Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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AAPL
0.87%APPLE INC
Shares64.6K
Event2026-06-30
Filed2026-07-28
PANW
2.59%PALO ALTO NETWORKS INC
Shares48.8K
Event2026-06-30
Filed2026-07-28
LRCX
-4.46%LAM RESEARCH CORP
Shares37.5K
Event2026-06-30
Filed2026-07-28
AMZN
2.47%AMAZON COM INC
Shares66.8K
Event2026-06-30
Filed2026-07-28
GOOGL
-3.62%ALPHABET INC
Shares41.8K
Event2026-06-30
Filed2026-07-28
IPKW
6.69%INVESCO EXCH TRADED FD TR II
Shares245.2K
Event2026-06-30
Filed2026-07-28
NVDA
-0.36%NVIDIA CORPORATION
Shares58.6K
Event2026-06-30
Filed2026-07-28
JPMORGAN CHASE & CO
0.40%JPMORGAN CHASE & CO
Shares33.6K
Event2026-06-30
Filed2026-07-28
MSFT
3.09%MICROSOFT CORP
Shares28.2K
Event2026-06-30
Filed2026-07-28
COSTCO WHOLESALE CORPORATION
1.57%COSTCO WHOLESALE CORPORATION
Shares10.9K
Event2026-06-30
Filed2026-07-28
VIG
-0.35%VANGUARD SPECIALIZED FUNDS
Shares41.4K
Event2026-06-30
Filed2026-07-28
ABBVIE INC
1.68%ABBVIE INC
Shares38.1K
Event2026-06-30
Filed2026-07-28
QQQ
-3.41%INVESCO QQQ TR
Shares11.7K
Event2026-06-30
Filed2026-07-28
SMH
5.43%VANECK ETF TRUST
Shares13.1K
Event2026-06-30
Filed2026-07-28
IJR
-8.43%ISHARES TR
Shares53.9K
Event2026-06-30
Filed2026-07-28
CROWDSTRIKE HLDGS INC
1.08%CROWDSTRIKE HLDGS INC
Shares9.9K
Event2026-06-30
Filed2026-07-28
VO
308.66%VANGUARD INDEX FDS
Shares92.9K
Event2026-06-30
Filed2026-07-28
XOP
1.11%SPDR SERIES TRUST
Shares46.9K
Event2026-06-30
Filed2026-07-28
HOOD
22.70%ROBINHOOD MKTS INC
Shares68.8K
Event2026-06-30
Filed2026-07-28
SCHA
2.74%SCHWAB STRATEGIC TR
Shares188.8K
Event2026-06-30
Filed2026-07-28
SPHQ
-8.06%INVESCO EXCHANGE TRADED FD T
Shares73.8K
Event2026-06-30
Filed2026-07-28
LLY
6.93%ELI LILLY & CO
Shares5.4K
Event2026-06-30
Filed2026-07-28
GSLC
-11.15%GOLDMAN SACHS ETF TR
Shares42.4K
Event2026-06-30
Filed2026-07-28
DE
3.80%DEERE & CO
Shares9.2K
Event2026-06-30
Filed2026-07-28
FREEPORT MCMORAN INC
2.28%FREEPORT MCMORAN INC
Shares86.9K
Event2026-06-30
Filed2026-07-28
SCHD
3.95%SCHWAB STRATEGIC TR
Shares169.6K
Event2026-06-30
Filed2026-07-28
XMMO
8.37%INVESCO EXCHANGE TRADED FD T
Shares30.8K
Event2026-06-30
Filed2026-07-28
VISA INC
-0.57%VISA INC
Shares14.9K
Event2026-06-30
Filed2026-07-28
AAAU
2.50%GOLDMAN SACHS PHYSICAL GOLD
Shares123.4K
Event2026-06-30
Filed2026-07-28
CEG
2.87%CONSTELLATION ENERGY CORP
Shares19.6K
Event2026-06-30
Filed2026-07-28
BROADCOM INC
-5.01%BROADCOM INC
Shares12.7K
Event2026-06-30
Filed2026-07-28
DON
-2.99%WISDOMTREE TR
