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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$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%
$142B
$4.07 Million 1.15% of portfolio
8,013
Q2 2025 Added 1.47%
$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%
$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%
$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%
$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%
$271B
$2.42 Million 0.68% of portfolio
3,418
Q2 2025 Reduced 2.57%
$571B
$2.03 Million 0.57% of portfolio
3,607
Q2 2025 Reduced 0.96%
$85B
$1.95 Million 0.55% of portfolio
7,149
Q2 2025 Reduced 1.47%
$163B
$1.68 Million 0.47% of portfolio
13,615
Q2 2025 Added 7.33%
$1.75T
$1.51 Million 0.42% of portfolio
2,041
Q2 2025 Reduced 0.05%
$124B
$1.39 Million 0.39% of portfolio
2,994
Q2 2025 Added 23.87%
$235B
$1.35 Million 0.38% of portfolio
9,952
Q2 2025 Added 1.11%
$90.8B
$1.26 Million 0.35% of portfolio
3,668
Q2 2025 Reduced 0.68%
$143B
$801,000 0.23% of portfolio
2,027
Q2 2025 New
$168B
$771,000 0.22% of portfolio
1,994
Q2 2025 Reduced 2.45%
$58.3B
$743,000 0.21% of portfolio
3,403
Q2 2025 Reduced 0.87%
$147B
$724,000 0.2% of portfolio
2,596
Q2 2025 Reduced 2.81%
$547B
$585,000 0.16% of portfolio
437
Q2 2025 Added 14.4%
$166B
$489,000 0.14% of portfolio
2,205
Q2 2025 Reduced 0.81%
$1.36T
$490,000 0.14% of portfolio
2,164
Q2 2025 Added 0.89%
$1.34T
$494,000 0.14% of portfolio
1,558
Q2 2025 Added 38.12%
$140B
$502,000 0.14% of portfolio
561
Q2 2025 Added 1.26%
$99.8B
$466,000 0.13% of portfolio
5,078
Q2 2025 Added 7.2%
$380B
$431,000 0.12% of portfolio
2,709
Q2 2025 Reduced 0.66%
$42.9B
$362,000 0.1% of portfolio
8,346
Q2 2025 Added 25.98%
$174B
$351,000 0.1% of portfolio
2,850
Q2 2025 Reduced 5.0%
$44B
$352,000 0.1% of portfolio
2,439
Q1 2025 Reduced 6.19%
$99.1B
$367,000 0.1% of portfolio
3,928
Q2 2025 New
$195B
$308,000 0.09% of portfolio
2,340
Q2 2025 Added 0.17%
$68.6B
$317,000 0.09% of portfolio
3,495
Q2 2024 Added 9.39%
$47.7B
$279,000 0.08% of portfolio
1,922
Q1 2025 Reduced 0.67%
$186B
$296,000 0.08% of portfolio
1,861
Q2 2025 Reduced 0.53%

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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