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CIK: 0001842370
Total reported value
$612.9M
$612.9M
119 檔
27.4%
At the close of Q1 2026, M. Kulyk & Associates, LLC disclosed equity holdings valued at approximately $612.9M, spread across 119 reported holdings.
In Q1 2026, M. Kulyk & Associates, LLC displayed an active expansion posture, initiating 13 new positions and adding to 61 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 | 14.03% | -1.18% | +37.21% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.11% | -0.40% | -4.11% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.66% | -0.09% | +0.50% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.05% | +0.39% | +1.50% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.50% | -0.09% | -0.37% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.29% | -0.08% | +5.72% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.20% | +0.08% | -4.33% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.81% | +1.19% | +2.12% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.69% | +0.27% | +2.62% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.64% | +0.24% | +6.13% | |
| 11 | AXP | American Express Co | Stock-Financials | 2.24% | -0.04% | +1.35% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.20% | -0.21% | +0.59% | |
| 13 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.15% | -0.84% | +0.61% | |
| 14 | CCJ | Cameco CORP | Stock-Energy | 2.14% | -1.16% | -1.23% | |
| 15 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 2.06% | -0.18% | +6.89% | |
| 16 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.92% | -0.38% | -0.36% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.88% | -0.17% | — | |
| 18 | LEVI | Levi Strauss & Co- Class A | Stock-Other | 1.81% | +0.32% | +0.02% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.78% | -0.09% | +7.47% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 1.75% | -0.31% | +2.05% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.71% | +0.06% | +2.77% | |
| 22 | GLW | Corning Inc | Stock-Tech | 1.66% | +0.02% | -3.36% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.60% | -0.19% | +0.86% | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 1.53% | +0.19% | +2.88% | |
| 25 | CSX | Csx CORP | Stock-Industrials | 1.51% | -0.18% | +1.26% | |
| 26 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 1.44% | -0.08% | +4.66% | |
| 27 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.30% | -0.67% | +3.39% | |
| 28 | BLK | Blackrock Inc | Stock-Financials | 1.25% | -0.08% | +2.67% | |
| 29 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.16% | -0.06% | +3.08% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.09% | +0.30% | +10.73% | |
| 31 | ACN | Accenture plc | Stock-Tech | 1.06% | -0.57% | +5.55% | |
| 32 | PLD | Prologis Inc | Stock-Real Estate | 1.06% | -0.15% | +1.52% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.04% | -0.31% | +0.05% | |
| 34 | XYL | Xylem Inc | Stock-Industrials | 1.03% | +0.10% | +7.51% | |
| 35 | FSLR | First Solar Inc | Stock-Tech | 0.98% | -0.49% | +4.06% | |
| 36 | AMT | American Tower CORP | Stock-Real Estate | 0.83% | -0.09% | +5.32% | |
| 37 | INTU | Intuit Inc | Stock-Tech | 0.81% | -0.81% | EXIT | |
| 38 | CEG | Constellation Energy | Stock-Utilities | 0.79% | -0.12% | +4.17% | |
| 39 | STLD | Steel Dynamics Inc | Stock-Materials | 0.77% | -0.62% | +3.90% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.77% | -0.47% | +5.08% | |
| 41 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.63% | -0.50% | +1.18% | |
| 42 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.58% | +0.18% | — | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +1.01% | +1327.93% | |
| 44 | RY | Royal Bank Of Canada | Stock-Financials | 0.52% | -0.04% | -13.44% | |
| 45 | ZTS | Zoetis Inc | Stock-Healthcare | 0.49% | -0.49% | EXIT | |
