M. Kulyk & Associates, LLC Portfolio Holdings

M. Kulyk & Associates, LLC

  • $443 Million
  • Q2 2025

M. Kulyk & Associates, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $443 Million distributed in 108 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 $53M, Ishares Trishares 0 3 Mnth Tre with a value of $23.3M, Microsoft Corp with a value of $21.6M, Nvidia Corp with a value of $19.2M, and Ishares Tr with a value of $19.2M.

Examining the 13F form we can see an increase of $20.7M in the current position value, from $422M to 443M.

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

Portfolio value $443 Million
Technology: $106 Million
ETFs: $104 Million
Financial Services: $55.2 Million
Healthcare: $46 Million
Consumer Defensive: $34 Million
Consumer Cyclical: $23.8 Million
Industrials: $21.1 Million
Communication Services: $19.2 Million
Other: $33.8 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$21.6 Million 4.88% of portfolio
43,442
Q2 2025 Added 0.32%
$443B
$19.2 Million 4.32% of portfolio
121,233
Q2 2025 Reduced 0.53%
$1.44T
$15.5 Million 3.5% of portfolio
88,097
Q2 2025 Added 4.63%
$1.34T
$12.9 Million 2.9% of portfolio
56,797
Q2 2025 Reduced 1.08%
$273B
$12.6 Million 2.84% of portfolio
181,694
Q2 2025 Added 1.76%
$243B
$12.5 Million 2.81% of portfolio
39,034
Q2 2025 Reduced 0.6%
$3.76T
$12.1 Million 2.73% of portfolio
58,928
Q2 2025 Reduced 0.16%
$433B
$10.4 Million 2.34% of portfolio
28,268
Q2 2025 Added 1.12%
$444B
$10.2 Million 2.3% of portfolio
14
Q4 2023 New
$201B
$10.2 Million 2.3% of portfolio
77,460
Q2 2025 Reduced 4.37%
$555B
$10 Million 2.26% of portfolio
28,207
Q2 2025 Reduced 0.45%
$374B
$7.95 Million 1.79% of portfolio
49,905
Q2 2025 Added 5.65%
$210B
$7.14 Million 1.61% of portfolio
90,244
Q2 2025 Added 20.87%
$243B
$5.04 Million 1.14% of portfolio
18,479
Q2 2025 Added 5.02%
$211B
$3.2 Million 0.72% of portfolio
25,777
Q4 2024 Added 0.22%
$554B
$2.21 Million 0.5% of portfolio
3,933
Q2 2025 Added 2.66%
$644B
$1.41 Million 0.32% of portfolio
2,896
Q2 2025 Added 1.26%
$788B
$725,000 0.16% of portfolio
3,320
Q2 2025 Added 1.16%
$386B
$705,000 0.16% of portfolio
3,802
Q2 2025 Reduced 5.75%
$227B
$386,000 0.09% of portfolio
1,310
Q2 2025 Added 0.08%
$2.32T
$379,000 0.09% of portfolio
1,729
Q2 2025 Added 63.58%
$428B
$339,000 0.08% of portfolio
343
Q2 2025 Added 3.94%
$1.47T
$271,000 0.06% of portfolio
1,532
Q2 2025 Reduced 5.43%
$234B
$273,000 0.06% of portfolio
2,009
Q2 2025 Reduced 2.38%
$267B
$286,000 0.06% of portfolio
2,370
Q2 2025 Added 6.47%
$466B
$287,000 0.06% of portfolio
1,884
Q2 2025 Reduced 0.26%
$308B
$201,000 0.05% of portfolio
782
Q2 2025 New
$1.69T
$202,000 0.05% of portfolio
274
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $443 Million
  • Prior Value $422 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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