M. Kulyk & Associates as of March 31, 2025
Portfolio Holdings for M. Kulyk & Associates
M. Kulyk & Associates holds 101 positions in its portfolio as reported in the March 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) | 11.4 | $50M | 483k | 103.47 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.8 | $25M | 252k | 100.67 | |
| Ishares Tr Short Treas Bd (SHV) | 4.1 | $18M | 162k | 110.46 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 3.8 | $17M | 1.1M | 15.59 | |
| Microsoft Corporation (MSFT) | 3.7 | $16M | 43k | 375.39 | |
| NVIDIA Corporation (NVDA) | 3.0 | $13M | 122k | 108.38 | |
| Apple (AAPL) | 3.0 | $13M | 59k | 222.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $13M | 84k | 154.64 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.6 | $11M | 14.00 | 798441.57 | |
| Cisco Systems (CSCO) | 2.5 | $11M | 179k | 61.71 | |
| American Express Company (AXP) | 2.4 | $11M | 39k | 269.05 | |
| Home Depot (HD) | 2.3 | $10M | 28k | 366.50 | |
| Visa Com Cl A (V) | 2.3 | $9.9M | 28k | 350.46 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.2 | $9.5M | 57k | 166.00 | |
| Rbc Cad (RY) | 2.1 | $9.1M | 81k | 112.72 | |
| Unilever Spon Adr New | 2.1 | $9.1M | 152k | 59.55 | |
| Gilead Sciences (GILD) | 1.9 | $8.2M | 73k | 112.05 | |
| Procter & Gamble Company (PG) | 1.8 | $8.1M | 47k | 170.42 | |
| Ecolab (ECL) | 1.7 | $7.4M | 29k | 253.52 | |
| Becton, Dickinson and (BDX) | 1.6 | $7.1M | 31k | 229.06 | |
| Amgen (AMGN) | 1.6 | $7.0M | 22k | 311.55 | |
| Merck & Co (MRK) | 1.5 | $6.7M | 75k | 89.76 | |
| Blackrock (BLK) | 1.5 | $6.6M | 7.0k | 946.52 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $6.0M | 19k | 312.04 | |
| Toronto Dominion Bk Ont Com New (TD) | 1.4 | $6.0M | 99k | 59.94 | |
| Nike CL B (NKE) | 1.4 | $5.9M | 93k | 63.48 | |
| Johnson Ctls Intl SHS (JCI) | 1.3 | $5.7M | 71k | 80.11 | |
| Intuit (INTU) | 1.3 | $5.6M | 9.2k | 614.01 | |
| CSX Corporation (CSX) | 1.3 | $5.5M | 188k | 29.43 | |
| National Grid Sponsored Adr Ne (NGG) | 1.2 | $5.0M | 77k | 65.61 | |
| General Mills (GIS) | 1.1 | $5.0M | 84k | 59.79 | |
| Baxter International (BAX) | 1.1 | $5.0M | 146k | 34.23 | |
| Xylem (XYL) | 1.1 | $4.9M | 41k | 119.46 | |
| salesforce (CRM) | 1.1 | $4.7M | 18k | 268.37 | |
| American Tower Reit (AMT) | 1.1 | $4.6M | 21k | 217.60 | |
| Labcorp Holdings Com Shs (LH) | 1.0 | $4.6M | 20k | 232.74 | |
| Novo-nordisk A S Adr (NVO) | 1.0 | $4.6M | 66k | 69.44 | |
| Target Corporation (TGT) | 1.0 | $4.5M | 44k | 104.36 | |
| Prologis (PLD) | 1.0 | $4.4M | 40k | 111.79 | |
| Clorox Company (CLX) | 0.9 | $3.8M | 26k | 147.25 | |
| Corning Incorporated (GLW) | 0.7 | $3.2M | 70k | 45.78 | |
| First Solar (FSLR) | 0.7 | $3.0M | 24k | 126.43 | |
| Nextera Energy (NEE) | 0.7 | $3.0M | 43k | 70.89 | |
| Exelon Corporation (EXC) | 0.7 | $2.9M | 63k | 46.08 | |
| Zoetis Cl A (ZTS) | 0.7 | $2.8M | 17k | 164.65 | |
| Williams-Sonoma (WSM) | 0.6 | $2.8M | 18k | 158.10 | |
| Walt Disney Company (DIS) | 0.6 | $2.5M | 26k | 98.70 | |
| Steel Dynamics (STLD) | 0.6 | $2.5M | 20k | 125.08 | |
| Jacobs Engineering Group (J) | 0.5 | $2.2M | 18k | 120.89 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $2.1M | 3.8k | 548.12 | |
| Coca-Cola Company (KO) | 0.4 | $1.9M | 27k | 71.62 | |
| Constellation Energy (CEG) | 0.4 | $1.9M | 9.5k | 201.62 | |
| Regeneron Pharmaceuticals (REGN) | 0.4 | $1.7M | 2.7k | 634.23 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.5M | 2.9k | 532.58 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.3 | $1.4M | 30k | 47.48 | |
| Ameriprise Financial (AMP) | 0.3 | $1.4M | 2.9k | 484.14 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.1M | 3.1k | 361.04 | |
| Abbvie (ABBV) | 0.2 | $845k | 4.0k | 209.54 | |
| Airbnb Com Cl A (ABNB) | 0.2 | $787k | 6.6k | 119.46 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $786k | 11k | 71.97 | |
| Wabtec Corporation (WAB) | 0.2 | $725k | 4.0k | 181.35 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $683k | 1.2k | 561.90 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $640k | 4.8k | 134.29 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $634k | 1.1k | 559.39 | |
| Lowe's Companies (LOW) | 0.1 | $620k | 2.7k | 233.23 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $593k | 1.3k | 468.94 | |
| Starbucks Corporation (SBUX) | 0.1 | $477k | 4.9k | 98.10 | |
| Oracle Corporation (ORCL) | 0.1 | $459k | 3.3k | 139.81 | |
| 3M Company (MMM) | 0.1 | $438k | 3.0k | 146.86 | |
| Kellogg Company (K) | 0.1 | $370k | 4.5k | 82.49 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $327k | 3.9k | 82.73 | |
| International Business Machines (IBM) | 0.1 | $326k | 1.3k | 248.74 | |
| Johnson & Johnson (JNJ) | 0.1 | $313k | 1.9k | 165.84 | |
| Costco Wholesale Corporation (COST) | 0.1 | $312k | 330.00 | 945.96 | |
| Broadcom (AVGO) | 0.1 | $301k | 1.8k | 167.43 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $300k | 1.0k | 288.14 | |
| Stryker Corporation (SYK) | 0.1 | $299k | 802.00 | 372.25 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $291k | 567.00 | 513.91 | |
| Analog Devices (ADI) | 0.1 | $274k | 1.4k | 201.67 | |
| Abbott Laboratories (ABT) | 0.1 | $273k | 2.1k | 132.67 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $271k | 984.00 | 274.95 | |
| Eaton Corp SHS (ETN) | 0.1 | $267k | 981.00 | 271.83 | |
| TJX Companies (TJX) | 0.1 | $261k | 2.1k | 121.80 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $256k | 1.3k | 199.49 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $253k | 1.6k | 156.24 | |
| Pepsi (PEP) | 0.1 | $250k | 1.7k | 149.94 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $248k | 2.2k | 111.48 | |
| Deere & Company (DE) | 0.1 | $246k | 524.00 | 469.35 | |
| Fidelity Covington Trust Sustainable U S (FSST) | 0.1 | $245k | 10k | 24.29 | |
| Air Products & Chemicals (APD) | 0.1 | $235k | 798.00 | 294.92 | |
| Cigna Corp (CI) | 0.1 | $232k | 704.00 | 328.78 | |
| Paychex (PAYX) | 0.1 | $228k | 1.5k | 154.28 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $226k | 3.8k | 58.96 | |
| Automatic Data Processing (ADP) | 0.1 | $221k | 723.00 | 305.53 | |
| Truist Financial Corp equities (TFC) | 0.0 | $214k | 5.2k | 41.15 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $211k | 114.00 | 1854.12 | |
| Rockwell Automation (ROK) | 0.0 | $209k | 809.00 | 258.38 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $209k | 544.00 | 383.53 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $202k | 2.0k | 98.92 | |
| Amazon (AMZN) | 0.0 | $201k | 1.1k | 190.26 | |
| Nektar Therapeutics | 0.0 | $14k | 20k | 0.68 |
