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
$3.17B
$204 Million 0.05% of portfolio
54
Q1 2023 New
$2.88B
$219 Million 0.05% of portfolio
1,646
Q1 2023 New
$2.78B
$220 Million 0.05% of portfolio
11,706
Q1 2023 New
$6.74B
$203 Million 0.05% of portfolio
2,638
Q1 2023 New
$5B
$222 Million 0.05% of portfolio
6,381
Q1 2023 New
$2.27B
$183 Million 0.05% of portfolio
13,373
Q1 2023 Reduced 3.66%
$3.41B
$188 Million 0.05% of portfolio
23,149
Q1 2023 New
$5.15B
$203 Million 0.05% of portfolio
2,976
Q1 2023 New
$2.58B
$219 Million 0.05% of portfolio
16,260
Q1 2023 New
$4.8B
$218 Million 0.05% of portfolio
1,531
Q1 2023 New
$2.64B
$148 Million 0.04% of portfolio
17,006
Q1 2023 New
$2.68B
$174 Million 0.04% of portfolio
16,866
Q1 2023 New
$6B
$153 Million 0.04% of portfolio
11,030
Q1 2023 New
$2.16B
$154 Million 0.04% of portfolio
11,064
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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