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CIK: 0001729847
Total reported value
$463.6M
$463.6M
175 檔
14.2%
During the Q1 2026 filing period, Nikulski Financial, Inc. (CIK: 0001729847) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $463.6M across 175 reported positions.
Nikulski Financial, Inc. executed strategic sector rebalancing during Q1 2026, establishing 16 new positions while fully exiting 7 holdings and trimming 85 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.01% | +0.02% | -22.84% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.35% | +0.08% | -14.86% | |
| 3 | IPKW | Invesco International Buybac | ETF-Other | 3.19% | -0.21% | +95.67% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.08% | +0.14% | -24.95% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.64% | -0.44% | -22.29% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.53% | — | -11.23% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.23% | -2.96% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.43% | -0.06% | -0.66% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.20% | -0.09% | -49.35% | |
| 10 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 2.08% | -0.52% | +194.10% | |
| 11 | LRCX | Lam Research CORP | Stock-Tech | 2.07% | +1.44% | -6.12% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.01% | +0.06% | -2.70% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.88% | +1.71% | -0.11% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.81% | -0.08% | -5.40% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.72% | +0.13% | -10.42% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.61% | — | -3.93% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.49% | -0.06% | -20.35% | |
| 18 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.47% | -0.17% | -15.74% | |
| 19 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.37% | -0.32% | +46.13% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.32% | +0.15% | -0.28% | |
| 21 | CEG | Constellation Energy | Stock-Utilities | 1.31% | -0.26% | -1.28% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.24% | -0.08% | +7.62% | |
| 23 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.23% | -0.05% | +119.40% | |
| 24 | DE | Deere & Co | Stock-Industrials | 1.23% | +0.03% | -19.56% | |
| 25 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.17% | +0.68% | +3.19% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.14% | +0.25% | +3.67% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.12% | -0.02% | -6.54% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.10% | -0.21% | -2.08% | |
| 29 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.08% | -0.10% | -4.79% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 1.03% | -0.21% | -7.43% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | +0.02% | -14.39% | |
| 32 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.02% | +0.11% | +19.85% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 0.99% | -0.14% | +0.69% | |
| 34 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.96% | -0.19% | +34.25% | |
| 35 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.96% | +0.53% | +153.48% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.95% | +0.68% | +41.49% | |
| 37 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.87% | -0.13% | -3.26% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.87% | -0.09% | +58.76% | |
| 39 | JIVE | JPM Interntl Value ETF | ETF-Other | 0.87% | — | +185.11% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | -0.01% | -3.57% | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.83% | -0.17% | +5.91% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.09% | +18.93% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.77% | -0.26% | +10.89% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.71% | -0.09% | -5.65% | |
| 45 | ALL | Allstate CORP | Stock-Financials | 0.68% | — | -4.32% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.16% | +494.28% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.66% | -0.14% | +11.80% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.66% | -0.10% | +14.30% | |
