Holders — by stockHoldings — by fund
Nikulski Financial, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001729847
$463.6M
disclosed book value
180
positions
4%
largest position share
Positions, as of 2026-06-30
top 100 of 180 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 64,574 | $18.7M | 4% |
| 2 | PANWPALO ALTO NETWORKS INC | 48,767 | $16.6M | 3.6% |
| 3 | LRCXLAM RESEARCH CORP | 37,508 | $16.3M | 3.5% |
| 4 | AMZNAMAZON COM INC | 66,795 | $15.9M | 3.4% |
| 5 | GOOGLALPHABET INC | 41,796 | $14.9M | 3.2% |
| 6 | IPKWINVESCO EXCH TRADED FD TR II | 245,164 | $13.8M | 3% |
| 7 | NVDANVIDIA CORPORATION | 58,632 | $11.7M | 2.5% |
| 8 | JPMJPMORGAN CHASE & CO | 33,597 | $11.0M | 2.4% |
| 9 | MSFTMICROSOFT CORP | 28,206 | $10.5M | 2.3% |
| 10 | COSTCOSTCO WHOLESALE CORPORATION | 10,912 | $10.2M | 2.2% |
| 11 | VIGVANGUARD SPECIALIZED FUNDS | 41,369 | $9.8M | 2.1% |
| 12 | ABBVABBVIE INC | 38,111 | $9.6M | 2.1% |
| 13 | QQQINVESCO QQQ TR | 11,651 | $8.6M | 1.9% |
| 14 | SMHVANECK ETF TRUST | 13,078 | $8.6M | 1.9% |
| 15 | IJRISHARES TR | 53,920 | $8.0M | 1.7% |
| 16 | CRWDCROWDSTRIKE HLDGS INC | 9,924 | $7.6M | 1.6% |
| 17 | VOVANGUARD INDEX FDS | 92,889 | $7.5M | 1.6% |
| 18 | XOPSPDR SERIES TRUST | 46,861 | $7.2M | 1.6% |
| 19 | HOODROBINHOOD MKTS INC | 68,771 | $6.9M | 1.5% |
| 20 | SCHASCHWAB STRATEGIC TR | 188,766 | $6.8M | 1.5% |
| 21 | SPHQINVESCO EXCHANGE TRADED FD T | 73,792 | $6.6M | 1.4% |
| 22 | LLYELI LILLY & CO | 5,353 | $6.4M | 1.4% |
| 23 | GSLCGOLDMAN SACHS ETF TR | 42,372 | $6.0M | 1.3% |
| 24 | DEDEERE & CO | 9,197 | $5.8M | 1.3% |
| 25 | FCXFREEPORT MCMORAN INC | 86,937 | $5.5M | 1.2% |
| 26 | SCHDSCHWAB STRATEGIC TR | 169,587 | $5.4M | 1.2% |
| 27 | XMMOINVESCO EXCHANGE TRADED FD T | 30,764 | $5.2M | 1.1% |
| 28 | VVISA INC | 14,905 | $5.1M | 1.1% |
| 29 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 123,390 | $4.9M | 1.1% |
| 30 | CEGCONSTELLATION ENERGY CORP | 19,580 | $4.9M | 1% |
| 31 | AVGOBROADCOM INC | 12,730 | $4.8M | 1% |
| 32 | DONWISDOMTREE TR | 80,685 | $4.6M | 1% |
| 33 | MCDMCDONALDS CORP | 15,274 | $4.1M | 0.9% |
| 34 | TSLATESLA INC | 9,548 | $4.0M | 0.9% |
| 35 | JIVEJ P MORGAN EXCHANGE TRADED F | 43,672 | $4.0M | 0.9% |
| 36 | WMWASTE MGMT INC DEL | 17,703 | $3.9M | 0.9% |
| 37 | WMTWALMART INC | 33,530 | $3.8M | 0.8% |
| 38 | HDHOME DEPOT INC | 10,766 | $3.8M | 0.8% |
| 39 | VXUSVANGUARD STAR FDS | 42,152 | $3.6M | 0.8% |
| 40 | SHLDGLOBAL X FDS | 59,702 | $3.6M | 0.8% |
| 41 | SCHESCHWAB STRATEGIC TR | 96,382 | $3.5M | 0.8% |
| 42 | PAPRINNOVATOR ETFS TRUST | 81,818 | $3.5M | 0.7% |
| 43 | ALLALLSTATE CORP | 13,155 | $3.1M | 0.7% |
| 44 | LMTLOCKHEED MARTIN CORP | 5,962 | $3.0M | 0.7% |
| 45 | IJJISHARES TR | 19,346 | $2.9M | 0.6% |
| 46 | SESEA LTD | 28,999 | $2.8M | 0.6% |
| 47 | PFIGINVESCO EXCH TRADED FD TR II | 116,023 | $2.8M | 0.6% |
| 48 | VTVVANGUARD INDEX FDS | 12,642 | $2.8M | 0.6% |
