The Analysis of M. Kulyk & Associates, LLC's Holdings

Currently, M. Kulyk & Associates, LLC holds 104 types of securities in its portfolio with a total value $492.2M. In the most recent quarter, they have increased their positions in LEVI (+514.5K shares, valued at $12.0M), CCJ (+104.7K shares, valued at $8.8M), SGOV (+86.5K shares, valued at $8.7M); decreased their positions in RY (-56.9K shares, valued at $8.4M), TD (-81.2K shares, valued at $6.5M), AMGN (-22.0K shares, valued at $6.2M); initiated new positions in CCJ (+104.7K shares, valued at $8.8M), SCHF (+27.4K shares, valued at $637.5K), EBAY (+2.4K shares, valued at $218.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STIP ISHARES TR517.6K shares0.58%2025-09-302025-11-10

SGOV ISHARES TR317.6K shares37.45%2025-09-302025-11-10

NVDA NVIDIA CORPORATION122.9K shares1.39%2025-09-302025-11-10

MSFT MICROSOFT CORP43.2K shares-0.48%2025-09-302025-11-10

GOOGL ALPHABET INC87.1K shares-1.13%2025-09-302025-11-10

SHV ISHARES TR161.2K shares-7.06%2025-09-302025-11-10

TSM TAIWAN SEMICONDUCTOR MFG LTD55.8K shares-1.81%2025-09-302025-11-10

AAPL APPLE INC58.1K shares-1.40%2025-09-302025-11-10

Sponsored

AXP AMERICAN EXPRESS CO39.0K shares-0.01%2025-09-302025-11-10

V VISA INC36.4K shares28.88%2025-09-302025-11-10

CSCO CISCO SYS INC178.9K shares-1.54%2025-09-302025-11-10

LEVI LEVI STRAUSS & CO NEW525.0K shares4921.28%2025-09-302025-11-10

HD HOME DEPOT INC26.3K shares-6.86%2025-09-302025-11-10

BRK.A BERKSHIRE HATHAWAY INC DEL14 shares0.00%2025-09-302025-11-10

UL UNILEVER PLC176.2K shares8.72%2025-09-302025-11-10

PG PROCTER AND GAMBLE CO57.5K shares15.26%2025-09-302025-11-10

Sponsored

CCJ CAMECO CORP104.7K sharesnew addition2025-09-302025-11-10

MRK MERCK & CO INC96.5K shares6.98%2025-09-302025-11-10

REGN REGENERON PHARMACEUTICALS14.4K shares258.88%2025-09-302025-11-10

GILD GILEAD SCIENCES INC72.3K shares-2.61%2025-09-302025-11-10

ECL ECOLAB INC29.0K shares-2.89%2025-09-302025-11-10

BDX BECTON DICKINSON & CO41.7K shares8.08%2025-09-302025-11-10

BLK BLACKROCK INC6.6K shares-7.59%2025-09-302025-11-10

NKE NIKE INC107.1K shares-3.40%2025-09-302025-11-10

Sponsored

NEE NEXTERA ENERGY INC96.5K shares119.60%2025-09-302025-11-10

NVO NOVO-NORDISK A S130.0K shares68.14%2025-09-302025-11-10

JCI JOHNSON CTLS INTL PLC63.9K shares0.60%2025-09-302025-11-10

CSX CSX CORP190.6K shares1.39%2025-09-302025-11-10

ACN ACCENTURE PLC IRELAND26.1K shares32.04%2025-09-302025-11-10

LH LABCORP HOLDINGS INC21.3K shares6.49%2025-09-302025-11-10

XYL XYLEM INC40.5K shares-3.69%2025-09-302025-11-10

INTU INTUIT8.7K shares7.50%2025-09-302025-11-10

Sponsored

NGG NATIONAL GRID PLC77.1K shares0.05%2025-09-302025-11-10

FSLR FIRST SOLAR INC25.2K shares0.76%2025-09-302025-11-10

GLW CORNING INC67.7K shares-3.61%2025-09-302025-11-10

CRM SALESFORCE INC20.0K shares8.23%2025-09-302025-11-10

PLD PROLOGIS INC.41.1K shares-0.04%2025-09-302025-11-10

CEG CONSTELLATION ENERGY CORP14.2K shares62.90%2025-09-302025-11-10

AMT AMERICAN TOWER CORP NEW22.6K shares4.06%2025-09-302025-11-10

WSM WILLIAMS SONOMA INC17.8K shares-2.12%2025-09-302025-11-10

Sponsored

STLD STEEL DYNAMICS INC21.9K shares10.40%2025-09-302025-11-10

RY ROYAL BK CDA20.6K shares-73.41%2025-09-302025-11-10

J JACOBS SOLUTIONS INC20.1K shares4.15%2025-09-302025-11-10

DIS DISNEY WALT CO25.7K shares-0.23%2025-09-302025-11-10

ZTS ZOETIS INC18.6K shares6.75%2025-09-302025-11-10

MA MASTERCARD INCORPORATED4.1K shares3.36%2025-09-302025-11-10

KO COCA COLA CO27.0K shares0.00%2025-09-302025-11-10

HEDJ WISDOMTREE TR29.7K shares-0.05%2025-09-302025-11-10

Sponsored

IWF ISHARES TR3.1K shares-0.92%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL2.9K shares0.00%2025-09-302025-11-10

