Nikulski-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "MU",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  null,
  "ALL",
  null,
  "GOOGL",
  "BLK",
  "AVGO",
  "LOW",
  "COF",
  null,
  "HD",
  "MCD",
  null,
  null,
  "QCOM",
  "ITW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  "LRCX",
  null,
  null,
  "MA",
  "MSFT",
  "EXC",
  "IJR",
  "KLAC",
  "PAYX",
  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "LMT",
  "PG",
  "AMGN",
  null,
  null,
  null,
  "SHW",
  "GLD",
  "STX",
  null,
  null,
  "SPLG",
  "TJX",
  "VNQ",
  "VO",
  "VOE",
  null,
  null,
  "VIG",
  "ULTA",
  "SNY",
  "TSM",
  "X",
  "WM",
  null,
  "GSLC",
  "AEP",
  null,
  "PEG",
  "VIGI",
  "AMZN",
  null,
  null,
  null,
  null,
  "VUG",
  "VEA",
  "VXUS",
  "BND",
  "VBR",
  "VT",
  "VB",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  "IUSG",
  null,
  null,
  "SCHD",
  "DVY",
  "SCHG",
  "SCHA",
  "NXPI",
  "SO",
  "CRM",
  null,
  "DIA",
  "IUSV",
  "FDX",
  "BRK-B",
  "CSCO",
  "CL",
  "CEG",
  "COST",
  "CRWD",
  "DE",
  "DLR",
  "DPZ",
  "RSP",
  "IJJ",
  "MAR",
  "QQQ",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 137
Total Value: 330820880
Accession Number: 0001729847-25-000002
Form Type: 13F-HR
CIK: nikulski-financial
Manager Name: Nikulski-Financial

Data Enrichment

69% identified

95 identified42 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

137 positions • $330.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.6K

Value:$4.1M

% of Portfolio:1.2% ($4.1M/$330.8M)

Constellation Energy Corp

CEG|21037T109

Shares:20.1K

Value:$4.1M

% of Portfolio:1.2% ($4.1M/$330.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:7.1K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$330.8M)

45782C870

Shares:109.5K

Value:$3.9M

% of Portfolio:1.2% ($3.9M/$330.8M)

LAM RESEARCH CORP

LRCX|512807306

Shares:52.7K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$330.8M)

MCDONALDS CORP

MCD|580135101

Shares:12.1K

Value:$3.8M

% of Portfolio:1.1% ($3.8M/$330.8M)

97717X669

Shares:47.1K

Value:$3.8M

% of Portfolio:1.1% ($3.8M/$330.8M)

921946810

VIGI|921946810

Shares:44.8K

Value:$3.7M

% of Portfolio:1.1% ($3.7M/$330.8M)

DEERE & CO

DE|244199105

Shares:7.9K

Value:$3.7M

% of Portfolio:1.1% ($3.7M/$330.8M)

922908769

VTI|922908769

Shares:13.0K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$330.8M)

921909768

VXUS|921909768

Shares:57.1K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$330.8M)

464287705

IJJ|464287705

Shares:28.6K

Value:$3.4M

% of Portfolio:1.0% ($3.4M/$330.8M)

808524797

SCHD|808524797

Shares:118.5K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$330.8M)

HOME DEPOT, INC.

HD|437076102

Shares:8.6K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$330.8M)

ALLSTATE CORP

ALL|020002101

Shares:14.6K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$330.8M)

Walmart Inc.

WMT|931142103

Shares:34.0K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$330.8M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:12.7K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$330.8M)

921937835

BND|921937835

Shares:39.7K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$330.8M)

Salesforce, Inc.

CRM|79466L302

Shares:9.9K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$330.8M)