| 49 | SYKSTRYKER CORPORATION | 8,260 | $2.6M | 0.6% |
| 50 | TJXTJX COS INC NEW | 17,110 | $2.6M | 0.6% |
| 51 | GSGOLDMAN SACHS GROUP INC | 2,519 | $2.5M | 0.5% |
| 52 | DLRDIGITAL RLTY TR INC | 14,057 | $2.5M | 0.5% |
| 53 | VIGIVANGUARD WHITEHALL FDS | 26,188 | $2.4M | 0.5% |
| 54 | PLTRPALANTIR TECHNOLOGIES INC | 20,829 | $2.4M | 0.5% |
| 55 | EXMOCEXXON MOBIL CORP | 17,331 | $2.4M | 0.5% |
| 56 | NFLXNETFLIX INC. | 32,927 | $2.4M | 0.5% |
| 57 | VNQVANGUARD INDEX FDS | 23,746 | $2.3M | 0.5% |
| 58 | VTIVANGUARD INDEX FDS | 6,140 | $2.3M | 0.5% |
| 59 | MARMARRIOTT INTL INC NEW | 5,896 | $2.2M | 0.5% |
| 60 | PJANINNOVATOR ETFS TRUST | 43,350 | $2.1M | 0.5% |
| 61 | SPYSTATE STR SPDR S&P 500 ETF T | 2,855 | $2.1M | 0.5% |
| 62 | DGRWWISDOMTREE TR | 22,227 | $2.1M | 0.5% |
| 63 | SPHYSPDR SERIES TRUST | 88,026 | $2.1M | 0.4% |
| 64 | ENBENBRIDGE INC | 36,510 | $2.0M | 0.4% |
| 65 | PLDPROLOGIS INC. | 14,566 | $2.0M | 0.4% |
| 66 | JPSTJ P MORGAN EXCHANGE TRADED F | 38,488 | $1.9M | 0.4% |
| 67 | SCHGSCHWAB STRATEGIC TR | 57,392 | $1.9M | 0.4% |
| 68 | VOEVANGUARD INDEX FDS | 9,781 | $1.9M | 0.4% |
| 69 | BEBLOOM ENERGY CORP | 6,282 | $1.9M | 0.4% |
| 70 | BKLNINVESCO EXCH TRADED FD TR II | 93,169 | $1.9M | 0.4% |
| 71 | IWFISHARES TR | 15,201 | $1.9M | 0.4% |
| 72 | VYMIVANGUARD WHITEHALL FDS | 18,105 | $1.8M | 0.4% |
| 73 | AVAVAEROVIRONMENT INC | 10,598 | $1.7M | 0.4% |
| 74 | CATCATERPILLAR INC | 1,618 | $1.7M | 0.4% |
| 75 | BNDVANGUARD BD INDEX FDS | 22,673 | $1.7M | 0.4% |
| 76 | CCJCAMECO CORP | 16,079 | $1.6M | 0.4% |
| 77 | NLRVANECK ETF TRUST | 12,847 | $1.5M | 0.3% |
| 78 | IJHISHARES TR | 18,659 | $1.4M | 0.3% |
| 79 | SIVRABRDN SILVER ETF TRUST | 24,140 | $1.4M | 0.3% |
| 80 | SOXXISHARES TR | 2,084 | $1.3M | 0.3% |
| 81 | ABTABBOTT LABORATORIES | 14,216 | $1.3M | 0.3% |
| 82 | RKLBROCKET LAB CORP | 12,678 | $1.3M | 0.3% |
| 83 | GOOGALPHABET INC | 3,568 | $1.3M | 0.3% |
| 84 | GIISPDR INDEX SHS FDS | 16,295 | $1.2M | 0.3% |
| 85 | PJUNINNOVATOR ETFS TRUST | 28,045 | $1.2M | 0.3% |
| 86 | SPSMSPDR SERIES TRUST | 20,681 | $1.2M | 0.3% |
| 87 | VEAVANGUARD TAX-MANAGED FDS | 16,402 | $1.2M | 0.3% |
| 88 | SNOWSNOWFLAKE INC | 4,414 | $1.1M | 0.2% |
| 89 | GLWCORNING INC | 4,313 | $1.1M | 0.2% |
| 90 | SEAGATE TECHNOLOGY HLDNGS PL | 1,026 | $990,349 | 0.2% |
| 91 | AMGNAMGEN INC | 2,731 | $988,938 | 0.2% |
| 92 | MUMICRON TECHNOLOGY INC | 827 | $954,598 | 0.2% |
| 93 | IBBISHARES TR | 4,915 | $934,764 | 0.2% |
| 94 | KLACKLA CORP | 3,058 | $922,490 | 0.2% |
| 95 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,831 | $916,237 | 0.2% |
| 96 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,909 | $912,151 | 0.2% |
| 97 | XLPSELECT SECTOR SPDR TR | 10,733 | $891,592 | 0.2% |
| 98 | SPLVINVESCO EXCH TRADED FD TR II | 11,815 | $884,968 | 0.2% |
| 99 | IGMISHARES TR | 5,307 | $868,109 | 0.2% |
| 100 | IYWISHARES TR | 3,360 | $847,382 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.