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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.7B
$1.13 Billion 0.28% of portfolio
14,422
Q1 2023 Added 135.04%
$54.3B
$1.15 Billion 0.28% of portfolio
8,257
Q1 2023 New
$18.9B
$1.14 Billion 0.28% of portfolio
6,505
Q1 2023 Added 85.17%
$43.5B
$1.13 Billion 0.28% of portfolio
15,504
Q1 2023 New
$22B
$1.14 Billion 0.28% of portfolio
14,592
Q1 2023 Added 455.04%
$90.6B
$1.15 Billion 0.28% of portfolio
2,875
Q1 2023 New
$21.6B
$1.12 Billion 0.28% of portfolio
15,174
Q1 2023 Added 108.72%
$100B
$1.1 Billion 0.27% of portfolio
4,302
Q1 2023 New
$178B
$1.09 Billion 0.27% of portfolio
11,108
Q1 2023 New
$13.1B
$1.11 Billion 0.27% of portfolio
25,898
Q1 2023 Added 190.14%
$18.2B
$1.06 Billion 0.26% of portfolio
3,325
Q1 2023 New
$89.6B
$1.06 Billion 0.26% of portfolio
2,967
Q1 2023 Added 72.6%
$41.2B
$1.04 Billion 0.26% of portfolio
17,145
Q1 2023 Added 29.14%
$38.2B
$1.02 Billion 0.25% of portfolio
8,527
Q1 2023 Added 210.07%
$125B
$1.01 Billion 0.25% of portfolio
14,547
Q1 2023 Reduced 41.11%
$96.6B
$1.03 Billion 0.25% of portfolio
2,230
Q1 2023 New
$17.7B
$993 Million 0.24% of portfolio
4,746
Q1 2023 New
$24.9B
$974 Million 0.24% of portfolio
25,944
Q1 2023 Reduced 30.04%
$36.2B
$975 Million 0.24% of portfolio
9,649
Q1 2023 New
$135B
$987 Million 0.24% of portfolio
2,391
Q1 2023 Added 71.03%
$12.4B
$963 Million 0.24% of portfolio
6,746
Q1 2023 New
$50.1B
$990 Million 0.24% of portfolio
10,878
Q1 2023 Added 212.14%
$18B
$926 Million 0.23% of portfolio
29,159
Q1 2023 New
$62.7B
$939 Million 0.23% of portfolio
19,115
Q1 2023 New
$19B
$947 Million 0.23% of portfolio
9,883
Q1 2023 Added 180.53%
$55.6B
$948 Million 0.23% of portfolio
6,018
Q1 2023 Reduced 2.23%
$19.3B
$928 Million 0.23% of portfolio
38,749
Q1 2023 Added 34.3%
$45B
$872 Million 0.22% of portfolio
12,003
Q1 2023 New
$32.7B
$880 Million 0.22% of portfolio
61,464
Q1 2023 Added 112.33%
$19.4B
$900 Million 0.22% of portfolio
15,936
Q1 2023 New
$30.2B
$886 Million 0.22% of portfolio
10,757
Q1 2023 New
$156B
$895 Million 0.22% of portfolio
1,338
Q1 2023 New
$17.7B
$896 Million 0.22% of portfolio
7,134
Q1 2023 New
$12.7B
$891 Million 0.22% of portfolio
4,031
Q1 2023 Added 37.86%
$42.1B
$876 Million 0.22% of portfolio
12,424
Q1 2023 New
$16.7B
$860 Million 0.21% of portfolio
21,202
Q1 2023 Reduced 12.57%
$13.1B
$833 Million 0.21% of portfolio
7,944
Q1 2023 New
$52.1B
$866 Million 0.21% of portfolio
7,560
Q1 2023 Added 26.0%
$11.2B
$858 Million 0.21% of portfolio
7,263
Q1 2023 New
$24.1B
$836 Million 0.21% of portfolio
7,634
Q1 2023 Added 267.9%
$13.8B
$861 Million 0.21% of portfolio
2,831
Q1 2023 New
$46.3B
$850 Million 0.21% of portfolio
24,080
Q1 2023 Added 198.46%
$10.1B
$796 Million 0.2% of portfolio
4,338
Q1 2023 Reduced 23.07%
$18.1B
$822 Million 0.2% of portfolio
11,636
Q1 2023 Reduced 9.02%
$69.1B
$792 Million 0.2% of portfolio
13,676
Q1 2023 Added 71.7%
$23.3B
$791 Million 0.2% of portfolio
3,149
Q1 2023 Added 37.81%
$18.4B
$806 Million 0.2% of portfolio
2,532
Q1 2023 New
$13.8B
$799 Million 0.2% of portfolio
45,037
Q1 2023 Added 13.5%
$102B
$821 Million 0.2% of portfolio
18,400
Q1 2023 Added 165.4%

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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