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CIK: 0001842370
Total reported value
$612.9M
$612.9M
101 檔
20.6%
During the Q1 2025 filing period, M. Kulyk & Associates, LLC (CIK: 0001842370) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $612.9M across 101 reported positions.
In Q1 2025, M. Kulyk & Associates, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 11.43% | -1.18% | -7.26% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.80% | -0.40% | +6.52% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.10% | +0.08% | -20.79% | |
| 4 | LEVI | Levi Strauss & Co- Class A | Stock-Other | 3.84% | +0.32% | -2.95% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.72% | -0.08% | +4.78% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.02% | +0.39% | +1.14% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.00% | +1.19% | -6.31% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.98% | -0.09% | +3.85% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.56% | -0.17% | — | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 2.52% | +0.27% | -14.66% | |
| 11 | AXP | American Express Co | Stock-Financials | 2.42% | -0.04% | -5.30% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.34% | +0.06% | -0.88% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.27% | +0.24% | -12.01% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.18% | -0.09% | -1.18% | |
| 15 | RY | Royal Bank Of Canada | Stock-Financials | 2.09% | -0.04% | -12.69% | |
| 16 | UL | Unilever PLC | Stock-Consumer Staples | 2.07% | — | +3171.01% | |
| 17 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.87% | -0.38% | -17.82% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.84% | -0.09% | +5.80% | |
| 19 | ECL | Ecolab Inc | Stock-Materials | 1.70% | +0.19% | -2.83% | |
| 20 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.63% | -0.67% | +5.50% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.59% | -0.04% | -0.42% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.53% | -0.21% | +9.08% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 1.52% | -0.08% | -6.71% | |
| 24 | ACN | Accenture plc | Stock-Tech | 1.38% | -0.57% | -2.65% | |
| 25 | TD | Toronto-dominion Bank | Stock-Financials | 1.36% | -0.04% | -9.90% | |
| 26 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.35% | -0.15% | EXIT | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | -0.19% | -34.38% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 1.29% | -0.81% | EXIT | |
| 29 | CSX | Csx CORP | Stock-Industrials | 1.27% | -0.18% | -11.13% | |
| 30 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 1.15% | -0.08% | +0.63% | |
| 31 | GIS | General Mills Inc | Stock-Consumer Staples | 1.14% | — | +9.25% | |
| 32 | BAX | Baxter International Inc | Stock-Healthcare | 1.14% | — | +7.12% | |
| 33 | XYL | Xylem Inc | Stock-Industrials | 1.12% | +0.10% | +1.48% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 1.08% | -0.47% | -0.62% | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 1.06% | -0.09% | +0.88% | |
| 36 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.05% | -0.06% | -11.82% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.05% | -0.31% | +1970.93% | |
| 38 | TGT | Target CORP | Stock-Consumer Disc | 1.04% | — | +21.61% | |
| 39 | PLD | Prologis Inc | Stock-Real Estate | 1.01% | -0.15% | -1.81% | |
| 40 | CLX | Clorox Company | Stock-Consumer Staples | 0.87% | — | +3.96% | |
| 41 | GLW | Corning Inc | Stock-Tech | 0.74% | +0.02% | -24.06% | |
| 42 | FSLR | First Solar Inc | Stock-Tech | 0.70% | -0.49% | +167.63% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | -0.31% | +0.74% | |
| 44 | EXC | Exelon CORP | Stock-Utilities | 0.66% | — | -9.47% | |
| 45 | ZTS | Zoetis Inc | Stock-Healthcare | 0.65% | -0.49% | EXIT | |
| 46 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.65% | -0.50% | -36.30% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | -0.06% | — | |
| 48 | STLD | Steel Dynamics Inc | Stock-Materials | 0.57% | -0.62% | -8.74% | |
| 49 | J | Jacobs Solutions Inc | Stock-Industrials | 0.50% | -0.07% | EXIT | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | +0.30% | -4.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 2 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 4 | LEVI | Levi Strauss & Co- Class A | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | AAPL | Apple Inc | — | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 10 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 11 | AXP | American Express Co | — | NEW | New buy |
| 12 | HD | Home Depot Inc | — | NEW | New buy |
| 13 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 14 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 15 | RY | Royal Bank Of Canada | — | NEW | New buy |
| 16 | UL | Unilever PLC | — | NEW | New buy |
| 17 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 18 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 19 | ECL | Ecolab Inc | — | NEW | New buy |
| 20 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 21 | AMGN | Amgen Inc | — | NEW | New buy |
| 22 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 23 | BLK | Blackrock Inc | — | NEW | New buy |
| 24 | ACN | Accenture plc | — | NEW | New buy |
| 25 | TD | Toronto-dominion Bank | — | NEW | New buy |
| 26 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 28 | INTU | Intuit Inc | — | NEW | New buy |
| 29 | CSX | Csx CORP | — | NEW | New buy |
| 30 | NGG | National Grid Plc-sp Adr | — | NEW | New buy |
| 31 | GIS | General Mills Inc | — | NEW | New buy |
| 32 | BAX | Baxter International Inc | — | NEW | New buy |
| 33 | XYL | Xylem Inc | — | NEW | New buy |
| 34 | CRM | Salesforce Inc | — | NEW | New buy |
| 35 | AMT | American Tower CORP | — | NEW | New buy |
| 36 | LH | Labcorp Holdings Inc | — | NEW | New buy |
| 37 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 38 | TGT | Target CORP | — | NEW | New buy |
| 39 | PLD | Prologis Inc | — | NEW | New buy |
| 40 | CLX | Clorox Company | — | NEW | New buy |
| 41 | GLW | Corning Inc | — | NEW | New buy |
| 42 | FSLR | First Solar Inc | — | NEW | New buy |
| 43 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 44 | EXC | Exelon CORP | — | NEW | New buy |
| 45 | ZTS | Zoetis Inc | — | NEW | New buy |
| 46 | WSM | Williams-sonoma Inc | — | NEW | New buy |
| 47 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 48 | STLD | Steel Dynamics Inc | — | NEW | New buy |
| 49 | J | Jacobs Solutions Inc | — | NEW | New buy |
| 50 | MA | Mastercard Inc - A | — | NEW | New buy |
According to official SEC Form 13F filings, M. Kulyk & Associates, LLC reported a total U.S. public equity portfolio value of $612.9M across 101 disclosed positions in Q1 2025.
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 20.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
STIP
市值: $50.0M
During Q1 2025, M. Kulyk & Associates, LLC's top holdings by market value included STIP (11.4%)、SGOV (5.8%)、SHV (4.1%). The largest single position, STIP, represented 11.4% of total portfolio value.
In Q1 2025, M. Kulyk & Associates, LLC made 50 total portfolio adjustments, initiating 50 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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