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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 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ITW ILLINOIS TOOL WKS INC Industrials 790.0 $206K 0.05% -30.0 -3.7% $260.23 -4.0%
82 RY ROYAL BK CDA Financial Services 1,248.0 $202K 0.05% -65.0 -5.0% $161.79 +15.7%
Page 5 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%