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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.3B
$1.33 Billion 0.33% of portfolio
5,890
Q1 2023 Added 112.1%
$6.59B
$1.34 Billion 0.33% of portfolio
7,749
Q1 2023 Added 309.57%
$57.5B
$1.35 Billion 0.33% of portfolio
22,439
Q1 2023 Added 26.49%
$5.43B
$1.34 Billion 0.33% of portfolio
5,716
Q1 2023 Added 308.87%
$254M
$1.34 Billion 0.33% of portfolio
82,243
Q1 2023 Added 232.51%
$288B
$1.34 Billion 0.33% of portfolio
35,725
Q1 2023 Reduced 3.75%
$15.4B
$1.28 Billion 0.32% of portfolio
50,180
Q1 2023 Added 58.91%
$804M
$1.29 Billion 0.32% of portfolio
31,665
Q1 2023 New
$16.1B
$1.31 Billion 0.32% of portfolio
8,557
Q1 2023 Added 75.6%
$430B
$1.29 Billion 0.32% of portfolio
4,380
Q1 2023 New
$144B
$1.29 Billion 0.32% of portfolio
31,697
Q1 2023 New
$6.02B
$1.31 Billion 0.32% of portfolio
58,318
Q1 2023 Added 50.35%
$154B
$1.28 Billion 0.32% of portfolio
6,722
Q1 2023 New
$47.5B
$1.32 Billion 0.32% of portfolio
6,711
Q1 2023 Added 45.07%
$13.1B
$1.3 Billion 0.32% of portfolio
15,033
Q1 2023 New
$11.5B
$1.25 Billion 0.31% of portfolio
64,182
Q1 2023 New
$15.6B
$1.25 Billion 0.31% of portfolio
33,907
Q1 2023 New
$44.2B
$1.27 Billion 0.31% of portfolio
15,542
Q1 2023 Added 99.08%
$5.19B
$1.25 Billion 0.31% of portfolio
33,897
Q1 2023 New
$29B
$1.2 Billion 0.3% of portfolio
37,865
Q1 2023 New
$39.8B
$1.22 Billion 0.3% of portfolio
22,235
Q1 2023 Added 147.47%
$2.95B
$1.23 Billion 0.3% of portfolio
16,768
Q1 2023 New
$10.2B
$1.21 Billion 0.3% of portfolio
55,270
Q1 2023 New
$3.56B
$1.21 Billion 0.3% of portfolio
153,037
Q1 2023 Added 205.23%
$160M
$1.22 Billion 0.3% of portfolio
33,810
Q1 2023 Added 280.36%
$64.8B
$1.21 Billion 0.3% of portfolio
26,584
Q1 2023 New
$1.58B
$1.22 Billion 0.3% of portfolio
38,223
Q1 2023 Added 372.36%
$729B
$1.22 Billion 0.3% of portfolio
9,381
Q1 2023 New
$18.7B
$1.21 Billion 0.3% of portfolio
52,658
Q1 2023 New
$44.3B
$1.22 Billion 0.3% of portfolio
42,321
Q1 2023 New
$3.16B
$1.17 Billion 0.29% of portfolio
29,007
Q1 2023 Added 5.61%
$14.5B
$1.18 Billion 0.29% of portfolio
3,458
Q1 2023 Added 104.37%
$36.8B
$1.19 Billion 0.29% of portfolio
14,218
Q1 2023 New
$28.6B
$1.16 Billion 0.29% of portfolio
19,348
Q1 2023 Reduced 41.12%
$2.33B
$1.16 Billion 0.29% of portfolio
178,842
Q1 2023 New
$61.5B
$1.17 Billion 0.29% of portfolio
6,807
Q1 2023 New
$8.2B
$1.14 Billion 0.28% of portfolio
14,344
Q1 2023 New
$9.88B
$1.14 Billion 0.28% of portfolio
15,616
Q1 2023 New
$81.7B
$1.13 Billion 0.28% of portfolio
14,422
Q1 2023 Added 135.04%
$54.3B
$1.15 Billion 0.28% of portfolio
8,257
Q1 2023 New
$18.9B
$1.14 Billion 0.28% of portfolio
6,505
Q1 2023 Added 85.17%
$43.5B
$1.13 Billion 0.28% of portfolio
15,504
Q1 2023 New
$0
$1.15 Billion 0.28% of portfolio
123,619
Q1 2023 Added 329.01%
$22B
$1.14 Billion 0.28% of portfolio
14,592
Q1 2023 Added 455.04%
$90.6B
$1.15 Billion 0.28% of portfolio
2,875
Q1 2023 New
$21.6B
$1.12 Billion 0.28% of portfolio
15,174
Q1 2023 Added 108.72%
$3.11B
$1.14 Billion 0.28% of portfolio
20,219
Q1 2023 Added 64.5%
$2.45B
$1.1 Billion 0.27% of portfolio
9,006
Q1 2023 Added 181.97%
$100B
$1.1 Billion 0.27% of portfolio
4,302
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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