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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.9B
$872 Million 0.22% of portfolio
12,003
Q1 2023 New
$3.44B
$885 Million 0.22% of portfolio
1,486
Q1 2023 New
$2.51B
$874 Million 0.22% of portfolio
18,851
Q1 2023 New
$32.7B
$880 Million 0.22% of portfolio
61,464
Q1 2023 Added 112.33%
$7.4B
$898 Million 0.22% of portfolio
6,128
Q1 2023 New
$19.6B
$900 Million 0.22% of portfolio
15,936
Q1 2023 New
$29B
$886 Million 0.22% of portfolio
10,757
Q1 2023 New
$5.73B
$885 Million 0.22% of portfolio
8,088
Q1 2023 New
$4.37B
$892 Million 0.22% of portfolio
49,022
Q1 2023 Added 293.18%
$159B
$895 Million 0.22% of portfolio
1,338
Q1 2023 New
$16.3B
$896 Million 0.22% of portfolio
7,134
Q1 2023 New
$10.4B
$891 Million 0.22% of portfolio
4,031
Q1 2023 Added 37.86%
$2.94B
$902 Million 0.22% of portfolio
32,009
Q1 2023 New
$42.3B
$876 Million 0.22% of portfolio
12,424
Q1 2023 New
$5.19B
$906 Million 0.22% of portfolio
16,323
Q1 2023 Added 215.66%
$0
$863 Million 0.21% of portfolio
9,003
Q1 2023 New
$12.4B
$833 Million 0.21% of portfolio
7,944
Q1 2023 New
$9.92B
$857 Million 0.21% of portfolio
4,074
Q1 2023 New
$51.4B
$866 Million 0.21% of portfolio
7,560
Q1 2023 Added 26.0%
$10.4B
$858 Million 0.21% of portfolio
7,263
Q1 2023 New
$23.5B
$836 Million 0.21% of portfolio
7,634
Q1 2023 Added 267.9%
$12.6B
$861 Million 0.21% of portfolio
2,831
Q1 2023 New
$4.56B
$868 Million 0.21% of portfolio
49,652
Q1 2023 New
$5.6B
$847 Million 0.21% of portfolio
85,408
Q1 2023 New
$2.07B
$864 Million 0.21% of portfolio
39,415
Q1 2023 New
$45.8B
$850 Million 0.21% of portfolio
24,080
Q1 2023 Added 198.46%
$7.19B
$832 Million 0.21% of portfolio
68,039
Q1 2023 Added 133.03%
$8.09B
$818 Million 0.2% of portfolio
4,856
Q1 2023 New
$5.38B
$792 Million 0.2% of portfolio
10,444
Q1 2023 New
$8.73B
$796 Million 0.2% of portfolio
4,338
Q1 2023 Reduced 23.07%
$411B
$792 Million 0.2% of portfolio
2,292
Q1 2023 New
$16.4B
$822 Million 0.2% of portfolio
11,636
Q1 2023 Reduced 9.02%
$8.46B
$822 Million 0.2% of portfolio
32,257
Q1 2023 Added 76.52%
$66B
$792 Million 0.2% of portfolio
13,676
Q1 2023 Added 71.7%
$22.3B
$791 Million 0.2% of portfolio
3,149
Q1 2023 Added 37.81%
$16.2B
$806 Million 0.2% of portfolio
2,532
Q1 2023 New
$12.4B
$799 Million 0.2% of portfolio
45,037
Q1 2023 Added 13.5%
$929M
$807 Million 0.2% of portfolio
64,373
Q1 2023 New
$94.3B
$821 Million 0.2% of portfolio
18,400
Q1 2023 Added 165.4%
$5.46B
$807 Million 0.2% of portfolio
32,384
Q1 2023 New
$30.1B
$774 Million 0.19% of portfolio
26,603
Q1 2023 Added 183.8%
$14.4B
$782 Million 0.19% of portfolio
9,988
Q1 2023 New
$9.13B
$762 Million 0.19% of portfolio
16,045
Q1 2023 New
$13.1B
$757 Million 0.19% of portfolio
5,336
Q1 2023 New
$20.4B
$762 Million 0.19% of portfolio
25,882
Q1 2023 Added 116.4%
$15.4B
$778 Million 0.19% of portfolio
5,342
Q1 2023 Added 62.27%
$3.11B
$774 Million 0.19% of portfolio
6,963
Q1 2023 New
$7.39B
$754 Million 0.19% of portfolio
7,420
Q1 2023 New
$11.2B
$733 Million 0.18% of portfolio
3,689
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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