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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001729847

Nikulski Financial, Inc.

BETTENDORF, IA · File #028-18302

Latest AUM
$418.3M
Positions
166
Top-10 Concentration
44.9%
Filings
12

Sector Allocation

Technology
19.0%$79.6M
Financials
11.2%$47.0M
Healthcare
4.5%$18.7M
Materials
3.0%$12.6M
Industrials
2.8%$11.9M
Utilities
2.0%$8.4M
Energy
0.3%$1.3M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL82,969$22.6M7.09%
2ALPHABET INCGOOG57,788$18.1M5.69%
3VANGUARD SPECIALIZED FUNDS92190884481,954$18.0M5.66%
4AMAZON COM INCAMZN76,562$17.7M5.56%
5MICROSOFT CORPMSFT28,197$13.6M4.29%
6NVIDIA CORPORATIONNVDA66,284$12.4M3.89%
7COSTCO WHSL CORP NEW22160K10513,824$11.9M3.75%
8JPMORGAN CHASE & CO.VYLD33,684$10.9M3.41%
9ABBVIE INCABBV38,524$8.8M2.77%
10PALO ALTO NETWORKS INCPANW47,585$8.8M2.76%
11INVESCO QQQ TRIVZ13,465$8.3M2.60%
12INVESCO EXCHANGE TRADED FD TIVZ100,765$7.6M2.38%
13GOLDMAN SACHS ETF TRNVGLF56,601$7.5M2.36%
14ISHARES TR46428780462,242$7.5M2.35%
15LAM RESEARCH CORPLRCX41,818$7.2M2.25%
16VANGUARD INDEX FDS92290862923,661$6.9M2.16%
17CONSTELLATION ENERGY CORPCEG19,280$6.8M2.14%
18INVESCO EXCH TRADED FD TR IIIVZ117,436$6.5M2.05%
19VISA INCV16,040$5.6M1.77%
20BROADCOM INCAVGO15,654$5.4M1.70%