Nikulski Financial, Inc.

hedge fundUpdated 45 days ago

Managed by Nikulski Financial, Inc. • Latest filing Q2 2026

Portfolio value

$463.6M

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

24.7%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$226.3M
Q2 2023	$241.9M
Q3 2023	$241.7M
Q4 2023	$273.1M
Q1 2024	$301.5M
Q2 2024	$314.3M
Q3 2024	$334.1M
Q4 2024	$340.2M
Q1 2025	$330.8M
Q2 2025	$365.2M
Q3 2025	$398M
Q4 2025	$418.3M
Q1 2026	$405.1M
Q2 2026	$463.6M

Top holdings

183 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	A AAPL APPLE INC	$18.7M	64.6K	4.03%	Added(+0.9%)
2	P PANW PALO ALTO NETWORKS INC	$16.6M	48.8K	3.59%	Added(+2.6%)
3	L LRCX LAM RESEARCH CORP	$16.3M	37.5K	3.51%	Trimmed(-4.5%)
4	A AMZN AMAZON COM INC	$15.9M	66.8K	3.43%	Added(+2.5%)
5	G GOOGN ALPHABET INC	$14.9M	41.8K	3.22%	Trimmed(-3.6%)
6	? N/A INVESCO EXCH TRADED FD TR II	$13.8M	245.2K	2.98%	Added(+6.7%)
7	N NVDA NVIDIA CORPORATION	$11.7M	58.6K	2.53%	Trimmed(-0.4%)
8	J JPM-PM JPMORGAN CHASE & CO	$11M	33.6K	2.37%	Added(+0.4%)
9	M MSFT MICROSOFT CORP	$10.5M	28.2K	2.27%	Added(+3.1%)
10	C COST COSTCO WHOLESALE CORPORATION	$10.2M	10.9K	2.20%	Added(+1.6%)
11	B BX VANGUARD SPECIALIZED FUNDS	$9.8M	41.4K	2.11%	Trimmed(-0.3%)
12	A ABBV ABBVIE INC	$9.6M	38.1K	2.07%	Added(+1.7%)
13	Q QQQ INVESCO QQQ TR	$8.6M	11.7K	1.85%	Trimmed(-3.4%)
14	H HODL VANECK ETF TRUST	$8.6M	13.1K	1.85%	Added(+5.4%)
15	E ETHA ISHARES TR	$8M	53.9K	1.73%	Trimmed(-8.4%)
16	C CRWD CROWDSTRIKE HLDGS INC	$7.6M	9.9K	1.63%	Added(+1.1%)
17	V VGES VANGUARD INDEX FDS	$7.5M	92.9K	1.61%	Added(+308.7%)
18	S STT-PG SPDR SERIES TRUST	$7.2M	46.9K	1.56%	Added(+1.1%)
19	H HOOD ROBINHOOD MKTS INC	$6.9M	68.8K	1.49%	Added(+22.7%)
20	S SCHW-PJ SCHWAB STRATEGIC TR	$6.8M	188.8K	1.47%	Added(+2.7%)

A

APPLE INC

+0.9%

Value

$18.7M

Shares

64.6K

% Port

4.03%

P

PALO ALTO NETWORKS INC

+2.6%

Value

$16.6M

Shares

48.8K

% Port

3.59%

L

LAM RESEARCH CORP

-4.5%

Value

$16.3M

Shares

37.5K

% Port

3.51%

A

AMAZON COM INC

+2.5%

Value

$15.9M

Shares

66.8K

% Port

3.43%

G

ALPHABET INC

-3.6%

Value

$14.9M

Shares

41.8K

% Port

3.22%

?

6.N/A

INVESCO EXCH TRADED FD TR II

+6.7%

Value

$13.8M

Shares

245.2K

% Port

2.98%

N

NVIDIA CORPORATION

-0.4%

Value

$11.7M

Shares

58.6K

% Port

2.53%

J

JPMORGAN CHASE & CO

+0.4%

Value

$11M

Shares

33.6K

% Port

2.37%

M

MICROSOFT CORP

+3.1%

Value

$10.5M

Shares

28.2K

% Port

2.27%

C

COSTCO WHOLESALE CORPORATION

+1.6%

Value

$10.2M

Shares

10.9K

% Port

2.20%

B

11.BX

VANGUARD SPECIALIZED FUNDS

-0.3%

Value

$9.8M

Shares

41.4K

% Port

2.11%

A

ABBVIE INC

+1.7%

Value

$9.6M

Shares

38.1K

% Port

2.07%

Q

13.QQQ

INVESCO QQQ TR

-3.4%

Value

$8.6M

Shares

11.7K

% Port

1.85%

H

VANECK ETF TRUST

+5.4%

Value

$8.6M

Shares

13.1K

% Port

1.85%

E

ISHARES TR

-8.4%

Value

$8M

Shares

53.9K

% Port

1.73%

C

CROWDSTRIKE HLDGS INC

+1.1%

Value

$7.6M

Shares

9.9K

% Port

1.63%

V

VANGUARD INDEX FDS

+308.7%

Value

$7.5M

Shares

92.9K

% Port

1.61%

S

SPDR SERIES TRUST

+1.1%

Value

$7.2M

Shares

46.9K

% Port

1.56%

H

ROBINHOOD MKTS INC

+22.7%

Value

$6.9M

Shares

68.8K

% Port

1.49%

S

SCHWAB STRATEGIC TR

+2.7%

Value

$6.8M

Shares

188.8K

% Port

1.47%

View full portfolio (183 holdings) →

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