M. Kulyk & Associates

M. Kulyk & Associates as of Dec. 31, 2025

Portfolio Holdings for M. Kulyk & Associates

M. Kulyk & Associates holds 107 positions in its portfolio as reported in the December 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) 10.4 $54M 530k 102.39
Ishares Tr 0-3 Mnth Treasry (SGOV) 5.4 $28M 283k 100.38
Alphabet Cap Stk Cl A (GOOGL) 5.2 $27M 86k 313.00
NVIDIA Corporation (NVDA) 4.4 $23M 123k 186.50
Microsoft Corporation (MSFT) 4.2 $22M 45k 483.62
Ishares Tr Trust Ishare 0-1 (SHV) 3.4 $18M 162k 110.15
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.2 $17M 56k 303.89
Apple (AAPL) 3.0 $16M 58k 271.86
Visa Com Cl A (V) 3.0 $16M 44k 350.71
American Express Company (AXP) 2.8 $15M 39k 369.95
Cisco Systems (CSCO) 2.7 $14M 181k 77.03
Unilever Spon Adr New (UL) 2.3 $12M 182k 65.40
Regeneron Pharmaceuticals (REGN) 2.2 $11M 15k 771.89
Levi Strauss & Co Cl A Com Stk (LEVI) 2.1 $11M 525k 20.74
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.0 $11M 14.00 754800.00
Merck & Co (MRK) 2.0 $10M 98k 105.26
Cameco Corporation (CCJ) 1.9 $9.8M 107k 91.49
Home Depot (HD) 1.8 $9.3M 27k 344.10
Gilead Sciences (GILD) 1.7 $9.1M 74k 122.74
Procter & Gamble Company (PG) 1.7 $8.8M 61k 143.31
Becton, Dickinson and (BDX) 1.6 $8.3M 43k 194.07
Nextera Energy (NEE) 1.5 $7.9M 99k 80.28
Ecolab (ECL) 1.5 $7.9M 30k 262.52
Johnson Ctls Intl SHS (JCI) 1.5 $7.7M 65k 119.75
Novo-nordisk A S Adr (NVO) 1.5 $7.7M 152k 50.88
Blackrock (BLK) 1.4 $7.3M 6.8k 1070.40
Accenture Plc Ireland Shs Class A (ACN) 1.4 $7.3M 27k 268.30
CSX Corporation (CSX) 1.3 $7.1M 195k 36.25
Nike CL B (NKE) 1.3 $7.0M 111k 63.71
National Grid Sponsored Adr Ne (NGG) 1.3 $6.7M 87k 77.35
First Solar (FSLR) 1.3 $6.7M 26k 261.23
Intuit (INTU) 1.2 $6.1M 9.2k 662.40
Mastercard Incorporated Cl A (MA) 1.2 $6.0M 11k 570.89
Corning Incorporated (GLW) 1.1 $5.9M 68k 87.56
Xylem (XYL) 1.1 $5.8M 43k 136.18
Labcorp Holdings Com Shs (LH) 1.1 $5.7M 23k 250.88
salesforce (CRM) 1.1 $5.5M 21k 264.90
Prologis (PLD) 1.0 $5.4M 42k 127.66
Constellation Energy (CEG) 1.0 $5.1M 15k 353.27
American Tower Reit (AMT) 0.8 $4.3M 25k 175.57
Steel Dynamics (STLD) 0.7 $3.8M 22k 169.45
Rbc Cad (RY) 0.7 $3.4M 20k 170.49
Williams-Sonoma (WSM) 0.6 $3.3M 18k 178.59
Walt Disney Company (DIS) 0.6 $2.9M 26k 113.77
Jacobs Engineering Group (J) 0.5 $2.8M 21k 132.46
Zoetis Cl A (ZTS) 0.5 $2.7M 21k 125.82
Coca-Cola Company (KO) 0.4 $1.9M 27k 69.91
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.3 $1.6M 31k 53.06
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.5M 3.1k 473.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.4M 2.8k 502.65
Ameriprise Financial (AMP) 0.3 $1.4M 2.9k 490.39
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $1.1M 41k 26.49
Ishares Tr Core S&p500 Etf (IVV) 0.2 $988k 1.4k 684.94
Toronto Dominion Bk Ont Com New (TD) 0.2 $941k 10k 94.20
