M. Kulyk & Associates, LLC Portfolio Holdings
M. Kulyk & Associates, LLC
- $422 Million
- Q1 2025
M. Kulyk & Associates, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $422 Million distributed in 101 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 $50M, Ishares Trishares 0 3 Mnth Tre with a value of $25.3M, Ishares Tr with a value of $17.9M, Levi Strauss & CO with a value of $16.8M, and Microsoft Corp with a value of $16.3M.
Examining the 13F form we can see an decrease of $23.6M in the current position value, from $446M to 422M.
Below you can find more details about M. Kulyk & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$422 Million
ETFs: $100 Million
Technology: $87.3 Million
Financial Services: $52.2 Million
Healthcare: $45.3 Million
Consumer Cyclical: $38.1 Million
Consumer Defensive: $33.3 Million
Industrials: $18.4 Million
Communication Services: $15.8 Million
Other: $31.5 Million