M. Kulyk & Associates
Latest statistics and disclosures from M. Kulyk & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STIP, SGOV, GOOGL, NVDA, MSFT, and represent 29.49% of M. Kulyk & Associates's stock portfolio.
- Added to shares of these 10 stocks: UL (+$12M), MA, V, STIP, NVO, MSFT, NGG, SCHP, PG, SPTS.
- Started 11 new stock positions in SPTS, LLY, AMD, VTEB, DOV, FCX, UL, MICC, FESM, FHLC. MCK.
- Reduced shares in these 10 stocks: Unilever (-$10M), SGOV, , FSST, GE, GOOGL, ADP, PANW, HSY, CI.
- Sold out of its positions in ADP, CI, COST, FSST, GE, HSY, PANW, Unilever.
- M. Kulyk & Associates was a net buyer of stock by $16M.
- M. Kulyk & Associates has $523M in assets under management (AUM), dropping by 6.33%.
- Central Index Key (CIK): 0001842370
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Portfolio Holdings for M. Kulyk & Associates
M. Kulyk & Associates holds 107 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 10.4 | $54M | +2% | 530k | 102.39 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.4 | $28M | -10% | 283k | 100.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $27M | 86k | 313.00 |
|
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| NVIDIA Corporation (NVDA) | 4.4 | $23M | 123k | 186.50 |
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| Microsoft Corporation (MSFT) | 4.2 | $22M | +4% | 45k | 483.62 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 3.4 | $18M | 162k | 110.15 |
|
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.2 | $17M | 56k | 303.89 |
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| Apple (AAPL) | 3.0 | $16M | 58k | 271.86 |
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| Visa Com Cl A (V) | 3.0 | $16M | +21% | 44k | 350.71 |
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| American Express Company (AXP) | 2.8 | $15M | 39k | 369.95 |
|
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| Cisco Systems (CSCO) | 2.7 | $14M | 181k | 77.03 |
|
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| Unilever Spon Adr New (UL) | 2.3 | $12M | NEW | 182k | 65.40 |
|
| Regeneron Pharmaceuticals (REGN) | 2.2 | $11M | +2% | 15k | 771.89 |
|
| Levi Strauss & Co Cl A Com Stk (LEVI) | 2.1 | $11M | 525k | 20.74 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.0 | $11M | 14.00 | 754800.00 |
|
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| Merck & Co (MRK) | 2.0 | $10M | 98k | 105.26 |
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| Cameco Corporation (CCJ) | 1.9 | $9.8M | +2% | 107k | 91.49 |
|
| Home Depot (HD) | 1.8 | $9.3M | +2% | 27k | 344.10 |
|
| Gilead Sciences (GILD) | 1.7 | $9.1M | +2% | 74k | 122.74 |
|
| Procter & Gamble Company (PG) | 1.7 | $8.8M | +6% | 61k | 143.31 |
|
| Becton, Dickinson and (BDX) | 1.6 | $8.3M | +2% | 43k | 194.07 |
|
| Nextera Energy (NEE) | 1.5 | $7.9M | +2% | 99k | 80.28 |
|
| Ecolab (ECL) | 1.5 | $7.9M | +3% | 30k | 262.52 |
|
| Johnson Ctls Intl SHS (JCI) | 1.5 | $7.7M | 65k | 119.75 |
|
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| Novo-nordisk A S Adr (NVO) | 1.5 | $7.7M | +17% | 152k | 50.88 |
|
| Blackrock (BLK) | 1.4 | $7.3M | +3% | 6.8k | 1070.40 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $7.3M | +3% | 27k | 268.30 |
|
| CSX Corporation (CSX) | 1.3 | $7.1M | +2% | 195k | 36.25 |
|
| Nike CL B (NKE) | 1.3 | $7.0M | +3% | 111k | 63.71 |
|
| National Grid Sponsored Adr Ne (NGG) | 1.3 | $6.7M | +12% | 87k | 77.35 |
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| First Solar (FSLR) | 1.3 | $6.7M | 26k | 261.23 |
|
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| Intuit (INTU) | 1.2 | $6.1M | +5% | 9.2k | 662.40 |
|
| Mastercard Incorporated Cl A (MA) | 1.2 | $6.0M | +160% | 11k | 570.89 |
|
| Corning Incorporated (GLW) | 1.1 | $5.9M | 68k | 87.56 |
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| Xylem (XYL) | 1.1 | $5.8M | +5% | 43k | 136.18 |
|
| Labcorp Holdings Com Shs (LH) | 1.1 | $5.7M | +6% | 23k | 250.88 |
|
| salesforce (CRM) | 1.1 | $5.5M | +4% | 21k | 264.90 |
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| Prologis (PLD) | 1.0 | $5.4M | +2% | 42k | 127.66 |
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| Constellation Energy (CEG) | 1.0 | $5.1M | +2% | 15k | 353.27 |
|
| American Tower Reit (AMT) | 0.8 | $4.3M | +8% | 25k | 175.57 |
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| Steel Dynamics (STLD) | 0.7 | $3.8M | 22k | 169.45 |
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| Rbc Cad (RY) | 0.7 | $3.4M | -2% | 20k | 170.49 |
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| Williams-Sonoma (WSM) | 0.6 | $3.3M | +3% | 18k | 178.59 |
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| Walt Disney Company (DIS) | 0.6 | $2.9M | 26k | 113.77 |
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| Jacobs Engineering Group (J) | 0.5 | $2.8M | +3% | 21k | 132.46 |
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| Zoetis Cl A (ZTS) | 0.5 | $2.7M | +14% | 21k | 125.82 |
|
| Coca-Cola Company (KO) | 0.4 | $1.9M | 27k | 69.91 |
|
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.3 | $1.6M | +3% | 31k | 53.06 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.5M | 3.1k | 473.25 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.4M | -2% | 2.8k | 502.65 |
|
| Ameriprise Financial (AMP) | 0.3 | $1.4M | 2.9k | 490.39 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $1.1M | +124% | 41k | 26.49 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $988k | +24% | 1.4k | 684.94 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $941k | -3% | 10k | 94.20 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $930k | +2% | 12k | 76.23 |
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| Abbvie (ABBV) | 0.2 | $896k | 3.9k | 228.47 |
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| Wabtec Corporation (WAB) | 0.2 | $854k | 4.0k | 213.45 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $777k | 1.3k | 614.33 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $718k | +9% | 30k | 24.04 |
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| Broadcom (AVGO) | 0.1 | $687k | -10% | 2.0k | 346.10 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $686k | 1.0k | 682.22 |
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| Lowe's Companies (LOW) | 0.1 | $642k | 2.7k | 241.16 |
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| Oracle Corporation (ORCL) | 0.1 | $571k | 2.9k | 194.91 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $552k | -17% | 4.1k | 135.71 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $544k | +113% | 22k | 25.08 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $525k | +4% | 1.7k | 313.83 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $502k | 1.3k | 396.31 |
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| Amgen (AMGN) | 0.1 | $483k | -4% | 1.5k | 327.36 |
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| 3M Company (MMM) | 0.1 | $476k | 3.0k | 160.10 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $474k | 3.4k | 141.14 |
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| Dimensional Etf Trust Global Sustaina (DFSB) | 0.1 | $474k | +109% | 9.1k | 51.80 |
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| International Business Machines (IBM) | 0.1 | $417k | +3% | 1.4k | 296.20 |
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| Spdr Series Trust State Street Spd (SPTS) | 0.1 | $415k | NEW | 14k | 29.28 |
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| Hca Holdings (HCA) | 0.1 | $403k | 863.00 | 466.86 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $398k | +3% | 1.2k | 335.17 |
|
| Johnson & Johnson (JNJ) | 0.1 | $395k | 1.9k | 206.95 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $385k | NEW | 7.7k | 50.29 |
|
| Amazon (AMZN) | 0.1 | $380k | -4% | 1.6k | 230.82 |
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| Analog Devices (ADI) | 0.1 | $371k | 1.4k | 271.20 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $362k | 577.00 | 626.71 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $356k | NEW | 4.8k | 74.28 |
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| TJX Companies (TJX) | 0.1 | $337k | +2% | 2.2k | 153.61 |
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| Starbucks Corporation (SBUX) | 0.1 | $332k | 3.9k | 84.22 |
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| Eaton Corp SHS (ETN) | 0.1 | $315k | 989.00 | 318.51 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $311k | 3.8k | 81.17 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $302k | 1.2k | 246.16 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $300k | 3.6k | 82.82 |
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| Rockwell Automation (ROK) | 0.1 | $300k | 770.00 | 389.07 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $281k | +2% | 2.0k | 137.87 |
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| Stryker Corporation (SYK) | 0.1 | $280k | 797.00 | 351.47 |
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| Truist Financial Corp equities (TFC) | 0.1 | $266k | +3% | 5.4k | 49.21 |
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| Abbott Laboratories (ABT) | 0.0 | $258k | 2.1k | 125.28 |
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| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $255k | NEW | 16k | 15.85 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $245k | 114.00 | 2146.18 |
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| Deere & Company (DE) | 0.0 | $242k | 520.00 | 465.57 |
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| Eli Lilly & Co. (LLY) | 0.0 | $239k | NEW | 222.00 | 1074.68 |
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| Pepsi (PEP) | 0.0 | $230k | 1.6k | 143.52 |
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| Spdr Series Trust State Street Spd (CWB) | 0.0 | $223k | 2.5k | 89.20 |
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| Howmet Aerospace (HWM) | 0.0 | $222k | 1.1k | 205.02 |
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| Fidelity Covington Trust Enhanced Small (FESM) | 0.0 | $220k | NEW | 5.8k | 37.78 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $219k | 2.3k | 96.03 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $217k | -3% | 203.00 | 1069.86 |
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| eBay (EBAY) | 0.0 | $215k | +2% | 2.5k | 87.10 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $207k | NEW | 4.1k | 50.79 |
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| Dover Corporation (DOV) | 0.0 | $204k | NEW | 1.0k | 195.24 |
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| Advanced Micro Devices (AMD) | 0.0 | $202k | NEW | 945.00 | 214.16 |
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| McKesson Corporation (MCK) | 0.0 | $200k | NEW | 244.00 | 820.29 |
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Past Filings by M. Kulyk & Associates
SEC 13F filings are viewable for M. Kulyk & Associates going back to 2020
- M. Kulyk & Associates 2025 Q4 filed Jan. 8, 2026
- M. Kulyk & Associates 2025 Q3 filed Nov. 10, 2025
- M. Kulyk & Associates 2025 Q2 filed Aug. 7, 2025
- M. Kulyk & Associates 2025 Q1 filed May 6, 2025
- M. Kulyk & Associates 2024 Q4 filed Feb. 7, 2025
- M. Kulyk & Associates 2024 Q3 filed Nov. 7, 2024
- M. Kulyk & Associates 2024 Q2 filed Aug. 5, 2024
- M. Kulyk & Associates 2024 Q1 filed May 9, 2024
- M. Kulyk & Associates 2023 Q4 filed Feb. 8, 2024
- M. Kulyk & Associates 2023 Q3 filed Nov. 7, 2023
- M. Kulyk & Associates 2023 Q2 filed Aug. 8, 2023
- M. Kulyk & Associates 2023 Q1 filed May 8, 2023
- M. Kulyk & Associates 2022 Q4 filed Feb. 8, 2023
- M. Kulyk & Associates 2022 Q3 filed Nov. 7, 2022
- M. Kulyk & Associates 2022 Q2 filed Aug. 5, 2022
- M. Kulyk & Associates 2022 Q1 filed May 11, 2022