Kula Investments, LLC Portfolio Holdings by Sector

Kula Investments, LLC

  • $405 Billion
  • Q1 2023
Industry Value Buys Sells New Positions Closed Positions Options
Software—Application | Technology

ZI RNG CDAY ZM ALIT ASAN MNDY SSNC 31 stocks

$20.4 Million 5.07% of portfolio
  26  
  5  
  23  
 -
0 Calls
0 Puts
Software—Infrastructure | Technology

VRSN TDC FIVN RAMP SPLK TOST FOUR AKAM 25 stocks

$14.7 Million 3.66% of portfolio
  21  
  4  
  17  
 -
0 Calls
0 Puts
Biotechnology | Healthcare

INCY MRNA EXEL RVNC SWTX ARWR BMRN HALO 24 stocks

$13.8 Million 3.44% of portfolio
  23  
  1  
  17  
 -
0 Calls
0 Puts
Credit Services | Financial Services

WU MA PYPL ORCC SYF AXP V DFS 9 stocks

$10.1 Million 2.53% of portfolio
  9  
 -
  2  
 -
0 Calls
0 Puts
Asset Management | Financial Services

ARCC BK BLK BXSL IVZ STT FHI MAIN 16 stocks

$9.7 Million 2.42% of portfolio
  15  
  1  
  12  
 -
0 Calls
0 Puts
ETFs | ETFs

SPY 1 stocks

$9.16 Million 2.28% of portfolio
  1  
 - - -
0 Calls
0 Puts
Medical Devices | Healthcare

ABT INSP NVRO INMD TMDX PODD PACB ATEC 9 stocks

$9.14 Million 2.28% of portfolio
  8  
  1  
  4  
 -
0 Calls
0 Puts
Insurance—Property & Casualty | Financial Services

WRB ALL TRV CB WTM HMN CINF 7 stocks

$8.39 Million 2.09% of portfolio
  7  
 -
  5  
 -
0 Calls
0 Puts
Oil & Gas E&P | Energy

COP MUR PXD MRO VET APA OVV HES 10 stocks

$7.87 Million 1.96% of portfolio
  8  
  2  
  5  
 -
0 Calls
0 Puts
Semiconductors | Technology

MCHP SLAB ON CRUS SYNA QRVO SGH ADI 13 stocks

$7.81 Million 1.95% of portfolio
  13  
 -
  13  
 -
0 Calls
0 Puts
Specialty Industrial Machinery | Industrials

IR ITT MIDD CR XYL DOV WTS B 10 stocks

$7.01 Million 1.75% of portfolio
  10  
 -
  8  
 -
0 Calls
0 Puts
Banks—Regional | Financial Services

USB MTB VBTX IBTX BANC TCBI CFG HBAN 9 stocks

$6.86 Million 1.71% of portfolio
  9  
 -
  7  
 -
0 Calls
0 Puts
Oil & Gas Equipment & Services | Energy

BKR HAL NOV FTI SLB VAL NEX LBRT 9 stocks

$6.5 Million 1.62% of portfolio
  9  
 -
  8  
 -
0 Calls
0 Puts
Information Technology Services | Technology

CLVT FIS CTSH IT JKHY CNXC LDOS ACN 9 stocks

$6.49 Million 1.62% of portfolio
  7  
  2  
  3  
 -
0 Calls
0 Puts
Utilities—Regulated Electric | Utilities

ES AEP DTE CNP PPL PCG DUK ED 10 stocks

$6.22 Million 1.55% of portfolio
  10  
 -
  6  
 -
0 Calls
0 Puts
Building Products & Equipment | Industrials

JCI CSL OC LII WMS TT ROCK JBI 9 stocks

$6.08 Million 1.51% of portfolio
  8  
  1  
  4  
 -
0 Calls
0 Puts
Specialty Retail | Consumer Cyclical

GPC AAP DKS MUSA WSM ULTA 6 stocks

$5.59 Million 1.39% of portfolio
  5  
  1  
  2  
 -
0 Calls
0 Puts
Healthcare Plans | Healthcare

CNC CVS CI ELV 4 stocks

$5.58 Million 1.39% of portfolio
  4  
 -
  2  
 -
0 Calls
0 Puts
Railroads | Industrials

UNP NSC WAB CP 4 stocks

$5.56 Million 1.38% of portfolio
  3  
  1  
  3  
 -
0 Calls
0 Puts
Medical Instruments & Supplies | Healthcare

HAE ALC BAX ATR RGEN ISRG RMD 7 stocks

$5.53 Million 1.38% of portfolio
  5  
  2  
  4  
 -
0 Calls
0 Puts
Oil & Gas Refining & Marketing | Energy

