Nikulski Financial, Inc.

13F filer · CIK 0001729847

Reported Jul 28, 2026

13F portfolio value$464MU.S. long equity reported on 13F

Positions100Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight29.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026100 positions
AAPLApple Inc.	$18.7M	4.03%	0.00%	Not reported	Q4 2017
PANWPalo Alto Networks Inc	$16.6M	3.59%	0.01%	Not reported	Q1 2020
LRCXLam Research Corp	$16.3M	3.51%	0.00%	Not reported	Q2 2018
AMZNAmazon Com Inc	$15.9M	3.43%	0.00%	Not reported	Q4 2017
GOOGLAlphabet Inc.	$14.9M	3.22%	0.00%	Not reported	Q4 2017
NVDANvidia Corp	$11.7M	2.53%	0.00%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$11M	2.37%	0.00%	Not reported	Q4 2017
MSFTMicrosoft Corp	$10.5M	2.27%	0.00%	Not reported	Q1 2019
COSTCostco Wholesale Corp	$10.2M	2.20%	0.00%	Not reported	Q4 2017
ABBVAbbVie Inc.	$9.59M	2.07%	0.00%	Not reported	Q4 2017
QQQInvesco QQQ Trust, Series 1	$8.58M	1.85%	Not reported	Not reported	Q2 2018
SMHMarket Vectors ETF Trust	$8.58M	1.85%	Not reported	Not reported	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$7.57M	1.63%	0.00%	Not reported	Q3 2024
HOODRobinhood Markets, Inc.	$6.9M	1.49%	0.03%	Not reported	Q2 2025
LLYELI LILLY & Co	$6.42M	1.39%	0.00%	Not reported	Q4 2019
DEDeere & Co	$5.84M	1.26%	0.00%	Not reported	Q4 2017
FCXFreeport-Mcmoran Inc	$5.47M	1.18%	0.01%	Not reported	Q2 2025
VVisa Inc.	$5.11M	1.10%	0.00%	Not reported	Q2 2018
AAAUGoldman Sachs Physical Gold ETF	$4.88M	1.05%	0.20%	Not reported	Q4 2024
CEGConstellation Energy Corp	$4.86M	1.05%	0.01%	Not reported	Q1 2024
AVGOBroadcom Inc.	$4.81M	1.04%	0.00%	Not reported	Q3 2019
MCDMcdonalds Corp	$4.13M	0.89%	0.00%	Not reported	Q4 2017
TSLATesla, Inc.	$4.02M	0.87%	0.00%	Not reported	Q1 2022
JIVEJive Software, Inc.	$4.02M	0.87%	0.05%	Not reported	Q4 2025
WMWaste Management Inc	$3.95M	0.85%	0.00%	Not reported	Q2 2020
WMTWalmart Inc.	$3.8M	0.82%	0.00%	Not reported	Q3 2020
HDHome Depot, Inc.	$3.8M	0.82%	0.00%	Not reported	Q1 2020
SHLDSears Holdings Corp	$3.57M	0.77%	0.05%	Not reported	Q4 2025
ALLAllstate Corp	$3.13M	0.68%	0.01%	Not reported	Q4 2017
LMTLockheed Martin Corp	$3.04M	0.66%	0.00%	Not reported	Q4 2017
SESea Ltd	$2.78M	0.60%	0.02%	Not reported	Q3 2025
SYKStryker Corp	$2.6M	0.56%	0.00%	Not reported	Q2 2025
TJXTJX Companies Inc	$2.59M	0.56%	0.00%	Not reported	Q1 2020
GSGoldman Sachs Group Inc	$2.55M	0.55%	0.00%	Not reported	Q1 2022