AMP AMERIPRISE FINL INC2.9K shares0.00%2025-09-302025-11-10

FBTC FIDELITY WISE ORIGIN BITCOIN11.9K shares0.00%2025-09-302025-11-10

ABBV ABBVIE INC3.9K shares3.47%2025-09-302025-11-10

TD TORONTO DOMINION BK ONT10.3K shares-88.75%2025-09-302025-11-10

ORCL ORACLE CORP2.9K shares-12.08%2025-09-302025-11-10

WAB WABTEC4.0K shares0.00%2025-09-302025-11-10

Sponsored

IVV ISHARES TR1.2K shares0.96%2025-09-302025-11-10

QQQ INVESCO QQQ TR1.3K shares0.00%2025-09-302025-11-10

AVGO BROADCOM INC2.2K shares8.90%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR1.0K shares1.62%2025-09-302025-11-10

LOW LOWES COS INC2.7K shares0.00%2025-09-302025-11-10

SCHF SCHWAB STRATEGIC TR27.4K sharesnew addition2025-09-302025-11-10

ABNB AIRBNB INC4.9K shares-13.95%2025-09-302025-11-10

SCHP SCHWAB STRATEGIC TR18.3K shares-15.47%2025-09-302025-11-10

Sponsored

DVY ISHARES TR3.4K shares-0.42%2025-09-302025-11-10

MMM 3M CO3.0K shares0.00%2025-09-302025-11-10

GLD SPDR GOLD TR1.3K shares26.60%2025-09-302025-11-10

AMGN AMGEN INC1.5K shares-93.47%2025-09-302025-11-10

GOOG ALPHABET INC1.6K shares4.18%2025-09-302025-11-10

IBM INTERNATIONAL BUSINESS MACHS1.4K shares3.82%2025-09-302025-11-10

AMZN AMAZON COM INC1.7K shares0.00%2025-09-302025-11-10

VTI VANGUARD INDEX FDS1.2K shares-25.85%2025-09-302025-11-10

Sponsored

HCA HCA HEALTHCARE INC863 shares0.00%2025-09-302025-11-10

ETN EATON CORP PLC981 shares0.00%2025-09-302025-11-10

JNJ JOHNSON & JOHNSON1.9K shares1.33%2025-09-302025-11-10

VOO VANGUARD INDEX FDS574 shares1.23%2025-09-302025-11-10

SBUX STARBUCKS CORP4.0K shares-10.06%2025-09-302025-11-10

ADI ANALOG DEVICES INC1.4K shares0.00%2025-09-302025-11-10

TJX TJX COS INC NEW2.1K shares0.00%2025-09-302025-11-10

COST COSTCO WHSL CORP NEW327 shares-4.66%2025-09-302025-11-10

Sponsored

SHY ISHARES TR3.6K shares-7.04%2025-09-302025-11-10

SYK STRYKER CORPORATION802 shares-3.72%2025-09-302025-11-10

IWM ISHARES TR1.2K shares0.00%2025-09-302025-11-10

IAU ISHARES GOLD TR3.8K shares0.00%2025-09-302025-11-10

ABT ABBOTT LABS2.1K shares2.49%2025-09-302025-11-10

ROK ROCKWELL AUTOMATION INC770 shares-0.90%2025-09-302025-11-10

SCHR SCHWAB STRATEGIC TR10.2K shares-14.88%2025-09-302025-11-10

NVS NOVARTIS AG2.0K shares-16.46%2025-09-302025-11-10

Sponsored

FIDELITY COVINGTON TRUST FIDELITY COVINGTON TRUST8.3K shares-3.48%2025-09-302025-11-10

DE DEERE & CO524 shares-3.14%2025-09-302025-11-10

TFC TRUIST FINL CORP5.2K shares0.00%2025-09-302025-11-10

GE GE AEROSPACE782 shares0.00%2025-09-302025-11-10

DFSB DIMENSIONAL ETF TRUST4.4K shares-14.68%2025-09-302025-11-10

CWB SPDR SERIES TRUST2.5K shares0.00%2025-09-302025-11-10

PEP PEPSICO INC1.6K shares-3.02%2025-09-302025-11-10

EBAY EBAY INC.2.4K sharesnew addition2025-09-302025-11-10

Sponsored

HWM HOWMET AEROSPACE INC1.1K sharesnew addition2025-09-302025-11-10

EFA ISHARES TR2.3K shares0.00%2025-09-302025-11-10

ADP AUTOMATIC DATA PROCESSING IN723 shares0.00%2025-09-302025-11-10

PANW PALO ALTO NETWORKS INC1.0K sharesnew addition2025-09-302025-11-10

ASML ASML HOLDING N V211 sharesnew addition2025-09-302025-11-10

FCNCA FIRST CTZNS BANCSHARES INC D114 shares0.00%2025-09-302025-11-10

HSY HERSHEY CO1.1K sharesnew addition2025-09-302025-11-10

CI THE CIGNA GROUP704 shares0.00%2025-09-302025-11-10

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available