Nikulski Financial, Inc. Portfolio Holdings

Nikulski Financial, Inc.

  • $385 Million
  • Q3 2025

Nikulski Financial, Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $385 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.8M, Vanguard Dividend Appreciation with a value of $18.9M, Amazon Com Inc with a value of $16.3M, Alphabet Inc. with a value of $14.9M, and Nvidia Corp with a value of $12.9M.

Examining the 13F form we can see an increase of $29.3M in the current position value, from $355M to 385M.

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

Portfolio value $385 Million
ETFs: $184 Million
Technology: $68.4 Million
Consumer Cyclical: $30.9 Million
Financial Services: $28.5 Million
Communication Services: $17.3 Million
Consumer Defensive: $16.4 Million
Healthcare: $16 Million
Industrials: $10.3 Million
Other: $12.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$20.8 Million 5.4% of portfolio
81,628
Q3 2025 Added 1.02%
$0
$18.9 Million 4.91% of portfolio
103,790
Q3 2025 Reduced 1.64%
$2.39T
$16.3 Million 4.24% of portfolio
74,346
Q3 2025 Added 1.25%
$1.65T
$14.9 Million 3.87% of portfolio
61,166
Q3 2025 Reduced 1.12%
$465B
$12.9 Million 3.35% of portfolio
69,164
Q3 2025 Reduced 0.15%
$3.78T
$11.9 Million 3.09% of portfolio
22,946
Q3 2025 Added 0.7%
$404B
$11.8 Million 3.06% of portfolio
12,713
Q3 2025 Added 1.44%
$0
$11.3 Million 2.94% of portfolio
18,837
Q3 2025 Reduced 0.25%
$0
$11 Million 2.86% of portfolio
84,410
Q3 2025 Reduced 0.9%
$0
$10.9 Million 2.82% of portfolio
148,049
Q3 2025 Reduced 1.93%
$881B
$10.7 Million 2.78% of portfolio
33,905
Q3 2025 Added 0.46%
$414B
$9.11 Million 2.37% of portfolio
39,339
Q3 2025 Reduced 0.84%
$61.4B
$9 Million 2.34% of portfolio
44,176
Q3 2025 Added 4.44%
$0
$8.81 Million 2.29% of portfolio
29,995
Q3 2025 Reduced 2.03%
$0
$8.15 Million 2.12% of portfolio
68,607
Q3 2025 Reduced 2.81%
$111B
$7 Million 1.82% of portfolio
21,278
Q3 2025 Added 0.36%
$0
$5.39 Million 1.4% of portfolio
28,916
Q3 2025 Reduced 3.12%
$139B
$5.06 Million 1.31% of portfolio
15,325
Q3 2025 Added 4.18%
$533B
$5.01 Million 1.3% of portfolio
14,682
Q3 2025 Added 1.21%
$0
$4.87 Million 1.27% of portfolio
93,151
Q3 2025 Reduced 0.18%
$0
$4.61 Million 1.2% of portfolio
6,920
Q3 2025 Reduced 1.59%
$662B
$4.39 Million 1.14% of portfolio
8,725
Q3 2025 Added 5.2%
$0
$4.13 Million 1.07% of portfolio
107,595
Q3 2025 Reduced 1.9%
$0
$4.09 Million 1.06% of portfolio
45,920
Q3 2025 Reduced 2.16%
$0
$3.95 Million 1.03% of portfolio
144,660
Q3 2025 Added 7.18%
$144B
$3.82 Million 0.99% of portfolio
8,355
Q3 2025 Added 4.27%
$367B
$3.69 Million 0.96% of portfolio
9,111
Q3 2025 Added 2.94%
$0
$3.64 Million 0.95% of portfolio
11,100
Q3 2025 Reduced 12.03%
$224B
$3.67 Million 0.95% of portfolio
12,064
Q3 2025 Added 0.92%
$0
$3.58 Million 0.93% of portfolio
48,767
Q3 2025 Reduced 11.06%
$279B
$3.58 Million 0.93% of portfolio
34,733
Q3 2025 Added 0.65%
$0
$3.41 Million 0.89% of portfolio
38,113
Q3 2025 Reduced 10.71%
$0
$3.25 Million 0.84% of portfolio
25,028
Q3 2025 Reduced 5.28%
$0
$3.22 Million 0.84% of portfolio
100,803
Q3 2025 Added 3.66%
$115B
$3.13 Million 0.81% of portfolio
6,379
Q3 2025 Added 1.58%
$0
$3.11 Million 0.81% of portfolio
6,639
Q3 2025 Reduced 1.09%
$1.34B
$3.04 Million 0.79% of portfolio
79,711
Q3 2025 Added 4.24%
$0
$2.99 Million 0.78% of portfolio
14,316
Q3 2025 Added 0.09%
$57.9B
$3.01 Million 0.78% of portfolio
14,030
Q3 2025 Reduced 4.69%
$85.9B
$3.02 Million 0.78% of portfolio
13,675
Q3 2025 Added 4.33%
$0
$2.9 Million 0.75% of portfolio
55,053
Q3 2025 Added 29.3%
$0
$2.84 Million 0.74% of portfolio
38,246
Q3 2025 Reduced 2.81%
$265B
$2.66 Million 0.69% of portfolio
3,338
Q3 2025 Reduced 2.34%
$45.5B
$2.65 Million 0.69% of portfolio
15,301
Q3 2025 Added 1.66%
$971B
$2.64 Million 0.69% of portfolio
3,464
Q3 2025 Added 3.06%
$0
$2.56 Million 0.67% of portfolio
50,450
Q3 2025 Added 1.22%
$0
$2.25 Million 0.58% of portfolio
34,477
Q3 2025 Reduced 6.76%
$0
$2.21 Million 0.57% of portfolio
48,280
Q3 2025 Reduced 0.31%
$170B
$2.08 Million 0.54% of portfolio
14,403
Q3 2025 Added 5.79%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $385 Million
  • Prior Value $355 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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