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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$993M
$1.73 Billion 0.43% of portfolio
20,894
Q1 2023 Added 163.91%
$908M
$1.56 Billion 0.38% of portfolio
53,348
Q1 2023 Added 52.12%
$1.53B
$1.46 Billion 0.36% of portfolio
56,241
Q1 2023 Added 82.46%
$1.57B
$1.37 Billion 0.34% of portfolio
73,888
Q1 2023 New
$870M
$1.29 Billion 0.32% of portfolio
31,665
Q1 2023 New
$1.42B
$1.22 Billion 0.3% of portfolio
38,223
Q1 2023 Added 372.36%
$1.38B
$1.16 Billion 0.29% of portfolio
178,842
Q1 2023 New
$1.96B
$1.1 Billion 0.27% of portfolio
14,499
Q1 2023 New
$1.58B
$1 Billion 0.25% of portfolio
40,872
Q1 2023 New
$425M
$986 Million 0.24% of portfolio
63,117
Q1 2023 New
$1.5B
$913 Million 0.23% of portfolio
50,015
Q1 2023 New
$1.65B
$916 Million 0.23% of portfolio
8,594
Q1 2023 Added 67.13%
$920M
$807 Million 0.2% of portfolio
64,373
Q1 2023 New
$577M
$747 Million 0.18% of portfolio
32,773
Q1 2023 New
$1.35B
$673 Million 0.17% of portfolio
4,451
Q1 2023 New
$1.38B
$635 Million 0.16% of portfolio
30,072
Q1 2023 Added 39.51%
$1.65B
$605 Million 0.15% of portfolio
17,309
Q1 2023 New
$1.39B
$590 Million 0.15% of portfolio
22,436
Q1 2023 New
$1.45B
$557 Million 0.14% of portfolio
42,939
Q1 2023 New
$1.05B
$557 Million 0.14% of portfolio
13,148
Q1 2023 Added 44.4%
$928M
$566 Million 0.14% of portfolio
28,929
Q1 2023 New
$706M
$536 Million 0.13% of portfolio
38,257
Q1 2023 Added 72.94%
$1.54B
$527 Million 0.13% of portfolio
8,313
Q1 2023 Added 52.28%
$1.63B
$498 Million 0.12% of portfolio
52,433
Q1 2023 New
$1.75B
$494 Million 0.12% of portfolio
24,891
Q1 2023 Reduced 37.6%
$842M
$491 Million 0.12% of portfolio
28,505
Q1 2023 New
$1.03B
$485 Million 0.12% of portfolio
43,861
Q1 2023 Added 199.78%
$1.32B
$420 Million 0.1% of portfolio
13,001
Q1 2023 New
$1.51B
$391 Million 0.1% of portfolio
41,555
Q1 2023 Added 62.27%
$1.28B
$397 Million 0.1% of portfolio
36,199
Q1 2023 New
$1.51B
$368 Million 0.09% of portfolio
39,211
Q1 2023 New
$333M
$347 Million 0.09% of portfolio
8,273
Q1 2023 New
$1.66B
$353 Million 0.09% of portfolio
23,023
Q1 2023 Added 28.2%
$634M
$367 Million 0.09% of portfolio
23,125
Q1 2023 New
$1.73B
$371 Million 0.09% of portfolio
51,516
Q1 2023 New
$1.62B
$381 Million 0.09% of portfolio
13,479
Q1 2023 Added 61.58%
$979M
$334 Million 0.08% of portfolio
21,441
Q1 2023 Reduced 6.22%
$1.23B
$307 Million 0.08% of portfolio
17,284
Q1 2023 Reduced 50.72%
$1.64B
$335 Million 0.08% of portfolio
36,954
Q1 2023 Reduced 61.57%
$436M
$314 Million 0.08% of portfolio
30,003
Q1 2023 Added 152.93%
$1.6B
$341 Million 0.08% of portfolio
16,895
Q1 2023 New
$1.48B
$342 Million 0.08% of portfolio
4,611
Q1 2023 New
$1.5B
$341 Million 0.08% of portfolio
9,682
Q1 2023 New
$1.2B
$313 Million 0.08% of portfolio
11,907
Q1 2023 New
$443M
$339 Million 0.08% of portfolio
29,236
Q1 2023 Added 142.78%
$1.62B
$274 Million 0.07% of portfolio
8,185
Q1 2023 New
$1.45B
$298 Million 0.07% of portfolio
31,528
Q1 2023 New
$955M
$270 Million 0.07% of portfolio
18,577
Q1 2023 New
$889M
$301 Million 0.07% of portfolio
18,936
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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