Shares80.7K
Event2026-06-30
Filed2026-07-28
MCD
6.47%MCDONALDS CORP
Shares15.3K
Event2026-06-30
Filed2026-07-28
TSLA
12.17%TESLA INC
Shares9.5K
Event2026-06-30
Filed2026-07-28
JIVE
6.65%J P MORGAN EXCHANGE TRADED F
Shares43.7K
Event2026-06-30
Filed2026-07-28
WASTE MGMT INC DEL
1.41%WASTE MGMT INC DEL
Shares17.7K
Event2026-06-30
Filed2026-07-28
WMT
-0.12%WALMART INC
Shares33.5K
Event2026-06-30
Filed2026-07-28
HD
5.22%HOME DEPOT INC
Shares10.8K
Event2026-06-30
Filed2026-07-28
VXUS
-7.44%VANGUARD STAR FDS
Shares42.2K
Event2026-06-30
Filed2026-07-28
SHLD
8.73%GLOBAL X FDS
Shares59.7K
Event2026-06-30
Filed2026-07-28
SCHE
30.56%SCHWAB STRATEGIC TR
Shares96.4K
Event2026-06-30
Filed2026-07-28
PAPR
-8.07%INNOVATOR ETFS TRUST
Shares81.8K
Event2026-06-30
Filed2026-07-28
ALL
-1.13%ALLSTATE CORP
Shares13.2K
Event2026-06-30
Filed2026-07-28
LMT
7.71%LOCKHEED MARTIN CORP
Shares6.0K
Event2026-06-30
Filed2026-07-28
IJJ
-11.15%ISHARES TR
Shares19.3K
Event2026-06-30
Filed2026-07-28
SE
33.76%SEA LTD
Shares29.0K
Event2026-06-30
Filed2026-07-28
PFIG
4.66%INVESCO EXCH TRADED FD TR II
Shares116.0K
Event2026-06-30
Filed2026-07-28
VTV
-6.61%VANGUARD INDEX FDS
Shares12.6K
Event2026-06-30
Filed2026-07-28
SYK
1.60%STRYKER CORPORATION
Shares8.3K
Event2026-06-30
Filed2026-07-28
TJX
2.70%TJX COS INC NEW
Shares17.1K
Event2026-06-30
Filed2026-07-28
GS
-1.14%GOLDMAN SACHS GROUP INC
Shares2.5K
Event2026-06-30
Filed2026-07-28
DLR
-2.69%DIGITAL RLTY TR INC
Shares14.1K
Event2026-06-30
Filed2026-07-28
VIGI
-2.15%VANGUARD WHITEHALL FDS
Shares26.2K
Event2026-06-30
Filed2026-07-28
PALANTIR TECHNOLOGIES INC
13.88%PALANTIR TECHNOLOGIES INC
Shares20.8K
Event2026-06-30
Filed2026-07-28
EXXON MOBIL CORP
8.33%EXXON MOBIL CORP
Shares17.3K
Event2026-06-30
Filed2026-07-28
NETFLIX INC.
1.30%NETFLIX INC.
Shares32.9K
Event2026-06-30
Filed2026-07-28
VNQ
2.19%VANGUARD INDEX FDS
Shares23.7K
Event2026-06-30
Filed2026-07-28
VANGUARD INDEX FDS
-4.73%VANGUARD INDEX FDS
Shares6.1K
Event2026-06-30
Filed2026-07-28
MAR
-0.57%MARRIOTT INTL INC NEW
Shares5.9K
Event2026-06-30
Filed2026-07-28
PJAN
-4.52%INNOVATOR ETFS TRUST
Shares43.4K
Event2026-06-30
Filed2026-07-28
STATE STR SPDR S&P 500 ETF T
-16.72%STATE STR SPDR S&P 500 ETF T
Shares2.9K
Event2026-06-30
Filed2026-07-28
DGRW
-5.54%WISDOMTREE TR
Shares22.2K
Event2026-06-30
Filed2026-07-28
SPHY
2.97%SPDR SERIES TRUST
Shares88.0K
Event2026-06-30
Filed2026-07-28
ENB
-1.14%ENBRIDGE INC
Shares36.5K
Event2026-06-30
Filed2026-07-28
PLD
7.80%PROLOGIS INC.
