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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 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 33,571.0 $4.2M 1.03% -3K -7.4% $124.32 -1.3%
22 AVGO BROADCOM INC Technology 13,401.0 $4.1M 1.02% -2K -14.4% $309.51 +35.6%
23 PAPR INNOVATOR ETFS TRUST 89,003.0 $3.5M 0.87% -3K -3.3% $39.80 +5.3%
24 HD HOME DEPOT INC Consumer Cyclical 10,232.0 $3.4M 0.83% -379.0 -3.6% $328.89 -7.4%
25 IJJ ISHARES TR 21,775.0 $2.9M 0.71% -1K -5.7% $132.50 +4.1%
26 ALL ALLSTATE CORP Financial Services 13,305.0 $2.8M 0.68% -601.0 -4.3% $207.46 +4.8%
27 VTV VANGUARD INDEX FDS 13,537.0 $2.7M 0.66% -4K -21.7% $196.21 +5.3%
28 DLR DIGITAL RLTY TR INC Real Estate 14,446.0 $2.6M 0.64% -420.0 -2.8% $180.20 +5.2%
29 VIGI VANGUARD WHITEHALL FDS 26,763.0 $2.4M 0.58% -787.0 -2.9% $88.46 +5.0%
30 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,428.0 $2.2M 0.55% -1K -29.7% $650.34 +13.5%
31 GS GOLDMAN SACHS GROUP INC Financial Services 2,548.0 $2.2M 0.53% -120.0 -4.5% $846.07 +16.4%
32 J P MORGAN EXCHANGE TRADED F 41,325.0 $2.1M 0.52% -17K -29.0% $50.61
33 VTI VANGUARD INDEX FDS 6,445.0 $2.1M 0.51% -1K -18.7% $320.83 +13.0%
34 DGRW WISDOMTREE TR 23,530.0 $2.1M 0.51% -9K -27.3% $87.84 +8.6%
35 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,930.0 $1.9M 0.48% -232.0 -3.8% $327.09 +11.3%
36 SCHG SCHWAB STRATEGIC TR 62,577.0 $1.8M 0.45% -9K -12.9% $29.13 +17.4%
37 IWF ISHARES TR 4,023.0 $1.7M 0.42% -1K -25.1% $426.42 -70.8%
38 BND VANGUARD BD INDEX FDS 23,208.0 $1.7M 0.42% -5K -16.4% $73.64 -1.4%
39 SOXX ISHARES TR 4,459.0 $1.5M 0.36% -59.0 -1.3% $328.69 +58.2%
40 ABT ABBOTT LABORATORIES Healthcare 13,279.0 $1.4M 0.34% -390.0 -2.9% $102.67 -15.2%
Page 2 of 5  ·  82 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%