Nikulski Financial, Inc. reported 92 positions worth $274.85M for the quarter ended Jun 30, 2026, up 19.5% on the prior quarter. It opened 7 new positions, added to 47, trimmed 34 and exited 3. Its largest holding is Apple Inc. at 6.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HOOD Robinhood Markets, Inc. | +12.7K | +22.7% | $1.28M | 2.51% |
| SE Sea Ltd | +7,319 | +33.8% | $701.38K | 1.01% |
| AMD Advanced Micro Devices Inc | +773 | – | $449.04K | 0.163% |
| TSLA Tesla, Inc. | +1,036 | +12.2% | $435.74K | 1.46% |
| PANW Palo Alto Networks Inc | +1,233 | +2.6% | $420.48K | 6.05% |
| LLY ELI LILLY & Co | +347 | +6.9% | $416.21K | 2.34% |
| AMZN Amazon Com Inc | +1,611 | +2.5% | $383.96K | 5.79% |
| NXPI NXP Semiconductors N.V. | +1,239 | – | $348.42K | 0.127% |
| GOOG Alphabet Inc. | +952 | +36.4% | $336.39K | 0.459% |
| GPC Genuine Parts Co | +2,676 | – | $315.71K | 0.115% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LRCX Lam Research Corp | -1,749 | -4.5% | $758.01K | 5.91% |
| GOOGL Alphabet Inc. | -1,572 | -3.6% | $561.79K | 5.43% |
| STX Seagate Technology Holdings plc | -316 | -23.5% | $305.02K | 0.36% |
| PAYX Paychex Inc | -2,825 | -100.0% | $260.20K | Exited |
| AVGO Broadcom Inc. | -671 | -5.0% | $253.47K | 1.75% |
| MU Micron Technology Inc | -200 | -19.5% | $230.86K | 0.347% |
| MA Mastercard Inc | -445 | -100.0% | $222.47K | Exited |
| COP Conocophillips | -1,662 | -100.0% | $219.37K | Exited |
| KLAC Kla Corp | -462 | -13.1% | $139.37K | 0.336% |
| BRK-B Berkshire Hathaway Inc | -255 | -12.2% | $127.60K | 0.333% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMD Advanced Micro Devices Inc | +773 | $449.04K | 0.163% |
| NXPI NXP Semiconductors N.V. | +1,239 | $348.42K | 0.127% |
| GPC Genuine Parts Co | +2,676 | $315.71K | 0.115% |
| BX Blackstone Inc. | +2,183 | $256.87K | 0.093% |
| TFC Truist Financial Corp | +4,307 | $214.60K | 0.078% |
| KIM Kimco Realty Corp | +8,433 | $213.77K | 0.078% |
| PKG Packaging Corp Of America | +850 | $202.54K | 0.074% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 64.6K | $18.69M | 6.8% | +555 | +0.9% | Added | 0% |
| 2 | PANW Palo Alto Networks Inc | Technology | 48.8K | $16.63M | 6.05% | +1,233 | +2.6% | Added | 0.01% |
| 3 | LRCX Lam Research Corp | Technology | 37.5K | $16.26M | 5.91% | -1,749 | -4.5% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 66.8K | $15.92M | 5.79% | +1,611 | +2.5% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 41.8K | $14.94M | 5.43% | -1,572 | -3.6% | Reduced | 0% |
| 6 | NVDA Nvidia Corp | Technology | 58.6K | $11.73M | 4.27% | -211 | -0.4% | Reduced | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 33.6K | $11.00M | 4% | +135 | +0.4% | Added | 0% |
| 8 | MSFT Microsoft Corp | Technology | 28.2K | $10.52M | 3.83% | +845 | +3.1% | Added | 0% |
| 9 | COST Costco Wholesale Corp | Consumer Staples | 10.9K | $10.21M | 3.71% | +169 | +1.6% | Added | 0% |
| 10 | ABBV AbbVie Inc. | Healthcare | 38.1K | $9.59M | 3.49% | +629 | +1.7% | Added | 0% |
| 11 | CRWD CrowdStrike Holdings, Inc. | Technology | 39.7K | $7.57M | 2.76% | +424 | +1.1% | Added | 0% |
| 12 | HOOD Robinhood Markets, Inc. | Financial Services | 68.8K | $6.90M | 2.51% | +12.7K | +22.7% | Added | 0.01% |
| 13 | LLY ELI LILLY & Co | Healthcare | 5,353 | $6.42M | 2.34% | +347 | +6.9% | Added | 0% |
| 14 | DE Deere & Co | Industrials | 9,197 | $5.84M | 2.12% | +337 | +3.8% | Added | 0% |
| 15 | FCX Freeport-Mcmoran Inc | Basic Materials | 86.9K | $5.47M | 1.99% | +1,941 | +2.3% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Nikulski Financial.
As of its Q2 2026 13F filing, Nikulski Financial, Inc.’s five largest positions were Apple Inc. (AAPL) at 6.8%, Palo Alto Networks Inc (PANW) at 6.1%, Lam Research Corp (LRCX) at 5.9%, Amazon Com Inc (AMZN) at 5.8%, Alphabet Inc. (GOOGL) at 5.4% of the reported portfolio.
Nikulski Financial, Inc. reported a 13F portfolio worth $274.85M across 92 positions for Q2 2026. That is up 19.5% from the previous quarter.
Its largest purchases by value were Robinhood Markets, Inc. ($1.28M), Sea Ltd ($701.38K), Advanced Micro Devices Inc ($449.04K). It opened 7 new positions.
Its largest sales by value were Lam Research Corp ($758.01K), Alphabet Inc. ($561.79K), Seagate Technology Holdings plc ($305.02K). It exited 3 positions entirely.
From the Form 13F-HR reports Nikulski Financial, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.