Nikulski Financial, Inc.

CIK

1729847

Location

BETTENDORF, IA

Portfolio Value

Small $430,665,773

Diversification

Diversified

Filing Date

Global Rank

#4,037 / 8,827 ▲ 9 · as of Jun 2026

Top Industry

Software - Infrastructure 16.1%

Period ended 38 days ago

Filed Nov 6, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 36.1%, 47.5 effective positions, active share 60.6% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

32.2% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 18.1 quarters (12+), a floor since 53.2% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 60.6%; sector active share 25.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

167 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

4.9%

+0.3 pts

Top 5

21.3%

+1.6 pts

Top 10

37.4%

+1.3 pts

HHI

230

Diversified+20

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	37.1%	$159,872,880	82
Technology	23.0%	$99,214,921	17
Consumer Cyclical	7.9%	$34,031,976	8
Financial Services	7.4%	$31,888,562	16
Healthcare	5.4%	$23,089,209	8
Industrials	4.9%	$21,153,758	9
Communication Services	4.9%	$20,992,623	6
Consumer Defensive	3.5%	$15,145,007	7
Utilities	1.7%	$7,454,203	5
Energy	1.6%	$6,863,875	5
Basic Materials	1.5%	$6,302,687	2
Real Estate	1.1%	$4,656,072	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHE	Schwab Emerging Markets Equity ETF	+43,363	139,745	$5,093,705
CRWD	CrowdStrike Holdings, Inc.	+28,406	38,330	$10,147,867
IPKW	Invesco Ltd.	+25,858	271,022	$0
PFIG	Invesco Fundamental Investment Grade Corporate Bond ETF	+19,491	135,514	$3,123,597
NFLX	Netflix Inc	+15,503	48,430	$3,369,759
TJX	Tjx Companies Inc	+12,885	29,995	$3,968,638
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	+12,795	100,821	$2,277,546
JIVE	JPMorgan International Value ETF	+11,581	55,253	$5,261,190
SCHA	Schwab U.S. Small-Cap ETF	+10,291	199,057	$6,495,229
AAAU	Goldman Sachs Physical Gold ETF	+9,978	133,368	$5,462,753
VZ	Verizon Communications Inc	+9,693	26,857	$1,231,930
SHLD	Global X Defense Tech ETF	+7,495	67,197	$4,037,195
XMMO	Victory Portfolios II	+5,465	36,229	$0
OKLO	Oklo Inc.	+5,133	16,403	$607,239
PAUG		+3,907	13,415	$625,809
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+3,740	21,845	$2,209,184
JPST	JPMorgan Ultra-Short Income ETF	+3,540	42,028	$2,116,950
CGMS	Capital Group U.S. Multi-Sector Income ETF	+3,510	31,780	$833,589
HOOD	Robinhood Markets, Inc.	+3,454	72,225	$8,125,312
HYD	VanEck High Yield Muni ETF	+3,427	13,937	$669,394
PLD	Prologis, Inc.	+3,007	17,573	$2,281,678
TSLA	Tesla, Inc.	+2,942	12,490	$4,431,576
PSEP		+2,904	7,399	$346,717
NLR	VanEck Uranium and Nuclear ETF	+2,366	15,213	$1,573,936
VNQ	VANGUARD REAL ESTATE INDEX FUND	+1,984	25,730	$2,306,179
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKLN	Invesco Ltd.	−44,476	48,693	$0
DON	WisdomTree U.S. Midcap Dividend Fund	−11,958	68,727	$3,707,821
