The Analysis of Nikulski Financial, Inc.'s Holdings & P&L


Currently, Nikulski Financial, Inc. holds 180 types of securities in its portfolio with a total value $463.6M. In the most recent quarter, they have increased their positions in VO (+70.2K shares, valued at $5.7M), IWF (+11.2K shares, valued at $1.4M), HOOD (+12.7K shares, valued at $1.3M); decreased their positions in SOXX (-2.4K shares, valued at $1.5M), IYZ (-23.1K shares, valued at $976.6K), IYW (-3.4K shares, valued at $851.2K); initiated new positions in IYM (+4.6K shares, valued at $819.4K), IDGT (+6.8K shares, valued at $818.5K), IGE (+13.3K shares, valued at $747.8K).


1M P&L
+15.5M+4.27%
3M P&L
+6.5M+1.74%
HY P&L
+7.1M+1.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A189.4M
49.0%
2Software - Infrastructure27.8M
7.2%
3Internet Retail18.7M
4.8%

Top Industries by Stock Count

1N/A88 stocks
56.1%
2Semiconductors5 stocks
3.2%
3Utilities - Regulated Electric4 stocks
2.5%
Stock Holdings
AAPL
APPLE INC
0.87%
Shares64.6K
Event2026-06-30
Filed2026-07-28
PANW
PALO ALTO NETWORKS INC
2.59%
Shares48.8K
Event2026-06-30
Filed2026-07-28
LRCX
LAM RESEARCH CORP
-4.46%
Shares37.5K
Event2026-06-30
Filed2026-07-28
AMZN
AMAZON COM INC
2.47%
Shares66.8K
Event2026-06-30
Filed2026-07-28
GOOGL
ALPHABET INC
-3.62%
Shares41.8K
Event2026-06-30
Filed2026-07-28
IPKW
INVESCO EXCH TRADED FD TR II
6.69%
Shares245.2K
Event2026-06-30
Filed2026-07-28
NVDA
NVIDIA CORPORATION
-0.36%
Shares58.6K
Event2026-06-30
Filed2026-07-28
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
0.40%
Shares33.6K
Event2026-06-30
Filed2026-07-28
MSFT
MICROSOFT CORP
3.09%
Shares28.2K
Event2026-06-30
Filed2026-07-28
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
1.57%
Shares10.9K
Event2026-06-30
Filed2026-07-28
VIG
VANGUARD SPECIALIZED FUNDS
-0.35%
Shares41.4K
Event2026-06-30
Filed2026-07-28
ABBVIE INC
ABBVIE INC
1.68%
Shares38.1K
Event2026-06-30
Filed2026-07-28
QQQ
INVESCO QQQ TR
-3.41%
Shares11.7K
Event2026-06-30
Filed2026-07-28
SMH
VANECK ETF TRUST
5.43%
Shares13.1K
Event2026-06-30
Filed2026-07-28
IJR
ISHARES TR
-8.43%
Shares53.9K
Event2026-06-30
Filed2026-07-28
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
1.08%
Shares9.9K
Event2026-06-30
Filed2026-07-28
VO
VANGUARD INDEX FDS
308.66%
Shares92.9K
Event2026-06-30
Filed2026-07-28
XOP
SPDR SERIES TRUST
1.11%
Shares46.9K
Event2026-06-30
Filed2026-07-28
HOOD
ROBINHOOD MKTS INC
22.70%
Shares68.8K
Event2026-06-30
Filed2026-07-28
SCHA
SCHWAB STRATEGIC TR
2.74%
Shares188.8K
Event2026-06-30
Filed2026-07-28
SPHQ
INVESCO EXCHANGE TRADED FD T
-8.06%
Shares73.8K
Event2026-06-30
Filed2026-07-28
LLY
ELI LILLY & CO
6.93%
Shares5.4K
Event2026-06-30
Filed2026-07-28
GSLC
GOLDMAN SACHS ETF TR
-11.15%
Shares42.4K
Event2026-06-30
Filed2026-07-28
DE
DEERE & CO
3.80%
Shares9.2K
Event2026-06-30
Filed2026-07-28
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
2.28%
Shares86.9K
Event2026-06-30
Filed2026-07-28
SCHD
SCHWAB STRATEGIC TR
3.95%
Shares169.6K
