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Portfolio (Quarterly) Guide ↗

Nikulski Financial, Inc.

· CIK 0001729847
13F Portfolio $418M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 166 New
Page 3 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLTR PALANTIR TECHNOLOGIES INC Technology 16,360.0 $2.9M 0.69% NEW $177.75 -22.9%
42 ALL ALLSTATE CORP Financial Services 13,906.0 $2.9M 0.69% NEW $208.24 +3.1%
43 DGRW WISDOMTREE TR 32,379.0 $2.9M 0.69% NEW $89.43 +6.8%
44 NFLX NETFLIX INC Communication Services 29,310.0 $2.7M 0.66% NEW $93.76 -4.4%
45 VTI VANGUARD INDEX FDS 7,928.0 $2.7M 0.64% NEW $335.29 +8.3%
46 SHLD GLOBAL X FDS 40,900.0 $2.7M 0.63% NEW $64.80 -1.1%
47 IWF ISHARES TR 5,370.0 $2.5M 0.61% NEW $473.32 -73.8%
48 LMT LOCKHEED MARTIN CORP Industrials 5,226.0 $2.5M 0.60% NEW $483.68 +9.3%
49 VIGI VANGUARD WHITEHALL FDS 27,550.0 $2.5M 0.60% NEW $91.45 +2.1%
50 TJX TJX COS INC NEW Consumer Cyclical 16,380.0 $2.5M 0.60% NEW $153.61 +2.2%
51 HOOD ROBINHOOD MKTS INC Financial Services 22,111.0 $2.5M 0.60% NEW $113.10 -33.6%
52 SYK STRYKER CORPORATION Healthcare 7,113.0 $2.5M 0.60% NEW $351.52 -10.5%
53 VBR VANGUARD INDEX FDS 11,271.0 $2.4M 0.57% NEW $211.79 +8.1%
54 GS GOLDMAN SACHS GROUP INC Financial Services 2,668.0 $2.3M 0.56% NEW $879.08 +10.7%
55 SCHG SCHWAB STRATEGIC TR 71,812.0 $2.3M 0.56% NEW $32.62 +4.7%
56 DLR DIGITAL RLTY TR INC Real Estate 14,866.0 $2.3M 0.55% NEW $154.77 +24.3%
57 SCHE SCHWAB STRATEGIC TR 69,269.0 $2.3M 0.54% NEW $32.75 +8.0%
58 AVAV AEROVIRONMENT INC Industrials 9,062.0 $2.2M 0.52% NEW $241.89 -33.0%
59 VXUS VANGUARD STAR FDS 28,685.0 $2.2M 0.52% NEW $75.44 +11.3%
60 BND VANGUARD BD INDEX FDS 27,746.0 $2.1M 0.49% NEW $74.07 -1.8%
Page 3 of 9  ·  166 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 31.7%
Financial Services 16.8%
Consumer Cyclical 14.0%
Communication Services 9.6%
Healthcare 8.0%
Industrials 6.8%
Consumer Defensive 6.7%
Utilities 3.5%
Basic Materials 1.2%
Real Estate 0.9%