Nikulski Financial, Inc. Portfolio Stock Holdings
Nikulski Financial, Inc. disclosed 180 stock positions valued at approximately $463.6 million in its latest SEC 13F filing. The largest holdings include APPLE INC, PALO ALTO NETWORKS INC, and LAM RESEARCH CORP. The filing reflects positions held as of June 30, 2026 and was filed on July 28, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 180
- Portfolio Value
- $463.6M
Holdings by Sector
Nikulski Financial, Inc. Portfolio Holdings in Q2 2026
177 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.03% | 64,574 | +555 | +0.87% | $18,685,178 |
| PALO ALTO NETWORKS INC | PANW | Technology | 3.59% | 48,767 | +1,233 | +2.59% | $16,630,526 |
| LAM RESEARCH CORP | LRCX | Other | 3.51% | 37,508 | -1,749 | -4.46% | $16,255,804 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.43% | 66,795 | +1,611 | +2.47% | $15,919,880 |
| ALPHABET INC | GOOGL | Communication Services | 3.22% | 41,796 | -1,572 | -3.62% | $14,936,736 |
| INVESCO EXCH TRADED FD TR II | IPKW | Other | 2.98% | 245,164 | +15,376 | +6.69% | $13,809,968 |
| NVIDIA CORPORATION | NVDA | Technology | 2.53% | 58,632 | -211 | -0.36% | $11,731,620 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.37% | 33,597 | +135 | +0.40% | $10,997,190 |
| MICROSOFT CORP | MSFT | Technology | 2.27% | 28,206 | +845 | +3.09% | $10,521,465 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.20% | 10,912 | +169 | +1.57% | $10,208,154 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.11% | 41,369 | -144 | -0.35% | $9,788,847 |
| ABBVIE INC | ABBV | Healthcare | 2.07% | 38,111 | +629 | +1.68% | $9,590,194 |
| INVESCO QQQ TR | QQQ | Other | 1.85% | 11,651 | -411 | -3.41% | $8,580,693 |
| VANECK ETF TRUST | SMH | Other | 1.85% | 13,078 | +674 | +5.43% | $8,577,729 |
| ISHARES TR | IJR | Other | 1.73% | 53,920 | -4,961 | -8.43% | $7,996,859 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.63% | 9,924 | +106 | +1.08% | $7,573,401 |
| VANGUARD INDEX FDS | VO | Other | 1.61% | 92,889 | +70,159 | +308.66% | $7,484,106 |
| SPDR SERIES TRUST | XOP | Other | 1.56% | 46,861 | +516 | +1.11% | $7,228,762 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 1.49% | 68,771 | +12,723 | +22.70% | $6,896,356 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.47% | 188,766 | +5,035 | +2.74% | $6,820,104 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 1.43% | 73,792 | -6,468 | -8.06% | $6,648,641 |
| ELI LILLY & CO | LLY | Healthcare | 1.39% | 5,353 | +347 | +6.93% | $6,420,691 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 1.30% | 42,372 | -5,318 | -11.15% | $6,012,194 |
| DEERE & CO | DE | Industrials | 1.26% | 9,197 | +337 | +3.80% | $5,835,294 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 1.18% | 86,937 | +1,941 | +2.28% | $5,467,486 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.16% | 169,587 | +6,447 | +3.95% | $5,377,612 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 1.13% | 30,764 | +2,376 | +8.37% | $5,234,187 |
| VISA INC | V | Financial Services | 1.10% | 14,905 | -86 | -0.57% | $5,113,586 |
| GOLDMAN SACHS PHYSICAL GOLD | AAAU | Other | 1.05% | 123,390 | +3,005 | +2.50% | $4,882,532 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 1.05% | 19,580 | +546 | +2.87% | $4,863,122 |
| BROADCOM INC | AVGO | Technology | 1.04% | 12,730 | -671 | -5.01% | $4,808,760 |
| WISDOMTREE TR | DON | Other | 0.98% | 80,685 | -2,488 | -2.99% | $4,560,313 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.89% | 15,274 | +928 | +6.47% | $4,128,614 |
| TESLA INC | TSLA | Consumer Cyclical | 0.87% | 9,548 | +1,036 | +12.17% | $4,015,889 |
| WASTE MGMT INC DEL | WM | Industrials | 0.85% | 17,703 | +246 | +1.41% | $3,945,564 |
| WALMART INC | WMT | Consumer Defensive | 0.82% | 33,530 | -41 | -0.12% | $3,797,617 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.82% | 10,766 | +534 | +5.22% | $3,796,889 |
| VANGUARD STAR FDS | VXUS | Other | 0.78% | 42,152 | -3,388 | -7.44% | $3,603,575 |
| GLOBAL X FDS | SHLD | Other | 0.77% | 59,702 | +4,795 | +8.73% | $3,565,477 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.75% | 96,382 | +22,558 | +30.56% | $3,494,800 |
| INNOVATOR ETFS TRUST | PAPR | Other | 0.74% | 81,818 | -7,185 | -8.07% | $3,452,740 |
| ALLSTATE CORP | ALL | Financial Services | 0.68% | 13,155 | -150 | -1.13% | $3,131,637 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.66% | 5,962 | +427 | +7.71% | $3,037,652 |
| ISHARES TR | IJJ | Other | 0.62% | 19,346 | -2,429 | -11.15% | $2,857,962 |
| SEA LTD | SE | Consumer Cyclical | 0.60% | 28,999 | +7,319 | +33.76% | $2,778,974 |
| INVESCO EXCH TRADED FD TR II | PFIG | Other | 0.60% | 116,023 | +5,165 | +4.66% | $2,775,270 |
