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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 SHW SHERWIN WILLIAMS CO Basic Materials 3,443 $1.1M 0.27% SOLD
2 VGLT VANGUARD SCOTTSDALE FDS 8,255 $461K 0.11% SOLD
3 PSKY PARAMOUNT SKYDANCE CORP Communication Services 25,693 $344K 0.08% SOLD
4 NXPI NXP SEMICONDUCTORS N V Technology 1,370 $298K 0.07% SOLD
5 TFC TRUIST FINL CORP Financial Services 4,463 $220K 0.05% SOLD
6 PSEP INNOVATOR ETFS TRUST 4,695 $205K 0.05% SOLD
7 AMD ADVANCED MICRO DEVICES INC Technology 938 $201K 0.05% SOLD
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%