Fund HoldingsNikulski Financial, Inc.

Total Portfolio Value
$418.27M
Total Bought
$70.82M
Total Sold
$57.80M
Net Transaction
+$13.02M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
INVESCO EXCH TRADED FD TR II55,053117,436+62,3832,9016,5261.56%+3,626
ALPHABET INC(GOOG)61,16657,788-3,37814,86918,0884.32%+3,218
VANECK ETF TRUST
SEMICONDUCTR ETF
3,88312,020+8,1371,2674,3291.03%+3,061
GLOBAL X FDS
DEFENSE TECH ETF
040,900+40,90002,6500.63%+2,650
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
5,19623,687+18,4917033,2800.78%+2,577
ELI LILLY & CO(LLY)04,829+4,82905,1901.24%+5,190
PALANTIR TECHNOLOGIES INC(PLTR)4,20716,360+12,1537672,9080.70%+2,141
NETFLIX INC(NFLX)55729,310+28,7536682,7480.66%+2,080
TESLA INC(TSLA)2,5777,157+4,5801,1463,2190.77%+2,073
SPDR SERIES TRUST
ST PORT HIGH ETF
084,653+84,65302,0040.48%+2,004
SPDR SERIES TRUST
SP O&G EXPL PRO
015,758+15,75801,9900.48%+1,990
APPLE INC(AAPL)81,62882,969+1,34120,78522,5565.39%+1,771
MICROSOFT CORP(MSFT)22,94628,197+5,25111,88513,6373.26%+1,752
FREEPORT-MCMORAN INC(FCX)8,15538,741+30,5863201,9680.47%+1,648
ROBINHOOD MKTS INC(HOOD)6,88522,111+15,2269862,5010.60%+1,515
ISHARES TR04,518+4,51801,3610.33%+1,361
AMAZON COM INC(AMZN)74,34676,562+2,21616,32417,6724.23%+1,348
SCHWAB STRATEGIC TR28,38969,269+40,8809472,2690.54%+1,321
DEERE & CO(DE)011,015+11,01505,1301.23%+5,130
STRYKER CORPORATION(SYK)3,3437,113+3,7701,2362,5000.60%+1,264
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
014,362+14,36201,1530.28%+1,153
SPDR SERIES TRUST
ST STR SP600 SML
023,998+23,99801,1250.27%+1,125
AEROVIRONMENT INC3,5149,062+5,5481,1072,1920.52%+1,085
INVESCO EXCH TRADED FD TR II27,33071,805+44,4756621,7440.42%+1,082
AT&T INC(T)042,166+42,16601,0470.25%+1,047
SELECT SECTOR SPDR TR
ST STR STAPL ETF
013,427+13,42701,0430.25%+1,043
CAMECO CORP(CCJ)010,160+10,16009300.22%+930
CATERPILLAR INC(CAT)01,618+1,61809270.22%+927
BERKSHIRE HATHAWAY INC DEL8,72510,460+1,7354,3865,2571.26%+871
LOCKHEED MARTIN CORP(LMT)3,3275,226+1,8991,6612,5280.60%+867
SPDR SERIES TRUST
ST STR PR SP1500
010,212+10,21208430.20%+843
MCDONALDS CORP(MCD)12,06414,651+2,5873,6664,4781.07%+811
INVESCO EXCH TRADED FD TR II
SR LN ETF
48,76486,724+37,9601,0211,8210.44%+801
WASTE MGMT INC DEL(WM)017,338+17,33803,8090.91%+3,809
SELECT SECTOR SPDR TR
ST STR DISCR ETF
05,956+5,95607110.17%+711
SPDR SERIES TRUST
ST STR P500ETF
07,934+7,93406360.15%+636
VISA INC(V)016,040+16,04005,6251.34%+5,625
ISHARES TR03,522+3,52205940.14%+594
VANGUARD INDEX FDS3,9897,204+3,2156971,2780.31%+581
ROCKET LAB CORP(RKLB)08,238+8,23805750.14%+575
ENBRIDGE INC(ENB)4,03515,185+11,1502047260.17%+523
ALPHABET INC(GOOG)1,1132,521+1,4082717910.19%+520
VERIZON COMMUNICATIONS INC(VZ)012,512+12,51205100.12%+510
ALLIANT ENERGY CORP(LNT)07,819+7,81905080.12%+508
SELECT SECTOR SPDR TR
ST STR FINL ETF
08,989+8,98904920.12%+492
DUKE ENERGY CORP NEW(DUK)04,104+4,10404810.12%+481
VANGUARD INDEX FDS011,200+11,20009910.24%+991
