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
$19.7B
$477 Million 0.12% of portfolio
5,144
Q1 2023 New
$13B
$476 Million 0.12% of portfolio
3,743
Q1 2023 New
$58.9B
$479 Million 0.12% of portfolio
1,210
Q1 2023 New
$35.7B
$487 Million 0.12% of portfolio
2,223
Q1 2023 Reduced 65.57%
$4.98B
$470 Million 0.12% of portfolio
21,688
Q1 2023 New
$1.8B
$498 Million 0.12% of portfolio
52,433
Q1 2023 New
$1.76B
$494 Million 0.12% of portfolio
24,891
Q1 2023 Reduced 37.6%
$110B
$477 Million 0.12% of portfolio
2,421
Q1 2023 New
$842M
$491 Million 0.12% of portfolio
28,505
Q1 2023 New
$201B
$473 Million 0.12% of portfolio
821
Q1 2023 New
$4.42B
$479 Million 0.12% of portfolio
19,434
Q1 2023 New
$7.44B
$471 Million 0.12% of portfolio
13,068
Q1 2023 New
$28.7B
$497 Million 0.12% of portfolio
3,270
Q1 2023 Added 21.56%
$3.89B
$494 Million 0.12% of portfolio
20,993
Q1 2023 New
$7.31B
$471 Million 0.12% of portfolio
5,666
Q1 2023 New
$8.71B
$468 Million 0.12% of portfolio
19,419
Q1 2023 New
$3.78B
$494 Million 0.12% of portfolio
26,140
Q1 2023 Reduced 25.59%
$3.01B
$494 Million 0.12% of portfolio
14,464
Q1 2023 New
$9.67B
$480 Million 0.12% of portfolio
5,911
Q1 2023 New
$31.1B
$484 Million 0.12% of portfolio
10,939
Q1 2023 New
$4.38B
$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%
$44B
$486 Million 0.12% of portfolio
8,064
Q1 2023 Reduced 51.47%
$1.12B
$485 Million 0.12% of portfolio
43,861
Q1 2023 Added 199.78%
$5.64B
$467 Million 0.12% of portfolio
6,400
Q1 2023 New
$286M
$480 Million 0.12% of portfolio
53,986
Q1 2023 New
$4.27B
$485 Million 0.12% of portfolio
3,408
Q1 2023 New
$0
$455 Million 0.11% of portfolio
6,039
Q1 2023 New
$13.6B
$445 Million 0.11% of portfolio
7,383
Q1 2023 Added 103.28%
$0
$451 Million 0.11% of portfolio
23,411
Q1 2023 New
$49B
$454 Million 0.11% of portfolio
4,591
Q1 2023 Added 11.49%
$13.1B
$464 Million 0.11% of portfolio
8,905
Q1 2023 New
$22.4B
$453 Million 0.11% of portfolio
1,463
Q1 2023 New
$32.3B
$440 Million 0.11% of portfolio
6,290
Q1 2023 New
$16.2B
$457 Million 0.11% of portfolio
1,853
Q1 2023 New
$142B
$465 Million 0.11% of portfolio
14,661
Q1 2023 Reduced 23.49%
$11.9B
$429 Million 0.11% of portfolio
11,891
Q1 2023 New
$10B
$459 Million 0.11% of portfolio
3,331
Q1 2023 New
$8.33B
$438 Million 0.11% of portfolio
4,908
Q1 2023 New
$4.48B
$465 Million 0.11% of portfolio
4,767
Q1 2023 New
$2.1B
$388 Million 0.1% of portfolio
34,256
Q1 2023 Added 186.52%
$3.07B
$407 Million 0.1% of portfolio
21,714
Q1 2023 New
$53.1B
$425 Million 0.1% of portfolio
2,040
Q1 2023 Reduced 52.47%
$8.18B
$420 Million 0.1% of portfolio
5,209
Q1 2023 New
$127B
$393 Million 0.1% of portfolio
1,766
Q1 2023 Reduced 33.43%
$12.6B
$409 Million 0.1% of portfolio
7,566
Q1 2023 New
$6.65B
$401 Million 0.1% of portfolio
22,857
Q1 2023 Reduced 34.96%
$334M
$386 Million 0.1% of portfolio
3,709
Q1 2023 New
$0
$419 Million 0.1% of portfolio
11,713
Q1 2023 Reduced 78.79%

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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