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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.6 Billion 0.39% of portfolio
87,316
Q1 2023 New
$0
$1.15 Billion 0.28% of portfolio
123,619
Q1 2023 Added 329.01%
$0
$1.1 Billion 0.27% of portfolio
5,373
Q1 2023 Added 15.03%
$0
$863 Million 0.21% of portfolio
9,003
Q1 2023 New
$0
$670 Million 0.17% of portfolio
5,111
Q1 2023 Reduced 61.11%
$9.98M
$509 Million 0.13% of portfolio
82,969
Q1 2023 New
$0
$533 Million 0.13% of portfolio
39,071
Q1 2023 New
$0
$455 Million 0.11% of portfolio
6,039
Q1 2023 New
$0
$451 Million 0.11% of portfolio
23,411
Q1 2023 New
$0
$419 Million 0.1% of portfolio
11,713
Q1 2023 Reduced 78.79%
$0
$320 Million 0.08% of portfolio
8,972
Q1 2023 New
$0
$280 Million 0.07% of portfolio
15,147
Q1 2023 New
$0
$216 Million 0.05% of portfolio
8,082
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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