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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 $181,923,666
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 64,019 $16,247,352 4.01%
2.
Amazon Com Inc
 AMZN 65,184 $13,575,837 3.35%
3.
Invesco Exch Traded Fd Tr Ii
 229,788 $12,928,440 3.19%
4.
Alphabet Inc.
 GOOGL 43,368 $12,470,928 3.08%
5.
Costco Wholesale Corp W
 COST 10,743 $10,704,934 2.64%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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