Nikulski Financial, Inc.

Q4 2025 13F-HR Holdings

Location
Bettendorf, IA
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$418,266
Net value change ($000)
+20,287 (5.1%)
New positions
30
Sold out positions
17
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IPKW 3,625 125.0%
GOOGL 3,219 21.6%
SMH 3,062 241.7%
SHLD 2,650 NEW
XMMO 2,577 366.6%
LLY 2,547 96.4%
PLTR 2,141 279.1%
NFLX 2,080 311.4%
TSLA 2,073 180.9%
AAPL 1,771 8.5%
Top Reduces (Value $000, Stocks/ETFs)
VIG -4,394 -19.6%
GSLC -3,505 -31.9%
SPHQ -3,289 -30.3%
QQQ -3,038 -26.9%
VTV -2,095 -38.8%
VO -1,947 -22.1%
VXUS -1,418 -39.6%
SPY -1,287 -27.9%
DGRW -1,189 -29.1%
IYK -1,094 -100.0%
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