Event2026-06-30
Filed2026-07-28
XMMO
INVESCO EXCHANGE TRADED FD T
8.37%
Shares30.8K
Event2026-06-30
Filed2026-07-28
VISA INC
VISA INC
-0.57%
Shares14.9K
Event2026-06-30
Filed2026-07-28
AAAU
GOLDMAN SACHS PHYSICAL GOLD
2.50%
Shares123.4K
Event2026-06-30
Filed2026-07-28
CEG
CONSTELLATION ENERGY CORP
2.87%
Shares19.6K
Event2026-06-30
Filed2026-07-28
BROADCOM INC
BROADCOM INC
-5.01%
Shares12.7K
Event2026-06-30
Filed2026-07-28
DON
WISDOMTREE TR
-2.99%
Shares80.7K
Event2026-06-30
Filed2026-07-28
MCD
MCDONALDS CORP
6.47%
Shares15.3K
Event2026-06-30
Filed2026-07-28
TSLA
TESLA INC
12.17%
Shares9.5K
Event2026-06-30
Filed2026-07-28
JIVE
J P MORGAN EXCHANGE TRADED F
6.65%
Shares43.7K
Event2026-06-30
Filed2026-07-28
WASTE MGMT INC DEL
WASTE MGMT INC DEL
1.41%
Shares17.7K
Event2026-06-30
Filed2026-07-28
WMT
WALMART INC
-0.12%
Shares33.5K
Event2026-06-30
Filed2026-07-28
HD
HOME DEPOT INC
5.22%
Shares10.8K
Event2026-06-30
Filed2026-07-28
VXUS
VANGUARD STAR FDS
-7.44%
Shares42.2K
Event2026-06-30
Filed2026-07-28
SHLD
GLOBAL X FDS
8.73%
Shares59.7K
Event2026-06-30
Filed2026-07-28
SCHE
SCHWAB STRATEGIC TR
30.56%
Shares96.4K
Event2026-06-30
Filed2026-07-28
PAPR
INNOVATOR ETFS TRUST
-8.07%
Shares81.8K
Event2026-06-30
Filed2026-07-28
ALL
ALLSTATE CORP
-1.13%
Shares13.2K
Event2026-06-30
Filed2026-07-28
LMT
LOCKHEED MARTIN CORP
7.71%
Shares6.0K
Event2026-06-30
Filed2026-07-28
IJJ
ISHARES TR
-11.15%
Shares19.3K
Event2026-06-30
Filed2026-07-28
SE
SEA LTD
33.76%
Shares29.0K
Event2026-06-30
Filed2026-07-28
PFIG
INVESCO EXCH TRADED FD TR II
4.66%
Shares116.0K
Event2026-06-30
Filed2026-07-28
VTV
VANGUARD INDEX FDS
-6.61%
Shares12.6K
Event2026-06-30
Filed2026-07-28
SYK
STRYKER CORPORATION
1.60%
Shares8.3K
Event2026-06-30
Filed2026-07-28
TJX
TJX COS INC NEW
2.70%
Shares17.1K
Event2026-06-30
Filed2026-07-28
GS
GOLDMAN SACHS GROUP INC
-1.14%
Shares2.5K
Event2026-06-30
Filed2026-07-28
DLR
DIGITAL RLTY TR INC
-2.69%
Shares14.1K
Event2026-06-30
Filed2026-07-28
VIGI
VANGUARD WHITEHALL FDS
-2.15%
Shares26.2K
Event2026-06-30
Filed2026-07-28
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
13.88%
Shares20.8K
Event2026-06-30
Filed2026-07-28
EXXON MOBIL CORP
EXXON MOBIL CORP
8.33%
Shares17.3K
Event2026-06-30
Filed2026-07-28
NETFLIX INC.
NETFLIX INC.
1.30%
Shares32.9K
Event2026-06-30
Filed2026-07-28
VNQ
VANGUARD INDEX FDS
2.19%
Shares23.7K
Event2026-06-30
Filed2026-07-28
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-4.73%
Shares6.1K
Event2026-06-30
Filed2026-07-28
MAR
MARRIOTT INTL INC NEW
-0.57%
Shares5.9K
Event2026-06-30
Filed2026-07-28
PJAN
INNOVATOR ETFS TRUST
-4.52%
Shares43.4K
Event2026-06-30
Filed2026-07-28
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-16.72%
Shares2.9K
Event2026-06-30
Filed2026-07-28
DGRW
WISDOMTREE TR
-5.54%
Shares22.2K
Event2026-06-30
Filed2026-07-28
SPHY
SPDR SERIES TRUST
2.97%
Shares88.0K
Event2026-06-30
Filed2026-07-28
ENB
ENBRIDGE INC
-1.14%
Shares36.5K
Event2026-06-30
Filed2026-07-28
PLD
PROLOGIS INC.
