M. Kulyk & Associates, LLC Reduced Holdings in Q3 2025

M. Kulyk & Associates, LLC

  • $473 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RY
Royal Bank Of Canada

Financial Services
-56.9K
- 73.41%
$128.46 - $148.6 $7.31M - $8.45M
20.6K $3.03M
AMGN
Amgen Inc

Healthcare
-22K
- 93.47%
$271.18 - $309.22 $5.96M - $6.8M
1.54K $433K
TD
Toronto Dominion Bank

Financial Services
-81.2K
- 88.75%
$72.55 - $79.95 $5.89M - $6.49M
10.3K $823K
SHV
Ishares Tr

ETFs
-12.2K
- 7.06%
$110.06 - $110.49 $1.35M - $1.35M
161K $17.8M
NKE
Nike, Inc.

Consumer Cyclical
-3.77K
- 3.4%
$69.24 - $79.24 $261K - $299K
107K $7.47M
CSCO
Cisco Systems, Inc.

Technology
-2.8K
- 1.54%
$66.2 - $71.79 $185K - $201K
179K $12.2M
DIS
Walt Disney CO

Communication Services
-60
- 0.23%
$112.25 - $124.0 $6.74K - $7.44K
25.7K $2.94M
GILD
Gilead Sciences, Inc.

Healthcare
-1.94K
- 2.61%
$108.22 - $120.47 $210K - $234K
72.3K $8.03M
ABNB
Airbnb, Inc.

Consumer Cyclical
-798
- 13.95%
$118.3 - $142.16 $94.4K - $113K
4.92K $597K
ECL
Ecolab Inc.

Basic Materials
-863
- 2.89%
$259.39 - $285.47 $224K - $246K
29K $7.95M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.36K
- 15.47%
$26.44 - $27.1 $88.8K - $91K
18.3K $494K
SBUX
Starbucks Corp

Consumer Cyclical
-443
- 10.06%
$81.9 - $96.86 $36.3K - $42.9K
3.96K $335K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.77K
- 14.88%
$24.69 - $25.26 $43.8K - $44.8K
10.2K $255K
COST
Costco Wholesale Corp

Consumer Defensive
-16
- 4.66%
$915.95 - $994.57 $14.7K - $15.9K
327 $302K
DE
Deere & CO

Industrials
-17
- 3.14%
$457.26 - $524.37 $7.77K - $8.91K
524 $239K
NVS
Novartis Ag

Healthcare
-390
- 16.46%
$113.5 - $129.73 $44.3K - $50.6K
1.98K $253K
SYK
Stryker Corp

Healthcare
-31
- 3.72%
$368.57 - $403.53 $11.4K - $12.5K
802 $296K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-274
- 7.04%
$82.38 - $83.0 $22.6K - $22.7K
3.62K $300K
Blackrock Inc
-539
- 7.59%
N/A
6.57K $0
DFSB
Dimensional ETF Tr Dimensional
-752
- 14.68%
N/A
4.37K $0
FSST
Fidelity Sustainable U.S. Equi
-299
- 3.48%
$28.03 - $30.12 $8.38K - $9.01K
8.3K $248K
PEP
Pepsico Inc

Consumer Defensive
-50
- 3.02%
$133.81 - $152.16 $6.69K - $7.61K
1.61K $225K
ROK
Rockwell Automation, Inc

Industrials
-7
- 0.9%
$328.67 - $358.52 $2.3K - $2.51K
770 $269K
DVY
Ishares Tr

ETFs
-14
- 0.42%
$133.88 - $142.57 $1.87K - $2K
3.36K $476K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-15
- 0.05%
$47.63 - $50.52 $714 - $758
29.7K $1.5M
ORCL
Oracle Corp

Technology
-401
- 12.08%
$218.96 - $328.33 $87.8K - $132K
2.92K $820K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-29
- 0.92%
$420.11 - $472.68 $12.2K - $13.7K
3.12K $1.46M
HD
Home Depot, Inc.

Consumer Cyclical
-1.94K
- 6.86%
$357.4 - $423.42 $693K - $821K
26.3K $10.7M
PLD
Prologis, Inc.

Real Estate
-15
- 0.04%
$104.08 - $115.35 $1.56K - $1.73K
41.1K $4.71M
WSM
Williams Sonoma Inc

Consumer Cyclical
-384
- 2.12%
$163.62 - $210.2 $62.8K - $80.7K
17.8K $3.47M
AXP
American Express CO

Financial Services
-3
- 0.01%
$294.27 - $342.31 $883 - $1.03K
39K $13M
XYL
Xylem Inc.

Industrials
-1.55K
- 3.69%
$129.67 - $147.5 $201K - $228K
40.5K $5.97M
MSFT
Microsoft Corp

Technology
-207
- 0.48%
$491.09 - $535.64 $102K - $111K
43.2K $22.4M
GLW
Corning Inc

Technology
-2.54K
- 3.61%
$51.6 - $82.03 $131K - $208K
67.7K $5.55M
AAPL
Apple Inc.

Technology
-824
- 1.4%
$202.38 - $256.87 $167K - $212K
58.1K $14.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.03K
- 1.81%
$224.68 - $282.71 $231K - $290K
55.8K $15.6M
GOOGL
Alphabet Inc.

Communication Services
-995
- 1.13%
$174.36 - $254.72 $173K - $253K
87.1K $21.2M
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track M. Kulyk & Associates, LLC Portfolio

Follow M. Kulyk & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of M. Kulyk & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M. Kulyk & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email