Sign In
test

Samira Kadam

Nikulski Financial, Inc.

Assets Managed
$405.109M
Holdings
175
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
-3.14%(2Q avg: 0.98%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Nikulski Financial, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 175 positions.

Assets under management

The assets under management (AUM) of Nikulski Financial, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 405.109M in assets, with a quarterly growth rate of -3.14% and a 2-quarter average growth rate of 0.98%. The portfolio is managed by Samira Kadam, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -22.83%
4.02%
$16.247M
64,019 shares@ $253.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -14.86%
3.36%
$13.576M
65,184 shares@ $208.27 avg price
IPKW
Invesco International Buybac
Recent Activity
Increased 95.68%
3.2%
$12.928M
229,788 shares@ $56.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -24.95%
3.08%
$12.471M
43,368 shares@ $287.57 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -22.28%
2.65%
$10.705M
10,743 shares@ $996.46 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -11.22%
2.54%
$10.262M
58,843 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.96%
2.51%
$10.128M
27,361 shares@ $370.18 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.65%
2.43%
$9.843M
33,462 shares@ $294.16 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -49.34%
2.21%
$8.928M
41,513 shares@ $215.06 avg price
XOP
Spdr S&p Oil & Gas Exp & Pr
Recent Activity
Increased 194.11%
2.09%
$8.427M
46,345 shares@ $181.83 avg price

1-10 of 175