Nikulski Financial, Inc.

Q3 2026 13F-HR Holdings

Location
Bettendorf, IA
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
168
Total value ($000)
$465,945
Net value change ($000)
+2,382 (0.5%)
New positions
11
Sold out positions
24
Turnover %
7.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
GPIX 5,794 NEW
MSFT 4,845 46.1%
XOM 2,960 NEW
CRWD 2,575 34.0%
AAPL 2,330 12.5%
IPKW 2,264 16.4%
SPACE EXPLORATION TECHN CORP 2,084 NEW
VOO 1,897 NEW
SCHE 1,599 45.8%
PANW 1,496 9.0%
Top Reduces (Value $000, Stocks/ETFs)
LRCX -5,234 -32.2%
HD -3,797 -100.0%
PLTR -2,430 -100.0%
XOM -2,369 -100.0%
RKLB -1,289 -100.0%
SPHQ -1,090 -16.4%
IJR -1,069 -13.4%
SOXX -1,043 -78.1%
GOOGL -1,017 -6.8%
IBB -935 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 23 (0.0% of total reported value)
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