M. Kulyk & Associates as of Sept. 30, 2025
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 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 6.5 | $32M | 318k | 100.70 | |
| NVIDIA Corporation (NVDA) | 4.7 | $23M | 123k | 186.58 | |
| Microsoft Corporation (MSFT) | 4.5 | $22M | 43k | 517.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $21M | 87k | 243.10 | |
| Ishares Tr Short Treas Bd (SHV) | 3.6 | $18M | 161k | 110.49 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.2 | $16M | 56k | 279.29 | |
| Apple (AAPL) | 3.0 | $15M | 58k | 254.63 | |
| American Express Company (AXP) | 2.6 | $13M | 39k | 332.16 | |
| Visa Com Cl A (V) | 2.5 | $12M | 36k | 341.38 | |
| Cisco Systems (CSCO) | 2.5 | $12M | 179k | 68.42 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 2.5 | $12M | 525k | 23.30 | |
| Home Depot (HD) | 2.2 | $11M | 26k | 405.18 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.1 | $11M | 14.00 | 754200.00 | |
| Unilever Spon Adr New (UL) | 2.1 | $10M | 176k | 59.28 | |
| Procter & Gamble Company (PG) | 1.8 | $8.8M | 58k | 153.65 | |
| Cameco Corporation (CCJ) | 1.8 | $8.8M | 105k | 83.86 | |
| Merck & Co (MRK) | 1.6 | $8.1M | 97k | 83.93 | |
| Regeneron Pharmaceuticals (REGN) | 1.6 | $8.1M | 14k | 562.28 | |
| Gilead Sciences (GILD) | 1.6 | $8.0M | 72k | 111.00 | |
| Ecolab (ECL) | 1.6 | $7.9M | 29k | 273.86 | |
| Becton, Dickinson and (BDX) | 1.6 | $7.8M | 42k | 187.17 | |
| Blackrock (BLK) | 1.6 | $7.7M | 6.6k | 1165.86 | |
| Nike CL B (NKE) | 1.5 | $7.5M | 107k | 69.73 | |
| Nextera Energy (NEE) | 1.5 | $7.3M | 97k | 75.49 | |
| Novo-nordisk A S Adr (NVO) | 1.5 | $7.2M | 130k | 55.49 | |
| Johnson Ctls Intl SHS (JCI) | 1.4 | $7.0M | 64k | 109.95 | |
| CSX Corporation (CSX) | 1.4 | $6.8M | 191k | 35.51 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.3 | $6.4M | 26k | 246.60 | |
| Labcorp Holdings Com Shs (LH) | 1.2 | $6.1M | 21k | 287.06 | |
| Xylem (XYL) | 1.2 | $6.0M | 41k | 147.50 | |
| Intuit (INTU) | 1.2 | $5.9M | 8.7k | 682.88 | |
| National Grid Sponsored Adr Ne (NGG) | 1.1 | $5.6M | 77k | 72.67 | |
| First Solar (FSLR) | 1.1 | $5.6M | 25k | 220.53 | |
| Corning Incorporated (GLW) | 1.1 | $5.6M | 68k | 82.03 | |
| salesforce (CRM) | 1.0 | $4.7M | 20k | 237.00 | |
| Prologis (PLD) | 1.0 | $4.7M | 41k | 114.52 | |
| Constellation Energy (CEG) | 1.0 | $4.7M | 14k | 329.06 | |
| American Tower Reit (AMT) | 0.9 | $4.4M | 23k | 192.32 | |
| Williams-Sonoma (WSM) | 0.7 | $3.5M | 18k | 195.45 | |
| Steel Dynamics (STLD) | 0.6 | $3.1M | 22k | 139.43 | |
| Rbc Cad (RY) | 0.6 | $3.0M | 21k | 147.32 | |
| Jacobs Engineering Group (J) | 0.6 | $3.0M | 20k | 149.86 | |
| Walt Disney Company (DIS) | 0.6 | $2.9M | 26k | 114.50 | |
| Zoetis Cl A (ZTS) | 0.6 | $2.7M | 19k | 146.32 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $2.3M | 4.1k | 568.83 | |
| Coca-Cola Company (KO) | 0.4 | $1.8M | 27k | 66.32 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.3 | $1.5M | 30k | 50.40 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.5M | 3.1k | 468.36 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.5M | 2.9k | 502.74 | |
| Ameriprise Financial (AMP) | 0.3 | $1.4M | 2.9k | 491.29 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $1.2M | 12k | 99.81 | |
| Abbvie (ABBV) | 0.2 | $911k | 3.9k | 231.52 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $823k | 10k | 79.95 | |