Shares14.6K
Event2026-06-30
Filed2026-07-28
JPST
-6.87%J P MORGAN EXCHANGE TRADED F
Shares38.5K
Event2026-06-30
Filed2026-07-28
SCHG
-8.29%SCHWAB STRATEGIC TR
Shares57.4K
Event2026-06-30
Filed2026-07-28
VOE
17.73%VANGUARD INDEX FDS
Shares9.8K
Event2026-06-30
Filed2026-07-28
BE
-3.53%BLOOM ENERGY CORP
Shares6.3K
Event2026-06-30
Filed2026-07-28
BKLN
0.23%INVESCO EXCH TRADED FD TR II
Shares93.2K
Event2026-06-30
Filed2026-07-28
IWF
277.85%ISHARES TR
Shares15.2K
Event2026-06-30
Filed2026-07-28
VYMI
6.08%VANGUARD WHITEHALL FDS
Shares18.1K
Event2026-06-30
Filed2026-07-28
AEROVIRONMENT INC
3.37%AEROVIRONMENT INC
Shares10.6K
Event2026-06-30
Filed2026-07-28
CAT
0.00%CATERPILLAR INC
Shares1.6K
Event2026-06-30
Filed2026-07-28
BND
-2.31%VANGUARD BD INDEX FDS
Shares22.7K
Event2026-06-30
Filed2026-07-28
CCJ
0.01%CAMECO CORP
Shares16.1K
Event2026-06-30
Filed2026-07-28
NLR
14.65%VANECK ETF TRUST
Shares12.8K
Event2026-06-30
Filed2026-07-28
IJH
-3.30%ISHARES TR
Shares18.7K
Event2026-06-30
Filed2026-07-28
SIVR
4.37%ABRDN SILVER ETF TRUST
Shares24.1K
Event2026-06-30
Filed2026-07-28
SOXX
-53.26%ISHARES TR
Shares2.1K
Event2026-06-30
Filed2026-07-28
ABT
7.06%ABBOTT LABORATORIES
Shares14.2K
Event2026-06-30
Filed2026-07-28
RKLB
-0.78%ROCKET LAB CORP
Shares12.7K
Event2026-06-30
Filed2026-07-28
GOOG
36.39%ALPHABET INC
Shares3.6K
Event2026-06-30
Filed2026-07-28
GII
14.71%SPDR INDEX SHS FDS
Shares16.3K
Event2026-06-30
Filed2026-07-28
PJUN
114.25%INNOVATOR ETFS TRUST
Shares28.0K
Event2026-06-30
Filed2026-07-28
SPSM
-0.54%SPDR SERIES TRUST
Shares20.7K
Event2026-06-30
Filed2026-07-28
VEA
0.01%VANGUARD TAX-MANAGED FDS
Shares16.4K
Event2026-06-30
Filed2026-07-28
SNOWFLAKE INC
0.34%SNOWFLAKE INC
Shares4.4K
Event2026-06-30
Filed2026-07-28
GLW
39.81%CORNING INC
Shares4.3K
Event2026-06-30
Filed2026-07-28
SEAGATE TECHNOLOGY HLDNGS PL
-23.55%SEAGATE TECHNOLOGY HLDNGS PL
Shares1.0K
Event2026-06-30
Filed2026-07-28
AMGN
6.02%AMGEN INC
Shares2.7K
Event2026-06-30
Filed2026-07-28
MU
-19.47%MICRON TECHNOLOGY INC
Shares827
Event2026-06-30
Filed2026-07-28
IBB
167.41%ISHARES TR
Shares4.9K
Event2026-06-30
Filed2026-07-28
KLAC
768.75%KLA CORP
Shares3.1K
Event2026-06-30
Filed2026-07-28
BRK.B
-12.22%BERKSHIRE HATHAWAY INC DEL
Shares1.8K
Event2026-06-30
Filed2026-07-28
TSM
-0.83%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.9K
Event2026-06-30
Filed2026-07-28
XLP
-6.69%SELECT SECTOR SPDR TR
Shares10.7K
Event2026-06-30
Filed2026-07-28
SPLV
-13.38%INVESCO EXCH TRADED FD TR II
Shares11.8K
Event2026-06-30
Filed2026-07-28
IGM
-49.19%ISHARES TR
Shares5.3K
Event2026-06-30
Filed2026-07-28
IYW
-50.11%ISHARES TR
Shares3.4K
Event2026-06-30
Filed2026-07-28
QQQM
35.75%INVESCO EXCH TRADED FD TR II
Shares2.8K
Event2026-06-30
Filed2026-07-28
IYM
NewISHARES TR
Shares4.6K
Event2026-06-30
Filed2026-07-28
IDGT
NewISHARES TR
Shares6.8K
Event2026-06-30
Filed2026-07-28
