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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.26B
$1.14 Billion 0.28% of portfolio
20,219
Q1 2023 Added 64.5%
$2.36B
$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
$195B
$1.09 Billion 0.27% of portfolio
11,108
Q1 2023 New
$2.18B
$1.1 Billion 0.27% of portfolio
14,499
Q1 2023 New
$327B
$1.08 Billion 0.27% of portfolio
6,589
Q1 2023 New
$0
$1.1 Billion 0.27% of portfolio
5,373
Q1 2023 Added 15.03%
$2.5B
$1.08 Billion 0.27% of portfolio
8,246
Q1 2023 New
$8.73B
$1.11 Billion 0.27% of portfolio
25,898
Q1 2023 Added 190.14%
$332B
$1.11 Billion 0.27% of portfolio
7,650
Q1 2023 Added 161.18%
$2.18B
$1.07 Billion 0.26% of portfolio
6,850
Q1 2023 Added 115.88%
$18.2B
$1.06 Billion 0.26% of portfolio
3,325
Q1 2023 New
$4.98B
$1.05 Billion 0.26% of portfolio
111,192
Q1 2023 Added 271.84%
$96.7B
$1.06 Billion 0.26% of portfolio
2,967
Q1 2023 Added 72.6%
$5.98B
$1.05 Billion 0.26% of portfolio
56,671
Q1 2023 Added 117.37%
$39.6B
$1.04 Billion 0.26% of portfolio
17,145
Q1 2023 Added 29.14%
$30.9B
$1.02 Billion 0.25% of portfolio
8,527
Q1 2023 Added 210.07%
$2.76B
$1.02 Billion 0.25% of portfolio
111,191
Q1 2023 New
$130B
$1.01 Billion 0.25% of portfolio
14,547
Q1 2023 Reduced 41.11%
$2.56B
$1.02 Billion 0.25% of portfolio
81,935
Q1 2023 New
$104B
$1.03 Billion 0.25% of portfolio
2,230
Q1 2023 New
$7.09B
$1 Billion 0.25% of portfolio
17,310
Q1 2023 New
$212M
$1.02 Billion 0.25% of portfolio
31,545
Q1 2023 Added 75.63%
$5.27B
$1 Billion 0.25% of portfolio
79,397
Q1 2023 Added 583.04%
$13.9B
$1 Billion 0.25% of portfolio
73,506
Q1 2023 New
$5.94B
$1.01 Billion 0.25% of portfolio
21,571
Q1 2023 Added 38.58%
$17.7B
$993 Million 0.24% of portfolio
4,746
Q1 2023 New
$26.6B
$974 Million 0.24% of portfolio
25,944
Q1 2023 Reduced 30.04%
$33B
$975 Million 0.24% of portfolio
9,649
Q1 2023 New
$142B
$987 Million 0.24% of portfolio
2,391
Q1 2023 Added 71.03%
$2.14B
$963 Million 0.24% of portfolio
71,615
Q1 2023 New
$1.87B
$966 Million 0.24% of portfolio
45,730
Q1 2023 New
$35.6M
$986 Million 0.24% of portfolio
63,117
Q1 2023 New
$1.9B
$972 Million 0.24% of portfolio
13,442
Q1 2023 New
$2.96B
$982 Million 0.24% of portfolio
38,159
Q1 2023 New
$10.8B
$963 Million 0.24% of portfolio
6,746
Q1 2023 New
$56.1B
$990 Million 0.24% of portfolio
10,878
Q1 2023 Added 212.14%
$6.16B
$954 Million 0.24% of portfolio
13,910
Q1 2023 New
$4.2B
$967 Million 0.24% of portfolio
21,072
Q1 2023 Added 111.16%
$12.3B
$926 Million 0.23% of portfolio
29,159
Q1 2023 New
$1.32B
$913 Million 0.23% of portfolio
50,015
Q1 2023 New
$1.79B
$916 Million 0.23% of portfolio
8,594
Q1 2023 Added 67.13%
$59.3B
$939 Million 0.23% of portfolio
19,115
Q1 2023 New
$13.3B
$947 Million 0.23% of portfolio
9,883
Q1 2023 Added 180.53%
$57.8B
$948 Million 0.23% of portfolio
6,018
Q1 2023 Reduced 2.23%
$3.75B
$915 Million 0.23% of portfolio
5,228
Q1 2023 New
$8.49B
$942 Million 0.23% of portfolio
17,544
Q1 2023 Added 14.69%
$3.24B
$927 Million 0.23% of portfolio
11,199
Q1 2023 Added 85.05%
$19.3B
$928 Million 0.23% of portfolio
38,749
Q1 2023 Added 34.3%

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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