SEC 13F Intelligence

Nikulski Financial, Inc. / MSFT

Nikulski Financial, Inc.’s Microsoft Corp Position

Does Nikulski Financial, Inc. own Microsoft Corp (MSFT)? Yes — 27.4K shares worth $10M (+2.50% of its 13F portfolio) as of Q1 2026, down from 28.2K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
27.4K
% of Portfolio
+2.50%
Quarters Held
28
currently held

Position History MSFT

Reported value by quarter
Q1 ’19: $201,000Q1 ’19Q3 ’19: $238,000Q4 ’19: $286,000Q1 ’20: $1MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $4MQ1 ’22: $4MQ2 ’22: $4MQ2 ’22Q3 ’22: $3MQ4 ’22: $4MQ1 ’23: $4MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ1 ’24: $8MQ2 ’24: $9MQ2 ’24Q3 ’24: $9MQ4 ’24: $9MQ1 ’25: $8MQ2 ’25: $11MQ2 ’25Q3 ’25: $12MQ4 ’25: $14MQ1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.4K$10M+2.50%
Q4 202528.2K$14M+3.26%
Q3 202522.9K$12M+2.99%
Q2 202522.8K$11M+3.10%
Q1 202521.0K$8M+2.39%
Q4 202420.5K$9M+2.54%
Q3 202420.5K$9M+2.65%
Q2 202420.1K$9M+2.86%
Q1 202419.9K$8M+2.78%
Q4 202316.5K$6M+2.28%
Q3 202315.4K$5M+2.02%
Q2 202314.8K$5M+2.09%
Q1 202314.8K$4M+1.89%
Q4 202214.6K$4M+1.67%
Q3 202214.5K$3M+1.74%
Q2 202214.1K$4M+1.79%
Q1 202213.7K$4M+1.78%
Q4 202113.2K$4M+1.85%
Q3 202112.4K$3M+1.62%
Q2 202111.2K$3M+1.47%
Q1 202110.8K$3M+1.30%
Q4 202010.7K$2M+1.31%
Q3 202010.1K$2M+1.35%
Q2 20209.6K$2M+1.38%
Q1 20207.4K$1M+1.02%
Q4 20191.7K$286,000+0.21%
Q3 20191.7K$238,000+0.20%
Q1 20191.7K$201,000+0.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nikulski Financial, Inc.’s full portfolio or all institutional holders of MSFT.