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CIK: 0001842370
Total reported value
$612.9M
$612.9M
104 檔
24.8%
The Q3 2025 SEC filing reveals that M. Kulyk & Associates, LLC held a total portfolio value of $612.9M, covering 104 public equity positions.
M. Kulyk & Associates, LLC executed strategic sector rebalancing during Q3 2025, establishing 3 new positions while fully exiting 6 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 10.87% | -1.18% | +0.58% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 6.50% | -0.40% | +37.45% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.66% | +0.39% | +1.39% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.55% | -0.08% | -0.48% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.30% | -0.09% | -1.13% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.62% | +0.08% | -7.06% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.16% | -0.09% | -1.81% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.01% | +1.19% | -1.40% | |
| 9 | AXP | American Express Co | Stock-Financials | 2.63% | -0.04% | -0.01% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.52% | +0.24% | +28.88% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.49% | +0.27% | -1.54% | |
| 12 | LEVI | Levi Strauss & Co- Class A | Stock-Other | 2.49% | +0.32% | +4921.28% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.17% | +0.06% | -6.86% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.15% | -0.17% | — | |
| 15 | UL | Unilever PLC | Stock-Consumer Staples | 2.12% | — | +8.72% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.80% | -0.09% | +15.26% | |
| 17 | CCJ | Cameco CORP | Stock-Energy | 1.78% | -1.16% | — | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.65% | -0.21% | +6.98% | |
| 19 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.64% | -0.84% | +258.88% | |
| 20 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.63% | -0.38% | -2.61% | |
| 21 | ECL | Ecolab Inc | Stock-Materials | 1.61% | +0.19% | -2.89% | |
| 22 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.59% | -0.67% | +8.08% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 1.56% | -0.08% | -7.59% | |
| 24 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.52% | -0.15% | EXIT | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 1.48% | -0.31% | +119.60% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.47% | -0.31% | +68.14% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.43% | -0.19% | +0.60% | |
| 28 | CSX | Csx CORP | Stock-Industrials | 1.37% | -0.18% | +1.39% | |
| 29 | ACN | Accenture plc | Stock-Tech | 1.31% | -0.57% | +32.04% | |
| 30 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.24% | -0.06% | +6.49% | |
| 31 | XYL | Xylem Inc | Stock-Industrials | 1.21% | +0.10% | -3.69% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 1.21% | -0.81% | EXIT | |
| 33 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 1.14% | -0.08% | +0.05% | |
| 34 | FSLR | First Solar Inc | Stock-Tech | 1.13% | -0.49% | +0.76% | |
| 35 | GLW | Corning Inc | Stock-Tech | 1.13% | +0.02% | -3.61% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.96% | -0.47% | +8.23% | |
| 37 | PLD | Prologis Inc | Stock-Real Estate | 0.96% | -0.15% | -0.04% | |
| 38 | CEG | Constellation Energy | Stock-Utilities | 0.95% | -0.12% | +62.90% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.88% | -0.09% | +4.06% | |
| 40 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.71% | -0.50% | -2.12% | |
| 41 | STLD | Steel Dynamics Inc | Stock-Materials | 0.62% | -0.62% | +10.40% | |
| 42 | RY | Royal Bank Of Canada | Stock-Financials | 0.62% | -0.04% | -73.41% | |
| 43 | J | Jacobs Solutions Inc | Stock-Industrials | 0.61% | -0.07% | EXIT | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.60% | -0.06% | -0.23% | |
| 45 | ZTS | Zoetis Inc | Stock-Healthcare | 0.55% | -0.49% | EXIT | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | +0.30% | +3.36% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | -0.03% | — | |
