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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.1B
$494 Million 0.12% of portfolio
20,993
Q1 2023 New
$7.34B
$471 Million 0.12% of portfolio
5,666
Q1 2023 New
$9.12B
$468 Million 0.12% of portfolio
19,419
Q1 2023 New
$3.44B
$494 Million 0.12% of portfolio
26,140
Q1 2023 Reduced 25.59%
$2.91B
$494 Million 0.12% of portfolio
14,464
Q1 2023 New
$6.96B
$480 Million 0.12% of portfolio
5,911
Q1 2023 New
$4.14B
$467 Million 0.12% of portfolio
9,534
Q1 2023 New
$7.33B
$468 Million 0.12% of portfolio
46,580
Q1 2023 Added 82.66%
$5.32B
$467 Million 0.12% of portfolio
6,400
Q1 2023 New
$4.01B
$485 Million 0.12% of portfolio
3,408
Q1 2023 New
$7.98B
$438 Million 0.11% of portfolio
4,908
Q1 2023 New
$4.56B
$465 Million 0.11% of portfolio
4,767
Q1 2023 New
$2.13B
$388 Million 0.1% of portfolio
34,256
Q1 2023 Added 186.52%
$3.02B
$407 Million 0.1% of portfolio
21,714
Q1 2023 New
$8.31B
$420 Million 0.1% of portfolio
5,209
Q1 2023 New
$6.25B
$401 Million 0.1% of portfolio
22,857
Q1 2023 Reduced 34.96%
$5.13B
$412 Million 0.1% of portfolio
3,679
Q1 2023 New
$9.74B
$393 Million 0.1% of portfolio
6,270
Q1 2023 New
$6.47B
$413 Million 0.1% of portfolio
9,835
Q1 2023 New
$2.72B
$419 Million 0.1% of portfolio
50,936
Q1 2023 Added 345.28%
$5.66B
$408 Million 0.1% of portfolio
2,423
Q1 2023 New
$3.04B
$393 Million 0.1% of portfolio
8,359
Q1 2023 New
$9.89B
$423 Million 0.1% of portfolio
4,243
Q1 2023 Reduced 41.23%
$2.11B
$407 Million 0.1% of portfolio
6,294
Q1 2023 New
$2.38B
$398 Million 0.1% of portfolio
36,743
Q1 2023 New
$3.6B
$388 Million 0.1% of portfolio
10,767
Q1 2023 New
$4.64B
$402 Million 0.1% of portfolio
14,426
Q1 2023 New
$9.91B
$382 Million 0.09% of portfolio
3,409
Q1 2023 New
$3.89B
$346 Million 0.09% of portfolio
3,985
Q1 2023 New
$9.19B
$345 Million 0.09% of portfolio
3,490
Q1 2023 New
$7.98B
$361 Million 0.09% of portfolio
16,688
Q1 2023 New
$5.92B
$383 Million 0.09% of portfolio
2,903
Q1 2023 New
$8.08B
$383 Million 0.09% of portfolio
3,493
Q1 2023 Reduced 43.19%
$3.94B
$361 Million 0.09% of portfolio
23,498
Q1 2023 New
$4.51B
$359 Million 0.09% of portfolio
5,694
Q1 2023 Reduced 10.68%
$2.48B
$353 Million 0.09% of portfolio
23,023
Q1 2023 Added 28.2%
$4.86B
$353 Million 0.09% of portfolio
9,289
Q1 2023 Added 19.46%
$2.78B
$357 Million 0.09% of portfolio
4,996
Q1 2023 New
$9.23B
$383 Million 0.09% of portfolio
9,852
Q1 2023 Reduced 42.75%
$6.98B
$364 Million 0.09% of portfolio
18,864
Q1 2023 Added 34.94%
$2.19B
$371 Million 0.09% of portfolio
9,856
Q1 2023 New
$5.32B
$360 Million 0.09% of portfolio
10,508
Q1 2023 New
$8.21B
$376 Million 0.09% of portfolio
7,664
Q1 2023 Added 20.73%
$7.66B
$379 Million 0.09% of portfolio
3,102
Q1 2023 New
$2.57B
$359 Million 0.09% of portfolio
23,789
Q1 2023 New
$2.22B
$360 Million 0.09% of portfolio
2,964
Q1 2023 New
$4.19B
$364 Million 0.09% of portfolio
8,851
Q1 2023 New
$6.24B
$376 Million 0.09% of portfolio
13,226
Q1 2023 Reduced 31.63%
$8.22B
$354 Million 0.09% of portfolio
8,322
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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