GOLDMAN SACHS PHYSICAL GOLD(AAAU)79,71182,380+2,6693,0393,5050.84%+467
WALMART INC(WMT)34,73336,266+1,5333,5804,0420.97%+462
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
08,255+8,25504610.11%+461
PHILIP MORRIS INTL INC(PM)02,807+2,80704500.11%+450
INTUITIVE SURGICAL INC1,0811,622+5414839190.22%+435
TJX COS INC NEW(TJX)14,40316,380+1,9772,0822,5160.60%+434
UIPATH INC(PATH)025,992+25,99204260.10%+426
KRATOS DEFENSE & SEC SOLUTIO(KTOS)05,103+5,10303870.09%+387
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
058,199+58,19902,9450.70%+2,945
ARCHER AVIATION INC(ACHR)048,770+48,77003670.09%+367
BROADCOM INC(AVGO)15,32515,654+3295,0565,4181.30%+362
SOFI TECHNOLOGIES INC(SOFI)013,681+13,68103580.09%+358
JOBY AVIATION INC(JOBY)026,718+26,71803530.08%+353
SNOWFLAKE INC(SNOW)01,587+1,58703480.08%+348
BITWISE BITCOIN ETF TR(BITB)07,271+7,27103460.08%+346
PARAMOUNT SKYDANCE CORP(PSKY)025,693+25,69303440.08%+344
ABBOTT LABS013,669+13,66901,7130.41%+1,713
EXXON MOBIL CORP02,692+2,69203240.08%+324
BLOOM ENERGY CORP03,706+3,70603220.08%+322
GLOBAL X FDS
DAX GERMANY ETF
06,950+6,95003170.08%+317
VANGUARD BD INDEX FDS
VANGUARD ULTRA
4,55010,800+6,2502275380.13%+311
SEA LTD(SE)8,86714,780+5,9131,5851,8850.45%+301
OKLO INC(OKLO)04,161+4,16102990.07%+299
SPDR INDEX SHS FDS
ST STR INFRA ETF
04,244+4,24402960.07%+296
SOUTHERN CO(SO)5,4839,311+3,8285208120.19%+292
LAM RESEARCH CORP(LRCX)51,34141,818-9,5236,8777,1611.71%+284
VANGUARD WHITEHALL FDS4,0066,713+2,7073396040.14%+265
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
01,027+1,02702600.06%+260
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
08,482+8,48202340.06%+234
VANECK ETF TRUST
HIGH YLD MUNIETF
13,22217,357+4,1356738870.21%+214
SCHWAB STRATEGIC TR144,660151,584+6,9243,9494,1580.99%+209
HOWMET AEROSPACE INC(HWM)01,000+1,00002050.05%+205
ADVANCED MICRO DEVICES INC(AMD)0938+93802010.05%+201
AMGEN INC(AMGN)02,809+2,80909200.22%+920
JOHNSON & JOHNSON(JNJ)1,1911,863+6722213850.09%+165
INNOVATOR ETFS TRUST
US EQTY PWR BUF
015,696+15,69606890.16%+689
INNOVATOR ETFS TRUST
US EQTY PWR BUF
09,326+9,32604050.10%+405
JPMORGAN CHASE & CO.(JPM)33,90533,684-22110,69510,8542.59%+159
COSTCO WHSL CORP NEW(COST)013,824+13,824011,9212.85%+11,921
CROWDSTRIKE HLDGS INC(CRWD)06,939+6,93903,2530.78%+3,253
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
2,4392,367-725766520.16%+76
ISHARES TR10,61310,989+3761,3441,4170.34%+73
MARRIOTT INTL INC NEW(MAR)06,162+6,16201,9120.46%+1,912
CORNING INC(GLW)4,5894,844+2553764240.10%+48
KLA CORP(KLAC)561534-276056480.15%+44
ISHARES TR11,36311,929+5661,2601,2930.31%+32
CAPITAL ONE FINL CORP(COF)01,333+1,33303230.08%+323
ISHARES TR43,19641,907-1,2891,3941,4210.34%+27
PEPSICO INC(PEP)02,476+2,47603550.08%+355
ROYAL BK CDA(RY)1,4111,313-982082240.05%+16
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,1802,040-1406096200.15%+11
TRUIST FINL CORP(TFC)4,6004,463-1372102200.05%+9
INNOVATOR ETFS TRUST
US EQTY PWR BUF
4,6954,69502022050.05%+4
Page 1 of 1