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Home > Institutional Investor > Nikulski Financial, Inc. > Profile

Instuitional Investor - Nikulski Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Nikulski Financial, Inc.
Portfolio Value $330,820,880
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 105,688 $20,502,406 6.2%
2.
Apple Inc.
 AAPL 77,919 $17,308,248 5.23%
3.
Amazon Com Inc
 AMZN 70,669 $13,445,527 4.06%
4.
Costco Wholesale Corp W
 COST 12,247 $11,583,427 3.5%
5.
Invesco Exchange Traded Fd T - S&P500 QUALITY
 151,381 $10,042,631 3.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)