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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
Page 5 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJH ISHARES TR 19,295.0 $1.3M 0.32% -609.0 -3.1% $67.53 +7.9%
82 IYF ISHARES TR 10,992.0 $1.3M 0.32% $117.66 +4.9%
83 IGM ISHARES TR 10,444.0 $1.2M 0.31% $118.51 +31.5%
84 IYW ISHARES TR 6,735.0 $1.2M 0.30% $181.41 +32.3%
85 CAT CATERPILLAR INC Industrials 1,618.0 $1.1M 0.28% $708.46 +22.2%
86 GII SPDR INDEX SHS FDS 14,205.0 $1.1M 0.27% +10K +234.7% $76.02 +0.8%
87 IYJ ISHARES TR 7,208.0 $1.1M 0.26% +2K +40.0% $147.54 +5.1%
88 VEA VANGUARD TAX-MANAGED FDS 16,400.0 $1.1M 0.26% -3K -15.7% $64.08 +10.3%
89 SPSM SPDR SERIES TRUST 20,794.0 $1.0M 0.25% -3K -13.3% $48.32 +9.7%
90 BERKSHIRE HATHAWAY INC DEL 2,086.0 $999K 0.25% -8K -80.1% $479.10
91 SPLV INVESCO EXCH TRADED FD TR II 13,640.0 $998K 0.25% -3K -17.1% $73.14 +0.8%
92 IGV ISHARES TR 12,374.0 $991K 0.24% $80.05 +15.5%
93 XLP SELECT SECTOR SPDR TR 11,503.0 $943K 0.23% -2K -14.3% $81.98 +3.3%
94 AMGN AMGEN INC Healthcare 2,576.0 $906K 0.22% -233.0 -8.3% $351.85 -4.1%
95 SO SOUTHERN CO Utilities 9,224.0 $890K 0.22% -87.0 -0.9% $96.52 -3.0%
96 BE BLOOM ENERGY CORP Industrials 6,512.0 $882K 0.22% +3K +75.7% $135.49 +127.2%
97 RKLB ROCKET LAB CORP Industrials 12,778.0 $821K 0.20% +5K +55.1% $64.22 +109.1%
98 BITB BITWISE BITCOIN ETF TR Financial Services 21,681.0 $798K 0.20% +14K +198.2% $36.81 +14.5%
99 PJUL INNOVATOR ETFS TRUST 17,240.0 $792K 0.20% $45.97 +5.4%
100 SGOL ETFS GOLD TR Financial Services 17,637.0 $787K 0.19% NEW $44.62 -3.1%
Page 5 of 9  ·  175 positions

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%