Kula Investments, LLC Portfolio Holdings

Kula Investments, LLC

  • $405 Billion
  • Q1 2023

Kula Investments, LLC has filed its 13F form on May 15, 2023 for Q1 2023 where it was disclosed a total value porftolio of $405 Billion distributed in 576 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $9.16B, Berkley W R Corp with a value of $3.26B, General Motors CO with a value of $3.02B, Western Union CO with a value of $2.62B, and Net App, Inc. with a value of $2.39B.

Examining the 13F form we can see an increase of $65.9B in the current position value, from $340B to 405B.

Kula Investments, LLC is based out at Chicago, IL

Below you can find more details about Kula Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $405 Billion
Technology: $65.1 Billion
Consumer Cyclical: $56.4 Billion
Healthcare: $55.4 Billion
Industrials: $54.9 Billion
Financial Services: $48.8 Billion
Energy: $27.7 Billion
Consumer Defensive: $25.3 Billion
Real Estate: $22.9 Billion
Other: $45.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$613M
$747 Million 0.18% of portfolio
32,773
Q1 2023 New
$12.8B
$738 Million 0.18% of portfolio
9,697
Q1 2023 Reduced 32.21%
$6.98B
$733 Million 0.18% of portfolio
11,067
Q1 2023 New
$7.62B
$729 Million 0.18% of portfolio
3,963
Q1 2023 New
$35.2B
$734 Million 0.18% of portfolio
4,277
Q1 2023 New
$17.9B
$743 Million 0.18% of portfolio
4,916
Q1 2023 New
$19.3B
$724 Million 0.18% of portfolio
3,584
Q1 2023 New
$38.7B
$744 Million 0.18% of portfolio
5,632
Q1 2023 New
$24B
$706 Million 0.17% of portfolio
25,417
Q1 2023 New
$19.5B
$696 Million 0.17% of portfolio
8,367
Q1 2023 New
$8.77B
$687 Million 0.17% of portfolio
6,056
Q1 2023 New
$5.83B
$702 Million 0.17% of portfolio
13,075
Q1 2023 New
$26.8B
$687 Million 0.17% of portfolio
3,393
Q1 2023 Added 106.39%
$237M
$705 Million 0.17% of portfolio
55,847
Q1 2023 Added 18.26%
$7.21B
$672 Million 0.17% of portfolio
13,882
Q1 2023 New
$190B
$708 Million 0.17% of portfolio
2,771
Q1 2023 New
$1.34B
$673 Million 0.17% of portfolio
4,451
Q1 2023 New
$0
$670 Million 0.17% of portfolio
5,111
Q1 2023 Reduced 61.11%
$36.7B
$670 Million 0.17% of portfolio
9,150
Q1 2023 Reduced 28.59%
$26.5B
$702 Million 0.17% of portfolio
126
Q1 2023 New
$8.16B
$709 Million 0.17% of portfolio
7,595
Q1 2023 Added 21.4%
$7.21B
$709 Million 0.17% of portfolio
16,068
Q1 2023 New
$7.38B
$646 Million 0.16% of portfolio
5,173
Q1 2023 New
$12.5B
$655 Million 0.16% of portfolio
6,740
Q1 2023 New
$54B
$658 Million 0.16% of portfolio
6,495
Q1 2023 New
$8.13B
$658 Million 0.16% of portfolio
40,138
Q1 2023 New
$7.17B
$648 Million 0.16% of portfolio
10,857
Q1 2023 New
$4.24B
$649 Million 0.16% of portfolio
26,962
Q1 2023 Added 148.93%
$53.4B
$643 Million 0.16% of portfolio
6,058
Q1 2023 New
$168B
$656 Million 0.16% of portfolio
2,603
Q1 2023 Reduced 57.45%
$11.6B
$658 Million 0.16% of portfolio
2,550
Q1 2023 Added 9.96%
$4.5B
$640 Million 0.16% of portfolio
10,513
Q1 2023 New
$17.1B
$663 Million 0.16% of portfolio
3,152
Q1 2023 New
$18.3B
$667 Million 0.16% of portfolio
10,735
Q1 2023 Reduced 33.92%
$145B
$631 Million 0.16% of portfolio
8,048
Q1 2023 Added 28.75%
$38.7B
$657 Million 0.16% of portfolio
2,018
Q1 2023 Added 95.73%
$54B
$641 Million 0.16% of portfolio
5,149
Q1 2023 Reduced 40.9%
$1.43B
$635 Million 0.16% of portfolio
30,072
Q1 2023 Added 39.51%
$737M
$634 Million 0.16% of portfolio
50,931
Q1 2023 New
$2.88B
$629 Million 0.16% of portfolio
8,125
Q1 2023 New
$84.6B
$606 Million 0.15% of portfolio
15,891
Q1 2023 New
$3.7B
$602 Million 0.15% of portfolio
15,001
Q1 2023 Added 21.75%
$6.09B
$618 Million 0.15% of portfolio
4,514
Q1 2023 New
$17.9B
$596 Million 0.15% of portfolio
11,378
Q1 2023 Reduced 23.47%
$1.63B
$605 Million 0.15% of portfolio
17,309
Q1 2023 New
$2.25B
$618 Million 0.15% of portfolio
23,624
Q1 2023 New
$1.35B
$590 Million 0.15% of portfolio
22,436
Q1 2023 New
$14.5B
$589 Million 0.15% of portfolio
27,858
Q1 2023 Added 11.96%
$27.6B
$624 Million 0.15% of portfolio
9,321
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 576
  • Current Value $405 Billion
  • Prior Value $340 Billion
  • Filing
  • Period Q1 2023
  • Filing Date May 15, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 366 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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