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Home > Institutional Investor > Nikulski Financial, Inc. > Profile

Instuitional Investor - Nikulski Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Nikulski Financial, Inc.
Portfolio Value $273,124,863
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 105,544 $17,984,671 6.58%
2.
Apple Inc.
 AAPL 78,485 $15,110,679 5.53%
3.
Amazon Com Inc
 AMZN 69,917 $10,623,189 3.88%
4.
Ishares Trust
 IEF 80,519 $8,716,150 3.19%
5.
Alphabet Inc.
 GOOG 57,985 $8,099,874 2.96%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)