PARR PBF VLO DINO PSX 5 stocks

$5.51 Million 1.37% of portfolio
  5  
 -
  3  
 -
0 Calls
0 Puts
Specialty Chemicals | Basic Materials

SHW ALB AVTR ECVT NEU ESI IFF ECL 10 stocks

$5.45 Million 1.36% of portfolio
  8  
  2  
  3  
 -
0 Calls
0 Puts
Restaurants | Consumer Cyclical

SBUX SHAK WING YUM CNNE CAKE WEN 7 stocks

$5.22 Million 1.3% of portfolio
  6  
  1  
  5  
 -
0 Calls
0 Puts
Lodging | Consumer Cyclical

HLT MAR WH 3 stocks

$5.01 Million 1.25% of portfolio
  2  
  1  
 - -
0 Calls
0 Puts
Drug Manufacturers—General | Healthcare

JNJ PFE BMY OGN 4 stocks

$4.78 Million 1.19% of portfolio
  3  
  1  
  3  
 -
0 Calls
0 Puts
Packaged Foods | Consumer Defensive

FLO FRPT MKC K NOMD CAG JBSS HAIN 8 stocks

$4.69 Million 1.17% of portfolio
  8  
 -
  8  
 -
0 Calls
0 Puts
Farm & Heavy Construction Machinery | Industrials

CAT DE LNN PCAR OSK TWI WNC 7 stocks

$4.68 Million 1.17% of portfolio
  6  
  1  
  4  
 -
0 Calls
0 Puts
Computer Hardware | Technology

NTAP PSTG SMCI 3 stocks

$4.59 Million 1.14% of portfolio
  3  
 - - -
0 Calls
0 Puts
Diagnostics & Research | Healthcare

DHR TMO WAT A TWST CRL LH SYNH 13 stocks

$4.58 Million 1.14% of portfolio
  9  
  4  
  9  
 -
0 Calls
0 Puts
Aerospace & Defense | Industrials

LHX RTX TXT AXON HWM HXL 6 stocks

$4.39 Million 1.09% of portfolio
  5  
  1  
  4  
 -
0 Calls
0 Puts
REIT—Residential | Real Estate

EQR ESS CPT MAA AIRC SUI 6 stocks

$4.38 Million 1.09% of portfolio
  4  
  2  
  4  
 -
0 Calls
0 Puts
Banks—Diversified | Financial Services

BAC WFC JPM TD 4 stocks

$4.3 Million 1.07% of portfolio
  3  
  1  
  1  
 -
0 Calls
0 Puts
Discount Stores | Consumer Defensive

WMT OLLI BJ DG PSMT 5 stocks

$4.3 Million 1.07% of portfolio
  4  
  1  
  4  
 -
0 Calls
0 Puts
Auto Parts | Consumer Cyclical

LAZR VC ALV APTV BWA LKQ DAN 7 stocks

$4.18 Million 1.04% of portfolio
  7  
 -
  4  
 -
0 Calls
0 Puts
Packaging & Containers | Consumer Cyclical

SEE GPK SLGN BERY GEF CCK IP 7 stocks

$4.16 Million 1.03% of portfolio
  6  
  1  
  3  
 -
0 Calls
0 Puts
Oil & Gas Midstream | Energy

STNG LNG ENB WMB OKE KNTK INSW 7 stocks

$3.95 Million 0.98% of portfolio
  6  
  1  
  5  
 -
0 Calls
0 Puts
Apparel Retail | Consumer Cyclical

AEO BURL ROST TJX VSCO GPS 6 stocks

$3.92 Million 0.98% of portfolio
  6  
 -
  4  
 -
0 Calls
0 Puts
Telecom Services | Communication Services

DISH TMUS CHTR T IDCC 5 stocks

$3.8 Million 0.95% of portfolio
  5  
 -
  2  
 -
0 Calls
0 Puts
Auto Manufacturers | Consumer Cyclical

GM FSR RACE 3 stocks

$3.78 Million 0.94% of portfolio
  3  
 -
  2  
 -
0 Calls
0 Puts
Drug Manufacturers—Specialty & Generic | Healthcare

PCRX ELAN LNTH NBIX BHC IRWD 6 stocks

$3.74 Million 0.93% of portfolio
  5  
  1  
  3  
 -
0 Calls
0 Puts
Electrical Equipment & Parts | Industrials

