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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 8 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QUAL ISHARES TR 1,863.0 $357K 0.09% -35.0 -1.8% $191.83 +10.1%
142 JNJ JOHNSON & JOHNSON Healthcare 1,448.0 $354K 0.09% -415.0 -22.3% $244.39 -6.9%
143 MU MICRON TECHNOLOGY INC Technology 1,027.0 $347K 0.09% -418.0 -28.9% $337.84 +118.9%
144 PEP PEPSICO INC Consumer Defensive 2,203.0 $342K 0.08% -273.0 -11.0% $155.26 -5.0%
145 IUSG ISHARES TR 2,135.0 $331K 0.08% -495.0 -18.8% $155.11 +19.5%
146 BLK BLACKROCK INC Financial Services 341.0 $328K 0.08% +19.0 +5.9% $961.83 +8.7%
147 LOW LOWES COS INC Consumer Cyclical 1,387.0 $328K 0.08% -457.0 -24.8% $236.31 -9.1%
148 RSP INVESCO EXCHANGE TRADED FD T 1,660.0 $319K 0.08% -382.0 -18.7% $191.92 +5.2%
149 AXP AMERICAN EXPRESS CO Financial Services 1,051.0 $318K 0.08% NEW $302.48 +1.6%
150 INNOVATOR ETFS TRUST 12,590.0 $315K 0.08% -2K -10.9% $25.01
151 IBB ISHARES TR 1,838.0 $310K 0.08% -2K -47.8% $168.86 -1.2%
152 FBND FIDELITY MERRIMACK STR TR 6,752.0 $308K 0.08% NEW $45.62 -1.0%
153 T AT&T INC Communication Services 10,525.0 $305K 0.07% -32K -75.0% $28.99 -14.2%
154 NEAR ISHARES U S ETF TR 5,900.0 $300K 0.07% -235.0 -3.8% $50.84 -0.4%
155 QCOM QUALCOMM INC Technology 2,191.0 $282K 0.07% +437.0 +24.9% $128.76 +58.3%
156 COF CAPITAL ONE FINL CORP Financial Services 1,540.0 $281K 0.07% +207.0 +15.5% $182.40 +1.6%
157 CORP PIMCO ETF TR 2,898.0 $281K 0.07% NEW $96.80 -1.0%
158 PG PROCTER & GAMBLE CO Consumer Defensive 1,857.0 $268K 0.07% -886.0 -32.3% $144.43 -2.5%
159 XSHQ INVESCO EXCH TRADED FD TR II 6,275.0 $265K 0.07% -750.0 -10.7% $42.16 +6.8%
160 VUG VANGUARD INDEX FDS 598.0 $261K 0.06% $436.79 -80.0%
Page 8 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%