Nikulski Financial, Inc. Portfolio Holdings

Nikulski Financial, Inc.

  • $355 Million
  • Q2 2025

Nikulski Financial, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $355 Million distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $19.2M, Apple Inc. with a value of $16.6M, Amazon Com Inc with a value of $16.1M, Costco Wholesale Corp with a value of $12.4M, and Microsoft Corp with a value of $11.3M.

Examining the 13F form we can see an increase of $31.6M in the current position value, from $324M to 355M.

Below you can find more details about Nikulski Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $355 Million
ETFs: $175 Million
Technology: $61.8 Million
Consumer Cyclical: $27.5 Million
Financial Services: $26.7 Million
Consumer Defensive: $16.8 Million
Communication Services: $13 Million
Healthcare: $12.9 Million
Industrials: $9.17 Million
Other: $12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.2 Million 5.41% of portfolio
105,523
Q2 2025 Reduced 0.16%
$3.84T
$16.6 Million 4.67% of portfolio
80,807
Q2 2025 Added 3.71%
$2.36T
$16.1 Million 4.53% of portfolio
73,426
Q2 2025 Added 3.9%
$426B
$12.4 Million 3.49% of portfolio
12,532
Q2 2025 Added 2.33%
$3.8T
$11.3 Million 3.19% of portfolio
22,786
Q2 2025 Added 8.25%
$424B
$10.9 Million 3.08% of portfolio
69,265
Q2 2025 Added 7.95%
$1.5T
$10.9 Million 3.07% of portfolio
61,861
Q2 2025 Added 5.68%
$0
$10.8 Million 3.03% of portfolio
150,962
Q2 2025 Reduced 0.28%
$0
$10.4 Million 2.93% of portfolio
18,884
Q2 2025 Added 1.56%
$0
$10.3 Million 2.91% of portfolio
85,177
Q2 2025 Reduced 0.7%
$914B
$9.78 Million 2.75% of portfolio
33,751
Q2 2025 Added 0.58%
$60.8B
$8.66 Million 2.44% of portfolio
42,296
Q2 2025 Added 1.83%
$0
$8.57 Million 2.41% of portfolio
30,616
Q2 2025 Added 0.92%
$0
$7.71 Million 2.17% of portfolio
70,589
Q2 2025 Reduced 6.65%
$390B
$7.36 Million 2.07% of portfolio
39,671
Q2 2025 Added 1.99%
$106B
$6.84 Million 1.93% of portfolio
21,201
Q2 2025 Added 5.39%
$566B
$5.15 Million 1.45% of portfolio
14,507
Q2 2025 Added 3.72%
$0
$4.85 Million 1.37% of portfolio
191,864
Q2 2025 Added 6.07%
$0
$4.68 Million 1.32% of portfolio
93,319
Q2 2025 Added 0.22%
$0
$4.34 Million 1.22% of portfolio
7,032
Q2 2025 Reduced 1.39%
$142B
$4.07 Million 1.15% of portfolio
8,013
Q2 2025 Added 1.47%
$0
$4.09 Million 1.15% of portfolio
109,674
Q2 2025 Added 0.11%
$140B
$4.05 Million 1.14% of portfolio
14,710
Q2 2025 Added 1.43%
$644B
$4.03 Million 1.13% of portfolio
8,294
Q2 2025 Added 8.6%
$0
$3.93 Million 1.11% of portfolio
46,932
Q2 2025 Reduced 0.37%
$0
$3.83 Million 1.08% of portfolio
12,618
Q2 2025 Reduced 2.99%
$0
$3.85 Million 1.08% of portfolio
42,685
Q2 2025 Reduced 4.81%
$0
$3.79 Million 1.07% of portfolio
54,831
Q2 2025 Reduced 4.01%
$0
$3.58 Million 1.01% of portfolio
134,972
Q2 2025 Added 13.91%
$224B
$3.49 Million 0.98% of portfolio
11,954
Q2 2025 Reduced 1.09%
$283B
$3.37 Million 0.95% of portfolio
34,508
Q2 2025 Added 1.42%
$0
$3.27 Million 0.92% of portfolio
26,423
Q2 2025 Reduced 7.75%
$427B
$3.25 Million 0.91% of portfolio
8,851
Q2 2025 Added 3.11%
$95.7B
$3.2 Million 0.9% of portfolio
6,280
Q2 2025 Added 20.91%
$88.5B
$3 Million 0.84% of portfolio
13,108
Q2 2025 Added 3.15%
$53.3B
$2.96 Million 0.83% of portfolio
14,721
Q2 2025 Added 0.69%
$0
$2.9 Million 0.82% of portfolio
39,352
Q2 2025 Reduced 0.87%
$0
$2.84 Million 0.8% of portfolio
97,240
Q2 2025 Added 2.24%
$0
$2.85 Million 0.8% of portfolio
6,712
Q2 2025 Reduced 2.13%
$0
$2.79 Million 0.78% of portfolio
14,303
Q2 2025 Added 1.55%
$242B
$2.66 Million 0.75% of portfolio
9,754
Q2 2025 Reduced 1.92%
$49.2B
$2.62 Million 0.74% of portfolio
15,051
Q2 2025 Added 1.14%
$722B
$2.62 Million 0.74% of portfolio
3,361
Q2 2025 Added 12.75%
$0
$2.53 Million 0.71% of portfolio
49,842
Q2 2025 Added 3.53%
$1.21B
$2.5 Million 0.7% of portfolio
76,467
Q2 2025 Added 2.6%
$271B
$2.42 Million 0.68% of portfolio
3,418
Q2 2025 Reduced 2.57%
$0
$2.29 Million 0.65% of portfolio
36,978
Q2 2025 Reduced 6.28%
$0
$2.13 Million 0.6% of portfolio
48,430
Q2 2025 Reduced 4.16%
$0
$2.07 Million 0.58% of portfolio
42,577
Q2 2025 Added 50.42%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $355 Million
  • Prior Value $324 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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