DLRDigital Realty Trust, Inc.	$2.52M	0.54%	0.00%	Not reported	Q4 2023
PLTRPalantir Technologies Inc.	$2.43M	0.52%	0.00%	Not reported	Q3 2025
XOMExxonMobil Holdings Corp	$2.37M	0.51%	0.00%	Not reported	Q4 2025
NFLXNetflix Inc	$2.35M	0.51%	0.00%	Not reported	Q1 2019
MARMarriott International Inc	$2.18M	0.47%	0.00%	Not reported	Q3 2024
SPYSPDR S&P 500 ETF Trust	$2.13M	0.46%	Not reported	Not reported	Q4 2017
ENBEnbridge Inc	$1.98M	0.43%	0.00%	Not reported	Q3 2025
PLDPrologis, Inc.	$1.97M	0.43%	0.00%	New	Q2 2026
BEBloom Energy Corp	$1.9M	0.41%	0.00%	Not reported	Q4 2025
AVAVAeroVironment Inc	$1.75M	0.38%	0.02%	Not reported	Q3 2025
CATCaterpillar Inc	$1.72M	0.37%	0.00%	Not reported	Q4 2017
CCJCameco Corp	$1.64M	0.35%	0.00%	Not reported	Q4 2025
SIVRabrdn Silver ETF Trust	$1.36M	0.29%	0.03%	New	Q2 2026
ABTAbbott Laboratories	$1.29M	0.28%	0.00%	Not reported	Q4 2017
RKLBRocket Lab Corp	$1.29M	0.28%	0.00%	Not reported	Q4 2025
GOOGAlphabet Inc.	$1.26M	0.27%	Not reported	Not reported	Q1 2021

Q4 2025Reported Jan 15, 202692 positions
AAPLApple Inc.	$22.6M	5.39%	0.00%	+1.6%	Q4 2017
GOOGLAlphabet Inc.	$18.1M	4.32%	0.00%	-5.5%	Q4 2017
AMZNAmazon Com Inc	$17.7M	4.23%	0.00%	+3.0%	Q4 2017
MSFTMicrosoft Corp	$13.6M	3.26%	0.00%	+22.9%	Q1 2019
NVDANvidia Corp	$12.4M	2.96%	0.00%	-4.2%	Q4 2021
COSTCostco Wholesale Corp	$11.9M	2.85%	0.00%	+8.7%	Q4 2017
JPMJPMorgan Chase & Co	$10.9M	2.59%	0.00%	-0.7%	Q4 2017
ABBVAbbVie Inc.	$8.8M	2.10%	0.00%	-2.1%	Q4 2017
PANWPalo Alto Networks Inc	$8.77M	2.10%	0.01%	+7.7%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$8.27M	1.98%	Not reported	-28.5%	Q2 2018
LRCXLam Research Corp	$7.16M	1.71%	0.00%	-18.6%	Q2 2018
CEGConstellation Energy Corp	$6.81M	1.63%	0.01%	-9.4%	Q1 2024
VVisa Inc.	$5.63M	1.34%	0.00%	+9.3%	Q2 2018
AVGOBroadcom Inc.	$5.42M	1.30%	0.00%	+2.2%	Q3 2019
BRK.BBerkshire Hathaway Inc	$5.26M	1.26%	Not reported	+19.9%	Q4 2017
LLYELI LILLY & Co	$5.19M	1.24%	0.00%	+39.4%	Q4 2019
DEDeere & Co	$5.13M	1.23%	0.00%	+31.8%	Q4 2017
MCDMcdonalds Corp	$4.48M	1.07%	0.00%	+21.4%	Q4 2017
SMHMarket Vectors ETF Trust	$4.33M	1.03%	Not reported	+209.6%	Q2 2025
WMTWalmart Inc.	$4.04M	0.97%	0.00%	+4.4%	Q3 2020
WMWaste Management Inc	$3.81M	0.91%	0.00%	+26.8%	Q2 2020
HDHome Depot, Inc.	$3.65M	0.87%	0.00%	+16.5%	Q1 2020
AAAUGoldman Sachs Physical Gold ETF	$3.51M	0.84%	0.14%	+3.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$3.32M	0.79%	Not reported	-29.6%	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$3.25M	0.78%	0.00%	+8.8%	Q3 2024
