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CIK: 0001842370
Total reported value
$612.9M
$612.9M
105 檔
22.1%
At the close of Q4 2024, M. Kulyk & Associates, LLC disclosed equity holdings valued at approximately $612.9M, spread across 105 reported holdings.
During Q4 2024, M. Kulyk & Associates, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 11.34% | -1.18% | +2.15% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.13% | -0.40% | -8.13% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.88% | +0.08% | +2.40% | |
| 4 | LEVI | Levi Strauss & Co- Class A | Stock-Other | 4.16% | +0.32% | -3.82% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | -0.08% | -4.76% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.50% | +0.39% | -13.89% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.41% | +1.19% | -9.30% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.32% | -0.09% | +4.11% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.68% | +0.27% | -7.88% | |
| 10 | AXP | American Express Co | Stock-Financials | 2.66% | -0.04% | -8.11% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.48% | -0.09% | -21.16% | |
| 12 | RY | Royal Bank Of Canada | Stock-Financials | 2.42% | -0.04% | -6.96% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.37% | +0.06% | -8.47% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.20% | +0.24% | -5.14% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.06% | -0.17% | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.85% | -0.19% | -12.18% | |
| 17 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.77% | -0.38% | -11.75% | |
| 18 | BLK | Blackrock Inc | Stock-Financials | 1.67% | -0.08% | — | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.62% | -0.09% | -1.67% | |
| 20 | ECL | Ecolab Inc | Stock-Materials | 1.53% | +0.19% | -5.38% | |
| 21 | ACN | Accenture plc | Stock-Tech | 1.51% | -0.57% | -6.19% | |
| 22 | CSX | Csx CORP | Stock-Industrials | 1.48% | -0.18% | -3.27% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.47% | -0.21% | +5.51% | |
| 24 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.45% | -0.67% | +38.14% | |
| 25 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.41% | -0.15% | EXIT | |
| 26 | ZTS | Zoetis Inc | Stock-Healthcare | 1.29% | -0.49% | EXIT | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.28% | -0.47% | -19.98% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 1.27% | -0.81% | EXIT | |
| 29 | TD | Toronto-dominion Bank | Stock-Financials | 1.27% | -0.04% | -3.07% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 1.26% | -0.04% | -0.64% | |
| 31 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.13% | -0.50% | -18.64% | |
| 32 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.11% | -0.06% | -3.96% | |
| 33 | GIS | General Mills Inc | Stock-Consumer Staples | 1.05% | — | -0.78% | |
| 34 | TGT | Target CORP | Stock-Consumer Disc | 1.05% | — | +2.42% | |
| 35 | XYL | Xylem Inc | Stock-Industrials | 1.01% | +0.10% | -4.48% | |
| 36 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 0.98% | -0.08% | -3.58% | |
| 37 | GLW | Corning Inc | Stock-Tech | 0.95% | +0.02% | -14.36% | |
| 38 | PLD | Prologis Inc | Stock-Real Estate | 0.92% | -0.15% | -3.38% | |
| 39 | CLX | Clorox Company | Stock-Consumer Staples | 0.87% | — | -5.62% | |
| 40 | BAX | Baxter International Inc | Stock-Healthcare | 0.86% | — | -1.00% | |
| 41 | AMT | American Tower CORP | Stock-Real Estate | 0.84% | -0.09% | -3.51% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.31% | -4.90% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | -0.06% | +0.22% | |
| 44 | EXC | Exelon CORP | Stock-Utilities | 0.57% | — | -4.15% | |
| 45 | STLD | Steel Dynamics Inc | Stock-Materials | 0.54% | -0.62% | -6.18% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | +0.30% | +2.01% | |
| 47 | J | Jacobs Solutions Inc | Stock-Industrials | 0.44% | -0.07% | EXIT | |
| 48 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.43% | — | -54.74% | |
| 49 | CEG | Constellation Energy | Stock-Utilities | 0.41% | -0.12% | -6.58% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.37% | -0.03% | +1.12% |
According to official SEC Form 13F filings, M. Kulyk & Associates, LLC reported a total U.S. public equity portfolio value of $612.9M across 105 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including STIP, SGOV, SHV) accounted for 22.1% of total reported equity market value during Q4 2024.
During Q4 2024, M. Kulyk & Associates, LLC's top holdings by market value included STIP (11.3%)、SGOV (5.1%)、SHV (4.9%). The largest single position, STIP, represented 11.3% of total portfolio value.
In Q4 2024, M. Kulyk & Associates, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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