Nikulski Financial, Inc.
CIK 1729847 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- AAPL4.01%
- AMZN3.35%
- IPKW3.19%
- GOOGL3.08%
- COST2.64%
- NVDA2.53%
- MSFT2.50%
- JPM2.43%
- VIG2.20%
- XOP2.08%
Share classes counted separately28.01%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VIGWeight decreased · -2.11 pp4.31% → 2.20%Shares -40.44K (-49.35%)
- IPKWWeight increased · +1.63 pp1.56% → 3.19%Shares +112.35K (+95.67%)
- XOPWeight increased · +1.60 pp0.48% → 2.08%Shares +30.59K (+194.10%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $16.25M | 4.01% | 64.02K shares | 5.39% → 4.01%-1.38 pp -18.95K (-22.84%) | Reduced | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $13.58M | 3.35% | 65.18K shares | 4.23% → 3.35%-0.88 pp -11.38K (-14.86%) | Reduced | ↗▾ |
| 03 | IPKWINVESCO INTERNATIONAL BUYBACINTL BUYBACK View history and evidence | $12.93M | 3.19% | 229.79K shares | 1.56% → 3.19%+1.63 pp +112.35K (+95.67%) | Added | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $12.47M | 3.08% | 43.37K shares | 4.32% → 3.08%-1.24 pp -14.42K (-24.95%) | Reduced | ↗▾ |
| 05 | COSTCOSTCO WHOLESALE CORP View history and evidence | $10.70M | 2.64% | 10.74K shares | 2.85% → 2.64%-0.21 pp -3.08K (-22.29%) | Reduced | ↗▾ |
| 06 | NVDANVIDIA CORP View history and evidence | $10.26M | 2.53% | 58.84K shares | 2.96% → 2.53%-0.43 pp -7.44K (-11.23%) | Reduced | ↗▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $10.13M | 2.50% | 27.36K shares | 3.26% → 2.50%-0.76 pp -836 (-2.96%) | Reduced | ↗▾ |
| 08 | JPMJPMORGAN CHASE & CO View history and evidence | $9.84M | 2.43% | 33.46K shares | 2.59% → 2.43%-0.16 pp -222 (-0.66%) | Reduced | ↗▾ |
| 09 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $8.93M | 2.20% | 41.51K shares | 4.31% → 2.20%-2.11 pp -40.44K (-49.35%) | Reduced | ↗▾ |
| 10 | XOPSS SPDR S&P OG EXP & PRODSTATE STREET SPD View history and evidence | $8.43M | 2.08% | 46.34K shares | 0.48% → 2.08%+1.60 pp +30.59K (+194.10%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SHW SHERWIN-WILLIAMS CO/THE | Non-derivative | -3,443 | -$1.12M | SEC filing ↗ | SEC filing ↗ |
| VGLT VANGUARD LONG-TERM TREASURY | Non-derivative | -8,255 | -$460.63K | SEC filing ↗ | SEC filing ↗ |
| PSKY PARAMOUNT SKYDANCE CL B | Non-derivative | -25,693 | -$344.35K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1729847 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 181923666
}Research all 175 reported holdings.
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