Nikulski Financial, Inc.: 13F holdings
CIK 17298472026Q2
| Positions | 180 |
|---|
| Reported value | $463.6m |
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| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 180 (+5 vs prior quarter) |
|---|
| Reported value | $463.6m (+14.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 64,574 | $18.7m | 4.0% |
| PANW PALO ALTO NETWORKS INC | 48,767 | $16.6m | 3.6% |
| LRCX LAM RESEARCH CORP | 37,508 | $16.3m | 3.5% |
| AMZN AMAZON COM INC | 66,795 | $15.9m | 3.4% |
| GOOGL ALPHABET INC | 41,796 | $14.9m | 3.2% |
| IPKW INVESCO EXCH TRADED FD TR II | 245,164 | $13.8m | 3.0% |
| NVDA NVIDIA CORPORATION | 58,632 | $11.7m | 2.5% |
| JPM JPMORGAN CHASE & CO | 33,597 | $11.0m | 2.4% |
| MSFT MICROSOFT CORP | 28,206 | $10.5m | 2.3% |
| COST COSTCO WHOLESALE CORPORATION | 10,912 | $10.2m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1729847")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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