7.80%
Shares14.6K
Event2026-06-30
Filed2026-07-28
JPST
J P MORGAN EXCHANGE TRADED F
-6.87%
Shares38.5K
Event2026-06-30
Filed2026-07-28
SCHG
SCHWAB STRATEGIC TR
-8.29%
Shares57.4K
Event2026-06-30
Filed2026-07-28
VOE
VANGUARD INDEX FDS
17.73%
Shares9.8K
Event2026-06-30
Filed2026-07-28
BE
BLOOM ENERGY CORP
-3.53%
Shares6.3K
Event2026-06-30
Filed2026-07-28
BKLN
INVESCO EXCH TRADED FD TR II
0.23%
Shares93.2K
Event2026-06-30
Filed2026-07-28
IWF
ISHARES TR
277.85%
Shares15.2K
Event2026-06-30
Filed2026-07-28
VYMI
VANGUARD WHITEHALL FDS
6.08%
Shares18.1K
Event2026-06-30
Filed2026-07-28
AEROVIRONMENT INC
AEROVIRONMENT INC
3.37%
Shares10.6K
Event2026-06-30
Filed2026-07-28
CAT
CATERPILLAR INC
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-28
BND
VANGUARD BD INDEX FDS
-2.31%
Shares22.7K
Event2026-06-30
Filed2026-07-28
CCJ
CAMECO CORP
0.01%
Shares16.1K
Event2026-06-30
Filed2026-07-28
NLR
VANECK ETF TRUST
14.65%
Shares12.8K
Event2026-06-30
Filed2026-07-28
IJH
ISHARES TR
-3.30%
Shares18.7K
Event2026-06-30
Filed2026-07-28
SIVR
ABRDN SILVER ETF TRUST
4.37%
Shares24.1K
Event2026-06-30
Filed2026-07-28
SOXX
ISHARES TR
-53.26%
Shares2.1K
Event2026-06-30
Filed2026-07-28
ABT
ABBOTT LABORATORIES
7.06%
Shares14.2K
Event2026-06-30
Filed2026-07-28
RKLB
ROCKET LAB CORP
-0.78%
Shares12.7K
Event2026-06-30
Filed2026-07-28
GOOG
ALPHABET INC
36.39%
Shares3.6K
Event2026-06-30
Filed2026-07-28
GII
SPDR INDEX SHS FDS
14.71%
Shares16.3K
Event2026-06-30
Filed2026-07-28
PJUN
INNOVATOR ETFS TRUST
114.25%
Shares28.0K
Event2026-06-30
Filed2026-07-28
SPSM
SPDR SERIES TRUST
-0.54%
Shares20.7K
Event2026-06-30
Filed2026-07-28
VEA
VANGUARD TAX-MANAGED FDS
0.01%
Shares16.4K
Event2026-06-30
Filed2026-07-28
SNOWFLAKE INC
SNOWFLAKE INC
0.34%
Shares4.4K
Event2026-06-30
Filed2026-07-28
GLW
CORNING INC
39.81%
Shares4.3K
Event2026-06-30
Filed2026-07-28
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-23.55%
Shares1.0K
Event2026-06-30
Filed2026-07-28
AMGN
AMGEN INC
6.02%
Shares2.7K
Event2026-06-30
Filed2026-07-28
MU
MICRON TECHNOLOGY INC
-19.47%
Shares827
Event2026-06-30
Filed2026-07-28
IBB
ISHARES TR
167.41%
Shares4.9K
Event2026-06-30
Filed2026-07-28
KLAC
KLA CORP
768.75%
Shares3.1K
Event2026-06-30
Filed2026-07-28
BRK.B
BERKSHIRE HATHAWAY INC DEL
-12.22%
Shares1.8K
Event2026-06-30
Filed2026-07-28
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-0.83%
Shares1.9K
Event2026-06-30
Filed2026-07-28
XLP
SELECT SECTOR SPDR TR
-6.69%
Shares10.7K
Event2026-06-30
Filed2026-07-28
SPLV
INVESCO EXCH TRADED FD TR II
-13.38%
Shares11.8K
Event2026-06-30
Filed2026-07-28
IGM
ISHARES TR
-49.19%
Shares5.3K
Event2026-06-30
Filed2026-07-28
IYW
ISHARES TR
-50.11%
Shares3.4K
Event2026-06-30
Filed2026-07-28
QQQM
INVESCO EXCH TRADED FD TR II
35.75%
Shares2.8K
Event2026-06-30
Filed2026-07-28
IYM
ISHARES TR
New
Shares4.6K
Event2026-06-30
Filed2026-07-28
IDGT
ISHARES TR
New
Shares6.8K
Event2026-06-30
Filed2026-07-28
PJUL
INNOVATOR ETFS TRUST
-3.02%
