Nikulski Financial, Inc.

CIK 0001729847 · BETTENDORF, IA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Nikulski Financial, Inc. reported 180 positions worth $463.6M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AAPL (4.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$463.6M
2026 Q2
Positions
180
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.1%
Est. Net Flow (Q)
2026 Q2
10 / 180 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$18.7M4.03%64,574
2PANWPALO ALTO NETWORKS INCSH$16.6M3.59%48,767
3LRCXLAM RESEARCH CORPSH$16.3M3.51%37,508
4AMZNAMAZON COM INCSH$15.9M3.43%66,795
5GOOGLALPHABET INCSH$14.9M3.22%41,796
6IPKWINVESCO EXCH TRADED FD TR IISH$13.8M2.98%245,164
7NVDANVIDIA CORPORATIONSH$11.7M2.53%58,632
8JPMJPMORGAN CHASE & COSH$11.0M2.37%33,597
9MSFTMICROSOFT CORPSH$10.5M2.27%28,206
10COSTCOSTCO WHOLESALE CORPORATIONSH$10.2M2.20%10,912

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Nikulski Financial, Inc. hold as of Q2 2026?

Nikulski Financial, Inc. reported 180 positions worth $463.6M in its Q2 2026 13F filing. Largest positions: AAPL (4.0%), PANW (3.6%), LRCX (3.5%), AMZN (3.4%) and GOOGL (3.2%).

What did Nikulski Financial, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Nikulski Financial, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.