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, AAPL, and represent 30.58% of M. Kulyk & Associates's stock portfolio.
- Added to shares of these 10 stocks: PNC (+$15M), ING (+$11M), LRCX (+$7.5M), AVGO (+$7.4M), AAPL (+$7.4M), LLY (+$5.7M), VLTO, STIP, SHV, DAR.
- Started 7 new stock positions in ING, AMAT, VTEC, PNC, VOO, VLTO, PLTR.
- Reduced shares in these 10 stocks: GLW (-$6.4M), TSM (-$5.6M), CCJ, STLD, INTU, CSCO, WSM, FSLR, GOOGL, BDX.
- Sold out of its positions in ABT, ALB, XOM, FHLC, HSY, INTU, IMCV, J, MCK, NKE. PEP, ZTS, MICC.
- M. Kulyk & Associates was a net buyer of stock by $30M.
- M. Kulyk & Associates has $613M in assets under management (AUM), dropping by 14.38%.
- Central Index Key (CIK): 0001842370
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Portfolio Holdings for M. Kulyk & Associates
M. Kulyk & Associates holds 113 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 12.9 | $79M | +6% | 771k | 102.16 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 4.7 | $29M | +5% | 287k | 100.67 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $28M | -9% | 78k | 357.37 |
|
| NVIDIA Corporation (NVDA) | 4.4 | $27M | +9% | 136k | 200.09 |
|
| Apple (AAPL) | 4.0 | $25M | +43% | 85k | 289.36 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.4 | $21M | -21% | 44k | 477.57 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 3.3 | $20M | +17% | 182k | 110.35 |
|
| Microsoft Corporation (MSFT) | 3.2 | $20M | +10% | 53k | 373.02 |
|
| Cisco Systems (CSCO) | 3.0 | $18M | -17% | 154k | 117.46 |
|
| Visa Com Cl A (V) | 2.9 | $18M | +9% | 52k | 343.09 |
|
| PNC Financial Services (PNC) | 2.4 | $15M | NEW | 59k | 246.22 |
|
| American Express Company (AXP) | 2.2 | $14M | 40k | 338.25 |
|
|
| Levi Strauss & Co Cl A Com Stk (LEVI) | 2.1 | $13M | 525k | 24.83 |
|
|
| Merck & Co (MRK) | 2.0 | $12M | -3% | 95k | 128.50 |
|
| Unilever Spon Adr New (UL) | 1.9 | $12M | 192k | 60.12 |
|
|
| Ing Groep Sponsored Adr (ING) | 1.8 | $11M | NEW | 356k | 31.38 |
|
| Home Depot (HD) | 1.8 | $11M | +10% | 31k | 352.68 |
|
| Ecolab (ECL) | 1.7 | $11M | +23% | 38k | 278.61 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.7 | $11M | 14.00 | 748850.00 |
|
|
| Procter & Gamble Company (PG) | 1.7 | $10M | +6% | 70k | 146.64 |
|
| Corning Incorporated (GLW) | 1.7 | $10M | -38% | 40k | 255.43 |
|
| Lam Research Corp Com New (LRCX) | 1.6 | $9.6M | +342% | 22k | 433.33 |
|
| Eli Lilly & Co. (LLY) | 1.6 | $9.5M | +150% | 7.9k | 1199.43 |
|
| Gilead Sciences (GILD) | 1.5 | $9.5M | 75k | 126.34 |
|
|
| Nextera Energy (NEE) | 1.4 | $8.8M | 100k | 87.77 |
|
|
| Johnson Controls Internation SHS (JCI) | 1.4 | $8.7M | -9% | 59k | 146.11 |
|
| Mastercard Incorporated Cl A (MA) | 1.4 | $8.5M | +41% | 17k | 513.58 |
|
| National Grid Sponsored Adr Ne (NGG) | 1.4 | $8.3M | +10% | 101k | 82.87 |
|
| Broadcom (AVGO) | 1.3 | $8.2M | +943% | 22k | 377.76 |
|
| CSX Corporation (CSX) | 1.3 | $8.1M | -13% | 171k | 47.53 |
|
| Regeneron Pharmaceuticals (REGN) | 1.3 | $8.0M | -13% | 13k | 623.53 |
|
| Blackrock (BLK) | 1.2 | $7.1M | +6% | 7.4k | 961.53 |
|
| Xylem (XYL) | 1.1 | $6.9M | +27% | 59k | 118.21 |
|
| Labcorp Holdings Com Shs (LH) | 1.1 | $6.8M | +3% | 24k | 280.00 |
|
| Cameco Corporation (CCJ) | 1.0 | $6.0M | -44% | 59k | 101.86 |
|
| Prologis (PLD) | 0.9 | $5.6M | -3% | 41k | 135.47 |
|
| Veralto Corp Com Shs (VLTO) | 0.8 | $4.7M | NEW | 52k | 88.68 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.8 | $4.6M | +74% | 154k | 30.17 |
|
| American Tower Reit (AMT) | 0.7 | $4.5M | +7% | 28k | 163.57 |
|
| Novo-nordisk A S Adr (NVO) | 0.7 | $4.5M | -38% | 93k | 47.94 |
|
| Constellation Energy (CEG) | 0.7 | $4.1M | +9% | 17k | 248.37 |
|
| Becton, Dickinson and (BDX) | 0.6 | $3.8M | -42% | 25k | 151.33 |
|
| First Solar (FSLR) | 0.5 | $3.0M | -51% | 13k | 235.95 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $3.0M | -15% | 24k | 124.44 |
|
| Rbc Cad (RY) | 0.5 | $3.0M | -17% | 14k | 206.97 |
|
| Darling International (DAR) | 0.5 | $2.9M | +1052% | 52k | 54.62 |
|
| Walt Disney Company (DIS) | 0.4 | $2.5M | 26k | 96.25 |
|
|
| Sprott Asset Management Physical Silver (PSLV) | 0.4 | $2.4M | +21% | 125k | 18.87 |
|
| Coca-Cola Company (KO) | 0.3 | $2.1M | -3% | 26k | 81.27 |
|
| salesforce (CRM) | 0.3 | $1.9M | -46% | 12k | 156.66 |
|
| Blackrock Etf Trust Ii Isha Sh Term Etf (CALI) | 0.2 | $1.5M | +101% | 30k | 50.53 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.5M | +284% | 12k | 124.17 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.4M | +29% | 51k | 27.70 |
|