| 46 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.47% | -0.09% | — | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.06% | +0.14% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.38% | -0.03% | +0.56% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.07% | — | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STIP | Ishares 0-5 Year Tips Bond E | +3.7% | +37.21% | Add |
| 2 | GLW | Corning Inc | +0.5% | -3.36% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.5% | +1327.93% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.37% | Trim |
| 5 | CCJ | Cameco CORP | +0.3% | -1.23% | Trim |
| 6 | MRK | Merck & Co. Inc. | +0.2% | +0.59% | Add |
| 7 | NEE | Nextera Energy Inc | +0.2% | +2.05% | Add |
| 8 | GILD | Gilead Sciences Inc | +0.2% | -0.36% | Trim |
| 9 | CSX | Csx CORP | +0.2% | +1.26% | Add |
| 10 | NGG | National Grid Plc-sp Adr | +0.2% | +4.66% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | +0.86% | Add |
| 12 | PG | Procter & Gamble Co/the | +0.1% | +7.47% | Add |
| 13 | LH | Labcorp Holdings Inc | +0.1% | +3.08% | Add |
| 14 | STLD | Steel Dynamics Inc | +0.1% | +3.90% | Add |
| 15 | SCHF | Schwab Intl Equity ETF | 0% | +32.32% | Add |
| 16 | ECL | Ecolab Inc | 0% | +2.88% | Add |
| 17 | PLD | Prologis Inc | 0% | +1.52% | Add |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +41.42% | Add |
| 19 | WAB | Wabtec CORP | 0% | — | Unchanged |
| 20 | SCHR | Schwab Intermediate-term US | 0% | +27.00% | Add |
| 21 | CSCO | Cisco Systems Inc | 0% | +2.62% | Add |
| 22 | KO | Coca-cola Co/the | 0% | +0.56% | Add |
| 23 | SCHP | Schwab U.s. Tips ETF | 0% | +10.29% | Add |
| 24 | FESM | Fidelity Enhanced Small Cap | 0% | +49.97% | Add |
| 25 | NVS | Novartis Ag-sponsored Adr | 0% | +22.20% | Add |
| 26 | AMT | American Tower CORP | 0% | +5.32% | Add |
| 27 | WSM | Williams-sonoma Inc | 0% | +1.18% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | +4.82% | Add |
| 29 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 30 | ASML | ASML Holding N.V. | 0% | +2.96% | Add |
| 31 | ETN | Eaton Corporation plc | 0% | +4.85% | Add |
| 32 | SPTS | Ss Spdr P St Term Tsy ETF | 0% | +10.29% | Add |
| 33 | HWM | Howmet Aerospace Inc | 0% | +1.02% | Add |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | +6.96% | Add |
| 35 | PEP | Pepsico Inc | 0% | +1.00% | Add |
| 36 | TJX | Tjx Companies Inc | 0% | +0.82% | Add |
| 37 | DE | Deere & Co | — | — | Unchanged |
| 38 | GLD | Spdr Gold Shares | — | — | Unchanged |
| 39 | AMD | Advanced Micro Devices | — | +24.34% | Add |
| 40 | FCX | Freeport-mcmoran Inc | — | — | Unchanged |
| 41 | IAU | Ishares Gold Trust | — | — | Unchanged |
| 42 | TFC | Truist Financial CORP | — | — | Unchanged |
| 43 | SBUX | Starbucks CORP | — | -10.74% | Trim |
| 44 | SYK | Stryker CORP | — | +1.00% | Add |
| 45 | DVY | Ishares Select Dividend ETF | — | -3.87% | Trim |
| 46 | DOV | Dover CORP | — | — | Unchanged |
| 47 | MCK | Mckesson CORP | — | — | Unchanged |
| 48 | LOW | Lowe's Cos Inc | — | +0.79% | Add |
| 49 | DFSB | Dim Glb Sustain Fix Inc ETF | — | +1.50% | Add |
| 50 | HCA | Hca Healthcare Inc | — | — | Unchanged |
According to official SEC Form 13F filings, M. Kulyk & Associates, LLC reported a total U.S. public equity portfolio value of $612.9M across 119 disclosed positions in Q1 2026.
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 27.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
PHYS
市值: $3.1M
Top Position Liquidated / Trimmed
VOO
前期市值: $361.6K
During Q1 2026, M. Kulyk & Associates, LLC's top holdings by market value included STIP (14.0%)、SGOV (5.1%)、GOOGL (4.7%). The largest single position, STIP, represented 14.0% of total portfolio value.
In Q1 2026, M. Kulyk & Associates, LLC made 98 total portfolio adjustments, initiating 13 new buys, adding to 61 positions, trimming 23 holdings, and fully liquidating 1 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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