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 ETFs Only

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%
$0
$17.9 Million 3.72% of portfolio
162,149
Q4 2025 Added 0.59%
$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%
$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%
$0
$763,000 0.16% of portfolio
1,265
Q1 2025 Reduced 0.94%
$0
$714,000 0.15% of portfolio
29,849
Q4 2025 Added 9.01%
$0
$669,000 0.14% of portfolio
1,006
Q4 2025 Added 0.1%
$0
$544,000 0.11% of portfolio
21,700
Q4 2025 Added 113.77%
$130B
$475,000 0.1% of portfolio
1,266
Q3 2025 Added 26.6%
$0
$472,000 0.1% of portfolio
3,358
Q4 2025 Added 0.09%
$0
$414,000 0.09% of portfolio
14,171
Q4 2025 New
$0
$391,000 0.08% of portfolio
1,188
Q4 2025 Added 3.04%
$0
$384,000 0.08% of portfolio
7,651
Q4 2025 New
$0
$356,000 0.07% of portfolio
577
Q4 2025 Added 0.52%
$0
$299,000 0.06% of portfolio
3,619
Q3 2025 Reduced 7.04%
$0
$290,000 0.06% of portfolio
1,225
Q2 2025 Reduced 4.67%
$65.3B
$295,000 0.06% of portfolio
3,836
Q1 2025 New
$0
$221,000 0.05% of portfolio
2,500
Q2 2025 New
$0
$216,000 0.04% of portfolio
2,275
Q2 2025 New

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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