Nikulski Financial, Inc. holds a diversified book of 175 stocks worth $405.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Prologis Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 4% of the equity book.
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Use Arkolith to show Nikulski Financial, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $16.2M | 64.0K | 4.0% | ▼−23% Reduced · −19K sh | |
| 2 | Amazon Com Inc COM | $13.6M | 65.2K | 3.4% | ▼−15% Reduced · −11K sh | |
| 3 | Invesco Exch Traded FD TR II INTL BUYBACK | $12.9M | 229.8K | 3.2% | ▲+96% Added · +112K sh | |
| 4 | Alphabet Inc CAP STK CL A | $12.5M | 43.4K | 3.1% | ▼−25% Reduced · −14K sh | |
| 5 | Costco Wholesale Corporation COM | $10.7M | 10.7K | 2.6% | ▼−22% Reduced · −3K sh | |
| 6 | Nvidia Corporation COM | $10.3M | 58.8K | 2.5% | ▼−11% Reduced · −7K sh | |
| 7 | Microsoft Corp COM | $10.1M | 27.4K | 2.5% | ▼−3.0% Reduced · −836 sh | |
| 8 | JPMorgan Chase & Co COM | $9.8M | 33.5K | 2.4% | ▼−0.7% Reduced · −222 sh | |
| 9 | Vanguard Specialized Funds DIV APP ETF | $8.9M | 41.5K | 2.2% | ▼−49% Reduced · −40K sh | |
| 10 | SPDR Series Trust STATE STREET SPD | $8.4M | 46.3K | 2.1% | ▲+194% Added · +31K sh | |
| 11 | Lam Research Corp COM NEW | $8.4M | 39.3K | 2.1% | ▼−6.1% Reduced · −3K sh | |
| 12 | Abbvie Inc COM | $8.2M | 37.5K | 2.0% | ▼−2.7% Reduced · −1K sh | |
| 13 | Palo Alto Networks Inc COM | $7.6M | 47.5K | 1.9% | ▼−0.1% Reduced · −51 sh | |
| 14 | Ishares TR CORE S&P SCP ETF | $7.3M | 58.9K | 1.8% | ▼−5.4% Reduced · −3K sh | |
| 15 | Invesco QQQ TR UNIT SER 1 | $7.0M | 12.1K | 1.7% | ▼−10% Reduced · −1K sh | |
| 16 | Vanguard Index FDS MID CAP ETF | $6.5M | 22.7K | 1.6% | ▼−3.9% Reduced · −931 sh | |
| 17 | Invesco Exchange Traded FD T S&P500 QUALITY | $6.0M | 80.3K | 1.5% | ▼−20% Reduced · −21K sh | |
| 18 | Goldman Sachs ETF TR ACTIVEBETA US LG | $6.0M | 47.7K | 1.5% | ▼−16% Reduced · −9K sh | |
| 19 | Goldman Sachs Physical Gold UNIT | $5.6M | 120.4K | 1.4% | ▲+46% Added · +38K sh | |
| 20 | Schwab Strategic TR US SML CAP ETF | $5.3M | 183.7K | 1.3% | ▼−0.3% Reduced · −518 sh | |
| 21 | Constellation Energy Corp COM | $5.3M | 19.0K | 1.3% | ▼−1.3% Reduced · −246 sh | |
| 22 | Schwab Strategic TR US DIVIDEND EQ | $5.0M | 163.1K | 1.2% | ▲+7.6% Added · +12K sh | |
| 23 | Freeport McMoran Inc CL B | $5.0M | 85.0K | 1.2% | ▲+119% Added · +46K sh | |
| 24 | Deere & Co COM | $5.0M | 8.9K | 1.2% | ▼−20% Reduced · −2K sh | |
| 25 | Vaneck ETF Trust SEMICONDUCTR ETF | $4.8M | 12.4K | 1.2% | ▲+3.2% Added · +384 sh | |
| 26 | Eli Lilly & Co COM | $4.6M | 5.0K | 1.1% | ▲+3.7% Added · +177 sh | |
| 27 | Visa Inc COM CL A | $4.5M | 15.0K | 1.1% | ▼−6.5% Reduced · −1K sh | |
| 28 | McDonalds Corp COM | $4.5M | 14.3K | 1.1% | ▼−2.1% Reduced · −305 sh | |
| 29 | Wisdomtree TR US MIDCAP DIVID | $4.4M | 83.2K | 1.1% | ▼−4.8% Reduced · −4K sh | |
| 30 | Walmart Inc COM | $4.2M | 33.6K | 1.0% | ▼−7.4% Reduced · −3K sh | |
| 31 | Broadcom Inc COM | $4.1M | 13.4K | 1.0% | ▼−14% Reduced · −2K sh | |
| 32 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $4.1M | 28.4K | 1.0% | ▲+20% Added · +5K sh | |
| 33 | Waste Mgmt Inc Del COM | $4.0M | 17.5K | 1.0% | ▲+0.7% Added · +119 sh | |
| 34 | Global X FDS DEFENSE TECH ETF | $3.9M | 54.9K | 1.0% | ▲+34% Added · +14K sh | |
| 35 | Robinhood MKTS Inc COM CL A | $3.9M | 56.0K | 1.0% | ▲+153% Added · +34K sh | |
| 36 | Crowdstrike Hldgs Inc CL A | $3.8M | 9.8K | 0.9% | ▲+41% Added · +3K sh | |
| 37 | Innovator Etfs Trust US EQT PWR BUF | $3.5M | 89.0K | 0.9% | ▼−3.3% Reduced · −3K sh | |
| 38 | Vanguard Star FDS VG TL INTL STK F | $3.5M | 45.5K | 0.9% | ▲+59% Added · +17K sh | |
| 39 | J P Morgan Exchange Traded F JPMORGAN INTL VL | $3.5M | 40.9K | 0.9% | ▲+185% Added · +27K sh | |
| 40 | Home Depot Inc COM | $3.4M | 10.2K | 0.8% | ▼−3.6% Reduced · −379 sh | |
| 41 | Lockheed Martin Corp COM | $3.3M | 5.5K | 0.8% | ▲+5.9% Added · +309 sh | |
| 42 | Tesla Inc COM | $3.2M | 8.5K | 0.8% | ▲+19% Added · +1K sh | |
| 43 | Netflix Inc. COM | $3.1M | 32.5K | 0.8% | ▲+11% Added · +3K sh | |
| 44 | Ishares TR S&P MC 400VL ETF | $2.9M | 21.8K | 0.7% | ▼−5.6% Reduced · −1K sh | |
| 45 | Allstate Corp COM | $2.8M | 13.3K | 0.7% | ▼−4.3% Reduced · −601 sh | |
| 46 | Exxon Mobil Corp COM | $2.7M | 16.0K | 0.7% | ▲+494% Added · +13K sh | |
| 47 | Palantir Technologies Inc CL A | $2.7M | 18.3K | 0.7% | ▲+12% Added · +2K sh | |
| 48 | Stryker Corporation COM | $2.7M | 8.1K | 0.7% | ▲+14% Added · +1K sh | |
| 49 | Invesco Exch Traded FD TR II FNDMNTL IG CRP | $2.7M | 110.9K | 0.7% | ▲+54% Added · +39K sh | |
| 50 | TJX Cos Inc New COM | $2.7M | 16.7K | 0.7% | ▲+1.7% Added · +280 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.