |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 11K | $11M | 2.6% | −22% |
| 6 | NVDA | NVIDIA CORPORATION | 59K | $10M | 2.5% | −11% |
| 7 | MSFT | MICROSOFT CORP | 27K | $10M | 2.5% | −3% |
| 8 | JPM | JPMORGAN CHASE & CO | 33K | $10M | 2.4% | −1% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 42K | $9M | 2.2% | −49% |
| 10 | XOP | SPDR SERIES TRUST | 46K | $8M | 2.1% | +194% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NIKULSKI SIGNAL
AC read
Nikulski Financial, Inc. is a Other fund managing $398 million in assets. The fund runs a portfolio of 153 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed