M. Kulyk & Associates as of June 30, 2025
Portfolio Holdings for M. Kulyk & Associates
M. Kulyk & Associates holds 108 positions in its portfolio as reported in the June 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) | 11.5 | $53M | 515k | 102.91 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.1 | $23M | 231k | 100.69 | |
| Microsoft Corporation (MSFT) | 4.7 | $22M | 43k | 497.41 | |
| NVIDIA Corporation (NVDA) | 4.2 | $19M | 121k | 157.99 | |
| Ishares Tr Short Treas Bd (SHV) | 4.2 | $19M | 173k | 110.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $16M | 88k | 176.23 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.8 | $13M | 57k | 226.49 | |
| Cisco Systems (CSCO) | 2.7 | $13M | 182k | 69.38 | |
| American Express Company (AXP) | 2.7 | $13M | 39k | 318.98 | |
| Apple (AAPL) | 2.6 | $12M | 59k | 205.17 | |
| Home Depot (HD) | 2.3 | $10M | 28k | 366.63 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.2 | $10M | 14.00 | 728800.00 | |
| Rbc Cad (RY) | 2.2 | $10M | 78k | 131.55 | |
| Visa Com Cl A (V) | 2.2 | $10M | 28k | 355.05 | |
| Unilever Spon Adr New | 2.2 | $9.9M | 162k | 61.17 | |
| Gilead Sciences (GILD) | 1.8 | $8.2M | 74k | 110.87 | |
| Ecolab (ECL) | 1.7 | $8.0M | 30k | 269.44 | |
| Procter & Gamble Company (PG) | 1.7 | $8.0M | 50k | 159.32 | |
| Nike CL B (NKE) | 1.7 | $7.9M | 111k | 71.04 | |
| Blackrock (BLK) | 1.6 | $7.5M | 7.1k | 1049.20 | |
| Merck & Co (MRK) | 1.6 | $7.1M | 90k | 79.16 | |
| Toronto Dominion Bk Ont Com New (TD) | 1.5 | $6.7M | 92k | 73.45 | |
| Johnson Ctls Intl SHS (JCI) | 1.5 | $6.7M | 64k | 105.62 | |
| Becton, Dickinson and (BDX) | 1.4 | $6.6M | 39k | 172.25 | |
| Amgen (AMGN) | 1.4 | $6.6M | 24k | 279.21 | |
| Intuit (INTU) | 1.4 | $6.4M | 8.1k | 787.68 | |
| CSX Corporation (CSX) | 1.3 | $6.1M | 188k | 32.63 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.3 | $5.9M | 20k | 298.89 | |
| National Grid Sponsored Adr Ne (NGG) | 1.2 | $5.7M | 77k | 74.41 | |
| Xylem (XYL) | 1.2 | $5.4M | 42k | 129.36 | |
| Novo-nordisk A S Adr (NVO) | 1.2 | $5.3M | 77k | 69.02 | |
| Labcorp Holdings Com Shs (LH) | 1.1 | $5.2M | 20k | 262.51 | |
| Target Corporation (TGT) | 1.1 | $5.0M | 51k | 98.65 | |
| salesforce (CRM) | 1.1 | $5.0M | 19k | 272.69 | |
| General Mills (GIS) | 1.1 | $4.9M | 95k | 51.81 | |
| Baxter International (BAX) | 1.1 | $4.8M | 160k | 30.28 | |
| American Tower Reit (AMT) | 1.0 | $4.8M | 22k | 221.02 | |
| Prologis (PLD) | 0.9 | $4.3M | 41k | 105.12 | |
| First Solar (FSLR) | 0.9 | $4.1M | 25k | 165.54 | |
| Corning Incorporated (GLW) | 0.8 | $3.7M | 70k | 52.59 | |
| Clorox Company (CLX) | 0.7 | $3.4M | 28k | 120.07 | |
| Walt Disney Company (DIS) | 0.7 | $3.2M | 26k | 124.01 | |
| Nextera Energy (NEE) | 0.7 | $3.1M | 44k | 69.42 | |
| Williams-Sonoma (WSM) | 0.6 | $3.0M | 18k | 163.37 | |
| Constellation Energy (CEG) | 0.6 | $2.8M | 8.7k | 322.75 | |
| Exelon Corporation (EXC) | 0.6 | $2.8M | 65k | 43.42 | |
| Zoetis Cl A (ZTS) | 0.6 | $2.7M | 17k | 155.95 | |
| Jacobs Engineering Group (J) | 0.6 | $2.5M | 19k | 131.45 | |
| Steel Dynamics (STLD) | 0.6 | $2.5M | 20k | 128.01 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $2.2M | 3.9k | 561.95 | |
| Regeneron Pharmaceuticals (REGN) | 0.5 | $2.1M | 4.0k | 525.01 | |
| Coca-Cola Company (KO) | 0.4 | $1.9M | 27k | 70.75 | |
| Ameriprise Financial (AMP) | 0.3 | $1.5M | 2.9k | 533.77 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.3 | $1.4M | 30k | 48.12 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.4M | 2.9k | 485.77 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.3M | 3.1k | 424.53 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $1.1M | 12k | 93.99 | |