| Oracle Corporation (ORCL) | 0.2 | $821k | 2.9k | 281.24 | |
| Wabtec Corporation (WAB) | 0.2 | $802k | 4.0k | 200.47 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $774k | 1.2k | 669.30 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $760k | 1.3k | 600.39 | |
| Broadcom (AVGO) | 0.1 | $735k | 2.2k | 329.91 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $670k | 1.0k | 666.21 | |
| Lowe's Companies (LOW) | 0.1 | $668k | 2.7k | 251.31 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $638k | 27k | 23.28 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $598k | 4.9k | 121.41 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $494k | 18k | 26.95 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $477k | 3.4k | 142.08 | |
| 3M Company (MMM) | 0.1 | $463k | 3.0k | 155.18 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $450k | 1.3k | 355.47 | |
| Amgen (AMGN) | 0.1 | $434k | 1.5k | 282.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $389k | 1.6k | 243.58 | |
| International Business Machines (IBM) | 0.1 | $384k | 1.4k | 282.12 | |
| Amazon (AMZN) | 0.1 | $380k | 1.7k | 219.57 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $379k | 1.2k | 328.26 | |
| Hca Holdings (HCA) | 0.1 | $368k | 863.00 | 426.20 | |
| Eaton Corp SHS (ETN) | 0.1 | $367k | 981.00 | 374.25 | |
| Johnson & Johnson (JNJ) | 0.1 | $354k | 1.9k | 185.42 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $352k | 574.00 | 612.32 | |
| Starbucks Corporation (SBUX) | 0.1 | $335k | 4.0k | 84.61 | |
| Analog Devices (ADI) | 0.1 | $334k | 1.4k | 245.70 | |
| TJX Companies (TJX) | 0.1 | $310k | 2.1k | 144.54 | |
| Costco Wholesale Corporation (COST) | 0.1 | $303k | 327.00 | 925.63 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $300k | 3.6k | 82.96 | |
| Stryker Corporation (SYK) | 0.1 | $297k | 802.00 | 369.67 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $296k | 1.2k | 241.96 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $279k | 3.8k | 72.77 | |
| Abbott Laboratories (ABT) | 0.1 | $276k | 2.1k | 133.96 | |
| Rockwell Automation (ROK) | 0.1 | $269k | 770.00 | 349.53 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $255k | 10k | 25.13 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $254k | 2.0k | 128.24 | |
| Fidelity Covington Trust Sustainable U S (FSST) | 0.1 | $249k | 8.3k | 29.97 | |
| Deere & Company (DE) | 0.0 | $240k | 524.00 | 457.26 | |
| Truist Financial Corp equities (TFC) | 0.0 | $238k | 5.2k | 45.72 | |
| Ge Aerospace Com New (GE) | 0.0 | $235k | 782.00 | 300.82 | |
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.0 | $233k | 4.4k | 53.27 | |
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.0 | $226k | 2.5k | 90.50 | |
| Pepsi (PEP) | 0.0 | $225k | 1.6k | 140.44 | |
| eBay (EBAY) | 0.0 | $218k | 2.4k | 90.95 | |
| Howmet Aerospace (HWM) | 0.0 | $213k | 1.1k | 196.23 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $212k | 2.3k | 93.37 | |
| Automatic Data Processing (ADP) | 0.0 | $212k | 723.00 | 293.50 | |
| Palo Alto Networks (PANW) | 0.0 | $205k | 1.0k | 203.62 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $204k | 211.00 | 968.09 | |
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $204k | 114.00 | 1789.16 | |
| Hershey Company (HSY) | 0.0 | $203k | 1.1k | 187.08 | |
| Cigna Corp (CI) | 0.0 | $203k | 704.00 | 288.11 |