PJUL
-3.02%INNOVATOR ETFS TRUST
Shares16.7K
Event2026-06-30
Filed2026-07-28
SOUTHERN CO
-7.91%SOUTHERN CO
Shares8.5K
Event2026-06-30
Filed2026-07-28
IYZ
-55.07%ISHARES TR
Shares18.8K
Event2026-06-30
Filed2026-07-28
XLY
1.68%SELECT SECTOR SPDR TR
Shares6.8K
Event2026-06-30
Filed2026-07-28
SPTM
-1.31%SPDR SERIES TRUST
Shares8.7K
Event2026-06-30
Filed2026-07-28
CGMS
22.34%CAPITAL GRP FIXED INCM ETF T
Shares28.3K
Event2026-06-30
Filed2026-07-28
DAX
-2.81%GLOBAL X FDS
Shares17.1K
Event2026-06-30
Filed2026-07-28
IGE
NewISHARES TR
Shares13.3K
Event2026-06-30
Filed2026-07-28
VBR
0.75%VANGUARD INDEX FDS
Shares3.1K
Event2026-06-30
Filed2026-07-28
VWO
1.04%VANGUARD INTL EQUITY INDEX F
Shares12.2K
Event2026-06-30
Filed2026-07-28
VZ
31.97%VERIZON COMMUNICATIONS INC
Shares17.2K
Event2026-06-30
Filed2026-07-28
POCT
-1.37%INNOVATOR ETFS TRUST
Shares15.5K
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC
-3.82%META PLATFORMS INC
Shares1.3K
Event2026-06-30
Filed2026-07-28
IJS
-0.45%ISHARES TR
Shares5.1K
Event2026-06-30
Filed2026-07-28
PATH
-0.12%UIPATH INC
Shares62.8K
Event2026-06-30
Filed2026-07-28
VUSB
4.10%VANGUARD BD INDEX FDS
Shares13.4K
Event2026-06-30
Filed2026-07-28
JOBY
0.21%JOBY AVIATION INC
Shares73.6K
Event2026-06-30
Filed2026-07-28
SOFI
-1.29%SOFI TECHNOLOGIES INC
Shares35.6K
Event2026-06-30
Filed2026-07-28
ETFS GOLD TR
-6.89%ETFS GOLD TR
Shares16.4K
Event2026-06-30
Filed2026-07-28
BITB
-9.52%BITWISE BITCOIN ETF TR
Shares19.6K
Event2026-06-30
Filed2026-07-28
ISRG
1.96%INTUITIVE SURGICAL INC
Shares1.6K
Event2026-06-30
Filed2026-07-28
XLF
20.57%SELECT SECTOR SPDR TR
Shares11.4K
Event2026-06-30
Filed2026-07-28
PM
-8.84%PHILIP MORRIS INTL INC
Shares3.4K
Event2026-06-30
Filed2026-07-28
LNT
0.00%ALLIANT ENERGY CORP
Shares7.8K
Event2026-06-30
Filed2026-07-28
OKLO
0.61%OKLO INC
Shares11.3K
Event2026-06-30
Filed2026-07-28
DUK
-0.57%DUKE ENERGY CORP NEW
Shares4.4K
Event2026-06-30
Filed2026-07-28
SPDR SERIES TRUST
-12.74%SPDR SERIES TRUST
Shares6.2K
Event2026-06-30
Filed2026-07-28
HYD
4.96%VANECK ETF TRUST
Shares10.5K
Event2026-06-30
Filed2026-07-28
VT
-0.68%VANGUARD INTL EQUITY INDEX F
Shares3.2K
Event2026-06-30
Filed2026-07-28
ARCHER AVIATION INC
-4.50%ARCHER AVIATION INC
Shares101.5K
Event2026-06-30
Filed2026-07-28
KTOS
-2.12%KRATOS DEFENSE & SEC SOLUTIO
Shares9.5K
Event2026-06-30
Filed2026-07-28
MINO
-4.85%PIMCO ETF TR
Shares10.1K
Event2026-06-30
Filed2026-07-28
AMD
NewADVANCED MICRO DEVICES INC
Shares773
Event2026-06-30
Filed2026-07-28
DVY
0.00%ISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-28
PAUG
0.00%INNOVATOR ETFS TRUST
Shares9.5K
Event2026-06-30
Filed2026-07-28
PDEC
0.43%INNOVATOR ETFS TRUST
Shares9.3K
Event2026-06-30
Filed2026-07-28
VB
0.00%VANGUARD INDEX FDS
Shares1.4K
Event2026-06-30
Filed2026-07-28
PSLV
-3.55%SPROTT ASSET MANAGEMENT LP
Shares22.0K
Event2026-06-30
Filed2026-07-28
NOBL
