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 Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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