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CIK: 0001842370
Total reported value
$612.9M
$612.9M
108 檔
22.2%
In Q2 2025, M. Kulyk & Associates, LLC's U.S. equity holdings reached a combined market value of $612.9M, distributed across 108 disclosed stock positions.
During Q2 2025, 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 | 11.50% | -1.18% | +6.57% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.05% | -0.40% | -8.23% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.69% | -0.08% | +0.32% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.16% | +0.39% | -0.53% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.16% | +0.08% | +6.98% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.37% | -0.09% | +4.63% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.79% | -0.09% | -1.08% | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 2.74% | +0.27% | +1.76% | |
| 9 | AXP | American Express Co | Stock-Financials | 2.70% | -0.04% | -0.60% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.63% | +1.19% | -0.16% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.25% | +0.06% | +1.12% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.22% | -0.17% | — | |
| 13 | RY | Royal Bank Of Canada | Stock-Financials | 2.21% | -0.04% | -4.37% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.18% | +0.24% | -0.45% | |
| 15 | UL | Unilever PLC | Stock-Consumer Staples | 2.15% | — | +6.46% | |
| 16 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.79% | -0.38% | +1.90% | |
| 17 | ECL | Ecolab Inc | Stock-Materials | 1.75% | +0.19% | +1.89% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.73% | -0.09% | +5.65% | |
| 19 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.71% | -0.15% | EXIT | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 1.62% | -0.08% | +1.34% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.55% | -0.21% | +20.87% | |
| 22 | TD | Toronto-dominion Bank | Stock-Financials | 1.46% | -0.04% | -7.88% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.46% | -0.19% | -10.46% | |
| 24 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.44% | -0.67% | +24.25% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 1.43% | -0.04% | +5.40% | |
| 26 | INTU | Intuit Inc | Stock-Tech | 1.39% | -0.81% | EXIT | |
| 27 | CSX | Csx CORP | Stock-Industrials | 1.33% | -0.18% | -0.19% | |
| 28 | ACN | Accenture plc | Stock-Tech | 1.28% | -0.57% | +2.65% | |
| 29 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 1.25% | -0.08% | +0.31% | |
| 30 | XYL | Xylem Inc | Stock-Industrials | 1.18% | +0.10% | +2.95% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.16% | -0.31% | +17.34% | |
| 32 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.14% | -0.06% | +1.57% | |
| 33 | TGT | Target CORP | Stock-Consumer Disc | 1.10% | — | +17.52% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 1.09% | -0.47% | +5.02% | |
| 35 | GIS | General Mills Inc | Stock-Consumer Staples | 1.07% | — | +13.37% | |
| 36 | BAX | Baxter International Inc | Stock-Healthcare | 1.05% | — | +9.60% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 1.04% | -0.09% | +2.15% | |
| 38 | PLD | Prologis Inc | Stock-Real Estate | 0.94% | -0.15% | +3.99% | |
| 39 | FSLR | First Solar Inc | Stock-Tech | 0.90% | -0.49% | +4.02% | |
| 40 | GLW | Corning Inc | Stock-Tech | 0.80% | +0.02% | -0.23% | |
| 41 | CLX | Clorox Company | Stock-Consumer Staples | 0.74% | — | +10.27% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.69% | -0.06% | — | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.66% | -0.31% | +3.36% | |
| 44 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.64% | -0.50% | +1.28% | |
| 45 | CEG | Constellation Energy | Stock-Utilities | 0.61% | -0.12% | -7.61% | |
| 46 | EXC | Exelon CORP | Stock-Utilities | 0.61% | — | +2.87% | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.59% | -0.49% | EXIT | |
| 48 | J | Jacobs Solutions Inc | Stock-Industrials | 0.55% | -0.07% | EXIT | |
| 49 | STLD | Steel Dynamics Inc | Stock-Materials | 0.55% | -0.62% | -0.17% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | +0.30% | +2.66% |
According to official SEC Form 13F filings, M. Kulyk & Associates, LLC reported a total U.S. public equity portfolio value of $612.9M across 108 disclosed positions in Q2 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, MSFT) accounted for 22.2% of total reported equity market value during Q2 2025.
During Q2 2025, M. Kulyk & Associates, LLC's top holdings by market value included STIP (11.5%)、SGOV (5.0%)、MSFT (4.7%). The largest single position, STIP, represented 11.5% of total portfolio value.
In Q2 2025, 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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