M. Kulyk & Associates as of March 31, 2026
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 | 727k | 103.43 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.1 | $27M | 272k | 100.66 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $25M | 87k | 287.56 | |
| NVIDIA Corporation (NVDA) | 4.0 | $22M | 124k | 174.40 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.5 | $19M | 55k | 337.95 | |
| Microsoft Corporation (MSFT) | 3.3 | $18M | 48k | 370.17 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 3.2 | $17M | 155k | 110.39 | |
| Apple (AAPL) | 2.8 | $15M | 59k | 253.79 | |
| Cisco Systems (CSCO) | 2.7 | $14M | 186k | 77.59 | |
| Visa Com Cl A (V) | 2.6 | $14M | 47k | 302.24 | |
| American Express Company (AXP) | 2.2 | $12M | 40k | 302.48 | |
| Merck & Co (MRK) | 2.2 | $12M | 98k | 120.29 | |
| Regeneron Pharmaceuticals (REGN) | 2.1 | $12M | 15k | 772.62 | |
| Cameco Corporation (CCJ) | 2.1 | $12M | 106k | 108.61 | |
| Unilever Spon Adr New (UL) | 2.1 | $11M | 194k | 56.97 | |
| Gilead Sciences (GILD) | 1.9 | $10M | 74k | 139.37 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.9 | $10M | 14.00 | 718140.00 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 1.8 | $9.7M | 525k | 18.49 | |
| Procter & Gamble Company (PG) | 1.8 | $9.5M | 66k | 144.44 | |
| Nextera Energy (NEE) | 1.8 | $9.4M | 101k | 92.88 | |
| Home Depot (HD) | 1.7 | $9.2M | 28k | 328.89 | |
| Corning Incorporated (GLW) | 1.7 | $8.9M | 66k | 135.97 | |
| Johnson Controls Internation SHS (JCI) | 1.6 | $8.5M | 65k | 130.95 | |
| Ecolab (ECL) | 1.5 | $8.2M | 31k | 266.02 | |
| CSX Corporation (CSX) | 1.5 | $8.1M | 197k | 41.05 | |
| National Grid Sponsored Adr Ne (NGG) | 1.4 | $7.7M | 91k | 84.60 | |
| Becton, Dickinson and (BDX) | 1.3 | $7.0M | 44k | 157.23 | |
| Blackrock (BLK) | 1.3 | $6.7M | 7.0k | 961.69 | |
| Labcorp Holdings Com Shs (LH) | 1.2 | $6.2M | 23k | 266.81 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $5.8M | 12k | 499.65 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $5.7M | 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 | |
| Xylem (XYL) | 1.0 | $5.5M | 46k | 119.50 | |
| First Solar (FSLR) | 1.0 | $5.2M | 27k | 197.26 | |
| American Tower Reit (AMT) | 0.8 | $4.5M | 26k | 172.58 | |
| Intuit (INTU) | 0.8 | $4.3M | 10k | 432.38 | |
| Constellation Energy (CEG) | 0.8 | $4.2M | 15k | 279.25 | |
| Steel Dynamics (STLD) | 0.8 | $4.2M | 23k | 180.00 | |
| salesforce (CRM) | 0.8 | $4.1M | 22k | 186.67 | |
| Williams-Sonoma (WSM) | 0.6 | $3.4M | 19k | 182.33 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.6 | $3.1M | 88k | 35.44 | |
| Eli Lilly & Co. (LLY) | 0.5 | $2.9M | 3.2k | 919.77 | |
| Rbc Cad (RY) | 0.5 | $2.8M | 17k | 161.78 | |
| Zoetis Cl A (ZTS) | 0.5 | $2.6M | 22k | 118.21 | |
| Sprott Asset Management Physical Silver (PSLV) | 0.5 | $2.5M | 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 | |
| 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 | 4.4k | 297.80 | |
| Ameriprise Financial (AMP) | 0.2 | $1.3M | 2.9k | 444.46 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $1.2M | 13k | 95.62 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $1.2M | 45k | 26.61 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $1.1M | 5.0k | 213.66 | |
| Wabtec Corporation (WAB) | 0.2 | $1000k | 4.0k | 249.91 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $978k | 40k | 24.75 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $942k | 1.4k | 653.21 | |
| Abbvie (ABBV) | 0.2 | $856k | 3.9k | 217.47 | |
| Nike CL B (NKE) | 0.1 | $788k | 15k | 52.82 | |
| Blackrock Etf Trust Ii Ishares Short-te (CALI) | 0.1 | $753k | 15k | 50.43 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $734k | 7.9k | 93.31 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $730k | 1.3k | 577.20 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $687k | 28k | 24.91 | |