TSLATesla, Inc.	$3.22M	0.77%	0.00%	+177.7%	Q1 2022
PLTRPalantir Technologies Inc.	$2.91M	0.70%	0.00%	+288.9%	Q3 2025
ALLAllstate Corp	$2.9M	0.69%	0.01%	-0.9%	Q4 2017
NFLXNetflix Inc	$2.75M	0.66%	0.00%	+426.2%	Q1 2019
SHLDSears Holdings Corp	$2.65M	0.63%	0.04%	New	Q4 2025
LMTLockheed Martin Corp	$2.53M	0.60%	0.00%	+57.1%	Q4 2017
TJXTJX Companies Inc	$2.52M	0.60%	0.00%	+13.7%	Q1 2020
HOODRobinhood Markets, Inc.	$2.5M	0.60%	0.01%	+221.2%	Q2 2025
SYKStryker Corp	$2.5M	0.60%	0.00%	+112.8%	Q2 2025
GSGoldman Sachs Group Inc	$2.35M	0.56%	0.00%	-20.1%	Q1 2022
DLRDigital Realty Trust, Inc.	$2.3M	0.55%	0.00%	-2.8%	Q4 2023
AVAVAeroVironment Inc	$2.19M	0.52%	0.02%	+157.9%	Q3 2025
FCXFreeport-Mcmoran Inc	$1.97M	0.47%	0.00%	+375.1%	Q2 2025
MARMarriott International Inc	$1.91M	0.46%	0.00%	-13.6%	Q3 2024
SESea Ltd	$1.89M	0.45%	0.01%	+66.7%	Q3 2025
ABTAbbott Laboratories	$1.71M	0.41%	0.00%	+32.0%	Q4 2017
MAMastercard Inc	$1.64M	0.39%	0.00%	-20.5%	Q1 2020
NOBLNoble International, Ltd.	$1.18M	0.28%	Not reported	-24.8%	Q1 2021
JIVEJive Software, Inc.	$1.15M	0.28%	0.02%	New	Q4 2025
SHWSherwin Williams Co	$1.12M	0.27%	0.00%	-3.8%	Q4 2017
TAt&T Inc.	$1.05M	0.25%	0.00%	Not reported	Q4 2019
METAMeta Platforms, Inc.	$938K	0.22%	Not reported	-29.0%	Q4 2017
CCJCameco Corp	$930K	0.22%	0.00%	New	Q4 2025
CATCaterpillar Inc	$927K	0.22%	0.00%	Not reported	Q4 2017
AMGNAmgen Inc	$920K	0.22%	0.00%	+7.5%	Q4 2022

Q3 2025Reported Nov 5, 202576 positions
AAPLApple Inc.	$20.8M	5.22%	0.00%	+1.0%	Q4 2017
AMZNAmazon Com Inc	$16.3M	4.10%	0.00%	+1.3%	Q4 2017
GOOGLAlphabet Inc.	$14.9M	3.74%	0.00%	-1.1%	Q4 2017
NVDANvidia Corp	$12.9M	3.24%	0.00%	-0.2%	Q4 2021
MSFTMicrosoft Corp	$11.9M	2.99%	0.00%	+0.7%	Q1 2019
COSTCostco Wholesale Corp	$11.8M	2.96%	0.00%	+1.4%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$11.3M	2.84%	Not reported	-0.3%	Q2 2018
JPMJPMorgan Chase & Co	$10.7M	2.69%	0.00%	+0.5%	Q4 2017
ABBVAbbVie Inc.	$9.11M	2.29%	0.00%	-0.8%	Q4 2017
PANWPalo Alto Networks Inc	$9M	2.26%	0.01%	+4.4%	Q1 2020
CEGConstellation Energy Corp	$7M	1.76%	0.01%	+0.4%	Q1 2024
LRCXLam Research Corp	$6.88M	1.73%	0.00%	-1.6%	Q2 2018
AVGOBroadcom Inc.	$5.06M	1.27%	0.00%	+4.2%	Q3 2019
VVisa Inc.	$5.01M	1.26%	0.00%	+1.2%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$4.61M	1.16%	Not reported	-1.6%	Q4 2017
BRK.BBerkshire Hathaway Inc	$4.39M	1.10%	Not reported	+5.2%	Q4 2017
