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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 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LMT LOCKHEED MARTIN CORP Industrials 5,535.0 $3.3M 0.83% +309.0 +5.9% $604.42 -12.9%
42 TSLA TESLA INC Consumer Cyclical 8,512.0 $3.2M 0.78% +1K +18.9% $371.75 +8.7%
43 NFLX NETFLIX INC. Communication Services 32,503.0 $3.1M 0.77% +3K +10.9% $96.15 -7.1%
44 IJJ ISHARES TR 21,775.0 $2.9M 0.71% -1K -5.7% $132.50 +5.4%
45 ALL ALLSTATE CORP Financial Services 13,305.0 $2.8M 0.68% -601.0 -4.3% $207.46 +7.0%
46 XOM EXXON MOBIL CORP Energy 15,998.0 $2.7M 0.67% +13K +494.3% $169.66 -4.2%
47 PLTR PALANTIR TECHNOLOGIES INC Technology 18,290.0 $2.7M 0.66% +2K +11.8% $146.28 -7.5%
48 SYK STRYKER CORPORATION Healthcare 8,130.0 $2.7M 0.66% +1K +14.3% $328.67 -3.3%
49 PFIG INVESCO EXCH TRADED FD TR II 110,858.0 $2.7M 0.66% +39K +54.4% $24.03 -0.9%
50 TJX TJX COS INC NEW Consumer Cyclical 16,660.0 $2.7M 0.66% +280.0 +1.7% $159.70 -5.6%
51 VTV VANGUARD INDEX FDS 13,537.0 $2.7M 0.66% -4K -21.7% $196.21 +6.2%
52 DLR DIGITAL RLTY TR INC Real Estate 14,446.0 $2.6M 0.64% -420.0 -2.8% $180.20 +3.4%
53 SCHE SCHWAB STRATEGIC TR 73,824.0 $2.4M 0.60% +5K +6.6% $32.95 +8.0%
54 VIGI VANGUARD WHITEHALL FDS 26,763.0 $2.4M 0.58% -787.0 -2.9% $88.46 +6.2%
55 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,428.0 $2.2M 0.55% -1K -29.7% $650.34 +14.0%
56 GS GOLDMAN SACHS GROUP INC Financial Services 2,548.0 $2.2M 0.53% -120.0 -4.5% $846.07 +9.8%
57 PJAN INNOVATOR ETFS TRUST 45,400.0 $2.1M 0.52% +3K +8.3% $46.13 +6.3%
58 J P MORGAN EXCHANGE TRADED F 41,325.0 $2.1M 0.52% -17K -29.0% $50.61
59 VTI VANGUARD INDEX FDS 6,445.0 $2.1M 0.51% -1K -18.7% $320.83 +13.5%
60 DGRW WISDOMTREE TR 23,530.0 $2.1M 0.51% -9K -27.3% $87.84 +9.1%
Page 3 of 9  ·  175 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%