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 ETFs Only

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%
$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%
$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%
$0
$5.27 Million 1.48% of portfolio
29,846
Q2 2025 Reduced 1.41%
$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%
$0
$4.09 Million 1.15% of portfolio
109,674
Q2 2025 Added 0.11%
$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%
$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%
$0
$2.53 Million 0.71% of portfolio
49,842
Q2 2025 Added 3.53%
$1.1B
$2.5 Million 0.7% of portfolio
76,467
Q2 2025 Added 2.6%
$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%
$0
$1.9 Million 0.53% of portfolio
26,070
Q2 2025 Reduced 1.04%
$0
$1.84 Million 0.52% of portfolio
77,382
Q2 2025 Added 1.59%
$0
$1.77 Million 0.5% of portfolio
30,963
Q2 2025 Added 2.74%
$0
$1.52 Million 0.43% of portfolio
15,049
Q2 2025 Added 0.21%
$0
$1.48 Million 0.42% of portfolio
8,565
Q2 2025 Reduced 23.11%
$0
$1.46 Million 0.41% of portfolio
12,968
Q2 2025 Reduced 24.56%
$0
$1.41 Million 0.4% of portfolio
12,845
Q2 2025 Reduced 26.48%
$0
$1.38 Million 0.39% of portfolio
9,176
Q2 2025 Added 0.01%
$0
$1.34 Million 0.38% of portfolio
31,452
Q2 2025 Reduced 3.0%
$0
$1.3 Million 0.37% of portfolio
9,153
Q2 2025 Reduced 25.66%
$0
$1.29 Million 0.36% of portfolio
10,633
Q2 2025 Reduced 27.82%
$0
$1.29 Million 0.36% of portfolio
43,289
Q2 2025 Added 58.39%
$0
$1.25 Million 0.35% of portfolio
6,850
Q2 2025 Added 0.01%
$0
$1.19 Million 0.33% of portfolio
11,363
Q2 2025 New
$0
$1.12 Million 0.32% of portfolio
15,935
Q2 2025 New
$0
$1.06 Million 0.3% of portfolio
8,283
Q2 2025 Reduced 0.12%
$0
$1.03 Million 0.29% of portfolio
14,197
Q2 2025 Reduced 1.46%
$0
$979,000 0.28% of portfolio
12,877
Q2 2025 Added 20.8%
$0
$995,000 0.28% of portfolio
13,290
Q2 2025 Reduced 9.27%
$0
$921,000 0.26% of portfolio
44,070
Q2 2025 Added 19.08%
$0
$714,000 0.2% of portfolio
7,185
Q2 2025 Reduced 3.36%
$0
$718,000 0.2% of portfolio
16,375
Q2 2025 Added 0.43%
$0
$631,000 0.18% of portfolio
3,476
Q2 2025 Added 2.18%
$0
$628,000 0.18% of portfolio
2,252
Q2 2025 New

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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