Nikulski Financial, Inc.

CIK

1729847

Location

BETTENDORF, IA

Portfolio Value

Micro $16,309,110

Diversification

Diversified

Filing Date

Global Rank

#3,509 / 8,232 ▲ 57

Top Industry

Software - Infrastructure 11.2%

3Y Alpha vs SPY

+2.5%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+87.6%

SPY

+76.3%

Annualised alpha

+2.5%

Max drawdown

−19.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

90 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.8%

−1.9 pts

Top 5

26.3%

−6.2 pts

Top 10

44.7%

−6.6 pts

HHI

287

Diversified−72

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.3%	$67,915,411	18
Consumer Cyclical	13.1%	$31,426,860	9
Financial Services	11.1%	$26,651,361	13
Industrials	8.1%	$19,357,952	12
Healthcare	7.8%	$18,757,668	7
Unclassified	7.5%	$17,993,271	6
Communication Services	7.2%	$17,302,431	5
Consumer Defensive	6.8%	$16,309,110	6
Utilities	3.4%	$8,102,019	6
Energy	2.9%	$6,881,780	5
Basic Materials	2.1%	$4,996,064	1
Real Estate	1.8%	$4,389,329	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACHR	Archer Aviation Inc.	+57,515	106,285	$549,493
JOBY	Joby Aviation, Inc.	+46,734	73,452	$606,713
FCX	Freeport-Mcmoran Inc	+46,255	84,996	$4,996,064
AAAU	Goldman Sachs Physical Gold ETF	+38,005	120,385	$5,560,583
PATH	UiPath, Inc.	+36,888	62,880	$697,968
HOOD	Robinhood Markets, Inc.	+33,937	56,048	$3,884,126
SOFI	SoFi Technologies, Inc.	+22,379	36,060	$572,632
ENB	Enbridge Inc	+21,745	36,930	$1,999,390
BITB	Bitwise Bitcoin ETF	+14,410	21,681	$798,077
XOM	Exxon Mobil Corp	+13,306	15,998	$2,714,220
OKLO	Oklo Inc.	+7,041	11,202	$555,507
SE	Sea Ltd	+6,900	21,680	$1,795,320
CCJ	Cameco Corp	+5,918	16,078	$1,746,231
KTOS	Kratos Defense & Security Solutions, Inc.	+4,584	9,687	$683,030
RKLB	Rocket Lab Corp	+4,540	12,778	$820,603
NFLX	Netflix Inc	+3,193	32,503	$3,125,163
CRWD	CrowdStrike Holdings, Inc.	+2,879	9,818	$3,833,045
SNOW	Snowflake Inc.	+2,812	4,399	$663,457
BE	Bloom Energy Corp	+2,806	6,512	$882,310
PLTR	Palantir Technologies Inc.	+1,930	18,290	$2,675,461
TSLA	Tesla, Inc.	+1,355	8,512	$3,164,336
AVAV	AeroVironment Inc	+1,190	10,252	$1,876,628
SYK	Stryker Corp	+1,017	8,130	$2,671,436
PM	Philip Morris International Inc.	+868	3,675	$607,624
PAYX	Paychex Inc	+866	2,825	$260,239
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−31,641	10,525	$305,119
AAPL	Apple Inc.	−18,950	64,019	$16,247,382
GOOGL	Alphabet Inc.	−14,420	43,368	$12,470,902
AMZN	Amazon Com Inc	−11,378	65,184	$13,575,871
BRK-B	Berkshire Hathaway Inc	−8,374	2,086	$999,611
NVDA	Nvidia Corp	−7,441	58,843	$10,262,219
COST	Costco Wholesale Corp /New	−3,081	10,743	$10,704,647
WMT	Walmart Inc.	−2,695	33,571	$4,172,203
LRCX	Lam Research Corp	−2,561	39,257	$8,387,650
MA	Mastercard Inc	−2,424	445	$222,348
AVGO	Broadcom Inc.	−2,253	13,401	$4,147,743
DE	Deere & Co	−2,155	8,860	$4,990,838
GLW	Corning Inc /Ny	−1,759	3,085	$419,467
SPY	Spdr S&P 500 ETF Trust	−1,446	3,428	$2,229,365
QQQ	Invesco Qqq Trust, Series 1	−1,403	12,062	$6,961,945
V	Visa Inc.	−1,049	14,991	$4,530,879
ABBV	AbbVie Inc.	−1,042	37,482	$8,151,960
STX	Seagate Technology Holdings plc	−1,025	1,342	$525,741
PG	PROCTER & GAMBLE Co	−886	1,857	$268,225
MSFT	Microsoft Corp	−836	27,361	$10,128,221
ALL	Allstate Corp	−601	13,305	$2,758,658
LOW	Lowes Companies Inc	−457	1,387	$327,720
DLR	Digital Realty Trust, Inc.	−420	14,446	$2,603,313
MU	Micron Technology Inc	−418	1,027	$346,961
JNJ	Johnson & Johnson	−415	1,448	$353,949
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
PLD	Prologis, Inc.	13,512	$1,786,016
SIVR	abrdn Silver ETF Trust	23,130	$1,656,339
SGOL	abrdn Gold ETF Trust	17,637	$786,962
PSLV	Sprott Physical Silver Trust	22,782	$555,652
AXP	American Express Co	1,051	$317,906
COP	Conocophillips	1,662	$219,384
KO	Coca Cola Co	2,818	$214,308
CVX	Chevron Corp	979	$202,555
PEG	Public Service Enterprise Group Inc	2,491	$201,646
F	Ford Motor Co	12,105	$139,691
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
SHW	Sherwin Williams Co	3,443	$1,115,635
PSKY	Paramount Skydance Corp	25,693	$344,286
NXPI	NXP Semiconductors N.V.	1,370	$297,372
TFC	Truist Financial Corp	4,463	$219,624
AMD	Advanced Micro Devices Inc	938	$200,882
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $16,309,110 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	10,743	-3,081	$10,704,647	−10.2%	65.64%
WMT	Walmart Inc. Consumer Defensive	Reduced	33,571	-2,695	$4,172,203	+3.3%	25.58%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,675	+868	$607,624	+35.0%	3.73%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,203	-273	$342,103	−3.7%	2.10%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,857	-886	$268,225	−31.8%	1.64%
KO	Coca Cola Co Consumer Defensive	NEW	2,818	NEW	$214,308	NEW	1.31%