Shares16.7K
Event2026-06-30
Filed2026-07-28
SOUTHERN CO
SOUTHERN CO
-7.91%
Shares8.5K
Event2026-06-30
Filed2026-07-28
IYZ
ISHARES TR
-55.07%
Shares18.8K
Event2026-06-30
Filed2026-07-28
XLY
SELECT SECTOR SPDR TR
1.68%
Shares6.8K
Event2026-06-30
Filed2026-07-28
SPTM
SPDR SERIES TRUST
-1.31%
Shares8.7K
Event2026-06-30
Filed2026-07-28
CGMS
CAPITAL GRP FIXED INCM ETF T
22.34%
Shares28.3K
Event2026-06-30
Filed2026-07-28
DAX
GLOBAL X FDS
-2.81%
Shares17.1K
Event2026-06-30
Filed2026-07-28
IGE
ISHARES TR
New
Shares13.3K
Event2026-06-30
Filed2026-07-28
VBR
VANGUARD INDEX FDS
0.75%
Shares3.1K
Event2026-06-30
Filed2026-07-28
VWO
VANGUARD INTL EQUITY INDEX F
1.04%
Shares12.2K
Event2026-06-30
Filed2026-07-28
VZ
VERIZON COMMUNICATIONS INC
31.97%
Shares17.2K
Event2026-06-30
Filed2026-07-28
POCT
INNOVATOR ETFS TRUST
-1.37%
Shares15.5K
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC
META PLATFORMS INC
-3.82%
Shares1.3K
Event2026-06-30
Filed2026-07-28
IJS
ISHARES TR
-0.45%
Shares5.1K
Event2026-06-30
Filed2026-07-28
PATH
UIPATH INC
-0.12%
Shares62.8K
Event2026-06-30
Filed2026-07-28
VUSB
VANGUARD BD INDEX FDS
4.10%
Shares13.4K
Event2026-06-30
Filed2026-07-28
JOBY
JOBY AVIATION INC
0.21%
Shares73.6K
Event2026-06-30
Filed2026-07-28
SOFI
SOFI TECHNOLOGIES INC
-1.29%
Shares35.6K
Event2026-06-30
Filed2026-07-28
ETFS GOLD TR
ETFS GOLD TR
-6.89%
Shares16.4K
Event2026-06-30
Filed2026-07-28
BITB
BITWISE BITCOIN ETF TR
-9.52%
Shares19.6K
Event2026-06-30
Filed2026-07-28
ISRG
INTUITIVE SURGICAL INC
1.96%
Shares1.6K
Event2026-06-30
Filed2026-07-28
XLF
SELECT SECTOR SPDR TR
20.57%
Shares11.4K
Event2026-06-30
Filed2026-07-28
PM
PHILIP MORRIS INTL INC
-8.84%
Shares3.4K
Event2026-06-30
Filed2026-07-28
LNT
ALLIANT ENERGY CORP
0.00%
Shares7.8K
Event2026-06-30
Filed2026-07-28
OKLO
OKLO INC
0.61%
Shares11.3K
Event2026-06-30
Filed2026-07-28
DUK
DUKE ENERGY CORP NEW
-0.57%
Shares4.4K
Event2026-06-30
Filed2026-07-28
SPDR SERIES TRUST
SPDR SERIES TRUST
-12.74%
Shares6.2K
Event2026-06-30
Filed2026-07-28
HYD
VANECK ETF TRUST
4.96%
Shares10.5K
Event2026-06-30
Filed2026-07-28
VT
VANGUARD INTL EQUITY INDEX F
-0.68%
Shares3.2K
Event2026-06-30
Filed2026-07-28
ARCHER AVIATION INC
ARCHER AVIATION INC
-4.50%
Shares101.5K
Event2026-06-30
Filed2026-07-28
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-2.12%
Shares9.5K
Event2026-06-30
Filed2026-07-28
MINO
PIMCO ETF TR
-4.85%
Shares10.1K
Event2026-06-30
Filed2026-07-28
AMD
ADVANCED MICRO DEVICES INC
New
Shares773
Event2026-06-30
Filed2026-07-28
DVY
ISHARES TR
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-28
PAUG
INNOVATOR ETFS TRUST
0.00%
Shares9.5K
Event2026-06-30
Filed2026-07-28
PDEC
INNOVATOR ETFS TRUST
0.43%
Shares9.3K
Event2026-06-30
Filed2026-07-28
VB
VANGUARD INDEX FDS
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-28
PSLV
SPROTT ASSET MANAGEMENT LP
-3.55%
Shares22.0K
Event2026-06-30
Filed2026-07-28
NOBL
PROSHARES TR
98.54%
Shares6.9K
Event2026-06-30
