Nikulski Financial, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Nikulski Financial, Inc. disclosed 180 stock positions valued at approximately $463.56M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, PALO ALTO NETWORKS INC, and LAM RESEARCH CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 180
- Portfolio Value
- $463.56M
Holdings by Sector
Nikulski Financial, Inc. Portfolio Holdings in Q2 2026
| 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 | Technology | 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 |
Showing 30 of 180 holdings in the latest reporting period.