Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nikulski Financial, Inc. (CIK 1729847) reported $463.6M across 180 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($18.7M, 4.03%), PANW ($16.6M, 3.59%), LRCX ($16.3M, 3.51%), AMZN ($15.9M, 3.43%), GOOGL ($14.9M, 3.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.7M | 4.03% | 64,574 | Added |
| 2 | PANW | PALO ALTO NETWORKS INC | $16.6M | 3.59% | 48,767 | Added |
| 3 | LRCX | LAM RESEARCH CORP | $16.3M | 3.51% | 37,508 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $15.9M | 3.43% | 66,795 | Added |
| 5 | GOOGL | ALPHABET INC | $14.9M | 3.22% | 41,796 | Trimmed |
| 6 | IPKW | INVESCO EXCH TRADED FD TR II | $13.8M | 2.98% | 245,164 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $11.7M | 2.53% | 58,632 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $11.0M | 2.37% | 33,597 | Added |
| 9 | MSFT | MICROSOFT CORP | $10.5M | 2.27% | 28,206 | Added |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $10.2M | 2.20% | 10,912 | Added |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $9.8M | 2.11% | 41,369 | Trimmed |
| 12 | ABBV | ABBVIE INC | $9.6M | 2.07% | 38,111 | Added |
| 13 | SMH | VANECK ETF TRUST | $8.6M | 1.85% | 13,078 | Added |
| 14 | QQQ | INVESCO QQQ TR | $8.6M | 1.85% | 11,651 | Trimmed |
| 15 | IJR | ISHARES TR | $8.0M | 1.73% | 53,920 | Trimmed |
| 16 | CRWD | CROWDSTRIKE HLDGS INC | $7.6M | 1.63% | 9,924 | Added |
| 17 | VO | VANGUARD INDEX FDS | $7.5M | 1.61% | 92,889 | Added |
| 18 | XOP | SPDR SERIES TRUST | $7.2M | 1.56% | 46,861 | Added |
| 19 | HOOD | ROBINHOOD MKTS INC | $6.9M | 1.49% | 68,771 | Added |
| 20 | SCHA | SCHWAB STRATEGIC TR | $6.8M | 1.47% | 188,766 | Added |
| 21 | SPHQ | INVESCO EXCHANGE TRADED FD T | $6.6M | 1.43% | 73,792 | Trimmed |
| 22 | LLY | ELI LILLY & CO | $6.4M | 1.39% | 5,353 | Added |
| 23 | GSLC | GOLDMAN SACHS ETF TR | $6.0M | 1.30% | 42,372 | Trimmed |
| 24 | DE | DEERE & CO | $5.8M | 1.26% | 9,197 | Added |
| 25 | FCX | FREEPORT MCMORAN INC | $5.5M | 1.18% | 86,937 | Added |
Source: SEC Form 13F filings · as of 2026-06-30