| Broadcom (AVGO) | 0.1 | $642k | 2.1k | 309.51 | |
| Lowe's Companies (LOW) | 0.1 | $634k | 2.7k | 236.28 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $622k | 956.00 | 650.32 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $618k | 12k | 52.30 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $589k | 10k | 59.03 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $545k | 1.3k | 430.29 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $540k | 11k | 49.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $499k | 1.7k | 286.89 | |
| Johnson & Johnson (JNJ) | 0.1 | $489k | 2.0k | 244.44 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $489k | 3.2k | 151.42 | |
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.1 | $480k | 9.3k | 51.74 | |
| Spdr Series Trust State Street Spd (SPTS) | 0.1 | $456k | 16k | 29.18 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $451k | 7.9k | 56.86 | |
| 3M Company (MMM) | 0.1 | $447k | 3.1k | 145.23 | |
| Analog Devices (ADI) | 0.1 | $435k | 1.4k | 318.14 | |
| Oracle Corporation (ORCL) | 0.1 | $426k | 2.9k | 147.11 | |
| Hca Holdings (HCA) | 0.1 | $408k | 863.00 | 473.24 | |
| Amgen (AMGN) | 0.1 | $403k | 1.1k | 351.92 | |
| Jacobs Engineering Group (J) | 0.1 | $384k | 3.0k | 127.29 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $380k | 2.5k | 152.75 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $379k | 3.0k | 126.27 | |
| Eaton Corp SHS (ETN) | 0.1 | $371k | 1.0k | 357.67 | |
| TJX Companies (TJX) | 0.1 | $353k | 2.2k | 159.70 | |
| Amazon (AMZN) | 0.1 | $342k | 1.6k | 208.27 | |
| International Business Machines (IBM) | 0.1 | $341k | 1.4k | 242.42 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $338k | 3.8k | 88.16 | |
| Fidelity Covington Trust Enhanced Small (FESM) | 0.1 | $331k | 8.7k | 38.00 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $328k | 1.0k | 320.71 | |
| Starbucks Corporation (SBUX) | 0.1 | $315k | 3.5k | 89.60 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $304k | 1.2k | 248.00 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $299k | 3.6k | 82.57 | |
| Deere & Company (DE) | 0.1 | $293k | 520.00 | 563.30 | |
| Darling International (DAR) | 0.1 | $281k | 4.5k | 61.85 | |
| Rockwell Automation (ROK) | 0.1 | $276k | 770.00 | 358.88 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $276k | 209.00 | 1320.83 | |
| Stryker Corporation (SYK) | 0.0 | $265k | 805.00 | 328.59 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $253k | 3.6k | 70.36 | |
| Howmet Aerospace (HWM) | 0.0 | $252k | 1.1k | 230.46 | |
| Pepsi (PEP) | 0.0 | $252k | 1.6k | 155.29 | |
| Truist Financial Corp equities (TFC) | 0.0 | $248k | 5.4k | 45.97 | |
| Spdr Series Trust State Street Spd (CWB) | 0.0 | $245k | 2.7k | 91.52 | |
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.0 | $244k | 2.9k | 84.79 | |
| Freeport Mcmoran CL B (FCX) | 0.0 | $239k | 4.1k | 58.78 | |
| Advanced Micro Devices (AMD) | 0.0 | $239k | 1.2k | 203.43 | |
| Hershey Company (HSY) | 0.0 | $226k | 1.1k | 207.94 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $221k | 2.3k | 97.13 | |
| eBay (EBAY) | 0.0 | $218k | 2.4k | 91.02 | |
| Dover Corporation (DOV) | 0.0 | $218k | 1.0k | 208.45 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $217k | 485.00 | 446.54 | |
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $215k | 114.00 | 1884.66 | |
| Abbott Laboratories (ABT) | 0.0 | $214k | 2.1k | 102.65 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $214k | 1.3k | 169.70 | |
| McKesson Corporation (MCK) | 0.0 | $211k | 244.00 | 865.36 | |
| Albemarle Corporation (ALB) | 0.0 | $201k | 1.1k | 179.53 | |
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $175k | 12k | 14.95 |
