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
$7.61B
$353 Million 0.09% of portfolio
31,819
Q1 2023 Added 137.12%
$8.02B
$383 Million 0.09% of portfolio
9,852
Q1 2023 Reduced 42.75%
$971M
$371 Million 0.09% of portfolio
51,516
Q1 2023 New
$4.57B
$364 Million 0.09% of portfolio
18,864
Q1 2023 Added 34.94%
$2.19B
$371 Million 0.09% of portfolio
9,856
Q1 2023 New
$3.69B
$360 Million 0.09% of portfolio
10,508
Q1 2023 New
$6.19B
$376 Million 0.09% of portfolio
7,664
Q1 2023 Added 20.73%
$4.73B
$379 Million 0.09% of portfolio
3,102
Q1 2023 New
$19.5B
$357 Million 0.09% of portfolio
3,882
Q1 2023 New
$2.24B
$359 Million 0.09% of portfolio
23,789
Q1 2023 New
$12.6B
$360 Million 0.09% of portfolio
9,591
Q1 2023 New
$2.57B
$360 Million 0.09% of portfolio
2,964
Q1 2023 New
$1.38B
$381 Million 0.09% of portfolio
13,479
Q1 2023 Added 61.58%
$3.4B
$364 Million 0.09% of portfolio
8,851
Q1 2023 New
$5.24B
$376 Million 0.09% of portfolio
13,226
Q1 2023 Reduced 31.63%
$27.1B
$381 Million 0.09% of portfolio
2,603
Q1 2023 New
$4.5B
$354 Million 0.09% of portfolio
8,322
Q1 2023 New
$1.07B
$334 Million 0.08% of portfolio
21,441
Q1 2023 Reduced 6.22%
$8.15B
$339 Million 0.08% of portfolio
49,795
Q1 2023 Added 74.21%
$655M
$307 Million 0.08% of portfolio
17,284
Q1 2023 Reduced 50.72%
$931B
$323 Million 0.08% of portfolio
3,117
Q1 2023 Reduced 75.65%
$1.78B
$335 Million 0.08% of portfolio
36,954
Q1 2023 Reduced 61.57%
$438M
$314 Million 0.08% of portfolio
30,003
Q1 2023 Added 152.93%
$183B
$314 Million 0.08% of portfolio
1,099
Q1 2023 Reduced 54.96%
$80.5B
$342 Million 0.08% of portfolio
1,860
Q1 2023 New
$0
$320 Million 0.08% of portfolio
8,972
Q1 2023 New
$6.06B
$319 Million 0.08% of portfolio
2,243
Q1 2023 Reduced 13.3%
$50.6B
$314 Million 0.08% of portfolio
1,026
Q1 2023 New
$10.5B
$310 Million 0.08% of portfolio
7,112
Q1 2023 New
$1.9B
$343 Million 0.08% of portfolio
9,898
Q1 2023 New
$1.83B
$310 Million 0.08% of portfolio
26,958
Q1 2023 Added 6.83%
$6.57B
$313 Million 0.08% of portfolio
20,392
Q1 2023 New
$7.55B
$309 Million 0.08% of portfolio
5,332
Q1 2023 Reduced 41.01%
$25.6B
$307 Million 0.08% of portfolio
3,550
Q1 2023 New
$2.45B
$333 Million 0.08% of portfolio
9,513
Q1 2023 New
$37.3B
$336 Million 0.08% of portfolio
5,291
Q1 2023 New
$5.54B
$325 Million 0.08% of portfolio
36,282
Q1 2023 New
$2.34B
$340 Million 0.08% of portfolio
20,488
Q1 2023 New
$39.8B
$321 Million 0.08% of portfolio
3,355
Q1 2023 New
$20.4B
$321 Million 0.08% of portfolio
1,401
Q1 2023 New
$72.2B
$318 Million 0.08% of portfolio
495
Q1 2023 New
$1.41B
$341 Million 0.08% of portfolio
16,895
Q1 2023 New
$17.6B
$307 Million 0.08% of portfolio
10,105
Q1 2023 New
$5.6B
$331 Million 0.08% of portfolio
2,615
Q1 2023 New
$1.4B
$342 Million 0.08% of portfolio
4,611
Q1 2023 New
$778M
$341 Million 0.08% of portfolio
9,682
Q1 2023 New
$1.86B
$306 Million 0.08% of portfolio
9,787
Q1 2023 New
$5.42B
$338 Million 0.08% of portfolio
1,676
Q1 2023 Reduced 21.31%
$5.51B
$329 Million 0.08% of portfolio
1,360
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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