Nikulski Financial, Inc.
Top Portfolio Positions
90 positions ·
$237,208,472 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
64,019 | $16,247,382 | 6.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
65,184 | $13,575,871 | 5.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
43,368 | $12,470,902 | 5.26% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
10,743 | $10,704,647 | 4.51% | |
| NVDA |
Nvidia Corp
Technology
|
58,843 | $10,262,219 | 4.33% | |
| MSFT |
Microsoft Corp
Technology
|
27,361 | $10,128,221 | 4.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
33,462 | $9,843,181 | 4.15% | |
| LRCX |
Lam Research Corp
Technology
|
39,257 | $8,387,650 | 3.54% | |
| ABBV |
AbbVie Inc.
Healthcare
|
37,482 | $8,151,960 | 3.44% | |
| PANW |
Palo Alto Networks Inc
Technology
|
47,534 | $7,620,650 | 3.21% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AAAU
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,560,583 | 120,385 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,505,269 | 82,380 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,038,583 | 79,711 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,498,941 | 76,467 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,301,393 | 74,527 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,891,985 | 72,937 | Shares | Sole | 2025-01-21 | |
| No 13F history on record for this holder in this stock. | ||||||