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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 4 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VNQ VANGUARD INDEX FDS 23,238.0 $2.1M 0.51% +12K +107.5% $88.70 +8.3%
62 ENB ENBRIDGE INC Energy 36,930.0 $2.0M 0.49% +22K +143.2% $54.14 +7.2%
63 SPHY SPDR SERIES TRUST 85,486.0 $2.0M 0.49% +833.0 +1.0% $23.32 +0.1%
64 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,930.0 $1.9M 0.48% -232.0 -3.8% $327.09 +11.8%
65 BKLN INVESCO EXCH TRADED FD TR II 92,956.0 $1.9M 0.47% +6K +7.2% $20.41 +0.3%
66 AVAV AEROVIRONMENT INC Industrials 10,252.0 $1.9M 0.46% +1K +13.1% $183.05 -11.4%
67 SCHG SCHWAB STRATEGIC TR 62,577.0 $1.8M 0.45% -9K -12.9% $29.13 +17.3%
68 SE SEA LTD Consumer Cyclical 21,680.0 $1.8M 0.44% +7K +46.7% $82.81 +5.1%
69 PLD PROLOGIS INC. Real Estate 13,512.0 $1.8M 0.44% NEW $132.18 +9.1%
70 CCJ CAMECO CORP Energy 16,078.0 $1.7M 0.43% +6K +58.2% $108.61 -4.0%
71 IWF ISHARES TR 4,023.0 $1.7M 0.42% -1K -25.1% $426.42 -70.9%
72 BND VANGUARD BD INDEX FDS 23,208.0 $1.7M 0.42% -5K -16.4% $73.64 -1.2%
73 SIVR ABRDN SILVER ETF TRUST Financial Services 23,130.0 $1.7M 0.41% NEW $71.61 +0.8%
74 IYZ ISHARES TR 41,915.0 $1.6M 0.41% $39.32 +11.5%
75 VYMI VANGUARD WHITEHALL FDS 17,067.0 $1.6M 0.40% +10K +154.2% $94.24 +5.7%
76 VOE VANGUARD INDEX FDS 8,308.0 $1.5M 0.38% +1K +15.3% $184.27 +3.9%
77 NLR VANECK ETF TRUST 11,205.0 $1.5M 0.37% NEW $133.19 -2.9%
78 SOXX ISHARES TR 4,459.0 $1.5M 0.36% -59.0 -1.3% $328.69 +58.2%
79 IDU ISHARES TR 11,932.0 $1.4M 0.34% $116.11 -2.4%
80 ABT ABBOTT LABORATORIES Healthcare 13,279.0 $1.4M 0.34% -390.0 -2.9% $102.67 -15.0%
Page 4 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%