Nikulski Financial, Inc.
CIK 1729847
13F filing for Q2 2026・No. 4,091
- Holdings
- US$463.56M
- Quarter change
- +US$281.64M
- Entries
- 183
- Net bought (estimate)
- +US$2.41M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 8
- Cut 79
- Added 78
- Corporate actions 0
- Unchanged 10
Largest holdings
180 stocks worth US$463.56M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 64,574 | US$18.69M | 4.03% |
| PANWPALO ALTO NETWORKS INCCOM | Added | 48,767 | US$16.63M | 3.59% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 37,508 | US$16.26M | 3.51% |
| AMZNAmazonCOM | Added | 66,795 | US$15.92M | 3.43% |
| GOOGLAlphabetCAP STK CL A | Cut | 41,796 | US$14.94M | 3.22% |
| INVESCO EXCH TRADED FD TR IIINTL BUYBACK | Added | 245,164 | US$13.81M | 2.98% |
| NVDANvidiaCOM | Cut | 58,632 | US$11.73M | 2.53% |
| JPMJPMORGAN CHASE & COCOM | Added | 33,597 | US$11M | 2.37% |
| MSFTMicrosoftCOM | Added | 28,206 | US$10.52M | 2.27% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Added | 10,912 | US$10.21M | 2.20% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.