Nikulski Financial, Inc.
Nikulski Financial, Inc. reported 183 holdings worth US$464M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Nikulski Financial, Inc. reported 183 holdings worth US$464M as of Jun 30, 2026. Largest: Apple Inc, Palo Alto Networks, Inc. and Lam Research Corporation. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 183
- Value as reported
- US$464M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 64,574 | US$18.7M | 4.0% |
| Palo Alto Networks, Inc. | 48,767 | US$16.6M | 3.6% |
| Lam Research Corporation | 37,508 | US$16.3M | 3.5% |
| Alphabet Inc (google) Class C | 45,324 | US$16.2M | 3.5% |
| Amazon.com, Inc. | 66,795 | US$15.9M | 3.4% |
| Nvidia Corporation | 58,632 | US$11.7M | 2.5% |
| Jp Morgan Chase & Co. | 33,597 | US$11M | 2.4% |
| Microsoft Corp. | 28,206 | US$10.5M | 2.3% |
| Costco Wholesale Corporation | 10,912 | US$10.2M | 2.2% |
| Abbvie Inc. | 38,111 | US$9.59M | 2.1% |
| Crowdstrike Holdings, Inc. | 9,924 | US$7.57M | 1.6% |
| Robinhood Markets, Inc. | 68,771 | US$6.9M | 1.5% |
| Eli Lilly And Company | 5,353 | US$6.42M | 1.4% |
| Deere & Company | 9,197 | US$5.84M | 1.3% |
| Freeport-mcmoran, Inc. | 86,937 | US$5.47M | 1.2% |
| Visa Inc. | 14,905 | US$5.11M | 1.1% |
| Constellation Energy Corporation | 19,580 | US$4.86M | 1.0% |
| Broadcom Inc. | 12,730 | US$4.81M | 1.0% |
| Mcdonald's Corporation | 15,274 | US$4.13M | 0.89% |
| Tesla, Inc. | 9,548 | US$4.02M | 0.87% |
| Waste Management, Inc. | 17,703 | US$3.95M | 0.85% |
| Walmart Inc. | 33,530 | US$3.8M | 0.82% |
| Home Depot, Inc. (the) | 10,766 | US$3.8M | 0.82% |
| Allstate Corporation (the) | 13,155 | US$3.13M | 0.68% |
| Lockheed Martin Corporation | 5,962 | US$3.04M | 0.66% |
| Stryker Corporation | 8,260 | US$2.6M | 0.56% |
| Tjx Companies, Inc. (the) | 17,110 | US$2.59M | 0.56% |
| Goldman Sachs Group, Inc. (the) | 2,519 | US$2.55M | 0.55% |
| Digital Realty Trust, Inc. | 14,057 | US$2.52M | 0.54% |
| Palantir Technologies Inc. | 20,829 | US$2.43M | 0.52% |
| Exxon Mobil Corporation | 17,331 | US$2.37M | 0.51% |
| Netflix, Inc. | 32,927 | US$2.35M | 0.51% |
| Marriott International | 5,896 | US$2.18M | 0.47% |
| Enbridge Inc. | 36,510 | US$1.98M | 0.43% |
| Prologis, Inc. | 14,566 | US$1.97M | 0.43% |
| Bloom Energy Corporation | 6,282 | US$1.9M | 0.41% |
| Aerovironment, Inc. | 10,598 | US$1.75M | 0.38% |
| Caterpillar, Inc. | 1,618 | US$1.72M | 0.37% |
| Cameco Corporation | 16,079 | US$1.64M | 0.35% |
| Abbott Laboratories | 14,216 | US$1.29M | 0.28% |
| Rocket Lab Corporation | 12,678 | US$1.29M | 0.28% |
| Snowflake Inc. | 4,414 | US$1.12M | 0.24% |
| Corning Incorporated | 4,313 | US$1.1M | 0.24% |
| Amgen Inc. | 2,731 | US$989K | 0.21% |
| Micron Technology, Inc. | 827 | US$955K | 0.21% |
| Kla Corporation | 3,058 | US$922K | 0.20% |
| Berkshire Hathaway Inc. | 1,831 | US$916K | 0.20% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,909 | US$912K | 0.20% |
| Southern Company (the) | 8,494 | US$813K | 0.18% |
| Verizon Communications Inc. | 17,164 | US$727K | 0.16% |
| Meta Platforms, Inc. | 1,258 | US$709K | 0.15% |
| Uipath, Inc. | 62,805 | US$683K | 0.15% |
| Joby Aviation, Inc. | 73,607 | US$657K | 0.14% |
| Sofi Technologies, Inc. | 35,595 | US$638K | 0.14% |
| Intuitive Surgical, Inc. | 1,562 | US$621K | 0.13% |
| Philip Morris International Inc | 3,350 | US$607K | 0.13% |
| Alliant Energy Corporation | 7,819 | US$597K | 0.13% |
| Oklo Inc. | 11,270 | US$590K | 0.13% |
| Duke Energy Corporation (holding Company) | 4,391 | US$556K | 0.12% |
| Archer Aviation Inc. | 102K | US$480K | 0.10% |
| Kratos Defense & Security Solutions, Inc. | 9,482 | US$473K | 0.10% |
| Advanced Micro Devices Inc | 773 | US$449K | 0.10% |
| Chevron Corporation | 2,271 | US$376K | 0.08% |
| Cisco Systems, Inc. | 3,204 | US$376K | 0.08% |
| Johnson & Johnson | 1,472 | US$374K | 0.08% |
| Ford Mtr Co Del | 26,556 | US$369K | 0.08% |
| American Express Company | 1,052 | US$356K | 0.08% |
| Pepsico, Inc. | 2,531 | US$343K | 0.07% |
| Lowe's Companies, Inc. | 1,528 | US$337K | 0.07% |
| Genuine Parts Company | 2,676 | US$316K | 0.07% |
| Procter & Gamble Company (the) | 1,985 | US$291K | 0.06% |
| Qualcomm Incorporated | 1,528 | US$282K | 0.06% |
| Howmet Aerospace Inc. | 1,040 | US$280K | 0.06% |
| Royal Bank Of Canada | 1,300 | US$269K | 0.06% |
| Blackrock, Inc. | 273 | US$263K | 0.06% |
| Blackstone Inc. | 2,183 | US$257K | 0.06% |
| At&t Inc. | 11,855 | US$245K | 0.05% |
| Coca-cola Company (the) | 2,818 | US$229K | 0.05% |
| Capital One Financial Corporation | 1,134 | US$227K | 0.05% |
| Truist Financial Corporation | 4,307 | US$215K | 0.05% |
| Kimco Realty Corporation (hc) | 8,433 | US$214K | 0.05% |
| Illinois Tool Works Inc. | 766 | US$207K | 0.04% |
| Packaging Corporation Of America | 850 | US$203K | 0.04% |
| Public Service Enterprise Group Incorporated | 2,481 | US$201K | 0.04% |
| Conocophillips | 0 | US$0 | 0.00% |
| Mastercard Incorporated | 0 | US$0 | 0.00% |
| Paychex, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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