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Portfolio (Quarterly) Guide ↗

Nikulski Financial, Inc.

· CIK 0001729847
13F Portfolio $181.9B AUM 32 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 62 Added 82 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PLD PROLOGIS INC. Real Estate 13,512.0 $1.8M 0.44% NEW $132.18 +9.5%
2 SIVR ABRDN SILVER ETF TRUST Financial Services 23,130.0 $1.7M 0.41% NEW $71.61 +1.9%
3 NLR VANECK ETF TRUST 11,205.0 $1.5M 0.37% NEW $133.19 -2.4%
4 SGOL ETFS GOLD TR Financial Services 17,637.0 $787K 0.19% NEW $44.62 -3.1%
5 VWO VANGUARD INTL EQUITY INDEX F 12,117.0 $655K 0.16% NEW $54.05 +8.6%
6 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 22,782.0 $556K 0.14% NEW $24.39 +1.1%
7 MINO PIMCO ETF TR 10,577.0 $478K 0.12% NEW $45.17 -0.4%
8 AXP AMERICAN EXPRESS CO Financial Services 1,051.0 $318K 0.08% NEW $302.48 +2.4%
9 FBND FIDELITY MERRIMACK STR TR 6,752.0 $308K 0.08% NEW $45.62 -0.6%
10 CORP PIMCO ETF TR 2,898.0 $281K 0.07% NEW $96.80 -0.9%
11 COP CONOCOPHILLIPS Energy 1,662.0 $219K 0.05% NEW $131.99 -8.7%
12 KO COCA COLA CO Consumer Defensive 2,818.0 $215K 0.05% NEW $76.12 +6.6%
13 PFEB INNOVATOR ETFS TRUST 5,315.0 $213K 0.05% NEW $40.10 +6.5%
14 CVX CHEVRON CORPORATION Energy 979.0 $203K 0.05% NEW $206.90 -7.7%
15 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,491.0 $202K 0.05% NEW $80.96 -3.1%
16 F FORD MTR CO Consumer Cyclical 12,105.0 $140K 0.03% NEW $11.54 +18.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.2%
Financial Services 18.2%
Consumer Cyclical 13.1%
Industrials 8.2%
Healthcare 7.8%
Communication Services 7.5%
Consumer Defensive 6.8%
Utilities 3.4%
Energy 2.9%
Basic Materials 2.1%