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, TSM, and represent 31.34% of M. Kulyk & Associates's stock portfolio.
- Added to shares of these 10 stocks: STIP (+$20M), PHYS, LLY, PSLV, WAT, ESGD, LRCX, MSFT, V, CALI.
- Started 13 new stock positions in VRTX, DAR, WAT, PSLV, LRCX, PHYS, ESGD, IMCV, HSY, CALI. XOM, CMF, ALB.
- Reduced shares in these 10 stocks: NKE (-$5.0M), J, SGOV, HEDJ, SHV, RY, VOO, GLW, TD, CCJ.
- Sold out of its position in VOO.
- M. Kulyk & Associates was a net buyer of stock by $33M.
- M. Kulyk & Associates has $536M in assets under management (AUM), dropping by 2.38%.
- Central Index Key (CIK): 0001842370
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Portfolio Holdings for M. Kulyk & Associates
M. Kulyk & Associates holds 119 positions in its portfolio as reported in the March 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) | 14.0 | $75M | +37% | 727k | 103.43 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.1 | $27M | -4% | 272k | 100.66 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $25M | 87k | 287.56 |
|
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| NVIDIA Corporation (NVDA) | 4.0 | $22M | 124k | 174.40 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.5 | $19M | 55k | 337.95 |
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| Microsoft Corporation (MSFT) | 3.3 | $18M | +5% | 48k | 370.17 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 3.2 | $17M | -4% | 155k | 110.39 |
|
| Apple (AAPL) | 2.8 | $15M | +2% | 59k | 253.79 |
|
| Cisco Systems (CSCO) | 2.7 | $14M | +2% | 186k | 77.59 |
|
| Visa Com Cl A (V) | 2.6 | $14M | +6% | 47k | 302.24 |
|
| American Express Company (AXP) | 2.2 | $12M | 40k | 302.48 |
|
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| Merck & Co (MRK) | 2.2 | $12M | 98k | 120.29 |
|
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| Regeneron Pharmaceuticals (REGN) | 2.1 | $12M | 15k | 772.62 |
|
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| Cameco Corporation (CCJ) | 2.1 | $12M | 106k | 108.61 |
|
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| Unilever Spon Adr New (UL) | 2.1 | $11M | +6% | 194k | 56.97 |
|
| Gilead Sciences (GILD) | 1.9 | $10M | 74k | 139.37 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.9 | $10M | 14.00 | 718140.00 |
|
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 1.8 | $9.7M | 525k | 18.49 |
|
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| Procter & Gamble Company (PG) | 1.8 | $9.5M | +7% | 66k | 144.44 |
|
| Nextera Energy (NEE) | 1.8 | $9.4M | +2% | 101k | 92.88 |
|
| Home Depot (HD) | 1.7 | $9.2M | +2% | 28k | 328.89 |
|
| Corning Incorporated (GLW) | 1.7 | $8.9M | -3% | 66k | 135.97 |
|
| Johnson Controls Internation SHS (JCI) | 1.6 | $8.5M | 65k | 130.95 |
|
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| Ecolab (ECL) | 1.5 | $8.2M | +2% | 31k | 266.02 |
|
| CSX Corporation (CSX) | 1.5 | $8.1M | 197k | 41.05 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 1.4 | $7.7M | +4% | 91k | 84.60 |
|
| Becton, Dickinson and (BDX) | 1.3 | $7.0M | +3% | 44k | 157.23 |
|
| Blackrock (BLK) | 1.3 | $6.7M | +2% | 7.0k | 961.69 |
|
| Labcorp Holdings Com Shs (LH) | 1.2 | $6.2M | +3% | 23k | 266.81 |
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $5.8M | +10% | 12k | 499.65 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $5.7M | +5% | 29k | 198.29 |
|
| Prologis (PLD) | 1.1 | $5.7M | 43k | 132.18 |
|
|
| Novo-nordisk A S Adr (NVO) | 1.0 | $5.6M | 152k | 36.75 |
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|
| Xylem (XYL) | 1.0 | $5.5M | +7% | 46k | 119.50 |
|
| First Solar (FSLR) | 1.0 | $5.2M | +4% | 27k | 197.26 |
|
| American Tower Reit (AMT) | 0.8 | $4.5M | +5% | 26k | 172.58 |
|
| Intuit (INTU) | 0.8 | $4.3M | +9% | 10k | 432.38 |
|
| Constellation Energy (CEG) | 0.8 | $4.2M | +4% | 15k | 279.25 |
|
| Steel Dynamics (STLD) | 0.8 | $4.2M | +3% | 23k | 180.00 |
|
| salesforce (CRM) | 0.8 | $4.1M | +5% | 22k | 186.67 |
|
| Williams-Sonoma (WSM) | 0.6 | $3.4M | 19k | 182.33 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.6 | $3.1M | NEW | 88k | 35.44 |
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| Eli Lilly & Co. (LLY) | 0.5 | $2.9M | +1327% | 3.2k | 919.77 |
|
| Rbc Cad (RY) | 0.5 | $2.8M | -13% | 17k | 161.78 |
|
| Zoetis Cl A (ZTS) | 0.5 | $2.6M | +3% | 22k | 118.21 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.5 | $2.5M | NEW | 102k | 24.39 |
|
| Walt Disney Company (DIS) | 0.5 | $2.5M | 26k | 96.38 |
|
|
| Coca-Cola Company (KO) | 0.4 | $2.1M | 27k | 76.05 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.4M | 2.8k | 479.20 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.3M | 3.1k | 426.36 |
|
|
| Waters Corporation (WAT) | 0.2 | $1.3M | NEW | 4.4k | 297.80 |
|
| Ameriprise Financial (AMP) | 0.2 | $1.3M | 2.9k | 444.46 |
|
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $1.2M | NEW | 13k | 95.62 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $1.2M | +10% | 45k | 26.61 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $1.1M | NEW | 5.0k | 213.66 |
|
| Wabtec Corporation (WAB) | 0.2 | $1000k | 4.0k | 249.91 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $978k | +32% | 40k | 24.75 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $942k | 1.4k | 653.21 |
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| Abbvie (ABBV) | 0.2 | $856k | 3.9k | 217.47 |
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| Nike CL B (NKE) | 0.1 | $788k | -86% | 15k | 52.82 |
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| Blackrock Etf Trust Ii Ishares Short-te (CALI) | 0.1 | $753k | NEW | 15k | 50.43 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $734k | -21% | 7.9k | 93.31 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $730k | 1.3k | 577.20 |
|
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $687k | +27% | 28k | 24.91 |
|
| Broadcom (AVGO) | 0.1 | $642k | +4% | 2.1k | 309.51 |
|
| Lowe's Companies (LOW) | 0.1 | $634k | 2.7k | 236.28 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $622k | -4% | 956.00 | 650.32 |
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $618k | -61% | 12k | 52.30 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $589k | -18% | 10k | 59.03 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $545k | 1.3k | 430.29 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $540k | +41% | 11k | 49.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $499k | +4% | 1.7k | 286.89 |
|
| Johnson & Johnson (JNJ) | 0.1 | $489k | +4% | 2.0k | 244.44 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $489k | -3% | 3.2k | 151.42 |
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.1 | $480k | 9.3k | 51.74 |
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| Spdr Series Trust State Street Spd (SPTS) | 0.1 | $456k | +10% | 16k | 29.18 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $451k | NEW | 7.9k | 56.86 |
|
| 3M Company (MMM) | 0.1 | $447k | +3% | 3.1k | 145.23 |
|
| Analog Devices (ADI) | 0.1 | $435k | 1.4k | 318.14 |
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| Oracle Corporation (ORCL) | 0.1 | $426k | 2.9k | 147.11 |
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| Hca Holdings (HCA) | 0.1 | $408k | 863.00 | 473.24 |
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| Amgen (AMGN) | 0.1 | $403k | -22% | 1.1k | 351.92 |
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| Jacobs Engineering Group (J) | 0.1 | $384k | -85% | 3.0k | 127.29 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $380k | +22% | 2.5k | 152.75 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $379k | -26% | 3.0k | 126.27 |
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| Eaton Corp SHS (ETN) | 0.1 | $371k | +4% | 1.0k | 357.67 |
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| TJX Companies (TJX) | 0.1 | $353k | 2.2k | 159.70 |
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| Amazon (AMZN) | 0.1 | $342k | 1.6k | 208.27 |
|
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| International Business Machines (IBM) | 0.1 | $341k | 1.4k | 242.42 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $338k | 3.8k | 88.16 |
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| Fidelity Covington Trust Enhanced Small (FESM) | 0.1 | $331k | +49% | 8.7k | 38.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $328k | -13% | 1.0k | 320.71 |
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| Starbucks Corporation (SBUX) | 0.1 | $315k | -10% | 3.5k | 89.60 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $304k | 1.2k | 248.00 |
|
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $299k | 3.6k | 82.57 |
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| Deere & Company (DE) | 0.1 | $293k | 520.00 | 563.30 |
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| Darling International (DAR) | 0.1 | $281k | NEW | 4.5k | 61.85 |
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| Rockwell Automation (ROK) | 0.1 | $276k | 770.00 | 358.88 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $276k | +2% | 209.00 | 1320.83 |
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| Stryker Corporation (SYK) | 0.0 | $265k | 805.00 | 328.59 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $253k | -24% | 3.6k | 70.36 |
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| Howmet Aerospace (HWM) | 0.0 | $252k | 1.1k | 230.46 |
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| Pepsi (PEP) | 0.0 | $252k | 1.6k | 155.29 |
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| Truist Financial Corp equities (TFC) | 0.0 | $248k | 5.4k | 45.97 |
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| Spdr Series Trust State Street Spd (CWB) | 0.0 | $245k | +6% | 2.7k | 91.52 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.0 | $244k | NEW | 2.9k | 84.79 |
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| Freeport Mcmoran CL B (FCX) | 0.0 | $239k | 4.1k | 58.78 |
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| Advanced Micro Devices (AMD) | 0.0 | $239k | +24% | 1.2k | 203.43 |
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| Hershey Company (HSY) | 0.0 | $226k | NEW | 1.1k | 207.94 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $221k | 2.3k | 97.13 |
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| eBay (EBAY) | 0.0 | $218k | -2% | 2.4k | 91.02 |
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| Dover Corporation (DOV) | 0.0 | $218k | 1.0k | 208.45 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $217k | NEW | 485.00 | 446.54 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $215k | 114.00 | 1884.66 |
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| Abbott Laboratories (ABT) | 0.0 | $214k | 2.1k | 102.65 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $214k | NEW | 1.3k | 169.70 |
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| McKesson Corporation (MCK) | 0.0 | $211k | 244.00 | 865.36 |
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| Albemarle Corporation (ALB) | 0.0 | $201k | NEW | 1.1k | 179.53 |
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| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $175k | -27% | 12k | 14.95 |
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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 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
- M. Kulyk & Associates 2022 Q2 filed Aug. 5, 2022