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
$3.91B
$239 Million 0.06% of portfolio
10,984
Q1 2023 New
$3.65B
$245 Million 0.06% of portfolio
7,125
Q1 2023 New
$887M
$233 Million 0.06% of portfolio
10,709
Q1 2023 New
$49.7B
$246 Million 0.06% of portfolio
1,769
Q1 2023 Reduced 69.62%
$27.7B
$240 Million 0.06% of portfolio
157
Q1 2023 New
$78.9B
$246 Million 0.06% of portfolio
909
Q1 2023 New
$3.48B
$256 Million 0.06% of portfolio
4,764
Q1 2023 New
$3.82B
$255 Million 0.06% of portfolio
7,610
Q1 2023 New
$1.19B
$248 Million 0.06% of portfolio
20,359
Q1 2023 New
$60.1B
$249 Million 0.06% of portfolio
2,220
Q1 2023 New
$8.03B
$262 Million 0.06% of portfolio
6,846
Q1 2023 Reduced 9.81%
$21B
$233 Million 0.06% of portfolio
2,074
Q1 2023 New
$1.62B
$258 Million 0.06% of portfolio
6,253
Q1 2023 New
$5.75B
$260 Million 0.06% of portfolio
15,869
Q1 2023 Reduced 27.15%
$86.5B
$237 Million 0.06% of portfolio
1,865
Q1 2023 New
$15.7B
$233 Million 0.06% of portfolio
1,652
Q1 2023 New
$5.92B
$241 Million 0.06% of portfolio
784
Q1 2023 Reduced 5.08%
$1.89B
$237 Million 0.06% of portfolio
5,480
Q1 2023 New
$3.7B
$259 Million 0.06% of portfolio
16,688
Q1 2023 New
$1.08B
$238 Million 0.06% of portfolio
24,161
Q1 2023 New
$13.8B
$231 Million 0.06% of portfolio
1,959
Q1 2023 New
$1.76B
$231 Million 0.06% of portfolio
4,296
Q1 2023 New
$749M
$258 Million 0.06% of portfolio
2,660
Q1 2023 New
$32.6B
$260 Million 0.06% of portfolio
2,469
Q1 2023 Reduced 80.28%
$6.23B
$239 Million 0.06% of portfolio
3,122
Q1 2023 Reduced 0.79%
$1.87B
$254 Million 0.06% of portfolio
25,415
Q1 2023 New
$70.5B
$245 Million 0.06% of portfolio
1,478
Q1 2023 Reduced 83.27%
$9.45B
$255 Million 0.06% of portfolio
7,238
Q1 2023 New
$5.04B
$233 Million 0.06% of portfolio
2,908
Q1 2023 New
$2.62B
$248 Million 0.06% of portfolio
2,259
Q1 2023 New
$30.7B
$251 Million 0.06% of portfolio
1,552
Q1 2023 Reduced 74.18%
$35.9B
$236 Million 0.06% of portfolio
4,465
Q1 2023 New
$2.48B
$219 Million 0.05% of portfolio
1,766
Q1 2023 New
$4.6B
$207 Million 0.05% of portfolio
6,339
Q1 2023 New
$3.98B
$212 Million 0.05% of portfolio
4,107
Q1 2023 New
$1.74B
$217 Million 0.05% of portfolio
11,182
Q1 2023 New
$8.69B
$216 Million 0.05% of portfolio
5,773
Q1 2023 New
$25.4B
$209 Million 0.05% of portfolio
1,868
Q1 2023 New
$977M
$209 Million 0.05% of portfolio
2,165
Q1 2023 New
$9.58B
$221 Million 0.05% of portfolio
1,895
Q1 2023 New
$3.04B
$204 Million 0.05% of portfolio
54
Q1 2023 New
$2.46B
$219 Million 0.05% of portfolio
1,646
Q1 2023 New
$31.3B
$215 Million 0.05% of portfolio
1,594
Q1 2023 Reduced 72.35%
$2.62B
$220 Million 0.05% of portfolio
11,706
Q1 2023 New
$834M
$189 Million 0.05% of portfolio
10,988
Q1 2023 New
$743M
$213 Million 0.05% of portfolio
12,437
Q1 2023 New
$17.2B
$218 Million 0.05% of portfolio
975
Q1 2023 New
$6.65B
$203 Million 0.05% of portfolio
2,638
Q1 2023 New
$6.28B
$222 Million 0.05% of portfolio
6,381
Q1 2023 New

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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