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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 6 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GOOG ALPHABET INC Communication Services 2,616.0 $750K 0.18% +95.0 +3.8% $286.88 +33.7%
102 META META PLATFORMS INC Communication Services 1,308.0 $748K 0.18% -113.0 -8.0% $572.13 +6.2%
103 DAX GLOBAL X FDS 17,640.0 $744K 0.18% +11K +153.8% $42.16 +8.1%
104 XLY SELECT SECTOR SPDR TR 6,667.0 $727K 0.18% +711.0 +11.9% $108.98 +8.9%
105 ISRG INTUITIVE SURGICAL INC Healthcare 1,532.0 $706K 0.17% -90.0 -5.5% $460.99 -4.6%
106 SPTM SPDR SERIES TRUST 8,857.0 $700K 0.17% -1K -13.3% $79.06 +13.8%
107 PATH UIPATH INC Technology 62,880.0 $698K 0.17% +37K +141.9% $11.10 -4.8%
108 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 9,687.0 $683K 0.17% +5K +89.8% $70.51 -22.5%
109 POCT INNOVATOR ETFS TRUST 15,696.0 $677K 0.17% $43.11 +6.6%
110 VBR VANGUARD INDEX FDS 3,054.0 $664K 0.16% -8K -72.9% $217.26 +6.2%
111 SNOW SNOWFLAKE INC Technology 4,399.0 $663K 0.16% +3K +177.2% $150.82 +10.7%
112 VWO VANGUARD INTL EQUITY INDEX F 12,117.0 $655K 0.16% NEW $54.05 +8.6%
113 VZ VERIZON COMMUNICATIONS INC Communication Services 13,006.0 $653K 0.16% +494.0 +4.0% $50.20 -4.7%
114 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,925.0 $651K 0.16% -115.0 -5.6% $338.19 +18.8%
115 VUSB VANGUARD BD INDEX FDS 12,891.0 $642K 0.16% +2K +19.4% $49.78 -0.1%
116 CGMS CAPITAL GRP FIXED INCM ETF T 23,107.0 $629K 0.15% +15K +172.4% $27.23 +0.8%
117 IJS ISHARES TR 5,155.0 $611K 0.15% -55.0 -1.1% $118.45 +8.3%
118 PM PHILIP MORRIS INTL INC Consumer Defensive 3,675.0 $608K 0.15% +868.0 +30.9% $165.54 +13.9%
119 JOBY JOBY AVIATION INC Industrials 73,452.0 $607K 0.15% +47K +174.9% $8.26 +25.9%
120 DUK DUKE ENERGY CORP NEW Utilities 4,416.0 $578K 0.14% +312.0 +7.6% $130.94 -4.8%
Page 6 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%