Nikulski Financial, Inc.

Q3 2025 13F-HR Holdings

Location
Bettendorf, IA
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
153
Total value ($000)
$397,979
Net value change ($000)
+32,732 (9.0%)
New positions
14
Sold out positions
5
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/15/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 4,206 25.4%
GOOGL 3,967 36.4%
NVDA 1,962 17.9%
LRCX 1,799 35.4%
ABBV 1,745 23.7%
SE 1,585 NEW
AVAV 1,107 NEW
AVGO 1,001 24.7%
JPM 910 9.3%
QQQ 893 8.6%
Top Reduces (Value $000, Stocks/ETFs)
CRM -2,660 -100.0%
ADBE -771 -100.0%
COST -638 -5.1%
VIGI -433 -11.3%
INDA -314 -100.0%
DE -253 -6.2%
EFA -215 -100.0%
VXUS -206 -5.4%
BSCT -194 -100.0%
VTI -192 -5.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type