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
$2.58B
$618 Million 0.15% of portfolio
23,624
Q1 2023 New
$901M
$590 Million 0.15% of portfolio
22,436
Q1 2023 New
$7.97B
$589 Million 0.15% of portfolio
27,858
Q1 2023 Added 11.96%
$28.2B
$624 Million 0.15% of portfolio
9,321
Q1 2023 New
$50B
$605 Million 0.15% of portfolio
8,010
Q1 2023 Reduced 12.75%
$4.28B
$597 Million 0.15% of portfolio
15,118
Q1 2023 Added 65.1%
$5.71B
$628 Million 0.15% of portfolio
14,400
Q1 2023 Added 198.69%
$17.2B
$612 Million 0.15% of portfolio
5,417
Q1 2023 New
$42.4B
$606 Million 0.15% of portfolio
8,012
Q1 2023 New
$3.92B
$624 Million 0.15% of portfolio
38,378
Q1 2023 New
$52B
$552 Million 0.14% of portfolio
2,453
Q1 2023 New
$8.45B
$568 Million 0.14% of portfolio
9,645
Q1 2023 New
$1.23B
$557 Million 0.14% of portfolio
42,939
Q1 2023 New
$1.09B
$557 Million 0.14% of portfolio
13,148
Q1 2023 Added 44.4%
$11.8B
$586 Million 0.14% of portfolio
9,583
Q1 2023 Added 71.46%
$51.8B
$562 Million 0.14% of portfolio
5,754
Q1 2023 New
$665M
$566 Million 0.14% of portfolio
28,929
Q1 2023 New
$3.97B
$554 Million 0.14% of portfolio
6,705
Q1 2023 Reduced 58.42%
$11.7B
$586 Million 0.14% of portfolio
6,961
Q1 2023 Reduced 10.32%
$18.6B
$563 Million 0.14% of portfolio
22,160
Q1 2023 Reduced 26.29%
$81.7B
$564 Million 0.14% of portfolio
5,408
Q1 2023 New
$36.8B
$561 Million 0.14% of portfolio
16,055
Q1 2023 New
$27.2B
$578 Million 0.14% of portfolio
5,520
Q1 2023 New
$10.9B
$586 Million 0.14% of portfolio
3,888
Q1 2023 Added 143.15%
$115B
$573 Million 0.14% of portfolio
2,952
Q1 2023 New
$2.78B
$536 Million 0.13% of portfolio
8,481
Q1 2023 New
$4.91B
$533 Million 0.13% of portfolio
387
Q1 2023 Added 62.61%
$3.04B
$533 Million 0.13% of portfolio
19,897
Q1 2023 Reduced 56.18%
$413M
$536 Million 0.13% of portfolio
38,257
Q1 2023 Added 72.94%
$9.98M
$509 Million 0.13% of portfolio
82,969
Q1 2023 New
$13.7B
$510 Million 0.13% of portfolio
5,041
Q1 2023 Added 58.52%
$13B
$545 Million 0.13% of portfolio
4,477
Q1 2023 New
$6.24B
$518 Million 0.13% of portfolio
9,122
Q1 2023 New
$7.99B
$520 Million 0.13% of portfolio
8,852
Q1 2023 Reduced 14.08%
$54.3B
$529 Million 0.13% of portfolio
17,039
Q1 2023 New
$7.37B
$544 Million 0.13% of portfolio
11,388
Q1 2023 New
$25.2B
$515 Million 0.13% of portfolio
2,118
Q1 2023 New
$5.6B
$526 Million 0.13% of portfolio
6,604
Q1 2023 New
$37.6B
$544 Million 0.13% of portfolio
1,522
Q1 2023 New
$14.5B
$544 Million 0.13% of portfolio
12,870
Q1 2023 New
$16.4B
$521 Million 0.13% of portfolio
14,454
Q1 2023 Reduced 21.68%
$1.46B
$527 Million 0.13% of portfolio
8,313
Q1 2023 Added 52.28%
$176B
$531 Million 0.13% of portfolio
27,565
Q1 2023 Added 79.61%
$51.7B
$529 Million 0.13% of portfolio
3,957
Q1 2023 New
$31.7B
$538 Million 0.13% of portfolio
33,244
Q1 2023 New
$0
$533 Million 0.13% of portfolio
39,071
Q1 2023 New
$2.37B
$510 Million 0.13% of portfolio
4,398
Q1 2023 New
$3.76B
$510 Million 0.13% of portfolio
13,633
Q1 2023 New
$12.6B
$474 Million 0.12% of portfolio
10,673
Q1 2023 Reduced 55.4%

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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