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CIK: 0001842370
Total reported value
$612.9M
$612.9M
107 檔
25.2%
During the Q4 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 107 reported positions.
In Q4 2025, M. Kulyk & Associates, LLC displayed an active expansion posture, initiating 7 new positions and adding to 33 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 | 10.36% | -1.18% | +2.32% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.44% | -0.40% | -10.76% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.17% | -0.09% | -0.78% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.37% | +0.39% | -0.33% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.16% | -0.08% | +4.14% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.41% | +0.08% | +0.59% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.23% | -0.09% | -0.25% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.01% | +1.19% | -0.15% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.96% | +0.24% | +21.38% | |
| 10 | AXP | American Express Co | Stock-Financials | 2.77% | -0.04% | +0.30% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.67% | +0.27% | +1.30% | |
| 12 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 2.27% | -0.18% | — | |
| 13 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.18% | -0.84% | +3.00% | |
| 14 | LEVI | Levi Strauss & Co- Class A | Stock-Other | 2.08% | +0.32% | — | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.02% | -0.17% | — | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.96% | -0.21% | +1.12% | |
| 17 | CCJ | Cameco CORP | Stock-Energy | 1.87% | -1.16% | +2.22% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.78% | +0.06% | +2.99% | |
| 19 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.73% | -0.38% | +2.29% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.68% | -0.09% | +6.64% | |
| 21 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.59% | -0.67% | +2.58% | |
| 22 | NEE | Nextera Energy Inc | Stock-Utilities | 1.52% | -0.31% | +2.53% | |
| 23 | ECL | Ecolab Inc | Stock-Materials | 1.50% | +0.19% | +3.35% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.48% | -0.19% | +1.29% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.48% | -0.31% | +17.10% | |
| 26 | BLK | Blackrock Inc | Stock-Financials | 1.39% | -0.08% | +3.73% | |
| 27 | ACN | Accenture plc | Stock-Tech | 1.39% | -0.57% | +3.77% | |
| 28 | CSX | Csx CORP | Stock-Industrials | 1.35% | -0.18% | +2.09% | |
| 29 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.34% | -0.15% | EXIT | |
| 30 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 1.29% | -0.08% | +12.91% | |
| 31 | FSLR | First Solar Inc | Stock-Tech | 1.28% | -0.49% | +1.44% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 1.16% | -0.81% | EXIT | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 1.15% | +0.30% | +160.02% | |
| 34 | GLW | Corning Inc | Stock-Tech | 1.13% | +0.02% | +0.15% | |
| 35 | XYL | Xylem Inc | Stock-Industrials | 1.12% | +0.10% | +5.87% | |
| 36 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.08% | -0.06% | +6.00% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 1.06% | -0.47% | +4.72% | |
| 38 | PLD | Prologis Inc | Stock-Real Estate | 1.03% | -0.15% | +2.77% | |
| 39 | CEG | Constellation Energy | Stock-Utilities | 0.98% | -0.12% | +2.09% | |
| 40 | AMT | American Tower CORP | Stock-Real Estate | 0.82% | -0.09% | +8.14% | |
| 41 | STLD | Steel Dynamics Inc | Stock-Materials | 0.72% | -0.62% | +1.37% | |
| 42 | RY | Royal Bank Of Canada | Stock-Financials | 0.65% | -0.04% | -2.56% | |
| 43 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.63% | -0.50% | +3.08% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.56% | -0.06% | -0.39% | |
| 45 | J | Jacobs Solutions Inc | Stock-Industrials | 0.53% | -0.07% | EXIT | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.51% | -0.49% | EXIT | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | -0.03% | -0.21% | |
