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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$202B
$2.3 Billion 0.57% of portfolio
22,755
Q1 2023 New
$494B
$2.03 Billion 0.5% of portfolio
5,593
Q1 2023 New
$410B
$1.98 Billion 0.49% of portfolio
12,780
Q1 2023 New
$228B
$1.54 Billion 0.38% of portfolio
10,452
Q1 2023 New
$359B
$1.37 Billion 0.34% of portfolio
47,871
Q1 2023 Added 64.53%
$265B
$1.34 Billion 0.33% of portfolio
35,725
Q1 2023 Reduced 3.75%
$409B
$1.29 Billion 0.32% of portfolio
4,380
Q1 2023 New
$215B
$1.26 Billion 0.31% of portfolio
5,514
Q1 2023 New
$693B
$1.22 Billion 0.3% of portfolio
9,381
Q1 2023 New
$307B
$1.08 Billion 0.27% of portfolio
6,589
Q1 2023 New
$288B
$1.11 Billion 0.27% of portfolio
7,650
Q1 2023 Added 161.18%
$354B
$792 Million 0.2% of portfolio
2,292
Q1 2023 New
$214B
$728 Million 0.18% of portfolio
4,414
Q1 2023 Added 46.01%
$218B
$473 Million 0.12% of portfolio
821
Q1 2023 New
$500B
$502 Million 0.12% of portfolio
2,225
Q1 2023 Added 90.99%
$505B
$404 Million 0.1% of portfolio
3,688
Q1 2023 Added 8.63%
$1.08T
$323 Million 0.08% of portfolio
3,117
Q1 2023 Reduced 75.65%
$227B
$314 Million 0.08% of portfolio
1,099
Q1 2023 Reduced 54.96%

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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