M. Kulyk & Associates, LLC Portfolio Holdings

M. Kulyk & Associates, LLC

  • $473 Million
  • Q3 2025

M. Kulyk & Associates, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $473 Million distributed in 104 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 $53.5M, Ishares Trishares 0 3 Mnth Tre with a value of $32M, Nvidia Corp with a value of $22.9M, Microsoft Corp with a value of $22.4M, and Alphabet Inc. with a value of $21.2M.

Examining the 13F form we can see an increase of $30M in the current position value, from $443M to 473M.

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

Portfolio value $473 Million
Technology: $119 Million
ETFs: $113 Million
Financial Services: $45.4 Million
Healthcare: $45 Million
Consumer Cyclical: $36.3 Million
Communication Services: $24.5 Million
Industrials: $22.6 Million
Consumer Defensive: $21.8 Million
Other: $45.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$593B
$820,000 0.17% of portfolio
2,919
Q3 2025 Reduced 12.08%
$148B
$823,000 0.17% of portfolio
10,299
Q3 2025 Reduced 88.75%
$139B
$734,000 0.16% of portfolio
2,227
Q3 2025 Added 8.9%
$0
$774,000 0.16% of portfolio
1,157
Q3 2025 Added 0.96%
$0
$759,000 0.16% of portfolio
1,265
Q1 2025 Reduced 0.94%
$0
$669,000 0.14% of portfolio
1,005
Q3 2025 Added 1.62%
$140B
$667,000 0.14% of portfolio
2,656
Q1 2025 Added 9.93%
$46.9B
$597,000 0.13% of portfolio
4,921
Q3 2025 Reduced 13.95%
$0
$637,000 0.13% of portfolio
27,383
Q3 2025 New
$0
$494,000 0.1% of portfolio
18,342
Q3 2025 Reduced 15.47%
$130B
$450,000 0.1% of portfolio
1,266
Q3 2025 Added 26.6%
$91.4B
$462,000 0.1% of portfolio
2,981
Q4 2024 Added 0.2%
$0
$476,000 0.1% of portfolio
3,355
Q3 2025 Reduced 0.42%
$183B
$433,000 0.09% of portfolio
1,536
Q3 2025 Reduced 93.47%
$2.39T
$379,000 0.08% of portfolio
1,729
Q2 2025 Added 63.58%
$266B
$383,000 0.08% of portfolio
1,360
Q3 2025 Added 3.82%
$140B
$367,000 0.08% of portfolio
981
Q1 2025 Reduced 6.12%
$136B
$367,000 0.08% of portfolio
863
Q2 2025 New
$1.74T
$388,000 0.08% of portfolio
1,596
Q3 2025 Added 4.18%
$170B
$309,000 0.07% of portfolio
2,142
Q1 2025 Reduced 0.33%
$97.3B
$335,000 0.07% of portfolio
3,961
Q3 2025 Reduced 10.06%
$522B
$353,000 0.07% of portfolio
1,909
Q3 2025 Added 1.33%
$0
$351,000 0.07% of portfolio
574
Q3 2025 Added 1.23%
$118B
$333,000 0.07% of portfolio
1,359
Q1 2025 Reduced 6.4%
$136B
$296,000 0.06% of portfolio
802
Q3 2025 Reduced 3.72%
$43.5B
$269,000 0.06% of portfolio
770
Q3 2025 Reduced 0.9%
$65.3B
$279,000 0.06% of portfolio
3,836
Q1 2025 New
$404B
$302,000 0.06% of portfolio
327
Q3 2025 Reduced 4.66%
$228B
$275,000 0.06% of portfolio
2,059
Q3 2025 Added 2.49%
$0
$296,000 0.06% of portfolio
1,225
Q2 2025 Reduced 4.67%
$0
$300,000 0.06% of portfolio
3,619
Q3 2025 Reduced 7.04%
$144B
$239,000 0.05% of portfolio
524
Q3 2025 Reduced 3.14%
$0
$226,000 0.05% of portfolio
2,500
Q2 2025 New
$59.5B
$238,000 0.05% of portfolio
5,210
Q4 2024 Reduced 0.31%
$283B
$253,000 0.05% of portfolio
1,980
Q3 2025 Reduced 16.46%
$0
$255,000 0.05% of portfolio
10,151
Q3 2025 Reduced 14.88%
$46.1B
$218,000 0.05% of portfolio
2,400
Q3 2025 New
$0
$248,000 0.05% of portfolio
8,299
Q3 2025 Reduced 3.48%
$328B
$235,000 0.05% of portfolio
782
Q2 2025 New
$204B
$225,000 0.05% of portfolio
1,605
Q3 2025 Reduced 3.02%
$104B
$212,000 0.04% of portfolio
723
Q1 2025 Reduced 27.04%
$405B
$204,000 0.04% of portfolio
211
Q3 2025 New
$84.4B
$212,000 0.04% of portfolio
1,083
Q3 2025 New
$0
$212,000 0.04% of portfolio
2,275
Q2 2025 New
$26.3B
$202,000 0.04% of portfolio
1,085
Q3 2025 New
$61.4B
$204,000 0.04% of portfolio
1,005
Q3 2025 New
$26.8B
$203,000 0.04% of portfolio
114
Q3 2024 New
$82.8B
$202,000 0.04% of portfolio
704
Q1 2025 New
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 6.49%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $473 Million
  • Prior Value $443 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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