| 48 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.31% | -0.03% | +3.09% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.28% | -0.01% | -0.16% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.07% | -2.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.78% | Trim |
| 2 | MA | Mastercard Inc - A | +0.7% | +160.02% | Add |
| 3 | REGN | Regeneron Pharmaceuticals | +0.5% | +3.00% | Add |
| 4 | V | Visa Inc-class A Shares | +0.4% | +21.38% | Add |
| 5 | MRK | Merck & Co. Inc. | +0.3% | +1.12% | Add |
| 6 | CSCO | Cisco Systems Inc | +0.2% | +1.30% | Add |
| 7 | NGG | National Grid Plc-sp Adr | +0.2% | +12.91% | Add |
| 8 | FSLR | First Solar Inc | +0.2% | +1.44% | Add |
| 9 | AXP | American Express Co | +0.1% | +0.30% | Add |
| 10 | SCHP | Schwab U.s. Tips ETF | +0.1% | +124.23% | Add |
| 11 | GILD | Gilead Sciences Inc | +0.1% | +2.29% | Add |
| 12 | CRM | Salesforce Inc | +0.1% | +4.72% | Add |
| 13 | STLD | Steel Dynamics Inc | +0.1% | +1.37% | Add |
| 14 | CCJ | Cameco CORP | +0.1% | +2.22% | Add |
| 15 | ACN | Accenture plc | +0.1% | +3.77% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.25% | Trim |
| 17 | PLD | Prologis Inc | +0.1% | +2.77% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +1.29% | Add |
| 19 | SCHR | Schwab Intermediate-term US | +0.1% | +113.77% | Add |
| 20 | NEE | Nextera Energy Inc | 0% | +2.53% | Add |
| 21 | DFSB | Dim Glb Sustain Fix Inc ETF | 0% | +109.24% | Add |
| 22 | CEG | Constellation Energy | 0% | +2.09% | Add |
| 23 | RY | Royal Bank Of Canada | 0% | -2.56% | Trim |
| 24 | NVO | Novo-nordisk A/s-spons Adr | 0% | +17.10% | Add |
| 25 | AAPL | Apple Inc | — | -0.15% | Trim |
| 26 | BDX | Becton Dickinson And Co | — | +2.58% | Add |
| 27 | GLW | Corning Inc | — | +0.15% | Add |
| 28 | CSX | Csx CORP | 0% | +2.09% | Add |
| 29 | FBTC | Fidelity Wise Origin Bitcoin | -0.1% | +2.62% | Add |
| 30 | ORCL | Oracle CORP | -0.1% | +0.38% | Add |
| 31 | J | Jacobs Solutions Inc | -0.1% | +3.90% | Add |
| 32 | LH | Labcorp Holdings Inc | -0.2% | +6.00% | Add |
| 33 | BLK | Blackrock Inc | -0.2% | +3.73% | Add |
| 34 | NKE | Nike Inc -cl B | -0.2% | +3.12% | Add |
| 35 | HD | Home Depot Inc | -0.4% | +2.99% | Add |
| 36 | MSFT | Microsoft CORP | -0.4% | +4.14% | Add |
| 37 | LEVI | Levi Strauss & Co- Class A | -0.4% | — | Unchanged |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | -0.5% | +2.32% | Add |
| 39 | SGOV | Ishares 0-3 Month Treasury B | -1.1% | -10.76% | Trim |
| 40 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 41 | UL | Unilever PLC | — | EXIT | Sold out |
| 42 | SPTS | Ss Spdr P St Term Tsy ETF | — | NEW | New buy |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 44 | FHLC | Fidelity Msci Health Care | — | NEW | New buy |
| 45 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 46 | MICC | The Magnum Ice Cream Company N. | — | NEW | New buy |
| 47 | ✓ | Fidelity Covington Trust | — | EXIT | Sold out |
| 48 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 49 | GE | General Electric | — | EXIT | Sold out |
| 50 | FESM | Fidelity Enhanced Small Cap | — | 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 107 disclosed positions in Q4 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, GOOGL) accounted for 25.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $11.9M
Top Position Liquidated / Trimmed
UL
前期市值: $10.4M
During Q4 2025, M. Kulyk & Associates, LLC's top holdings by market value included STIP (10.4%)、SGOV (5.4%)、GOOGL (5.2%). The largest single position, STIP, represented 10.4% of total portfolio value.
In Q4 2025, M. Kulyk & Associates, LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 33 positions, trimming 5 holdings, and fully liquidating 4 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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