NVT VRT HUBB FREY ENS ENR 6 stocks

$3.68 Million 0.92% of portfolio
  6  
 -
  4  
 -
0 Calls
0 Puts
Engineering & Construction | Industrials

FLR PRIM NVEE GVA ACM BLD 6 stocks

$3.57 Million 0.89% of portfolio
  6  
 -
  5  
 -
0 Calls
0 Puts
Household & Personal Products | Consumer Defensive

NWL HIMS SKIN IPAR EL 5 stocks

$3.51 Million 0.87% of portfolio
  5  
 -
  4  
 -
0 Calls
0 Puts
Medical Care Facilities | Healthcare

AMN AMED UHS 3 stocks

$3.44 Million 0.86% of portfolio
  3  
 -
  2  
 -
0 Calls
0 Puts
Entertainment | Communication Services

NXST NFLX MSGS LYV SBGI 5 stocks

$3.44 Million 0.86% of portfolio
  5  
 -
  3  
 -
0 Calls
0 Puts
Residential Construction | Consumer Cyclical

LEN NVR DHI MHO TMHC 5 stocks

$3.41 Million 0.85% of portfolio
  3  
  2  
  3  
 -
0 Calls
0 Puts
Resorts & Casinos | Consumer Cyclical

LVS MGM WYNN MCRI VAC 5 stocks

$3.4 Million 0.85% of portfolio
  4  
  1  
  4  
 -
0 Calls
0 Puts
REIT—Industrial | Real Estate

CUBE LSI REXR COLD LXP 5 stocks

$3.32 Million 0.83% of portfolio
  3  
  2  
  3  
 -
0 Calls
0 Puts
REIT—Retail | Real Estate

ADC NNN REG FRT SPG PECO ROIC 7 stocks

$3.2 Million 0.8% of portfolio
  7  
 -
  6  
 -
0 Calls
0 Puts
Electronic Components | Technology

APH FLEX PLXS TTMI 4 stocks

$3.17 Million 0.79% of portfolio
  4  
 -
  3  
 -
0 Calls
0 Puts
Industrial Distribution | Industrials

POOL WSO SITE FERG 4 stocks

$3.14 Million 0.78% of portfolio
  4  
 -
  3  
 -
0 Calls
0 Puts
REIT—Healthcare Facilities | Real Estate

PEAK GEO MPW LTC 4 stocks

$3.11 Million 0.77% of portfolio
  4  
 -
  2  
 -
0 Calls
0 Puts
Rental & Leasing Services | Industrials

WSC RCII URI R 4 stocks

$2.93 Million 0.73% of portfolio
  4  
 -
  3  
 -
0 Calls
0 Puts
Internet Content & Information | Communication Services

MTCH Z GOOGL CARG IAC 5 stocks

$2.92 Million 0.73% of portfolio
  3  
  2  
  3  
 -
0 Calls
0 Puts
Agricultural Inputs | Basic Materials

CF CTVA FMC ICL 4 stocks

$2.88 Million 0.72% of portfolio
  3  
  1  
  1  
 -
0 Calls
0 Puts
Solar | Technology

NOVA ENPH SHLS ARRY 4 stocks

$2.88 Million 0.72% of portfolio
  4  
 -
  3  
 -
0 Calls
0 Puts
Beverages—Non-Alcoholic | Consumer Defensive

CCEP KDP PRMW 3 stocks

$2.82 Million 0.7% of portfolio
  3  
 -
  1  
 -
0 Calls
0 Puts
Tobacco | Consumer Defensive

PM MO 2 stocks

$2.75 Million 0.68% of portfolio
  2  
 -
  1  
 -
0 Calls
0 Puts
Semiconductor Equipment & Materials | Technology

KLAC VECO AMBA ACLS 4 stocks

$2.63 Million 0.66% of portfolio
  4  
 -
  3  
 -
0 Calls
0 Puts
Insurance—Life | Financial Services

LNC MET AFL JXN 4 stocks

$2.62 Million 0.65% of portfolio
  4  
 -
  2  
 -
0 Calls
0 Puts
Travel Services | Consumer Cyclical

EXPE ABNB TRIP 3 stocks

$2.48 Million 0.62% of portfolio
  1  
  2  
 - -
0 Calls
0 Puts
Medical Distribution | Healthcare

MCK CAH PDCO OMI 4 stocks

$2.46 Million 0.61% of portfolio
  2  
  2  
  1  
 -
0 Calls
0 Puts
REIT—Specialty | Real Estate

SBAC GLPI WY IRM 4 stocks

$2.42 Million 0.6% of portfolio
  4  
 -
  4  
 -
0 Calls
0 Puts
Health Information Services | Healthcare

