M. Kulyk & Associates, LLC Portfolio Holdings

M. Kulyk & Associates, LLC

  • $473 Million
  • Q3 2025

M. Kulyk & Associates, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $473 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 0 5 Year Tips with a value of $53.5M, Ishares Trishares 0 3 Mnth Tre with a value of $32M, Nvidia Corp with a value of $22.9M, Microsoft Corp with a value of $22.4M, and Alphabet Inc. with a value of $21.2M.

Examining the 13F form we can see an increase of $30M in the current position value, from $443M to 473M.

Below you can find more details about M. Kulyk & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $473 Million
Technology: $119 Million
ETFs: $113 Million
Financial Services: $45.4 Million
Healthcare: $45 Million
Consumer Cyclical: $36.3 Million
Communication Services: $24.5 Million
Industrials: $22.6 Million
Consumer Defensive: $21.8 Million
Other: $45.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.5 Million 11.31% of portfolio
517,569
Q3 2025 Added 0.58%
$0
$32 Million 6.76% of portfolio
317,582
Q3 2025 Added 37.45%
$465B
$22.9 Million 4.85% of portfolio
122,917
Q3 2025 Added 1.39%
$3.78T
$22.4 Million 4.73% of portfolio
43,235
Q3 2025 Reduced 0.48%
$1.65T
$21.2 Million 4.48% of portfolio
87,102
Q3 2025 Reduced 1.13%
$0
$17.8 Million 3.76% of portfolio
161,198
Q3 2025 Reduced 7.06%
$1.46T
$15.6 Million 3.29% of portfolio
55,771
Q3 2025 Reduced 1.81%
$4.3T
$14.8 Million 3.13% of portfolio
58,104
Q3 2025 Reduced 1.4%
$255B
$13 Million 2.74% of portfolio
39,031
Q3 2025 Reduced 0.01%
$533B
$12.4 Million 2.62% of portfolio
36,354
Q3 2025 Added 28.88%
$319B
$12.2 Million 2.59% of portfolio
178,894
Q3 2025 Reduced 1.54%
$2.07B
$12.2 Million 2.59% of portfolio
524,975
Q3 2025 Added 4,921.28%
$367B
$10.7 Million 2.26% of portfolio
26,330
Q3 2025 Reduced 6.86%
$453B
$10.6 Million 2.23% of portfolio
14
Q4 2023 New
$150B
$10.4 Million 2.21% of portfolio
176,170
Q3 2025 Added 8.72%
$346B
$8.84 Million 1.87% of portfolio
57,521
Q3 2025 Added 15.26%
$235B
$8.1 Million 1.71% of portfolio
96,539
Q3 2025 Added 6.98%
$74.3B
$8.08 Million 1.71% of portfolio
14,373
Q3 2025 Added 258.88%
$156B
$8.03 Million 1.7% of portfolio
72,314
Q3 2025 Reduced 2.61%
$73.7B
$7.95 Million 1.68% of portfolio
29,013
Q3 2025 Reduced 2.89%
$54.5B
$7.81 Million 1.65% of portfolio
41,713
Q3 2025 Added 8.08%
$79.2B
$7.47 Million 1.58% of portfolio
107,135
Q3 2025 Reduced 3.4%
$168B
$7.29 Million 1.54% of portfolio
96,524
Q3 2025 Added 119.6%
$109B
$7.21 Million 1.53% of portfolio
130,009
Q3 2025 Added 68.14%
$81.8B
$7.02 Million 1.48% of portfolio
63,886
Q3 2025 Added 0.6%
$73.4B
$6.77 Million 1.43% of portfolio
190,567
Q3 2025 Added 1.39%
$152B
$6.44 Million 1.36% of portfolio
26,114
Q3 2025 Added 32.04%
$25.7B
$5.97 Million 1.26% of portfolio
40,477
Q3 2025 Reduced 3.69%
$182B
$5.94 Million 1.26% of portfolio
8,703
Q3 2025 Added 7.5%
$27B
$5.56 Million 1.18% of portfolio
25,211
Q3 2025 Added 0.76%
$56.6B
$5.6 Million 1.18% of portfolio
77,115
Q3 2025 Added 0.05%
$69.4B
$5.55 Million 1.17% of portfolio
67,673
Q3 2025 Reduced 3.61%
$237B
$4.74 Million 1.0% of portfolio
20,000
Q3 2025 Added 8.23%
$114B
$4.71 Million 1.0% of portfolio
41,111
Q3 2025 Reduced 0.04%
$111B
$4.68 Million 0.99% of portfolio
14,224
Q3 2025 Added 62.9%
$84B
$4.36 Million 0.92% of portfolio
22,645
Q3 2025 Added 4.06%
$12.2B
$3.47 Million 0.73% of portfolio
17,769
Q3 2025 Reduced 2.12%
$205B
$3.03 Million 0.64% of portfolio
20,593
Q3 2025 Reduced 73.41%
$193B
$2.94 Million 0.62% of portfolio
25,717
Q3 2025 Reduced 0.23%
$55.6B
$2.72 Million 0.57% of portfolio
18,578
Q3 2025 Added 6.75%
$512B
$2.31 Million 0.49% of portfolio
4,065
Q3 2025 Added 3.36%
$17.2B
$2.15 Million 0.45% of portfolio
21,897
Q3 2025 Added 10.4%
$306B
$1.79 Million 0.38% of portfolio
27,019
Q2 2025 Reduced 0.09%
$0
$1.5 Million 0.32% of portfolio
29,739
Q3 2025 Reduced 0.05%
$0
$1.46 Million 0.31% of portfolio
3,115
Q3 2025 Reduced 0.92%
$662B
$1.46 Million 0.31% of portfolio
2,896
Q2 2025 Added 1.26%
$47B
$1.41 Million 0.3% of portfolio
2,874
Q3 2023 Reduced 1.64%
$414B
$910,000 0.19% of portfolio
3,934
Q3 2025 Added 3.47%
$37.1B
$801,000 0.17% of portfolio
4,000
Q1 2025 Reduced 0.05%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $473 Million
  • Prior Value $443 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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