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $930k 12k 76.23
Abbvie (ABBV) 0.2 $896k 3.9k 228.47
Wabtec Corporation (WAB) 0.2 $854k 4.0k 213.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $777k 1.3k 614.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $718k 30k 24.04
Broadcom (AVGO) 0.1 $687k 2.0k 346.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $686k 1.0k 682.22
Lowe's Companies (LOW) 0.1 $642k 2.7k 241.16
Oracle Corporation (ORCL) 0.1 $571k 2.9k 194.91
Airbnb Com Cl A (ABNB) 0.1 $552k 4.1k 135.71
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $544k 22k 25.08
Alphabet Cap Stk Cl C (GOOG) 0.1 $525k 1.7k 313.83
Spdr Gold Tr Gold Shs (GLD) 0.1 $502k 1.3k 396.31
Amgen (AMGN) 0.1 $483k 1.5k 327.36
3M Company (MMM) 0.1 $476k 3.0k 160.10
Ishares Tr Select Divid Etf (DVY) 0.1 $474k 3.4k 141.14
Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $474k 9.1k 51.80
International Business Machines (IBM) 0.1 $417k 1.4k 296.20
Spdr Series Trust State Street Spd (SPTS) 0.1 $415k 14k 29.28
Hca Holdings (HCA) 0.1 $403k 863.00 466.86
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $398k 1.2k 335.17
Johnson & Johnson (JNJ) 0.1 $395k 1.9k 206.95
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $385k 7.7k 50.29
Amazon (AMZN) 0.1 $380k 1.6k 230.82
Analog Devices (ADI) 0.1 $371k 1.4k 271.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $362k 577.00 626.71
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $356k 4.8k 74.28
TJX Companies (TJX) 0.1 $337k 2.2k 153.61
Starbucks Corporation (SBUX) 0.1 $332k 3.9k 84.22
Eaton Corp SHS (ETN) 0.1 $315k 989.00 318.51
Ishares Gold Tr Ishares New (IAU) 0.1 $311k 3.8k 81.17
Ishares Tr Russell 2000 Etf (IWM) 0.1 $302k 1.2k 246.16
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $300k 3.6k 82.82
Rockwell Automation (ROK) 0.1 $300k 770.00 389.07
Novartis Sponsored Adr (NVS) 0.1 $281k 2.0k 137.87
Stryker Corporation (SYK) 0.1 $280k 797.00 351.47
Truist Financial Corp equities (TFC) 0.1 $266k 5.4k 49.21
Abbott Laboratories (ABT) 0.0 $258k 2.1k 125.28
Magnum Ice Cream Co Nv Ord Shs (MICC) 0.0 $255k 16k 15.85
First Ctzns Bancshares Inc D Cl A (FCNCA) 0.0 $245k 114.00 2146.18
Deere & Company (DE) 0.0 $242k 520.00 465.57
Eli Lilly & Co. (LLY) 0.0 $239k 222.00 1074.68
Pepsi (PEP) 0.0 $230k 1.6k 143.52
Spdr Series Trust State Street Spd (CWB) 0.0 $223k 2.5k 89.20
Howmet Aerospace (HWM) 0.0 $222k 1.1k 205.02
Fidelity Covington Trust Enhanced Small (FESM) 0.0 $220k 5.8k 37.78
Ishares Tr Msci Eafe Etf (EFA) 0.0 $219k 2.3k 96.03
Asml Holding N V N Y Registry Shs (ASML) 0.0 $217k 203.00 1069.86
eBay (EBAY) 0.0 $215k 2.5k 87.10
Freeport-mcmoran CL B (FCX) 0.0 $207k 4.1k 50.79
Dover Corporation (DOV) 0.0 $204k 1.0k 195.24
Advanced Micro Devices (AMD) 0.0 $202k 945.00 214.16
McKesson Corporation (MCK) 0.0 $200k 244.00 820.29