TDOC HQY PHR 3 stocks

$2.4 Million 0.6% of portfolio
  2  
  1  
  1  
 -
0 Calls
0 Puts
Apparel Manufacturing | Consumer Cyclical

VFC UAA RL 3 stocks

$2.26 Million 0.56% of portfolio
  3  
 -
  2  
 -
0 Calls
0 Puts
Capital Markets | Financial Services

JEF LPLA VIRT MARA 4 stocks

$2.25 Million 0.56% of portfolio
  3  
  1  
  2  
 -
0 Calls
0 Puts
Education & Training Services | Consumer Defensive

CHGG GHC 2 stocks

$2.23 Million 0.55% of portfolio
  2  
 -
  1  
 -
0 Calls
0 Puts
Security & Protection Services | Industrials

ALLE BRC 2 stocks

$2.13 Million 0.53% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Financial Data & Stock Exchanges | Financial Services

NDAQ ICE MCO 3 stocks

$2.1 Million 0.52% of portfolio
  3  
 -
  2  
 -
0 Calls
0 Puts
Staffing & Employment Services | Industrials

PAYX RHI ADP UPWK 4 stocks

$2.07 Million 0.51% of portfolio
  3  
  1  
  1  
 -
0 Calls
0 Puts
Farm Products | Consumer Defensive

ADM CALM 2 stocks

$2.03 Million 0.51% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Conglomerates | Industrials

HON GFF VMI SEB 4 stocks

$2.02 Million 0.5% of portfolio
  3  
  1  
  3  
 -
0 Calls
0 Puts
Oil & Gas Integrated | Energy

CVX SU XOM 3 stocks

$2.01 Million 0.5% of portfolio
  3  
 -
  2  
 -
0 Calls
0 Puts
Food Distribution | Consumer Defensive

USFD PFGC ANDE 3 stocks

$1.96 Million 0.49% of portfolio
  3  
 -
  2  
 -
0 Calls
0 Puts
Consulting Services | Industrials

TRU BAH FCN HURN ICFI 5 stocks

$1.95 Million 0.49% of portfolio
  4  
  1  
  4  
 -
0 Calls
0 Puts
REIT—Office | Real Estate

ARE BXP VNO HIW 4 stocks

$1.88 Million 0.47% of portfolio
  4  
 -
  4  
 -
0 Calls
0 Puts
Personal Services | Consumer Cyclical

ROL FTDR HRB BFAM 4 stocks

$1.83 Million 0.46% of portfolio
  3  
  1  
  3  
 -
0 Calls
0 Puts
Department Stores | Consumer Cyclical

M JWN DDS 3 stocks

$1.73 Million 0.43% of portfolio
  2  
  1  
  2  
 -
0 Calls
0 Puts
Footwear & Accessories | Consumer Cyclical

SKX SHOO CROX NKE 4 stocks

$1.72 Million 0.43% of portfolio
  4  
 -
  4  
 -
0 Calls
0 Puts
Lumber & Wood Production | Basic Materials

UFPI SSD 2 stocks

$1.52 Million 0.38% of portfolio
  1  
  1  
  1  
 -
0 Calls
0 Puts
Textile Manufacturing | Consumer Cyclical

AIN 1 stocks

$1.48 Million 0.37% of portfolio
  1  
 - - -
0 Calls
0 Puts
Airlines | Industrials

DAL UAL ALK 3 stocks

$1.46 Million 0.36% of portfolio
  3  
 -
  3  
 -
0 Calls
0 Puts
Leisure | Consumer Cyclical

HAS PTON SIX 3 stocks

$1.45 Million 0.36% of portfolio
  3  
 -
  2  
 -
0 Calls
0 Puts
Integrated Freight & Logistics | Industrials

JBHT XPO 2 stocks

$1.41 Million 0.35% of portfolio
  2  
 -
  1  
 -
0 Calls
0 Puts
Other Industrial Metals & Mining | Basic Materials

MP MTRN 2 stocks

$1.41 Million 0.35% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
REIT—Mortgage | Real Estate

BXMT ABR LADR ARI 4 stocks

$1.39 Million 0.35% of portfolio
  4  
 -
  2  
 -
0 Calls
0 Puts
REIT—Diversified | Real Estate

AAT 1 stocks

$1.37 Million 0.34% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Internet Retail | Consumer Cyclical

RVLV CHWY W 3 stocks

$1.34 Million 0.33% of portfolio
  3  
 -
  3  
 -
0 Calls
0 Puts
Home Improvement Retail | Consumer Cyclical

