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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 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJH ISHARES TR 19,295.0 $1.3M 0.32% -609.0 -3.1% $67.53 +7.9%
42 VEA VANGUARD TAX-MANAGED FDS 16,400.0 $1.1M 0.26% -3K -15.7% $64.08 +10.3%
43 SPSM SPDR SERIES TRUST 20,794.0 $1.0M 0.25% -3K -13.3% $48.32 +9.7%
44 BERKSHIRE HATHAWAY INC DEL 2,086.0 $999K 0.25% -8K -80.1% $479.10
45 SPLV INVESCO EXCH TRADED FD TR II 13,640.0 $998K 0.25% -3K -17.1% $73.14 +0.8%
46 XLP SELECT SECTOR SPDR TR 11,503.0 $943K 0.23% -2K -14.3% $81.98 +3.3%
47 AMGN AMGEN INC Healthcare 2,576.0 $906K 0.22% -233.0 -8.3% $351.85 -4.1%
48 SO SOUTHERN CO Utilities 9,224.0 $890K 0.22% -87.0 -0.9% $96.52 -2.3%
49 META META PLATFORMS INC Communication Services 1,308.0 $748K 0.18% -113.0 -8.0% $572.13 +6.2%
50 ISRG INTUITIVE SURGICAL INC Healthcare 1,532.0 $706K 0.17% -90.0 -5.5% $460.99 -4.6%
51 SPTM SPDR SERIES TRUST 8,857.0 $700K 0.17% -1K -13.3% $79.06 +13.8%
52 VBR VANGUARD INDEX FDS 3,054.0 $664K 0.16% -8K -72.9% $217.26 +6.2%
53 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,925.0 $651K 0.16% -115.0 -5.6% $338.19 +20.4%
54 IJS ISHARES TR 5,155.0 $611K 0.15% -55.0 -1.1% $118.45 +8.3%
55 SPYM SPDR SERIES TRUST 7,106.0 $544K 0.13% -828.0 -10.4% $76.54 +14.2%
56 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,342.0 $526K 0.13% -1K -43.3% $391.84 +106.9%
57 KLAC KLA CORP Technology 352.0 $518K 0.13% -182.0 -34.1% $1470.55 +25.3%
58 HYD VANECK ETF TRUST 10,013.0 $502K 0.12% -7K -42.3% $50.14 +1.1%
59 VT VANGUARD INTL EQUITY INDEX F 3,230.0 $447K 0.11% -1K -27.6% $138.32 +12.2%
60 GLW CORNING INC Technology 3,085.0 $419K 0.10% -2K -36.3% $135.96 +41.2%
Page 3 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%