DOSSIER · 13F-HR · Q2 2026

Nikulski Financial, Inc.

$464M in tracked AUM across 183 positions as of Q2 2026.

NF
CIK 0001729847 · last filed Jun 30, 2026
Total AUM
$464M
as of Q2 2026
Holdings
183
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Nikulski Financial, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$19M65K4.0%
02
PANW
PALO ALTO NETWORKS INC
$17M49K3.6%
03
LRCX
LAM RESEARCH CORP
$16M38K3.5%
04
AMZN
AMAZON COM INC
$16M67K3.4%
05
GOOGL
ALPHABET INC
$15M42K3.2%
06
IPKW
INVESCO EXCH TRADED FD TR II
$14M245K3.0%
07
NVDA
NVIDIA CORPORATION
$12M59K2.5%
08
JPM
JPMORGAN CHASE & CO
$11M34K2.4%
09
MSFT
MICROSOFT CORP
$11M28K2.3%
10
COST
COSTCO WHOLESALE CORPORATION
$10M11K2.2%

Filing history

2026Q2Jun 30
$464M 14.4%
183 positionsView →
2026Q1Mar 31
$405M 3.1%
175 positionsView →
2025Q4Dec 31
$418M 5.1%
166 positionsView →
2025Q3Sep 30
$398M 9.0%
153 positionsView →
2025Q2Jun 30
$365M 10.4%
144 positionsLocked
2025Q1Mar 31
$331M 2.7%
137 positionsLocked
2024Q4Dec 31
$340M 1.8%
133 positionsLocked
2024Q3Sep 30
$334M 6.3%
132 positionsLocked
2024Q2Jun 30
$314M 4.2%
128 positionsLocked
2024Q1Mar 31
$302M 10.4%
131 positionsLocked
2023Q4Dec 31
$273M 13.0%
134 positionsLocked
2023Q3Sep 30
$242M 0.1%
125 positionsLocked
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