HD 1 stocks

$1.29 Million 0.32% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Building Materials | Basic Materials

VMC BCC 2 stocks

$1.27 Million 0.32% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Utilities—Renewable | Utilities

CEG 1 stocks

$1.13 Million 0.28% of portfolio
  1  
 - - -
0 Calls
0 Puts
Real Estate Services | Real Estate

CBRE 1 stocks

$1.13 Million 0.28% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Steel | Basic Materials

STLD CMC NUE 3 stocks

$1.11 Million 0.28% of portfolio
  1  
  2  
  1  
 -
0 Calls
0 Puts
Thermal Coal | Energy

ARCH 1 stocks

$1.08 Million 0.27% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Communication Equipment | Technology

VIAV ADTN HLIT 3 stocks

$934,751 0.23% of portfolio
  2  
  1  
  2  
 -
0 Calls
0 Puts
Silver | Basic Materials

PAAS 1 stocks

$892,200 0.22% of portfolio
  1  
 - - -
0 Calls
0 Puts
Recreational Vehicles | Consumer Cyclical

THO HOG 2 stocks

$878,646 0.22% of portfolio
  2  
 -
  1  
 -
0 Calls
0 Puts
Waste Management | Industrials

SRCL WCN 2 stocks

$873,999 0.22% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Scientific & Technical Instruments | Technology

TRMB KEYS 2 stocks

$847,052 0.21% of portfolio
-
  2  
 - -
0 Calls
0 Puts
Utilities—Diversified | Utilities

AES SRE 2 stocks

$842,336 0.21% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Gold | Basic Materials

AGI 1 stocks

$832,117 0.21% of portfolio
  1  
 - - -
0 Calls
0 Puts
Insurance—Diversified | Financial Services

EQH SLF 2 stocks

$783,159 0.2% of portfolio
  1  
  1  
  1  
 -
0 Calls
0 Puts
Oil & Gas Drilling | Energy

HP 1 stocks

$738,702 0.18% of portfolio
  1  
 - - -
0 Calls
0 Puts
REIT—Hotel & Motel | Real Estate

RLJ APLE DRH 3 stocks

$693,171 0.17% of portfolio
  2  
  1  
  2  
 -
0 Calls
0 Puts
Utilities—Regulated Water | Utilities

AWK WTRG 2 stocks

$691,752 0.17% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Furnishings, Fixtures & Appliances | Consumer Cyclical

WHR MLKN 2 stocks

$653,501 0.16% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Electronics & Computer Distribution | Technology

ARW 1 stocks

$645,953 0.16% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Metal Fabrication | Industrials

WOR MLI 2 stocks

$641,308 0.16% of portfolio
  1  
  1  
  1  
 -
0 Calls
0 Puts
Specialty Business Services | Industrials

LZ GPN 2 stocks

$627,637 0.16% of portfolio
  1  
  1  
  1  
 -
0 Calls
0 Puts
Insurance Brokers | Financial Services

WTW AON 2 stocks

$614,903 0.15% of portfolio
  1  
  1  
  1  
 -
0 Calls
0 Puts
Mortgage Finance | Financial Services

RKT PFSI 2 stocks

$598,160 0.15% of portfolio
  1  
  1  
  1  
 -
0 Calls
0 Puts
Utilities—Regulated Gas | Utilities

ATO UGI 2 stocks

$454,839 0.11% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Beverages—Brewers | Consumer Defensive

TAP 1 stocks

$423,414 0.11% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Chemicals | Basic Materials

HUN 1 stocks

$404,518 0.1% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Luxury Goods | Consumer Cyclical

CPRI 1 stocks

$392,873 0.1% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Insurance—Specialty | Financial Services

FNF 1 stocks

$391,845 0.1% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Marine Shipping | Industrials

CMRE 1 stocks

$391,033 0.1% of portfolio
  1  
 - - -
0 Calls
0 Puts
Publishing | Communication Services

NYT 1 stocks

$383,046 0.1% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Grocery Stores | Consumer Defensive

GO 1 stocks

$380,917 0.09% of portfolio
  1  
 - - -
0 Calls
0 Puts
Aluminum | Basic Materials

AA 1 stocks

$354,184 0.09% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Trucking | Industrials

HTLD 1 stocks

$301,461 0.08% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Beverages—Wineries & Distilleries | Consumer Defensive

MGPI 1 stocks

$209,399 0.05% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Auto & Truck Dealerships | Consumer Cyclical

KAR 1 stocks

$182,943 0.05% of portfolio
-
  1  
 - -
0 Calls
0 Puts
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