922908611

VBR|922908611

Shares:14.1K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$330.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.6K	QoQ -0.23% (-18) YoY +3.98% (+293)	All Managers (Combined)	$4.1M	1.2% ($4.1M/$330.8M)	QoQ +17.21% (-$597.5K) YoY +31.70% (+$979.0K)
Constellation Energy Corp(CEGcusip21037T109)	20.1K	QoQ +0.85% (-170) YoY +1707.36% (+19.0K)	All Managers (Combined)	$4.1M	1.2% ($4.1M/$330.8M)	QoQ -9.10% (-$406.1K) YoY +1872.25% (+$3.9M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	7.1K	QoQ +2.19% (-153) YoY -20.27% (-1.8K)	All Managers (Combined)	$4.0M	1.2% ($4.0M/$330.8M)	QoQ -2.46% (-$100.7K) YoY -14.74% (-$689.9K)
(cusip45782C870)✕	109.5K	QoQ -0.93% (-1.0K) YoY +6.78% (+7.0K)	All Managers (Combined)	$3.9M	1.2% ($3.9M/$330.8M)	QoQ -3.75% (-$152.3K) YoY +13.36% (+$460.4K)
LAM RESEARCH CORP(LRCXcusip512807306)	52.7K	QoQ +1.05% (+551) YoY NEW(+52.7K)	All Managers (Combined)	$3.8M	1.2% ($3.8M/$330.8M)	QoQ +1.71% (+$64.6K) YoY NEW(+$3.8M)
MCDONALDS CORP(MCDcusip580135101)	12.1K	QoQ +1.12% (+135) YoY +1.52% (+181)	All Managers (Combined)	$3.8M	1.1% ($3.8M/$330.8M)	QoQ +8.97% (+$310.9K) YoY +12.47% (+$418.7K)
(cusip97717X669)✕	47.1K	QoQ +4.02% (+1.8K) YoY +39.33% (+13.3K)	All Managers (Combined)	$3.8M	1.1% ($3.8M/$330.8M)	QoQ +2.64% (+$96.9K) YoY +46.04% (+$1.2M)
(VIGIcusip921946810)	44.8K	QoQ -0.71% (-321) YoY -2.22% (-1.0K)	All Managers (Combined)	$3.7M	1.1% ($3.7M/$330.8M)	QoQ +2.95% (-$106.6K) YoY -0.53% (-$20.0K)
DEERE & CO(DEcusip244199105)	7.9K	QoQ +0.02% (+2) YoY +1.08% (+85)	All Managers (Combined)	$3.7M	1.1% ($3.7M/$330.8M)	QoQ +10.80% (+$361.4K) YoY +15.50% (+$497.5K)
(VTIcusip922908769)	13.0K	QoQ +1.52% (-196) YoY -1.21% (-160)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$330.8M)	QoQ -3.71% (-$137.9K) YoY +4.46% (-$152.9K)
(VXUScusip921909768)	57.1K	QoQ +0.03% (+22) YoY +24.63% (+11.3K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$330.8M)	QoQ +5.41% (+$182.3K) YoY +28.35% (+$783.6K)
(IJJcusip464287705)	28.6K	QoQ -3.50% (-1.0K) YoY -5.69% (-1.7K)	All Managers (Combined)	$3.4M	1.0% ($3.4M/$330.8M)	QoQ -7.54% (-$279.8K) YoY -4.54% (-$163.2K)
(SCHDcusip808524797)	118.5K	QoQ -1.71% (-2.1K) YoY +190.64% (+77.7K)	All Managers (Combined)	$3.3M	1.0% ($3.3M/$330.8M)	QoQ +0.58% (-$19.4K) YoY +0.78% (+$25.8K)
HOME DEPOT, INC.(HDcusip437076102)	8.6K	QoQ +2.48% (-208) YoY +9.60% (+752)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$330.8M)	QoQ -3.44% (-$112.2K) YoY +4.71% (+$141.6K)
ALLSTATE CORP(ALLcusip020002101)	14.6K	QoQ -2.30% (-345) YoY -15.21% (-2.6K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$330.8M)	QoQ +4.93% (-$142.3K) YoY +1.47% (-$44.1K)
Walmart Inc.(WMTcusip931142103)	34.0K	QoQ -1.05% (-363) YoY +12.58% (+3.8K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$330.8M)	QoQ -3.85% (-$119.9K) YoY +64.25% (+$1.2M)
WASTE MANAGEMENT INC(WMcusip94106L109)	12.7K	QoQ +1.79% (+224) YoY +25.42% (+2.6K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$330.8M)	QoQ +16.78% (+$422.7K) YoY +36.22% (+$782.3K)
(BNDcusip921937835)	39.7K	QoQ -0.50% (-201) YoY +498.28% (+33.1K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$330.8M)	QoQ +1.62% (-$46.7K) YoY +505.03% (+$2.4M)
Salesforce, Inc.(CRMcusip79466L302)	9.9K	QoQ +2.05% (-200) YoY +15.02% (+1.3K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$330.8M)	QoQ -18.08% (-$589.1K) YoY +2.49% (+$64.8K)
(VBRcusip922908611)	14.1K	QoQ +0.59% (-83) YoY -3.83% (-562)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$330.8M)	QoQ -5.44% (-$151.1K) YoY -6.64% (-$186.6K)