Filed2026-07-28
CVX
CHEVRON CORPORATION
131.97%
Shares2.3K
Event2026-06-30
Filed2026-07-28
CISCO SYS INC
CISCO SYS INC
0.16%
Shares3.2K
Event2026-06-30
Filed2026-07-28
JNJ
JOHNSON & JOHNSON
1.66%
Shares1.5K
Event2026-06-30
Filed2026-07-28
QUAL
ISHARES TR
-9.66%
Shares1.7K
Event2026-06-30
Filed2026-07-28
F
FORD MTR CO
119.38%
Shares26.6K
Event2026-06-30
Filed2026-07-28
IUSG
ISHARES TR
-10.77%
Shares1.9K
Event2026-06-30
Filed2026-07-28
AXP
AMERICAN EXPRESS CO
0.10%
Shares1.1K
Event2026-06-30
Filed2026-07-28
NXP SEMICONDUCTORS N V
NXP SEMICONDUCTORS N V
New
Shares1.2K
Event2026-06-30
Filed2026-07-28
PEP
PEPSICO INC
14.89%
Shares2.5K
Event2026-06-30
Filed2026-07-28
LOW
LOWES COS INC
10.17%
Shares1.5K
Event2026-06-30
Filed2026-07-28
LAPR
INNOVATOR ETFS TRUST
-0.40%
Shares12.5K
Event2026-06-30
Filed2026-07-28
GPC
GENUINE PARTS CO
New
Shares2.7K
Event2026-06-30
Filed2026-07-28
FBND
FIDELITY MERRIMACK STR TR
0.00%
Shares6.8K
Event2026-06-30
Filed2026-07-28
VUG
VANGUARD INDEX FDS
474.92%
Shares3.4K
Event2026-06-30
Filed2026-07-28
XSHQ
INVESCO EXCH TRADED FD TR II
-3.67%
Shares6.0K
Event2026-06-30
Filed2026-07-28
PG
PROCTER & GAMBLE CO
6.89%
Shares2.0K
Event2026-06-30
Filed2026-07-28
RSP
INVESCO EXCHANGE TRADED FD T
-18.67%
Shares1.4K
Event2026-06-30
Filed2026-07-28
QCOM
QUALCOMM INC
-30.26%
Shares1.5K
Event2026-06-30
Filed2026-07-28
HWM
HOWMET AEROSPACE INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-28
CORP
PIMCO ETF TR
-3.04%
Shares2.8K
Event2026-06-30
Filed2026-07-28
RY
ROYAL BK CDA
4.17%
Shares1.3K
Event2026-06-30
Filed2026-07-28
BLK
BLACKROCK INC
-19.94%
Shares273
Event2026-06-30
Filed2026-07-28
XMHQ
INVESCO EXCHANGE TRADED FD T
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-28
BX
BLACKSTONE INC
New
Shares2.2K
Event2026-06-30
Filed2026-07-28
PNOV
INNOVATOR ETFS TRUST
-2.60%
Shares5.6K
Event2026-06-30
Filed2026-07-28
NEAR
ISHARES U S ETF TR
-16.95%
Shares4.9K
Event2026-06-30
Filed2026-07-28
T
AT&T INC
12.64%
Shares11.9K
Event2026-06-30
Filed2026-07-28
KO
COCA COLA CO
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-28
PFEB
INNOVATOR ETFS TRUST
0.00%
Shares5.3K
Event2026-06-30
Filed2026-07-28
COF
CAPITAL ONE FINL CORP
-26.36%
Shares1.1K
Event2026-06-30
Filed2026-07-28
TFC
TRUIST FINL CORP
New
Shares4.3K
Event2026-06-30
Filed2026-07-28
KIM
KIMCO REALTY CORP
New
Shares8.4K
Event2026-06-30
Filed2026-07-28
XLV
SELECT SECTOR SPDR TR
New
Shares1.3K
Event2026-06-30
Filed2026-07-28
ITW
ILLINOIS TOOL WKS INC
-3.04%
Shares766
Event2026-06-30
Filed2026-07-28
PSEP
INNOVATOR ETFS TRUST
New
Shares4.5K
Event2026-06-30
Filed2026-07-28
PKG
PACKAGING CORP AMER
New
Shares850
Event2026-06-30
Filed2026-07-28
PMAY
INNOVATOR ETFS TRUST
New
Shares4.9K
Event2026-06-30
Filed2026-07-28
PEG
PUBLIC SVC ENTERPRISE GROUP
-0.40%
Shares2.5K
Event2026-06-30
Filed2026-07-28

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Nikulski Financial, Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo