M. Kulyk & Associates
Latest statistics and disclosures from M. Kulyk & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STIP, SGOV, NVDA, MSFT, GOOGL, and represent 30.88% of M. Kulyk & Associates's stock portfolio.
- Added to shares of these 10 stocks: LEVI (+$12M), CCJ (+$8.8M), SGOV (+$8.7M), REGN (+$5.8M), NEE, NVO, V, CEG, ACN, PG.
- Started 7 new stock positions in HWM, CCJ, PANW, EBAY, SCHF, ASML, HSY.
- Reduced shares in these 10 stocks: RY (-$8.4M), TD (-$6.5M), AMGN (-$6.2M), , GIS, BAX, CLX, , SHV, HD.
- Sold out of its positions in ADBE, APD, BAX, CLX, EXC, META, GIS, K, PAYX, SPTS. TGT.
- M. Kulyk & Associates was a net buyer of stock by $6.9M.
- M. Kulyk & Associates has $492M in assets under management (AUM), dropping by 6.92%.
- Central Index Key (CIK): 0001842370
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Portfolio Holdings for M. Kulyk & Associates
M. Kulyk & Associates holds 104 positions in its portfolio as reported in the September 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) | 10.9 | $54M | 518k | 103.36 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 6.5 | $32M | +37% | 318k | 100.70 |
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| NVIDIA Corporation (NVDA) | 4.7 | $23M | 123k | 186.58 |
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| Microsoft Corporation (MSFT) | 4.5 | $22M | 43k | 517.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $21M | 87k | 243.10 |
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| Ishares Tr Short Treas Bd (SHV) | 3.6 | $18M | -7% | 161k | 110.49 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.2 | $16M | 56k | 279.29 |
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| Apple (AAPL) | 3.0 | $15M | 58k | 254.63 |
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| American Express Company (AXP) | 2.6 | $13M | 39k | 332.16 |
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| Visa Com Cl A (V) | 2.5 | $12M | +28% | 36k | 341.38 |
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| Cisco Systems (CSCO) | 2.5 | $12M | 179k | 68.42 |
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 2.5 | $12M | +4921% | 525k | 23.30 |
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| Home Depot (HD) | 2.2 | $11M | -6% | 26k | 405.18 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.1 | $11M | 14.00 | 754200.00 |
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| Unilever Spon Adr New (UL) | 2.1 | $10M | +8% | 176k | 59.28 |
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| Procter & Gamble Company (PG) | 1.8 | $8.8M | +15% | 58k | 153.65 |
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| Cameco Corporation (CCJ) | 1.8 | $8.8M | NEW | 105k | 83.86 |
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| Merck & Co (MRK) | 1.6 | $8.1M | +6% | 97k | 83.93 |
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| Regeneron Pharmaceuticals (REGN) | 1.6 | $8.1M | +258% | 14k | 562.28 |
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| Gilead Sciences (GILD) | 1.6 | $8.0M | -2% | 72k | 111.00 |
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| Ecolab (ECL) | 1.6 | $7.9M | -2% | 29k | 273.86 |
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| Becton, Dickinson and (BDX) | 1.6 | $7.8M | +8% | 42k | 187.17 |
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| Blackrock (BLK) | 1.6 | $7.7M | -7% | 6.6k | 1165.86 |
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| Nike CL B (NKE) | 1.5 | $7.5M | -3% | 107k | 69.73 |
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| Nextera Energy (NEE) | 1.5 | $7.3M | +119% | 97k | 75.49 |
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| Novo-nordisk A S Adr (NVO) | 1.5 | $7.2M | +68% | 130k | 55.49 |
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| Johnson Ctls Intl SHS (JCI) | 1.4 | $7.0M | 64k | 109.95 |
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| CSX Corporation (CSX) | 1.4 | $6.8M | 191k | 35.51 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.3 | $6.4M | +32% | 26k | 246.60 |
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| Labcorp Holdings Com Shs (LH) | 1.2 | $6.1M | +6% | 21k | 287.06 |
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| Xylem (XYL) | 1.2 | $6.0M | -3% | 41k | 147.50 |
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| Intuit (INTU) | 1.2 | $5.9M | +7% | 8.7k | 682.88 |
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| National Grid Sponsored Adr Ne (NGG) | 1.1 | $5.6M | 77k | 72.67 |
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| First Solar (FSLR) | 1.1 | $5.6M | 25k | 220.53 |
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| Corning Incorporated (GLW) | 1.1 | $5.6M | -3% | 68k | 82.03 |
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| salesforce (CRM) | 1.0 | $4.7M | +8% | 20k | 237.00 |
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| Prologis (PLD) | 1.0 | $4.7M | 41k | 114.52 |
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| Constellation Energy (CEG) | 1.0 | $4.7M | +62% | 14k | 329.06 |
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| American Tower Reit (AMT) | 0.9 | $4.4M | +4% | 23k | 192.32 |
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| Williams-Sonoma (WSM) | 0.7 | $3.5M | -2% | 18k | 195.45 |
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| Steel Dynamics (STLD) | 0.6 | $3.1M | +10% | 22k | 139.43 |
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| Rbc Cad (RY) | 0.6 | $3.0M | -73% | 21k | 147.32 |
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| Jacobs Engineering Group (J) | 0.6 | $3.0M | +4% | 20k | 149.86 |
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| Walt Disney Company (DIS) | 0.6 | $2.9M | 26k | 114.50 |
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| Zoetis Cl A (ZTS) | 0.6 | $2.7M | +6% | 19k | 146.32 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $2.3M | +3% | 4.1k | 568.83 |
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| Coca-Cola Company (KO) | 0.4 | $1.8M | 27k | 66.32 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.3 | $1.5M | 30k | 50.40 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.5M | 3.1k | 468.36 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.5M | 2.9k | 502.74 |
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| Ameriprise Financial (AMP) | 0.3 | $1.4M | 2.9k | 491.29 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $1.2M | 12k | 99.81 |
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| Abbvie (ABBV) | 0.2 | $911k | +3% | 3.9k | 231.52 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $823k | -88% | 10k | 79.95 |
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| Oracle Corporation (ORCL) | 0.2 | $821k | -12% | 2.9k | 281.24 |
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| Wabtec Corporation (WAB) | 0.2 | $802k | 4.0k | 200.47 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $774k | 1.2k | 669.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $760k | 1.3k | 600.39 |
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| Broadcom (AVGO) | 0.1 | $735k | +8% | 2.2k | 329.91 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $670k | 1.0k | 666.21 |
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| Lowe's Companies (LOW) | 0.1 | $668k | 2.7k | 251.31 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $638k | NEW | 27k | 23.28 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $598k | -13% | 4.9k | 121.41 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $494k | -15% | 18k | 26.95 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $477k | 3.4k | 142.08 |
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| 3M Company (MMM) | 0.1 | $463k | 3.0k | 155.18 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $450k | +26% | 1.3k | 355.47 |
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| Amgen (AMGN) | 0.1 | $434k | -93% | 1.5k | 282.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $389k | +4% | 1.6k | 243.58 |
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| International Business Machines (IBM) | 0.1 | $384k | +3% | 1.4k | 282.12 |
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| Amazon (AMZN) | 0.1 | $380k | 1.7k | 219.57 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $379k | -25% | 1.2k | 328.26 |
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| Hca Holdings (HCA) | 0.1 | $368k | 863.00 | 426.20 |
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| Eaton Corp SHS (ETN) | 0.1 | $367k | 981.00 | 374.25 |
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| Johnson & Johnson (JNJ) | 0.1 | $354k | 1.9k | 185.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $352k | 574.00 | 612.32 |
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| Starbucks Corporation (SBUX) | 0.1 | $335k | -10% | 4.0k | 84.61 |
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| Analog Devices (ADI) | 0.1 | $334k | 1.4k | 245.70 |
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| TJX Companies (TJX) | 0.1 | $310k | 2.1k | 144.54 |
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| Costco Wholesale Corporation (COST) | 0.1 | $303k | -4% | 327.00 | 925.63 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $300k | -7% | 3.6k | 82.96 |
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| Stryker Corporation (SYK) | 0.1 | $297k | -3% | 802.00 | 369.67 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $296k | 1.2k | 241.96 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $279k | 3.8k | 72.77 |
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| Abbott Laboratories (ABT) | 0.1 | $276k | +2% | 2.1k | 133.96 |
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| Rockwell Automation (ROK) | 0.1 | $269k | 770.00 | 349.53 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $255k | -14% | 10k | 25.13 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $254k | -16% | 2.0k | 128.24 |
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| Fidelity Covington Trust Sustainable U S (FSST) | 0.1 | $249k | -3% | 8.3k | 29.97 |
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| Deere & Company (DE) | 0.0 | $240k | -3% | 524.00 | 457.26 |
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| Truist Financial Corp equities (TFC) | 0.0 | $238k | 5.2k | 45.72 |
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| Ge Aerospace Com New (GE) | 0.0 | $235k | 782.00 | 300.82 |
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| Dimensional Etf Trust Global Sustaina (DFSB) | 0.0 | $233k | -14% | 4.4k | 53.27 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.0 | $226k | 2.5k | 90.50 |
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| Pepsi (PEP) | 0.0 | $225k | -3% | 1.6k | 140.44 |
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| eBay (EBAY) | 0.0 | $218k | NEW | 2.4k | 90.95 |
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| Howmet Aerospace (HWM) | 0.0 | $213k | NEW | 1.1k | 196.23 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $212k | 2.3k | 93.37 |
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| Automatic Data Processing (ADP) | 0.0 | $212k | 723.00 | 293.50 |
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| Palo Alto Networks (PANW) | 0.0 | $205k | NEW | 1.0k | 203.62 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $204k | NEW | 211.00 | 968.09 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $204k | 114.00 | 1789.16 |
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| Hershey Company (HSY) | 0.0 | $203k | NEW | 1.1k | 187.08 |
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| Cigna Corp (CI) | 0.0 | $203k | 704.00 | 288.11 |
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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 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
- M. Kulyk & Associates 2021 Q4 filed Jan. 20, 2022