Nikulski Financial, Inc.
Annual return '25
+13.8%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$405.1M
Holdings
177
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: New position (21.1k shares)
4.0%
02
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 946 shares)
3.4%
03
$IPKW
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
3.2%
04
$GOOGL
ALPHABET INC
Q1 2026: Sold 2.2% (19.5k → 19.0k shares)
3.1%
05
$COST
COSTCO WHOLESALE CORPORATION
Held since at least Q1 2024
2.6%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +7.8% (18.5k → 20.0k shares)
2.5%
07
$MSFT
MICROSOFT CORP
Q1 2026: Increased +7.3% (3.3k → 3.5k shares)
2.5%
08
$JPM
JPMORGAN CHASE & CO
Q4 2025: New position (1.6k shares)
2.4%
09
$VIG
VANGUARD SPECIALIZED FUNDS
Held since at least Q1 2024
2.2%
10
$XOP
SPDR SERIES TRUST
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 21:41 UTC.