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Livermore
Livermore
ZHEN

Nikulski Financial, Inc.

SEC CIK
0001729847
Latest filing
Jul 28, 2026

The latest 13F from Nikulski Financial, Inc. covers Q2 2026 (filed Jul 28, 2026): 180 long positions worth $463.6M. The top 10 holdings make up 30.1% of the portfolio, and the largest is Apple Inc. (AAPL) at 4.0%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
13
Est. +$5.01M
Added
78
Est. +$14.7M
Reduced
79
Est. −$13.2M
Sold out
8
Est. −$5.68M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    4.0%$18.7MHistory
  2. PANWPalo Alto Networks Inc
    3.6%$16.6MHistory
  3. LRCXLam Research Corp
    3.5%$16.3MHistory
  4. AMZNAmazon Com Inc
    3.4%$15.9MHistory
  5. GOOGLAlphabet Inc.
    3.2%$14.9MHistory

Share of portfolio

Top 5 holdings and the other 175 positions, by share of portfolio value

  1. AAPL4.0%
  2. PANW3.6%
  3. LRCX3.5%
  4. AMZN3.4%
  5. GOOGL3.2%
  6. Other 175 positions82.2%

Biggest buys

New and added positions, by estimated amount bought

  1. HOODRobinhood Markets, Inc.
    +$1.28MAddedHistory
  2. Invesco Exch Traded FD Tr II46138E644
    +$866.1KAdded
  3. iShares Tr464287838
    +$819.4KNew
  4. iShares Tr464287531
    +$818.5KNew
  5. Schwab Emerging Markets Equity ETF808524706
    +$818.0KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. PANWPalo Alto Networks Inc
    +1.71 pp1.9% → 3.6%History
  2. CRWDCrowdStrike Holdings, Inc.
    +0.69 pp0.9% → 1.6%History
  3. VanEck Semiconductor ETF92189F676
    +0.68 pp1.2% → 1.9%
  4. HOODRobinhood Markets, Inc.
    +0.53 pp1.0% → 1.5%History
  5. LLYEli Lilly & Co
    +0.25 pp1.1% → 1.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Semiconductor ETF464287523
    −$1.52MReduced
  2. iShares Tr464287697
    −$1.39MSold out
  3. iShares Tr464287788
    −$1.29MSold out
  4. iShares Tr464287754
    −$1.06MSold out
  5. iShares Tr464287515
    −$990.5KSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464287697
    −0.34 pp0.3% → 0.0%
  2. iShares Tr464287788
    −0.32 pp0.3% → 0.0%
  3. iShares Tr464287754
    −0.26 pp0.3% → 0.0%
  4. iShares Tr464287515
    −0.24 pp0.2% → 0.0%
  5. iShares Tr464287713
    −0.23 pp0.4% → 0.2%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$463.6M
+$58.5M (+14.4%) vs. prior quarter
Positions
180
+5 vs. prior quarter
Top 10 concentration
30.1%
Top 10 as share of value
Turnover
4.3%
Q2 2026, one quarter
Average holding period
15.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $463.6M (Q2 2026)

Q1 2021: $195.0MQ2 2021: $214.7MQ3 2021: $216.3MQ4 2021: $238.6MQ1 2022: $236.4MQ2 2022: $201.6MQ3 2022: $193.2MQ4 2022: $209.7MQ1 2023: $226.3MQ2 2023: $241.9MQ3 2023: $241.7MQ4 2023: $273.1MQ1 2024: $301.5MQ2 2024: $314.3MQ3 2024: $334.1MQ4 2024: $340.2MQ1 2025: $330.8MQ2 2025: $365.2MQ3 2025: $398.0MQ4 2025: $418.3MQ1 2026: $405.1MQ2 2026: $463.6M
Q1 2021Q2 2026
13F filings of Nikulski Financial, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 28, 2026180$463.6MAAPLPANWLRCXvs. Q1 2026SEC
Q1 2026May 15, 2026175$405.1MAAPLAMZNInvesco Exch Traded FD Tr IIvs. Q4 2025SEC
Q4 2025Jan 15, 2026166$418.3MAAPLGOOGLVanguard Dividend Appreciation ETFvs. Q3 2025SEC
Q3 2025Nov 5, 2025153$398.0MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q2 2025SEC
Q2 2025Aug 15, 2025144$365.2MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q1 2025SEC
Q1 2025May 1, 2025137$330.8MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q4 2024SEC
Q4 2024Jan 21, 2025133$340.2MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q3 2024SEC
Q3 2024Oct 28, 2024132$334.1MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q2 2024SEC
Q2 2024Jul 30, 2024128$314.3MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q1 2024SEC
Q1 2024Apr 18, 2024131$301.5MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q4 2023SEC
Q4 2023Feb 1, 2024134$273.1MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q3 2023SEC
Q3 2023Oct 17, 2023125$241.7MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q2 2023SEC
Q2 2023Jul 28, 2023125$241.9MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q1 2023SEC
Q1 2023May 11, 2023125$226.3MVanguard Dividend Appreciation ETFAAPLiShares Core S&P Small Cap ETFvs. Q4 2022SEC
Q4 2022Jan 25, 2023123$209.7MVanguard Dividend Appreciation ETFAAPLiShares Core S&P Small Cap ETFvs. Q3 2022SEC
Q3 2022Oct 20, 2022122$193.2MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q2 2022SEC
Q2 2022Jul 19, 2022121$201.6MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q1 2022SEC
Q1 2022Apr 8, 2022128$236.4MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q4 2021SEC
Q4 2021Feb 1, 2022125$238.6MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q3 2021SEC
Q3 2021Nov 5, 2021119$216.3MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q2 2021SEC
Q2 2021Aug 11, 2021124$214.7MVanguard Dividend Appreciation ETFAAPLAMZNvs. Q1 2021SEC
Q1 2021May 14, 2021121$195.0MVanguard Dividend Appreciation ETFAAPLAMZN–SEC