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Portfolio (Quarterly) Guide ↗

Nikulski Financial, Inc.

· CIK 0001729847
13F Portfolio $418M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 166 New
Page 8 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PSKY PARAMOUNT SKYDANCE CORP Communication Services 25,693.0 $344K 0.08% NEW $13.40 -24.4%
142 XOM EXXON MOBIL CORP Energy 2,692.0 $324K 0.08% NEW $120.34 +29.9%
143 COF CAPITAL ONE FINL CORP Financial Services 1,333.0 $323K 0.08% NEW $242.32 -23.0%
144 BE BLOOM ENERGY CORP Industrials 3,706.0 $322K 0.08% NEW $86.89 +254.3%
145 DAX GLOBAL X FDS 6,950.0 $317K 0.08% NEW $45.63 -0.2%
146 DVY ISHARES TR 2,225.0 $314K 0.07% NEW $141.14 +9.2%
147 NEAR ISHARES U S ETF TR 6,135.0 $313K 0.07% NEW $51.10 -0.8%
148 QCOM QUALCOMM INC Technology 1,754.0 $300K 0.07% NEW $171.01 +18.4%
149 OKLO OKLO INC Utilities 4,161.0 $299K 0.07% NEW $71.76 -9.3%
150 NXPI NXP SEMICONDUCTORS N V Technology 1,370.0 $298K 0.07% NEW $217.23 +37.8%
151 GII SPDR INDEX SHS FDS 4,244.0 $296K 0.07% NEW $69.77 +9.8%
152 XSHQ INVESCO EXCH TRADED FD TR II 7,025.0 $296K 0.07% NEW $42.09 +7.9%
153 VUG VANGUARD INDEX FDS 598.0 $292K 0.07% NEW $487.86 -82.1%
154 XMHQ INVESCO EXCHANGE TRADED FD T 2,620.0 $268K 0.06% NEW $102.41 +5.0%
155 QQQM INVESCO EXCH TRADED FD TR II 1,027.0 $260K 0.06% NEW $253.02 +16.3%
156 BALT INNOVATOR ETFS TRUST 7,600.0 $255K 0.06% NEW $33.51 +1.8%
157 PNOV INNOVATOR ETFS TRUST 5,762.0 $241K 0.06% NEW $41.78 +5.2%
158 CSCO CISCO SYS INC Technology 3,101.0 $239K 0.06% NEW $77.03 +53.5%
159 CGMS CAPITAL GRP FIXED INCM ETF T 8,482.0 $234K 0.06% NEW $27.62 -0.6%
160 RY ROYAL BK CDA Financial Services 1,313.0 $224K 0.05% NEW $170.50 +9.8%
Page 8 of 9  ·  166 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 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%