DEDeere & Co	$3.82M	0.96%	0.00%	+4.3%	Q4 2017
HDHome Depot, Inc.	$3.69M	0.93%	0.00%	+2.9%	Q1 2020
MCDMcdonalds Corp	$3.67M	0.92%	0.00%	+0.9%	Q4 2017
WMTWalmart Inc.	$3.58M	0.90%	0.00%	+0.7%	Q3 2020
CRWDCrowdStrike Holdings, Inc.	$3.13M	0.79%	0.00%	+1.6%	Q3 2024
AAAUGoldman Sachs Physical Gold ETF	$3.04M	0.76%	0.15%	+4.2%	Q4 2024
WMWaste Management Inc	$3.02M	0.76%	0.00%	+4.3%	Q2 2020
ALLAllstate Corp	$3.01M	0.76%	0.01%	-4.7%	Q4 2017
GSGoldman Sachs Group Inc	$2.66M	0.67%	0.00%	-2.3%	Q1 2022
DLRDigital Realty Trust, Inc.	$2.65M	0.66%	0.00%	+1.7%	Q4 2023
LLYELI LILLY & Co	$2.64M	0.66%	0.00%	+3.1%	Q4 2019
TJXTJX Companies Inc	$2.08M	0.52%	0.00%	+5.8%	Q1 2020
MAMastercard Inc	$2.05M	0.52%	0.00%	Not reported	Q1 2020
MARMarriott International Inc	$1.86M	0.47%	0.00%	-0.3%	Q3 2024
LMTLockheed Martin Corp	$1.66M	0.42%	0.00%	+11.1%	Q4 2017
SESea Ltd	$1.58M	0.40%	0.01%	New	Q3 2025
NOBLNoble International, Ltd.	$1.56M	0.39%	Not reported	+0.6%	Q1 2021
METAMeta Platforms, Inc.	$1.47M	0.37%	Not reported	-2.0%	Q4 2017
ABTAbbott Laboratories	$1.39M	0.35%	0.00%	+4.0%	Q4 2017
SMHMarket Vectors ETF Trust	$1.27M	0.32%	Not reported	+72.4%	Q2 2025
SHWSherwin Williams Co	$1.24M	0.31%	0.00%	-2.5%	Q4 2017
SYKStryker Corp	$1.24M	0.31%	0.00%	+64.9%	Q2 2025
TSLATesla, Inc.	$1.15M	0.29%	0.00%	+65.4%	Q1 2022
AVAVAeroVironment Inc	$1.11M	0.28%	0.01%	New	Q3 2025
HOODRobinhood Markets, Inc.	$986K	0.25%	0.00%	+75.3%	Q2 2025
PLTRPalantir Technologies Inc.	$767K	0.19%	0.00%	New	Q3 2025
AMGNAmgen Inc	$737K	0.19%	0.00%	+0.7%	Q4 2022
NXPINXP Semiconductors N.V.	$726K	0.18%	0.00%	-6.3%	Q4 2023
NFLXNetflix Inc	$668K	0.17%	0.00%	+27.5%	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$609K	0.15%	0.00%	+0.7%	Q1 2022
KLACKla Corp	$605K	0.15%	0.00%	Not reported	Q4 2022
STXSeagate Technology Holdings plc	$576K	0.14%	0.00%	Not reported	Q1 2024
LOWLowes Companies Inc	$554K	0.14%	0.00%	Not reported	Q4 2021
SOSouthern Co	$520K	0.13%	0.00%	+8.0%	Q1 2020

Q2 2025Reported Aug 15, 202568 positions
AAPLApple Inc.	$16.6M	4.54%	0.00%	+3.7%	Q4 2017
AMZNAmazon Com Inc	$16.1M	4.41%	0.00%	+3.9%	Q4 2017
COSTCostco Wholesale Corp	$12.4M	3.40%	0.00%	+2.3%	Q4 2017
MSFTMicrosoft Corp	$11.3M	3.10%	0.00%	+8.3%	Q1 2019
NVDANvidia Corp	$10.9M	3.00%	0.00%	+8.0%	Q4 2021
GOOGLAlphabet Inc.	$10.9M	2.98%	0.00%	+5.7%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$10.4M	2.85%	Not reported	+1.6%	Q2 2018
JPMJPMorgan Chase & Co	$9.78M	2.68%	0.00%	+0.6%	Q4 2017
