Kula Investments, LLC Portfolio Holdings

Kula Investments, LLC

  • $405 Billion
  • Q1 2023

Kula Investments, LLC has filed its 13F form on May 15, 2023 for Q1 2023 where it was disclosed a total value porftolio of $405 Billion distributed in 576 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $9.16B, Berkley W R Corp with a value of $3.26B, General Motors CO with a value of $3.02B, Western Union CO with a value of $2.62B, and Net App, Inc. with a value of $2.39B.

Examining the 13F form we can see an increase of $65.9B in the current position value, from $340B to 405B.

Kula Investments, LLC is based out at Chicago, IL

Below you can find more details about Kula Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $405 Billion
Technology: $65.1 Billion
Consumer Cyclical: $56.4 Billion
Healthcare: $55.4 Billion
Industrials: $54.9 Billion
Financial Services: $48.8 Billion
Energy: $27.7 Billion
Consumer Defensive: $25.3 Billion
Real Estate: $22.9 Billion
Other: $45.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.6B
$3.26 Billion 0.8% of portfolio
52,407
Q1 2023 Added 272.87%
$83.2B
$3.02 Billion 0.75% of portfolio
82,438
Q1 2023 Added 112.27%
$4.27B
$2.62 Billion 0.65% of portfolio
235,179
Q1 2023 Added 803.53%
$26.6B
$2.39 Billion 0.59% of portfolio
37,507
Q1 2023 Added 397.84%
$55.1B
$2.37 Billion 0.58% of portfolio
21,378
Q1 2023 New
$206B
$2.3 Billion 0.57% of portfolio
22,755
Q1 2023 New
$68.4B
$2.33 Billion 0.57% of portfolio
16,522
Q1 2023 Added 7.4%
$142B
$2.32 Billion 0.57% of portfolio
23,355
Q1 2023 Added 185.76%
$17.6B
$2.29 Billion 0.56% of portfolio
13,678
Q1 2023 Added 665.42%
$149B
$2.22 Billion 0.55% of portfolio
11,049
Q1 2023 New
$92.3B
$2.19 Billion 0.54% of portfolio
13,213
Q1 2023 Added 310.47%
$497B
$2.03 Billion 0.5% of portfolio
5,593
Q1 2023 New
$406B
$1.98 Billion 0.49% of portfolio
12,780
Q1 2023 New
$62.3B
$1.95 Billion 0.48% of portfolio
9,198
Q1 2023 New
$78B
$1.95 Billion 0.48% of portfolio
54,154
Q1 2023 Added 66.0%
$38.3B
$1.96 Billion 0.48% of portfolio
34,186
Q1 2023 New
$202B
$1.93 Billion 0.47% of portfolio
19,804
Q1 2023 New
$7.93B
$1.86 Billion 0.46% of portfolio
60,071
Q1 2023 Added 246.27%
$115B
$1.86 Billion 0.46% of portfolio
17,866
Q1 2023 New
$12.4B
$1.87 Billion 0.46% of portfolio
17,517
Q1 2023 New
$34.2B
$1.73 Billion 0.43% of portfolio
27,435
Q1 2023 Added 836.35%
$1.12B
$1.73 Billion 0.43% of portfolio
20,894
Q1 2023 Added 163.91%
$76.2B
$1.72 Billion 0.42% of portfolio
23,138
Q1 2023 Added 12.15%
$100B
$1.66 Billion 0.41% of portfolio
21,900
Q1 2023 Added 1.91%
$17.9B
$1.68 Billion 0.41% of portfolio
23,186
Q1 2023 Added 235.83%
$101B
$1.66 Billion 0.41% of portfolio
7,391
Q1 2023 New
$35.7B
$1.61 Billion 0.4% of portfolio
27,200
Q1 2023 Added 37.34%
$4.29B
$1.62 Billion 0.4% of portfolio
65,645
Q1 2023 New
$8.92B
$1.63 Billion 0.4% of portfolio
42,552
Q1 2023 New
$0
$1.6 Billion 0.39% of portfolio
87,316
Q1 2023 New
$19.2B
$1.59 Billion 0.39% of portfolio
7,542
Q1 2023 New
$16B
$1.58 Billion 0.39% of portfolio
21,850
Q1 2023 Added 603.02%
$43.1B
$1.52 Billion 0.38% of portfolio
14,473
Q1 2023 New
$1.06B
$1.56 Billion 0.38% of portfolio
53,348
Q1 2023 Added 52.12%
$3.15B
$1.52 Billion 0.38% of portfolio
49,645
Q1 2023 Added 193.27%
$245B
$1.54 Billion 0.38% of portfolio
10,452
Q1 2023 New
$7.67B
$1.55 Billion 0.38% of portfolio
67,479
Q1 2023 Added 89.89%
$3.54B
$1.52 Billion 0.37% of portfolio
161,885
Q1 2023 Reduced 24.43%
$11B
$1.46 Billion 0.36% of portfolio
31,520
Q1 2023 New
$1.72B
$1.46 Billion 0.36% of portfolio
56,241
Q1 2023 Added 82.46%
$2.64B
$1.48 Billion 0.36% of portfolio
16,518
Q1 2023 Added 508.85%
$23.8B
$1.45 Billion 0.36% of portfolio
5,537
Q1 2023 New
$3.92B
$1.47 Billion 0.36% of portfolio
33,927
Q1 2023 Added 146.17%
$1.7B
$1.37 Billion 0.34% of portfolio
73,888
Q1 2023 New
$377B
$1.37 Billion 0.34% of portfolio
47,871
Q1 2023 Added 64.53%
$4.75B
$1.39 Billion 0.34% of portfolio
50,872
Q1 2023 New
$29.2B
$1.39 Billion 0.34% of portfolio
17,489
Q1 2023 New
$52.3B
$1.4 Billion 0.34% of portfolio
25,682
Q1 2023 Added 298.91%
$28.1B
$1.35 Billion 0.33% of portfolio
13,912
Q1 2023 Added 60.46%

Summary

  • Portfolio
  • No. of Stocks 576
  • Current Value $405 Billion
  • Prior Value $340 Billion
  • Filing
  • Period Q1 2023
  • Filing Date May 15, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 366 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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