SPHQ	Invesco S&P 500 Quality ETF	−7,682	66,110	$5,558,528
SCHD	Schwab U.S. Dividend Equity ETF	−6,377	163,210	$5,309,221
PSLV	Sprott Physical Silver Trust	−5,234	16,740	$324,253
SCHG	Schwab U.S. Large-Cap Growth ETF	−4,468	52,924	$1,901,559
LRCX	Lam Research Corp	−3,964	33,544	$11,019,539
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	−3,261	39,111	$5,672,659
PANW	Palo Alto Networks Inc	−3,143	45,624	$18,126,871
IJR	iShares Core S&P Small-Cap ETF	−2,996	50,924	$6,927,700
—		−2,860	7,873	$0
MINO	PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	−2,776	7,288	$310,395
SGOL	abrdn Gold ETF Trust	−2,613	13,808	$546,244
VUSB	VANGUARD ULTRA-SHORT BOND ETF	−2,362	11,058	$547,923
IJJ	iShares S&P Mid-Cap 400 Value ETF	−2,259	17,087	$2,353,050
F	Ford Motor Co	−2,258	24,298	$293,033
VEA	Vanguard FTSE Developed Markets ETF	−2,200	14,202	$1,002,803
T	At&T Inc.	−2,060	9,795	$238,998
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−1,942	1,135	$262,219
VXUS	Vanguard Total International Stock ETF	−1,877	40,275	$3,421,764
NVDA	Nvidia Corp	−1,703	56,929	$13,001,445
—		−1,659	19,022	$0
SOXX	iShares Semiconductor ETF	−1,570	514	$0
AAPL	Apple Inc.	−1,470	63,104	$21,014,894
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−1,360	21,313	$1,495,106
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
GPIX	Goldman Sachs S&P 500 Premium Income ETF	103,783	$5,794,204
SPCX	Space Exploration Technologies Corp	13,811	$2,083,527
VOO	VANGUARD 500 INDEX FUND	2,707	$1,897,228
VEEV	Veeva Systems Inc	4,455	$1,271,679
NVS	Novartis AG	2,107	$300,394
COP	Conocophillips	1,749	$218,887
APD	Air Products & Chemicals, Inc.	736	$204,777
UL	Unilever PLC	3,365	$204,356
TKR	Timken Co	1,725	$201,393
BALT		5,750	$200,962
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
HD	Home Depot, Inc.	10,766	$3,796,952
PLTR	Palantir Technologies Inc.	20,829	$2,430,119
RKLB	Rocket Lab Corp	12,678	$1,288,718
—		4,915	$934,783
IGM	iShares Expanded Tech Sector ETF	5,307	$868,119
IYW	iShares, Inc.	3,360	$847,492
IYM	iShares U.S. Basic Materials ETF	4,564	$819,374
IDGT	iShares U.S. Digital Infrastructure and Real Estate ETF	6,836	$818,542
IYZ	iShares U.S. Telecommunications ETF	18,833	$796,824
IGE	iShares North American Natural Resources ETF	13,310	$747,755
PATH	UiPath, Inc.	62,805	$682,690
JOBY	Joby Aviation, Inc.	73,607	$656,574
SOFI	SoFi Technologies, Inc.	35,595	$638,218
BITB	Bitwise Bitcoin ETF	19,617	$624,997
ISRG	Intuitive Surgical Inc	1,562	$621,176
ACHR	Archer Aviation Inc.	101,505	$480,118
KTOS	Kratos Defense & Security Solutions, Inc.	9,482	$472,772
LOW	Lowes Companies Inc	1,528	$336,908
TFC	Truist Financial Corp	4,307	$214,574
KIM	Kimco Realty Corp	8,433	$213,776
ITW	Illinois Tool Works Inc	766	$207,180
PKG	Packaging Corp Of America	850	$202,538
PEG	Public Service Enterprise Group Inc	2,481	$201,357
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