PANWPalo Alto Networks Inc	$8.66M	2.37%	0.01%	+1.8%	Q1 2020
ABBVAbbVie Inc.	$7.36M	2.02%	0.00%	+2.0%	Q4 2017
CEGConstellation Energy Corp	$6.84M	1.87%	0.01%	+5.4%	Q1 2024
VVisa Inc.	$5.15M	1.41%	0.00%	+3.7%	Q2 2018
LRCXLam Research Corp	$5.08M	1.39%	0.00%	-1.1%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$4.34M	1.19%	Not reported	-1.4%	Q4 2017
DEDeere & Co	$4.07M	1.12%	0.00%	+1.5%	Q4 2017
AVGOBroadcom Inc.	$4.05M	1.11%	0.00%	+1.4%	Q3 2019
BRK.BBerkshire Hathaway Inc	$4.03M	1.10%	Not reported	+8.6%	Q4 2017
MCDMcdonalds Corp	$3.49M	0.96%	0.00%	-1.1%	Q4 2017
WMTWalmart Inc.	$3.37M	0.92%	0.00%	+1.4%	Q3 2020
HDHome Depot, Inc.	$3.25M	0.89%	0.00%	+3.1%	Q1 2020
CRWDCrowdStrike Holdings, Inc.	$3.2M	0.88%	0.00%	+20.9%	Q3 2024
WMWaste Management Inc	$3M	0.82%	0.00%	+3.2%	Q2 2020
ALLAllstate Corp	$2.96M	0.81%	0.01%	+0.7%	Q4 2017
CRMSalesforce, Inc.	$2.66M	0.73%	0.00%	-1.9%	Q3 2018
DLRDigital Realty Trust, Inc.	$2.62M	0.72%	0.00%	+1.1%	Q4 2023
LLYELI LILLY & Co	$2.62M	0.72%	0.00%	+12.8%	Q4 2019
AAAUGoldman Sachs Physical Gold ETF	$2.5M	0.68%	0.16%	+2.6%	Q4 2024
GSGoldman Sachs Group Inc	$2.42M	0.66%	0.00%	-2.6%	Q1 2022
MAMastercard Inc	$2.03M	0.55%	0.00%	-1.0%	Q1 2020
MARMarriott International Inc	$1.95M	0.53%	0.00%	-1.5%	Q3 2024
TJXTJX Companies Inc	$1.68M	0.46%	0.00%	+7.3%	Q1 2020
NOBLNoble International, Ltd.	$1.52M	0.41%	Not reported	+0.2%	Q1 2021
METAMeta Platforms, Inc.	$1.51M	0.41%	Not reported	-0.1%	Q4 2017
LMTLockheed Martin Corp	$1.39M	0.38%	0.00%	+23.9%	Q4 2017
ABTAbbott Laboratories	$1.35M	0.37%	0.00%	+1.1%	Q4 2017
SHWSherwin Williams Co	$1.26M	0.34%	0.00%	-0.7%	Q4 2017
SYKStryker Corp	$802K	0.22%	0.00%	New	Q2 2025
ADBEAdobe Inc.	$771K	0.21%	0.00%	-2.5%	Q2 2020
NXPINXP Semiconductors N.V.	$744K	0.20%	0.00%	-0.9%	Q4 2023
AMGNAmgen Inc	$725K	0.20%	0.00%	-2.8%	Q4 2022
SMHMarket Vectors ETF Trust	$628K	0.17%	Not reported	New	Q2 2025
NFLXNetflix Inc	$585K	0.16%	0.00%	+14.4%	Q1 2019
KLACKla Corp	$502K	0.14%	0.00%	+1.3%	Q4 2022
TSLATesla, Inc.	$495K	0.14%	0.00%	+38.1%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$490K	0.13%	0.00%	+0.9%	Q1 2022
LOWLowes Companies Inc	$489K	0.13%	0.00%	-0.8%	Q4 2021
SOSouthern Co	$466K	0.13%	0.00%	+7.2%	Q1 2020
PGPROCTER & GAMBLE Co	$432K	0.12%	0.00%	-0.7%	Q4 2017
HOODRobinhood Markets, Inc.	$368K	0.10%	0.00%	New	Q2 2025
EXCExelon Corp	$362K	0.10%	0.00%	+26.0%	Q4 2024

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