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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$279B
$3.58 Million 0.93% of portfolio
34,733
Q3 2025 Added 0.65%
$265B
$2.66 Million 0.69% of portfolio
3,338
Q3 2025 Reduced 2.34%
$971B
$2.64 Million 0.69% of portfolio
3,464
Q3 2025 Added 3.06%
$512B
$2.05 Million 0.53% of portfolio
3,607
Q2 2025 Reduced 0.96%
$228B
$1.39 Million 0.36% of portfolio
10,352
Q3 2025 Added 4.02%
$1.29T
$1.15 Million 0.3% of portfolio
2,577
Q3 2025 Added 65.4%
$342B
$767,000 0.2% of portfolio
4,207
Q3 2025 New
$1.46T
$608,000 0.16% of portfolio
2,180
Q3 2025 Added 0.74%
$268B
$476,000 0.12% of portfolio
2,850
Q2 2025 Reduced 5.0%
$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%
$1.74T
$271,000 0.07% of portfolio
1,113
Q3 2025 New
$319B
$235,000 0.06% of portfolio
3,444
Q3 2025 Added 2.99%
$522B
$220,000 0.06% of portfolio
1,191
Q3 2025 New
$205B
$207,000 0.05% of portfolio
1,411
Q3 2025 New

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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