Nikulski Financial, Inc.

Q2 2026 13F-HR Holdings

Location
Bettendorf, IA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
180
Total value ($000)
$463,563
Net value change ($000)
+58,454 (14.4%)
New positions
13
Sold out positions
8
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PANW 9,010 118.2%
LRCX 7,866 93.8%
SMH 3,822 80.4%
CRWD 3,740 97.6%
HOOD 3,012 77.5%
GOOGL 2,466 19.8%
AAPL 2,438 15.0%
AMZN 2,344 17.3%
LLY 1,817 39.5%
QQQ 1,619 23.3%
Top Reduces (Value $000, Stocks/ETFs)
IDU -1,385 -100.0%
IYF -1,293 -100.0%
XOP -1,198 -14.2%
IYJ -1,063 -100.0%
IGV -991 -100.0%
IYZ -851 -51.6%
NFLX -774 -24.8%
AAAU -678 -12.2%
COST -497 -4.6%
CEG -452 -8.5%
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