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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.5B
$8.66 Million 2.44% of portfolio
42,296
Q2 2025 Added 1.83%
$111B
$6.84 Million 1.93% of portfolio
21,201
Q2 2025 Added 5.39%
$153B
$4.07 Million 1.15% of portfolio
8,013
Q2 2025 Added 1.47%
$127B
$4.05 Million 1.14% of portfolio
14,710
Q2 2025 Added 1.43%
$93.6B
$3.2 Million 0.9% of portfolio
6,280
Q2 2025 Added 20.91%
$95.6B
$3 Million 0.84% of portfolio
13,108
Q2 2025 Added 3.15%
$55.9B
$2.96 Million 0.83% of portfolio
14,721
Q2 2025 Added 0.69%
$48.7B
$2.62 Million 0.74% of portfolio
15,051
Q2 2025 Added 1.14%
$86B
$1.95 Million 0.55% of portfolio
7,149
Q2 2025 Reduced 1.47%
$155B
$1.68 Million 0.47% of portfolio
13,615
Q2 2025 Added 7.33%
$113B
$1.39 Million 0.39% of portfolio
2,994
Q2 2025 Added 23.87%
$92.8B
$1.26 Million 0.35% of portfolio
3,668
Q2 2025 Reduced 0.68%
$142B
$801,000 0.23% of portfolio
2,027
Q2 2025 New
$157B
$771,000 0.22% of portfolio
1,994
Q2 2025 Reduced 2.45%
$57.8B
$743,000 0.21% of portfolio
3,403
Q2 2025 Reduced 0.87%
$152B
$724,000 0.2% of portfolio
2,596
Q2 2025 Reduced 2.81%
$133B
$502,000 0.14% of portfolio
561
Q2 2025 Added 1.26%
$102B
$466,000 0.13% of portfolio
5,078
Q2 2025 Added 7.2%
$44.3B
$362,000 0.1% of portfolio
8,346
Q2 2025 Added 25.98%
$139B
$351,000 0.1% of portfolio
2,850
Q2 2025 Reduced 5.0%
$32.1B
$352,000 0.1% of portfolio
2,439
Q1 2025 Reduced 6.19%
$95.5B
$367,000 0.1% of portfolio
3,928
Q2 2025 New
$70.9B
$317,000 0.09% of portfolio
3,495
Q2 2024 Added 9.39%
$48.7B
$279,000 0.08% of portfolio
1,922
Q1 2025 Reduced 0.67%
$173B
$296,000 0.08% of portfolio
1,861
Q2 2025 Reduced 0.53%
$83.2B
$292,000 0.08% of portfolio
1,375
Q2 2025 Added 4.64%
$60B
$209,000 0.06% of portfolio
920
Q1 2025 Reduced 5.15%
$55.6B
$230,000 0.06% of portfolio
4,389
Q2 2025 New
$60.2B
$209,000 0.06% of portfolio
4,825
Q2 2025 New
$43.8B
$217,000 0.06% of portfolio
2,586
Q2 2025 Reduced 0.73%
$80B
$227,000 0.06% of portfolio
919
Q1 2025 Reduced 17.06%

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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