| 48 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.30% | -0.03% | -0.05% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | -0.01% | -0.92% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +1.39% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1.3% | -1.13% | Add |
| 3 | REGN | Regeneron Pharmaceuticals | +1.3% | +258.88% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +1% | -1.81% | Trim |
| 5 | MSFT | Microsoft CORP | +0.8% | -0.48% | Trim |
| 6 | NEE | Nextera Energy Inc | +0.8% | +119.60% | Add |
| 7 | SGOV | Ishares 0-3 Month Treasury B | +0.7% | +37.45% | Add |
| 8 | CEG | Constellation Energy | +0.5% | +62.90% | Add |
| 9 | FSLR | First Solar Inc | +0.4% | +0.76% | Add |
| 10 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | +68.14% | Add |
| 11 | GLW | Corning Inc | +0.4% | -3.61% | Trim |
| 12 | V | Visa Inc-class A Shares | +0.3% | +28.88% | Add |
| 13 | AXP | American Express Co | +0.2% | -0.01% | Trim |
| 14 | LH | Labcorp Holdings Inc | +0.2% | +6.49% | Add |
| 15 | NKE | Nike Inc -cl B | +0.2% | -3.40% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | +0.60% | Trim |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +6.98% | Add |
| 18 | J | Jacobs Solutions Inc | +0.1% | +4.15% | Add |
| 19 | CSX | Csx CORP | +0.1% | +1.39% | Add |
| 20 | XYL | Xylem Inc | +0.1% | -3.69% | Trim |
| 21 | AVGO | Broadcom Inc | +0.1% | +8.90% | Add |
| 22 | WSM | Williams-sonoma Inc | +0.1% | -2.12% | Trim |
| 23 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | — | Add |
| 24 | UL | Unilever PLC | +0.1% | +8.72% | Add |
| 25 | STLD | Steel Dynamics Inc | +0.1% | +10.40% | Add |
| 26 | BLK | Blackrock Inc | 0% | -7.59% | Trim |
| 27 | DIS | Walt Disney Co/the | 0% | -0.23% | Trim |
| 28 | AAPL | Apple Inc | 0% | -1.40% | Trim |
| 29 | NGG | National Grid Plc-sp Adr | 0% | +0.05% | Add |
| 30 | CSCO | Cisco Systems Inc | 0% | -1.54% | Add |
| 31 | PG | Procter & Gamble Co/the | 0% | +15.26% | Add |
| 32 | BDX | Becton Dickinson And Co | 0% | +8.08% | Add |
| 33 | ACN | Accenture plc | -0.1% | +32.04% | Add |
| 34 | ECL | Ecolab Inc | -0.1% | -2.89% | Trim |
| 35 | HD | Home Depot Inc | -0.2% | -6.86% | Trim |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | Unchanged |
| 37 | STIP | Ishares 0-5 Year Tips Bond E | -0.6% | +0.58% | Add |
| 38 | TD | Toronto-dominion Bank | -1.2% | -88.75% | Trim |
| 39 | LEVI | Levi Strauss & Co- Class A | -1.4% | +4921.28% | Trim |
| 40 | RY | Royal Bank Of Canada | -1.5% | -73.41% | Trim |
| 41 | AMGN | Amgen Inc | -1.5% | -93.47% | Trim |
| 42 | CCJ | Cameco CORP | — | NEW | New buy |
| 43 | GIS | General Mills Inc | — | EXIT | Sold out |
| 44 | BAX | Baxter International Inc | — | EXIT | Sold out |
| 45 | TGT | Target CORP | — | EXIT | Sold out |
| 46 | CLX | Clorox Company | — | EXIT | Sold out |
| 47 | EXC | Exelon CORP | — | EXIT | Sold out |
| 48 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 49 | SCHP | Schwab U.s. Tips ETF | — | NEW | New buy |
| 50 | KEL | Kellanova | — | EXIT | Sold out |
According to official SEC Form 13F filings, M. Kulyk & Associates, LLC reported a total U.S. public equity portfolio value of $612.9M across 104 disclosed positions in Q3 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, NVDA) accounted for 24.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
CCJ
市值: $8.8M
Top Position Liquidated / Trimmed
GIS
前期市值: $5.0M
During Q3 2025, M. Kulyk & Associates, LLC's top holdings by market value included STIP (10.9%)、SGOV (6.5%)、NVDA (4.7%). The largest single position, STIP, represented 10.9% of total portfolio value.
In Q3 2025, M. Kulyk & Associates, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 24 positions, trimming 16 holdings, and fully liquidating 6 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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