Nikulski Financial
Nikulski Financial reported 180 stocks worth $464M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are AAPL (4.0%), PANW (3.6%) and LRCX (3.5%). Compared with Q1 2026, the fund added to AAPL, PANW and AMZN, trimmed LRCX, GOOGL and NVDA and sold out of IDU, IYF and IYJ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $18.7M | 4.0% | 65K | +555 (+1%) | 8 of 8 | |
| 2 |  PANW Palo Alto Networks Inc | $16.6M | 3.6% | 49K | +1,233 (+3%) | 8 of 8 | |
| 3 |  LRCX Lam Research Corp | $16.3M | 3.5% | 38K | −1,749 (−4%) | 7 of 8 | |
| 4 |  AMZN Amazon Com Inc | $15.9M | 3.4% | 67K | +1,611 (+2%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $14.9M | 3.2% | 42K | −1,572 (−4%) | 8 of 8 | |
| 6 |  IPKW Invesco Exch Traded FD TR II | $13.8M | 3.0% | 245K | +15K (+7%) | 6 of 8 | |
| 7 |  NVDA Nvidia Corporation | $11.7M | 2.5% | 59K | −211 (−0%) | 8 of 8 | |
| 8 |  JPM Jpmorgan Chase & Co. | $11M | 2.4% | 34K | +135 (+0%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $10.5M | 2.3% | 28K | +845 (+3%) | 8 of 8 | |
| 10 |  COST Costco Whsl Corp New | $10.2M | 2.2% | 11K | +169 (+2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IDU Ishares US Utilities | $1.4M | 12K |
 IYF Ishares US Financials | $1.3M | 11K |
 IYJ Ishares TR | $1.1M | 7,208 |
 IGV Ishares Expanded Tech | $991K | 12K |
 PAYX Paychex Inc | $260K | 2,825 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Nikulski Financial 13F FAQ
What does Nikulski Financial own?
Nikulski Financial reported 180 stocks worth $464M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are AAPL (4.0%), PANW (3.6%) and LRCX (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Nikulski Financial buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 79 added to, 75 trimmed and 8 sold out. It sold all of IDU, IYF and IYJ.
When will Nikulski Financial file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Nikulski Financial's portfolio worth?
The Q2 2026 filing reports $464M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.