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 Companies Only

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%
$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%
$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%
$111B
$7 Million 1.82% of portfolio
21,278
Q3 2025 Added 0.36%
$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%
$662B
$4.39 Million 1.14% of portfolio
8,725
Q3 2025 Added 5.2%
$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%
$224B
$3.67 Million 0.95% of portfolio
12,064
Q3 2025 Added 0.92%
$115B
$3.13 Million 0.81% of portfolio
6,379
Q3 2025 Added 1.58%
$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%
$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%
$170B
$2.08 Million 0.54% of portfolio
14,403
Q3 2025 Added 5.79%
$512B
$2.05 Million 0.53% of portfolio
3,607
Q2 2025 Reduced 0.96%
$92.7B
$1.86 Million 0.48% of portfolio
7,129
Q3 2025 Reduced 0.28%
$123B
$1.66 Million 0.43% of portfolio
3,327
Q3 2025 Added 11.12%
$79.1B
$1.58 Million 0.41% of portfolio
8,867
Q3 2025 New
$1.37T
$1.47 Million 0.38% of portfolio
2,001
Q3 2025 Reduced 1.96%
$228B
$1.39 Million 0.36% of portfolio
10,352
Q3 2025 Added 4.02%
$86.1B
$1.24 Million 0.32% of portfolio
3,578
Q3 2025 Reduced 2.45%
$136B
$1.24 Million 0.32% of portfolio
3,343
Q3 2025 Added 64.92%
$1.29T
$1.15 Million 0.3% of portfolio
2,577
Q3 2025 Added 65.4%
$7.28B
$1.11 Million 0.29% of portfolio
3,514
Q3 2025 New
$102B
$985,000 0.26% of portfolio
6,885
Q3 2025 Added 75.28%
$342B
$767,000 0.2% of portfolio
4,207
Q3 2025 New
$51.8B
$726,000 0.19% of portfolio
3,188
Q3 2025 Reduced 6.32%
$183B
$737,000 0.19% of portfolio
2,613
Q3 2025 Added 0.65%
$49.1B
$667,000 0.17% of portfolio
557
Q3 2025 Added 27.46%
$161B
$605,000 0.16% of portfolio
561
Q2 2025 Added 1.26%
$1.46T
$608,000 0.16% of portfolio
2,180
Q3 2025 Added 0.74%
$53.3B
$575,000 0.15% of portfolio
2,439
Q1 2025 Reduced 6.19%
$140B
$554,000 0.14% of portfolio
2,205
Q2 2025 Reduced 0.81%
$98.6B
$519,000 0.13% of portfolio
5,483
Q3 2025 Added 7.98%
$193B
$483,000 0.13% of portfolio
1,081
Q3 2025 New
$268B
$476,000 0.12% of portfolio
2,850
Q2 2025 Reduced 5.0%
$45.6B
$375,000 0.1% of portfolio
8,346
Q2 2025 Added 25.98%
$69.4B
$376,000 0.1% of portfolio
4,589
Q3 2025 Added 4.56%
$346B
$400,000 0.1% of portfolio
2,608
Q3 2025 Reduced 3.73%
$204B
$328,000 0.09% of portfolio
2,340
Q2 2025 Added 0.17%

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
Track This Portfolio

Track Nikulski Financial, Inc. Portfolio

Follow Nikulski Financial, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nikulski Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nikulski Financial, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email