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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$163B
$1.68 Million 0.47% of portfolio
13,615
Q2 2025 Added 7.33%
$0
$1.52 Million 0.43% of portfolio
15,049
Q2 2025 Added 0.21%
$1.75T
$1.51 Million 0.42% of portfolio
2,041
Q2 2025 Reduced 0.05%
$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%
$124B
$1.39 Million 0.39% of portfolio
2,994
Q2 2025 Added 23.87%
$0
$1.38 Million 0.39% of portfolio
9,176
Q2 2025 Added 0.01%
$235B
$1.35 Million 0.38% of portfolio
9,952
Q2 2025 Added 1.11%
$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
43,289
Q2 2025 Added 58.39%
$90.8B
$1.26 Million 0.35% of portfolio
3,668
Q2 2025 Reduced 0.68%
$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%
$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%
$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%
$147B
$724,000 0.2% of portfolio
2,596
Q2 2025 Reduced 2.81%
$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
$0
$612,000 0.17% of portfolio
20,332
Q2 2025 Added 61.1%
$0
$614,000 0.17% of portfolio
12,240
Q2 2025 Added 6.07%
$0
$613,000 0.17% of portfolio
15,420
Q2 2025 Added 30.07%
$0
$577,000 0.16% of portfolio
3,510
Q2 2025 Added 71.39%
$547B
$585,000 0.16% of portfolio
437
Q2 2025 Added 14.4%
$0
$536,000 0.15% of portfolio
2,264
Q2 2025 Reduced 2.16%
$0
$532,000 0.15% of portfolio
25,731
Q2 2025 Reduced 11.04%
$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%
$0
$503,000 0.14% of portfolio
5,659
Q2 2025 Added 16.01%
$0
$509,000 0.14% of portfolio
12,335
Q2 2025 Reduced 0.2%
$0
$473,000 0.13% of portfolio
3,567
Q2 2025 Reduced 6.55%
$99.8B
$466,000 0.13% of portfolio
5,078
Q2 2025 Added 7.2%

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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