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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 $340,153,088
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 105,807 $20,720,109 6.09%
2.
Apple Inc.
 AAPL 77,330 $19,364,876 5.69%
3.
Amazon Com Inc
 AMZN 70,640 $15,497,710 4.55%
4.
Costco Wholesale Corp W
 COST 11,991 $10,987,340 3.23%
5.
Alphabet Inc.
 GOOGL 57,855 $10,951,933 3.21%
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)