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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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