Portfolio (Quarterly)
Guide ↗
Nikulski Financial, Inc.
· CIK 0001729847| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | LOW | LOWES COS INC | Consumer Cyclical | 1,844.0 | $445K | 0.11% | NEW | — | $241.11 | -13.9% |
| 122 | IUSG | ISHARES TR | — | 2,630.0 | $442K | 0.11% | NEW | — | $167.94 | +12.2% |
| 123 | PATH | UIPATH INC | Technology | 25,992.0 | $426K | 0.10% | NEW | — | $16.39 | -27.2% |
| 124 | GLW | CORNING INC | Technology | 4,844.0 | $424K | 0.10% | NEW | — | $87.56 | +114.4% |
| 125 | PAUG | INNOVATOR ETFS TRUST | — | 9,638.0 | $417K | 0.10% | NEW | — | $43.25 | +5.9% |
| 126 | MU | MICRON TECHNOLOGY INC | Technology | 1,445.0 | $412K | 0.10% | NEW | — | $285.41 | +244.5% |
| 127 | PDEC | INNOVATOR ETFS TRUST | — | 9,326.0 | $405K | 0.10% | NEW | — | $43.38 | +6.4% |
| 128 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 2,743.0 | $393K | 0.09% | NEW | — | $143.32 | +2.0% |
| 129 | RSP | INVESCO EXCHANGE TRADED FD T | — | 2,042.0 | $391K | 0.09% | NEW | — | $191.56 | +11.4% |
| 130 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 5,103.0 | $387K | 0.09% | NEW | — | $75.91 | -33.7% |
| 131 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,863.0 | $385K | 0.09% | NEW | — | $206.92 | +22.7% |
| 132 | QUAL | ISHARES TR | — | 1,898.0 | $377K | 0.09% | NEW | — | $198.64 | +10.4% |
| 133 | ACHR | ARCHER AVIATION INC | Industrials | 48,770.0 | $367K | 0.09% | NEW | — | $7.52 | -35.5% |
| 134 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 13,681.0 | $358K | 0.09% | NEW | — | $26.18 | -29.1% |
| 135 | PEP | PEPSICO INC | Consumer Defensive | 2,476.0 | $355K | 0.09% | NEW | — | $143.50 | -5.6% |
| 136 | — | INNOVATOR ETFS TRUST | — | 14,125.0 | $355K | 0.09% | NEW | — | $25.14 | — |
| 137 | JOBY | JOBY AVIATION INC | Industrials | 26,718.0 | $353K | 0.08% | NEW | — | $13.20 | -40.2% |
| 138 | SNOW | SNOWFLAKE INC | Technology | 1,587.0 | $348K | 0.08% | NEW | — | $219.36 | +25.8% |
| 139 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 7,271.0 | $346K | 0.08% | NEW | — | $47.56 | -26.3% |
| 140 | BLK | BLACKROCK INC | Financial Services | 322.0 | $345K | 0.08% | NEW | — | $1070.48 | -4.2% |
① 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
31.7%
Financial Services
16.8%
Consumer Cyclical
14.0%
Communication Services
9.6%
Healthcare
8.0%
Industrials
6.8%
Consumer Defensive
6.7%
Utilities
3.5%
Basic Materials
1.2%
Real Estate
0.9%