Nikulski Financial, Inc.

Q1 2026 13F-HR Holdings

Location
Bettendorf, IA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
175
Total value ($000)
$405,109
Net value change ($000)
-13,157 (-3.1%)
New positions
16
Sold out positions
7
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOP 6,437 323.5%
IPKW 6,402 98.1%
FCX 3,028 153.9%
XOM 2,390 737.7%
JIVE 2,354 204.2%
AAAU 2,056 58.7%
PLD 1,786 NEW
SIVR 1,656 NEW
NLR 1,492 NEW
HOOD 1,383 55.3%
Top Reduces (Value $000, Stocks/ETFs)
VIG -9,084 -50.4%
AAPL -6,309 -28.0%
GOOGL -5,617 -31.1%
BRK-B -4,258 -81.0%
AMZN -4,096 -23.2%
MSFT -3,509 -25.7%
NVDA -2,100 -17.0%
VBR -1,723 -72.2%
SPHQ -1,527 -20.2%
GSLC -1,525 -20.4%
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