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 $405.1M across 175 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($16.2M, 4.01%), AMZN ($13.6M, 3.35%), IPKW ($12.9M, 3.19%), GOOGL ($12.5M, 3.08%), COST ($10.7M, 2.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $16.2M | 4.01% | 64,019 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $13.6M | 3.35% | 65,184 | Trimmed |
| 3 | IPKW | INVESCO EXCH TRADED FD TR II | $12.9M | 3.19% | 229,788 | Added |
| 4 | GOOGL | ALPHABET INC | $12.5M | 3.08% | 43,368 | Trimmed |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $10.7M | 2.64% | 10,743 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $10.3M | 2.53% | 58,843 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $10.1M | 2.50% | 27,361 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $9.8M | 2.43% | 33,462 | Trimmed |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $8.9M | 2.20% | 41,513 | Trimmed |
| 10 | XOP | SPDR SERIES TRUST | $8.4M | 2.08% | 46,345 | Added |
| 11 | LRCX | LAM RESEARCH CORP | $8.4M | 2.07% | 39,257 | Trimmed |
| 12 | ABBV | ABBVIE INC | $8.2M | 2.01% | 37,482 | Trimmed |
| 13 | PANW | PALO ALTO NETWORKS INC | $7.6M | 1.88% | 47,534 | Trimmed |
| 14 | IJR | ISHARES TR | $7.3M | 1.81% | 58,881 | Trimmed |
| 15 | QQQ | INVESCO QQQ TR | $7.0M | 1.72% | 12,062 | Trimmed |
| 16 | VO | VANGUARD INDEX FDS | $6.5M | 1.61% | 22,730 | Trimmed |
| 17 | SPHQ | INVESCO EXCHANGE TRADED FD T | $6.0M | 1.49% | 80,260 | Trimmed |
| 18 | GSLC | GOLDMAN SACHS ETF TR | $6.0M | 1.47% | 47,690 | Trimmed |
| 19 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $5.6M | 1.37% | 120,385 | Added |
| 20 | SCHA | SCHWAB STRATEGIC TR | $5.3M | 1.32% | 183,731 | Trimmed |
| 21 | CEG | CONSTELLATION ENERGY CORP | $5.3M | 1.31% | 19,034 | Trimmed |
| 22 | SCHD | SCHWAB STRATEGIC TR | $5.0M | 1.24% | 163,140 | Added |
| 23 | FCX | FREEPORT MCMORAN INC | $5.0M | 1.23% | 84,996 | Added |
| 24 | DE | DEERE & CO | $5.0M | 1.23% | 8,860 | Trimmed |
| 25 | SMH | VANECK ETF TRUST | $4.8M | 1.17% | 12,404 | Added |
Source: SEC Form 13F filings · as of 2026-03-31