| VANGUARD INDEX FDS | VTV | Other | 0.59% | 12,642 | -895 | -6.61% | $2,755,042 |
| STRYKER CORPORATION | SYK | Healthcare | 0.56% | 8,260 | +130 | +1.60% | $2,601,100 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.56% | 17,110 | +450 | +2.70% | $2,592,173 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.55% | 2,519 | -29 | -1.14% | $2,547,885 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 0.54% | 14,057 | -389 | -2.69% | $2,524,293 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.53% | 26,188 | -575 | -2.15% | $2,445,437 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.52% | 20,829 | +2,539 | +13.88% | $2,430,119 |
| EXXON MOBIL CORP | XOM | Energy | 0.51% | 17,331 | +1,333 | +8.33% | $2,369,494 |
| NETFLIX INC. | NFLX | Communication Services | 0.51% | 32,927 | +424 | +1.30% | $2,350,988 |
| VANGUARD INDEX FDS | VNQ | Other | 0.49% | 23,746 | +508 | +2.19% | $2,289,808 |
| VANGUARD INDEX FDS | VTI | Other | 0.49% | 6,140 | -305 | -4.73% | $2,272,180 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.47% | 5,896 | -34 | -0.57% | $2,184,824 |
| INNOVATOR ETFS TRUST | PJAN | Other | 0.46% | 43,350 | -2,050 | -4.52% | $2,145,392 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.46% | 2,855 | -573 | -16.72% | $2,132,028 |
| WISDOMTREE TR | DGRW | Other | 0.46% | 22,227 | -1,303 | -5.54% | $2,125,384 |
| SPDR SERIES TRUST | SPHY | Other | 0.45% | 88,026 | +2,540 | +2.97% | $2,063,341 |
| ENBRIDGE INC | ENB | Energy | 0.43% | 36,510 | -420 | -1.14% | $1,979,207 |
| PROLOGIS INC. | PLD | Real Estate | 0.43% | 14,566 | +1,054 | +7.80% | $1,973,298 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.42% | 38,488 | -2,837 | -6.87% | $1,946,355 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.42% | 57,392 | -5,185 | -8.29% | $1,942,147 |
| VANGUARD INDEX FDS | VOE | Other | 0.42% | 9,781 | +1,473 | +17.73% | $1,932,646 |
| BLOOM ENERGY CORP | BE | Industrials | 0.41% | 6,282 | -230 | -3.53% | $1,901,561 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.41% | 93,169 | +213 | +0.23% | $1,897,853 |
| ISHARES TR | IWF | Other | 0.41% | 15,201 | +11,178 | +277.85% | $1,887,549 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.38% | 18,105 | +1,038 | +6.08% | $1,777,870 |
| AEROVIRONMENT INC | AVAV | Industrials | 0.38% | 10,598 | +346 | +3.37% | $1,749,426 |
| CATERPILLAR INC | CAT | Industrials | 0.37% | 1,618 | - | - | $1,723,008 |
| VANGUARD BD INDEX FDS | BND | Other | 0.36% | 22,673 | -535 | -2.31% | $1,664,453 |
| CAMECO CORP | CCJ | Energy | 0.35% | 16,079 | +1 | +0.01% | $1,637,807 |
| VANECK ETF TRUST | NLR | Other | 0.32% | 12,847 | +1,642 | +14.65% | $1,489,995 |
| ISHARES TR | IJH | Other | 0.31% | 18,659 | -636 | -3.30% | $1,438,787 |
| ABRDN SILVER ETF TRUST | SIVR | Other | 0.29% | 24,140 | +1,010 | +4.37% | $1,357,151 |
| ISHARES TR | SOXX | Other | 0.29% | 2,084 | -2,375 | -53.26% | $1,335,248 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.28% | 14,216 | +937 | +7.06% | $1,289,945 |
| ALPHABET INC | GOOG | Communication Services | 0.27% | 3,568 | +952 | +36.39% | $1,260,762 |
| SPDR INDEX SHS FDS | GII | Other | 0.27% | 16,295 | +2,090 | +14.71% | $1,233,694 |
| INNOVATOR ETFS TRUST | PJUN | Other | 0.26% | 28,045 | +14,955 | +114.25% | $1,212,385 |
| SPDR SERIES TRUST | SPSM | Other | 0.26% | 20,681 | -113 | -0.54% | $1,192,694 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.25% | 16,402 | +2 | +0.01% | $1,168,612 |
| SNOWFLAKE INC | SNOW | Technology | 0.24% | 4,414 | +15 | +0.34% | $1,123,363 |
| CORNING INC | GLW | Technology | 0.24% | 4,313 | +1,228 | +39.81% | $1,101,615 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.21% | 1,026 | -316 | -23.55% | $990,349 |
| AMGEN INC | AMGN | Healthcare | 0.21% | 2,731 | +155 | +6.02% | $988,938 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.21% | 827 | -200 | -19.47% | $954,598 |
| ISHARES TR | IBB | Other | 0.20% | 4,915 | +3,077 | +167.41% | $934,764 |
| KLA CORP | KLAC | Technology | 0.20% | 3,058 | +2,706 | +768.75% | $922,490 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.20% | 1,831 | -255 | -12.22% | $916,237 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.20% | 1,909 | -16 | -0.83% | $912,151 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.19% | 10,733 | -770 | -6.69% | $891,592 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.19% | 11,815 | -1,825 | -13.38% | $884,968 |
| ISHARES TR | IGM | Other | 0.19% | 5,307 | -5,137 | -49.19% | $868,109 |
| ISHARES TR | IYW | Other | 0.18% | 3,360 | -3,375 | -50.11% | $847,382 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.18% | 2,791 | +735 | +35.75% | $845,722 |
| ISHARES TR | IYM | Other | 0.18% | 4,564 | +4,564 | +100.00% | $819,417 |