167 tracked positions · $430,665,773 total · filing declares 168 positions · $465,944,705 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 167 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	63,104	-1,470	$21,014,894	+12.5%	4.88%
PANW	Palo Alto Networks Inc Technology	Reduced	45,624	-3,143	$18,126,871	+9.0%	4.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	67,175	+380	$16,736,651	+5.1%	3.89%
MSFT	Microsoft Corp Technology	Added	29,959	+1,753	$15,365,971	+46.0%	3.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	40,455	-1,341	$13,919,756	−6.8%	3.23%
NVDA	Nvidia Corp Technology	Reduced	56,929	-1,703	$13,001,445	+10.8%	3.02%
LRCX	Lam Research Corp Technology	Reduced	33,544	-3,964	$11,019,539	−32.2%	2.56%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	32,886	-711	$10,879,675	−1.1%	2.53%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	38,330	+28,406	$10,147,867	+34.0%	2.36%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	10,783	-129	$9,816,196	−3.8%	2.28%
VIG	Vanguard Specialized Funds	Added	41,523	+154	$9,687,731	−1.0%	2.25%
ABBV	AbbVie Inc. Healthcare	Reduced	36,882	-1,229	$9,647,962	+0.6%	2.24%
SMH	VanEck Semiconductor ETF	Added	14,547	+1,469	$8,859,123	+3.3%	2.06%
HOOD	Robinhood Markets, Inc. Financial Services	Added	72,225	+3,454	$8,125,312	+17.8%	1.89%
QQQ	Invesco Qqq Trust, Series 1	Reduced	10,804	-847	$7,992,475	−6.8%	1.86%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	92,625	-264	$7,263,652	−2.9%	1.69%
IJR	iShares Core S&P Small-Cap ETF	Reduced	50,924	-2,996	$6,927,700	−13.4%	1.61%
LLY	ELI LILLY & Co Healthcare	Added	5,630	+277	$6,514,360	+1.5%	1.51%
SCHA	Schwab U.S. Small-Cap ETF	Added	199,057	+10,291	$6,495,229	−4.8%	1.51%
DE	Deere & Co Industrials	Reduced	9,169	-28	$6,157,441	+5.5%	1.43%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	87,113	+176	$6,097,910	+11.5%	1.42%
GPIX	Goldman Sachs S&P 500 Premium Income ETF	NEW	103,783	NEW	$5,794,204	NEW	1.35%
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	Reduced	39,111	-3,261	$5,672,659	−5.6%	1.32%
SPHQ	Invesco S&P 500 Quality ETF	Reduced	66,110	-7,682	$5,558,528	−16.4%	1.29%
V	Visa Inc. Financial Services	Added	15,267	+362	$5,485,891	+7.3%	1.27%
AAAU	Goldman Sachs Physical Gold ETF	Added	133,368	+9,978	$5,462,753	+11.9%	1.27%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	163,210	-6,377	$5,309,221	−1.3%	1.23%
JIVE	JPMorgan International Value ETF	Added	55,253	+11,581	$5,261,190	+31.0%	1.22%
SCHE	Schwab Emerging Markets Equity ETF	Added	139,745	+43,363	$5,093,705	+45.8%	1.18%
CEG	Constellation Energy Corp Utilities	Added	19,848	+268	$5,041,788	+3.7%	1.17%
TSLA	Tesla, Inc. Consumer Cyclical	Added	12,490	+2,942	$4,431,576	+10.4%	1.03%
AVGO	Broadcom Inc. Technology	Reduced	12,339	-391	$4,333,333	−9.9%	1.01%
SHLD	Global X Defense Tech ETF	Added	67,197	+7,495	$4,037,195	+13.3%	0.94%
TJX	Tjx Companies Inc Consumer Cyclical	Added	29,995	+12,885	$3,968,638	+53.1%	0.92%
WM	Waste Management Inc Industrials	Added	18,468	+765	$3,765,994	−4.6%	0.87%
DON	WisdomTree U.S. Midcap Dividend Fund	Reduced	68,727	-11,958	$3,707,821	−18.7%	0.86%
PAPR		Reduced	81,531	-287	$3,520,508	+2.0%	0.82%
VXUS	Vanguard Total International Stock ETF	Reduced	40,275	-1,877	$3,421,764	−5.0%	0.79%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	14,807	-467	$3,419,528	−17.2%	0.79%
WMT	Walmart Inc. Consumer Defensive	Reduced	32,878	-652	$3,416,681	−10.0%	0.79%
NFLX	Netflix Inc Communication Services	Added	48,430	+15,503	$3,369,759	+43.3%	0.78%
LMT	Lockheed Martin Corp Industrials	Added	6,487	+525	$3,303,504	+8.8%	0.77%
PFIG	Invesco Fundamental Investment Grade Corporate Bond ETF	Added	135,514	+19,491	$3,123,597	+12.6%	0.73%
XOM	ExxonMobil Holdings Corp Energy	Added	18,189	+858	$2,960,259	+24.9%	0.69%
SE	Sea Ltd Consumer Cyclical	Reduced	28,772	-227	$2,801,241	+0.8%	0.65%
ALL	Allstate Corp Financial Services	Reduced	12,620	-535	$2,799,873	−10.6%	0.65%
VTV	VANGUARD VALUE INDEX FUND	Reduced	11,553	-1,089	$2,496,372	−9.4%	0.58%
SYK	Stryker Corp Healthcare	Added	8,762	+502	$2,412,967	−7.2%	0.56%
VIGI	Vanguard Whitehall Funds	Reduced	25,333	-855	$2,391,941	−2.2%	0.56%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	13,527	-530	$2,374,394	−5.9%	0.55%

Showing the top 50 of 167 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.