Nikulski Financial, Inc.
•CIK: 1729847•Filing: Q4 2025
Nikulski Financial, Inc. manages $418M in assets across 166 positions, with a focus on tech and growth stocks. The fund's top holdings include AAPL ($22.6M), GOOGL ($18.1M), and VIG ($18.0M), which collectively account for 14% of the portfolio. Notable positions in AMZN ($17.7M), MSFT ($13.6M), and NVDA ($12.4M) further underscore the manager's emphasis on industry leaders. The fund's largest 10 holdings represent 55% of total AUM, with the remaining 156 positions allocated across a diversified range of sectors.
Total AUM
$418.3M
QoQ Performance
+5.1%
Positions
109
Top 10 Concentration
34.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.4%
GOOGL4.3%
VIG4.3%
AMZN4.2%
MSFT3.3%
NVDA3.0%
COST2.9%
JPM2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.6%
Technology19.6%
Consumer11.3%
Financial6.4%
Healthcare4.1%
Industrial2.1%
Communication0.9%
ETF0.8%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW30 new positions
↑59 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023