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Portfolio (Quarterly) Guide ↗

Nikulski Financial, Inc.

· CIK 0001729847
13F Portfolio $181.9B AUM 32 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 62 Added 82 Reduced 7 Exited
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PFIG INVESCO EXCH TRADED FD TR II 110,858.0 $2.7M 0.66% +39K +54.4% $24.03 -1.0%
22 TJX TJX COS INC NEW Consumer Cyclical 16,660.0 $2.7M 0.66% +280.0 +1.7% $159.70 -0.6%
23 SCHE SCHWAB STRATEGIC TR 73,824.0 $2.4M 0.60% +5K +6.6% $32.95 +7.1%
24 PJAN INNOVATOR ETFS TRUST 45,400.0 $2.1M 0.52% +3K +8.3% $46.13 +6.3%
25 VNQ VANGUARD INDEX FDS 23,238.0 $2.1M 0.51% +12K +107.5% $88.70 +7.9%
26 ENB ENBRIDGE INC Energy 36,930.0 $2.0M 0.49% +22K +143.2% $54.14 +6.2%
27 SPHY SPDR SERIES TRUST 85,486.0 $2.0M 0.49% +833.0 +1.0% $23.32 +0.0%
28 BKLN INVESCO EXCH TRADED FD TR II 92,956.0 $1.9M 0.47% +6K +7.2% $20.41 +0.5%
29 AVAV AEROVIRONMENT INC Industrials 10,252.0 $1.9M 0.46% +1K +13.1% $183.05 -12.8%
30 SE SEA LTD Consumer Cyclical 21,680.0 $1.8M 0.44% +7K +46.7% $82.81 +5.1%
31 CCJ CAMECO CORP Energy 16,078.0 $1.7M 0.43% +6K +58.2% $108.61 -4.5%
32 VYMI VANGUARD WHITEHALL FDS 17,067.0 $1.6M 0.40% +10K +154.2% $94.24 +5.2%
33 VOE VANGUARD INDEX FDS 8,308.0 $1.5M 0.38% +1K +15.3% $184.27 +3.5%
34 GII SPDR INDEX SHS FDS 14,205.0 $1.1M 0.27% +10K +234.7% $76.02 +0.2%
35 IYJ ISHARES TR 7,208.0 $1.1M 0.26% +2K +40.0% $147.54 +3.9%
36 BE BLOOM ENERGY CORP Industrials 6,512.0 $882K 0.22% +3K +75.7% $135.49 +108.4%
37 RKLB ROCKET LAB CORP Industrials 12,778.0 $821K 0.20% +5K +55.1% $64.22 +98.2%
38 BITB BITWISE BITCOIN ETF TR Financial Services 21,681.0 $798K 0.20% +14K +198.2% $36.81 +13.3%
39 GOOG ALPHABET INC Communication Services 2,616.0 $750K 0.18% +95.0 +3.8% $286.88 +32.9%
40 DAX GLOBAL X FDS 17,640.0 $744K 0.18% +11K +153.8% $42.16 +6.9%
Page 2 of 4  ·  62 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 28.2%
Financial Services 18.2%
Consumer Cyclical 13.1%
Industrials 8.2%
Healthcare 7.8%
Communication Services 7.5%
Consumer Defensive 6.8%
Utilities 3.4%
Energy 2.9%
Basic Materials 2.1%