| Wabtec Corporation (WAB) | 0.2 | $837k | 4.0k | 209.35 | |
| Airbnb Com Cl A (ABNB) | 0.2 | $757k | 5.7k | 132.33 | |
| Oracle Corporation (ORCL) | 0.2 | $726k | 3.3k | 218.63 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $712k | 1.1k | 620.90 | |
| Abbvie (ABBV) | 0.2 | $706k | 3.8k | 185.62 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $698k | 1.3k | 551.66 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $611k | 989.00 | 617.60 | |
| Lowe's Companies (LOW) | 0.1 | $589k | 2.7k | 221.87 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $579k | 22k | 26.68 | |
| Broadcom (AVGO) | 0.1 | $564k | 2.0k | 275.65 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $473k | 1.6k | 303.99 | |
| 3M Company (MMM) | 0.1 | $454k | 3.0k | 152.24 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $447k | 3.4k | 132.81 | |
| Starbucks Corporation (SBUX) | 0.1 | $404k | 4.4k | 91.64 | |
| International Business Machines (IBM) | 0.1 | $386k | 1.3k | 294.69 | |
| Amazon (AMZN) | 0.1 | $379k | 1.7k | 219.39 | |
| Kellogg Company (K) | 0.1 | $358k | 4.5k | 79.53 | |
| Eaton Corp SHS (ETN) | 0.1 | $350k | 981.00 | 356.99 | |
| Costco Wholesale Corporation (COST) | 0.1 | $340k | 343.00 | 989.94 | |
| Hca Holdings (HCA) | 0.1 | $331k | 863.00 | 383.10 | |
| Stryker Corporation (SYK) | 0.1 | $330k | 833.00 | 395.63 | |
| Analog Devices (ADI) | 0.1 | $324k | 1.4k | 238.02 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $323k | 3.9k | 82.86 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $322k | 567.00 | 568.03 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $305k | 1.0k | 304.83 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $299k | 12k | 25.03 | |
| Johnson & Johnson (JNJ) | 0.1 | $288k | 1.9k | 152.75 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $287k | 2.4k | 121.01 | |
| Deere & Company (DE) | 0.1 | $275k | 541.00 | 508.49 | |
| Abbott Laboratories (ABT) | 0.1 | $273k | 2.0k | 136.01 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $272k | 1.5k | 177.41 | |
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.1 | $269k | 5.1k | 52.43 | |
| TJX Companies (TJX) | 0.1 | $265k | 2.1k | 123.49 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $264k | 1.2k | 215.79 | |
| Rockwell Automation (ROK) | 0.1 | $258k | 777.00 | 332.17 | |
| Air Products & Chemicals (APD) | 0.1 | $245k | 869.00 | 282.06 | |
| Fidelity Covington Trust Sustainable U S (FSST) | 0.1 | $243k | 8.6k | 28.24 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $239k | 3.8k | 62.36 | |
| Cigna Corp (CI) | 0.1 | $233k | 704.00 | 330.38 | |
| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 0.1 | $232k | 7.9k | 29.29 | |
| Truist Financial Corp equities (TFC) | 0.0 | $224k | 5.2k | 42.99 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $223k | 114.00 | 1956.47 | |
| Automatic Data Processing (ADP) | 0.0 | $223k | 723.00 | 308.40 | |
| Pepsi (PEP) | 0.0 | $219k | 1.7k | 132.04 | |
| Paychex (PAYX) | 0.0 | $215k | 1.5k | 145.46 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $208k | 538.00 | 386.88 | |
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.0 | $207k | 2.5k | 82.66 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $203k | 2.3k | 89.39 | |
| Meta Platforms Cl A (META) | 0.0 | $202k | 274.00 | 738.09 | |
| Ge Aerospace Com New (GE) | 0.0 | $201k | 782.00 | 257.39 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.0 | $193k | 11k | 18.49 |