| 49 | PFIG | Invesco Fundamental Investme | ETF-Other | 0.66% | -0.06% | +54.39% | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.66% | -0.10% | +1.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IPKW | Invesco International Buybac | +1.6% | +95.67% | Add |
| 2 | XOP | Ss Spdr S&p Og Exp & Prod | +1.6% | +194.10% | Add |
| 3 | FCX | Freeport-mcmoran Inc | +0.8% | +119.40% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.6% | +494.28% | Add |
| 5 | JIVE | JPM Interntl Value ETF | +0.6% | +185.11% | Add |
| 6 | AAAU | Goldman Sachs Physical Gold | +0.5% | +46.13% | Add |
| 7 | HOOD | Robinhood Markets Inc - A | +0.4% | +153.48% | Add |
| 8 | LRCX | Lam Research CORP | +0.4% | -6.12% | Trim |
| 9 | VXUS | Vanguard Total Intl Stock | +0.4% | +58.76% | Add |
| 10 | SHLD | Global X Defense Tech ETF | +0.3% | +34.25% | Add |
| 11 | ENB | Enbridge Inc | +0.3% | +143.20% | Add |
| 12 | VNQ | Vanguard Real Estate ETF | +0.3% | +107.48% | Add |
| 13 | VYMI | Vanguard Int High Dvd Yld In | +0.3% | +154.24% | Add |
| 14 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +7.62% | Add |
| 15 | PFIG | Invesco Fundamental Investme | +0.2% | +54.39% | Add |
| 16 | XMMO | Invesco S&p Midcap Momentum | +0.2% | +19.85% | Add |
| 17 | LMT | Lockheed Martin CORP | +0.2% | +5.91% | Add |
| 18 | CCJ | Cameco CORP | +0.2% | +58.25% | Add |
| 19 | GII | State Street Spdr S&p Global | +0.2% | +234.71% | Add |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +41.49% | Add |
| 21 | BE | Bloom Energy Corp- A | +0.1% | +75.72% | Add |
| 22 | SMH | Vaneck Semiconductor ETF | +0.1% | +3.19% | Add |
| 23 | BITB | Bitwise Bitcoin ETF | +0.1% | +198.18% | Add |
| 24 | NFLX | Netflix Inc | +0.1% | +10.89% | Add |
| 25 | DAX | Global X Dax Germany ETF | +0.1% | +153.81% | Add |
| 26 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +172.42% | Add |
| 27 | DLR | Digital Realty Trust Inc | +0.1% | -2.83% | Trim |
| 28 | SNOW | Snowflake Inc | +0.1% | +177.19% | Add |
| 29 | IYJ | Ishares U.s. Industrials ETF | +0.1% | +39.96% | Add |
| 30 | KTOS | Kratos Defense & Security | +0.1% | +89.83% | Add |
| 31 | WM | Waste Management Inc | +0.1% | +0.69% | Add |
| 32 | PATH | Uipath Inc - Class A | +0.1% | +141.92% | Add |
| 33 | OKLO | Oklo Inc | +0.1% | +169.21% | Add |
| 34 | JOBY | Joby Aviation, Inc. | +0.1% | +174.92% | Add |
| 35 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +15.32% | Add |
| 36 | IYZ | Ishares US Telecommunication | +0.1% | +0.02% | Add |
| 37 | SCHA | Schwab US Small-cap ETF | +0.1% | -0.28% | Trim |
| 38 | RKLB | Rocket Lab CORP | +0.1% | +55.11% | Add |
| 39 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +100.19% | Add |
| 40 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 41 | SYK | Stryker CORP | +0.1% | +14.30% | Add |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +6.58% | Add |
| 43 | TJX | Tjx Companies Inc | +0.1% | +1.71% | Add |
| 44 | WMT | Walmart Inc | +0.1% | -7.43% | Trim |
| 45 | SOFI | Sofi Technologies Inc | +0.1% | +163.58% | Add |
| 46 | ACHR | Archer Aviation Inc-a | +0.1% | +117.93% | Add |
| 47 | PJAN | Innovator U.s. Equity Power | +0.1% | +8.29% | Add |
| 48 | PM | Philip Morris International | 0% | +30.92% | Add |
| 49 | VZ | Verizon Communications Inc | 0% | +3.95% | Add |
| 50 | DVY | Ishares Select Dividend ETF | 0% | +26.56% | Add |
According to official SEC Form 13F filings, Nikulski Financial, Inc. reported a total U.S. public equity portfolio value of $463.6M across 175 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, IPKW) accounted for 14.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
PLD
市值: $1.8M
Top Position Liquidated / Trimmed
SHW
前期市值: $1.1M
During Q1 2026, Nikulski Financial, Inc.'s top holdings by market value included AAPL (4.0%)、AMZN (3.4%)、IPKW (3.2%). The largest single position, AAPL, represented 4.0% of total portfolio value.
In Q1 2026, Nikulski Financial, Inc. made 174 total portfolio adjustments, initiating 16 new buys, adding to 66 positions, trimming 85 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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