| Ameriprise Financial (AMP) | 0.2 | $1.3M | 2.9k | 458.83 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $1.2M | -3% | 44k | 26.50 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $1.1M | -12% | 11k | 102.81 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.1M | -22% | 2.2k | 500.39 |
|
| Wabtec Corporation (WAB) | 0.2 | $1.1M | -2% | 3.9k | 269.60 |
|
| Abbvie (ABBV) | 0.2 | $968k | -2% | 3.8k | 251.62 |
|
| Steel Dynamics (STLD) | 0.2 | $936k | -82% | 4.1k | 229.45 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $932k | 1.3k | 736.43 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $924k | +29% | 1.2k | 746.95 |
|
| Williams-Sonoma (WSM) | 0.1 | $825k | -80% | 3.5k | 233.12 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $694k | -35% | 926.00 | 748.89 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $633k | -33% | 5.2k | 121.42 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $605k | +10% | 12k | 50.58 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $599k | -2% | 1.7k | 353.38 |
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $567k | -15% | 9.9k | 57.00 |
|
| Analog Devices (ADI) | 0.1 | $543k | 1.4k | 397.17 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $510k | 10k | 51.05 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $503k | +7% | 1.4k | 368.38 |
|
| 3M Company (MMM) | 0.1 | $498k | 3.1k | 161.91 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $493k | -2% | 1.9k | 253.97 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $487k | -3% | 3.1k | 156.29 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $485k | -28% | 20k | 24.66 |
|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.1 | $470k | +3% | 16k | 29.01 |
|
| Lowe's Companies (LOW) | 0.1 | $469k | -20% | 2.1k | 220.49 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $468k | +12% | 235.00 | 1989.44 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $457k | 7.9k | 57.64 |
|
|
| Fidelity Covington Trust Enhanced Sml Cap (FESM) | 0.1 | $447k | +6% | 9.2k | 48.29 |
|
| Eaton Corp SHS (ETN) | 0.1 | $434k | 1.0k | 426.12 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $424k | 2.9k | 146.55 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $382k | 2.4k | 156.72 |
|
|
| International Business Machines (IBM) | 0.1 | $380k | -4% | 1.4k | 281.28 |
|
| Rockwell Automation (ROK) | 0.1 | $378k | 763.00 | 495.08 |
|
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.1 | $373k | -22% | 7.2k | 52.11 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $368k | 1.2k | 300.45 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $354k | -48% | 609.00 | 580.91 |
|
| Starbucks Corporation (SBUX) | 0.1 | $342k | -4% | 3.3k | 102.20 |
|
| Hca Holdings (HCA) | 0.1 | $337k | 863.00 | 389.89 |
|
|
| TJX Companies (TJX) | 0.1 | $333k | 2.2k | 151.50 |
|
|
| Deere & Company (DE) | 0.1 | $330k | 520.00 | 634.33 |
|
|
| Airbnb Com Cl A (ABNB) | 0.1 | $323k | -24% | 2.3k | 143.08 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $315k | +5% | 3.8k | 82.11 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $299k | NEW | 2.6k | 116.66 |
|
| Amazon (AMZN) | 0.0 | $295k | -24% | 1.2k | 238.34 |
|
| Howmet Aerospace (HWM) | 0.0 | $291k | 1.1k | 268.86 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $290k | 3.8k | 75.51 |
|
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.0 | $288k | 2.7k | 107.82 |
|
|
| Applied Materials (AMAT) | 0.0 | $283k | NEW | 392.00 | 723.00 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $269k | 5.4k | 49.82 |
|
|
| eBay (EBAY) | 0.0 | $269k | 2.4k | 111.75 |
|
|
| Amgen (AMGN) | 0.0 | $268k | -35% | 741.00 | 362.23 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $267k | +10% | 537.00 | 496.73 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $255k | NEW | 371.00 | 686.37 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.0 | $253k | NEW | 2.5k | 100.60 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $252k | 4.0k | 62.89 |
|
|
| Stryker Corporation (SYK) | 0.0 | $251k | 797.00 | 314.84 |
|
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $237k | 114.00 | 2080.79 |
|
|
| Dover Corporation (DOV) | 0.0 | $234k | 1.0k | 224.28 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $221k | -6% | 2.1k | 103.88 |
|
| Waters Corporation (WAT) | 0.0 | $217k | -86% | 579.00 | 375.04 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $216k | -42% | 584.00 | 370.22 |
|
Past Filings by M. Kulyk & Associates
SEC 13F filings are viewable for M. Kulyk & Associates going back to 2020
- M. Kulyk & Associates 2026 Q2 filed Aug. 7, 2026
- M. Kulyk & Associates 2026 Q1 filed May 6, 2026
- 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