M. Kulyk & Associates, LLC Portfolio Holdings

M. Kulyk & Associates, LLC

  • $481 Million
  • Q4 2025

M. Kulyk & Associates, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $481 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 0 5 Year Tips with a value of $54.5M, Ishares Trishares 0 3 Mnth Tre with a value of $28.5M, Alphabet Inc. with a value of $23.9M, Nvidia Corp with a value of $22.9M, and Microsoft Corp with a value of $22.8M.

Examining the 13F form we can see an increase of $7.52M in the current position value, from $473M to 481M.

Below you can find more details about M. Kulyk & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $481 Million
Technology: $123 Million
ETFs: $113 Million
Financial Services: $50.9 Million
Healthcare: $50 Million
Consumer Cyclical: $33.6 Million
Communication Services: $27.1 Million
Industrials: $23.2 Million
Utilities: $20.1 Million
Other: $39.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.5 Million 11.34% of portfolio
529,593
Q4 2025 Added 2.32%
$0
$28.5 Million 5.93% of portfolio
283,402
Q4 2025 Reduced 10.76%
$1.65T
$23.9 Million 4.97% of portfolio
86,420
Q4 2025 Reduced 0.78%
$465B
$22.9 Million 4.76% of portfolio
122,510
Q4 2025 Reduced 0.33%
$3.78T
$22.8 Million 4.75% of portfolio
45,023
Q4 2025 Added 4.14%
$0
$17.9 Million 3.72% of portfolio
162,149
Q4 2025 Added 0.59%
$1.46T
$15.7 Million 3.26% of portfolio
55,633
Q4 2025 Reduced 0.25%
$4.3T
$15.5 Million 3.23% of portfolio
58,019
Q4 2025 Reduced 0.15%
$533B
$14.4 Million 2.99% of portfolio
44,127
Q4 2025 Added 21.38%
$319B
$14.1 Million 2.93% of portfolio
181,211
Q4 2025 Added 1.3%
$255B
$13.4 Million 2.78% of portfolio
39,147
Q4 2025 Added 0.3%
$2.07B
$11.2 Million 2.34% of portfolio
524,975
Q3 2025 Added 4,921.28%
$453B
$10.6 Million 2.2% of portfolio
14
Q4 2023 New
$74.3B
$10.3 Million 2.14% of portfolio
14,804
Q4 2025 Added 3.0%
$367B
$9.71 Million 2.02% of portfolio
27,116
Q4 2025 Added 2.99%
$156B
$9.18 Million 1.91% of portfolio
73,969
Q4 2025 Added 2.29%
$235B
$9.06 Million 1.89% of portfolio
97,617
Q4 2025 Added 1.12%
$346B
$8.94 Million 1.86% of portfolio
61,340
Q4 2025 Added 6.64%
$168B
$8.49 Million 1.77% of portfolio
98,969
Q4 2025 Added 2.53%
$54.5B
$8.17 Million 1.7% of portfolio
42,788
Q4 2025 Added 2.58%
$73.7B
$7.75 Million 1.61% of portfolio
29,985
Q4 2025 Added 3.35%
$81.8B
$7.68 Million 1.6% of portfolio
64,709
Q4 2025 Added 1.29%
$109B
$7.38 Million 1.54% of portfolio
152,240
Q4 2025 Added 17.1%
$79.2B
$6.95 Million 1.45% of portfolio
110,473
Q4 2025 Added 3.12%
$73.4B
$6.79 Million 1.41% of portfolio
194,542
Q4 2025 Added 2.09%
$56.6B
$6.74 Million 1.4% of portfolio
87,068
Q4 2025 Added 12.91%
$152B
$6.54 Million 1.36% of portfolio
27,098
Q4 2025 Added 3.77%
$27B
$6.48 Million 1.35% of portfolio
25,574
Q4 2025 Added 1.44%
$25.7B
$6.12 Million 1.27% of portfolio
42,851
Q4 2025 Added 5.87%
$182B
$5.92 Million 1.23% of portfolio
9,167
Q4 2025 Added 5.33%
$512B
$5.67 Million 1.18% of portfolio
10,570
Q4 2025 Added 160.02%
$69.4B
$5.56 Million 1.16% of portfolio
67,775
Q4 2025 Added 0.15%
$114B
$5.22 Million 1.09% of portfolio
42,248
Q4 2025 Added 2.77%
$237B
$4.96 Million 1.03% of portfolio
20,944
Q4 2025 Added 4.72%
$111B
$4.92 Million 1.02% of portfolio
14,521
Q4 2025 Added 2.09%
$84B
$4.42 Million 0.92% of portfolio
24,488
Q4 2025 Added 8.14%
$12.2B
$3.34 Million 0.69% of portfolio
18,316
Q4 2025 Added 3.08%
$205B
$2.95 Million 0.61% of portfolio
20,066
Q4 2025 Reduced 2.56%
$193B
$2.71 Million 0.56% of portfolio
25,617
Q4 2025 Reduced 0.39%
$55.6B
$2.52 Million 0.52% of portfolio
21,223
Q4 2025 Added 14.24%
$17.2B
$2.18 Million 0.45% of portfolio
22,197
Q4 2025 Added 1.37%
$306B
$1.91 Million 0.4% of portfolio
26,963
Q4 2025 Reduced 0.21%
$0
$1.59 Million 0.33% of portfolio
30,657
Q4 2025 Added 3.09%
$0
$1.46 Million 0.3% of portfolio
3,110
Q4 2025 Reduced 0.16%
$662B
$1.44 Million 0.3% of portfolio
2,828
Q4 2025 Reduced 2.35%
$47B
$1.27 Million 0.26% of portfolio
2,874
Q3 2023 Reduced 1.64%
$0
$1.1 Million 0.23% of portfolio
41,128
Q4 2025 Added 124.23%
$0
$973,000 0.2% of portfolio
1,442
Q4 2025 Added 24.63%
$414B
$917,000 0.19% of portfolio
3,922
Q4 2025 Reduced 0.31%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $481 Million
  • Prior Value $473 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 11 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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