98.54%PROSHARES TR
Shares6.9K
Event2026-06-30
Filed2026-07-28
CVX
131.97%CHEVRON CORPORATION
Shares2.3K
Event2026-06-30
Filed2026-07-28
CISCO SYS INC
0.16%CISCO SYS INC
Shares3.2K
Event2026-06-30
Filed2026-07-28
JNJ
1.66%JOHNSON & JOHNSON
Shares1.5K
Event2026-06-30
Filed2026-07-28
QUAL
-9.66%ISHARES TR
Shares1.7K
Event2026-06-30
Filed2026-07-28
F
119.38%FORD MTR CO
Shares26.6K
Event2026-06-30
Filed2026-07-28
IUSG
-10.77%ISHARES TR
Shares1.9K
Event2026-06-30
Filed2026-07-28
AXP
0.10%AMERICAN EXPRESS CO
Shares1.1K
Event2026-06-30
Filed2026-07-28
NXP SEMICONDUCTORS N V
NewNXP SEMICONDUCTORS N V
Shares1.2K
Event2026-06-30
Filed2026-07-28
PEP
14.89%PEPSICO INC
Shares2.5K
Event2026-06-30
Filed2026-07-28
LOW
10.17%LOWES COS INC
Shares1.5K
Event2026-06-30
Filed2026-07-28
LAPR
-0.40%INNOVATOR ETFS TRUST
Shares12.5K
Event2026-06-30
Filed2026-07-28
GPC
NewGENUINE PARTS CO
Shares2.7K
Event2026-06-30
Filed2026-07-28
FBND
0.00%FIDELITY MERRIMACK STR TR
Shares6.8K
Event2026-06-30
Filed2026-07-28
VUG
474.92%VANGUARD INDEX FDS
Shares3.4K
Event2026-06-30
Filed2026-07-28
XSHQ
-3.67%INVESCO EXCH TRADED FD TR II
Shares6.0K
Event2026-06-30
Filed2026-07-28
PG
6.89%PROCTER & GAMBLE CO
Shares2.0K
Event2026-06-30
Filed2026-07-28
RSP
-18.67%INVESCO EXCHANGE TRADED FD T
Shares1.4K
Event2026-06-30
Filed2026-07-28
QCOM
-30.26%QUALCOMM INC
Shares1.5K
Event2026-06-30
Filed2026-07-28
HWM
0.00%HOWMET AEROSPACE INC
Shares1.0K
Event2026-06-30
Filed2026-07-28
CORP
-3.04%PIMCO ETF TR
Shares2.8K
Event2026-06-30
Filed2026-07-28
RY
4.17%ROYAL BK CDA
Shares1.3K
Event2026-06-30
Filed2026-07-28
BLK
-19.94%BLACKROCK INC
Shares273
Event2026-06-30
Filed2026-07-28
XMHQ
0.00%INVESCO EXCHANGE TRADED FD T
Shares2.3K
Event2026-06-30
Filed2026-07-28
BX
NewBLACKSTONE INC
Shares2.2K
Event2026-06-30
Filed2026-07-28
PNOV
-2.60%INNOVATOR ETFS TRUST
Shares5.6K
Event2026-06-30
Filed2026-07-28
NEAR
-16.95%ISHARES U S ETF TR
Shares4.9K
Event2026-06-30
Filed2026-07-28
T
12.64%AT&T INC
Shares11.9K
Event2026-06-30
Filed2026-07-28
KO
0.00%COCA COLA CO
Shares2.8K
Event2026-06-30
Filed2026-07-28
PFEB
0.00%INNOVATOR ETFS TRUST
Shares5.3K
Event2026-06-30
Filed2026-07-28
COF
-26.36%CAPITAL ONE FINL CORP
Shares1.1K
Event2026-06-30
Filed2026-07-28
TFC
NewTRUIST FINL CORP
Shares4.3K
Event2026-06-30
Filed2026-07-28
KIM
NewKIMCO REALTY CORP
Shares8.4K
Event2026-06-30
Filed2026-07-28
XLV
NewSELECT SECTOR SPDR TR
Shares1.3K
Event2026-06-30
Filed2026-07-28
ITW
-3.04%ILLINOIS TOOL WKS INC
Shares766
Event2026-06-30
Filed2026-07-28
PSEP
NewINNOVATOR ETFS TRUST
Shares4.5K
Event2026-06-30
Filed2026-07-28
PKG
NewPACKAGING CORP AMER
Shares850
Event2026-06-30
Filed2026-07-28
PMAY
NewINNOVATOR ETFS TRUST
Shares4.9K
Event2026-06-30
Filed2026-07-28
PEG
-0.40%PUBLIC SVC ENTERPRISE GROUP
Shares2.5K
Event2026-06-30
Filed2026-07-28
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available