Sponsored
The Analysis of M. Kulyk & Associates, LLC's Holdings & P&L
Currently, M. Kulyk & Associates, LLC holds 119 types of securities in its portfolio with a total value $535.8M. In the most recent quarter, they have increased their positions in STIP (+197.1K shares, valued at $20.4M), PHYS (+88.1K shares, valued at $3.1M), LLY (+2.9K shares, valued at $2.7M); decreased their positions in NKE (-95.5K shares, valued at $5.0M), J (-17.9K shares, valued at $2.3M), SGOV (-11.6K shares, valued at $1.2M); initiated new positions in PHYS (+88.1K shares, valued at $3.1M), PSLV (+102.3K shares, valued at $2.5M), WAT (+4.4K shares, valued at $1.3M).
1M P&L
+4.9M+1.01%
3M P&L
+670.6K+0.14%
HY P&L
+19.4M+4.14%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A149.4M
32.3%
2Semiconductors41.1M
8.9%
3Credit Services32.0M
6.9%
Top Industries by Stock Count
1N/A30 stocks
28.8%
2Drug Manufacturers - General7 stocks
6.7%
3Semiconductors4 stocks
3.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
Sponsored
STIP
37.21%ISHARES TR
Shares726.7K
Event2026-03-31
Filed2026-05-06
SGOV
-4.11%ISHARES TR
Shares271.8K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
0.50%ALPHABET INC
Shares86.9K
Event2026-03-31
Filed2026-05-06
NVDA
1.50%NVIDIA CORPORATION
Shares124.3K
Event2026-03-31
Filed2026-05-06
TSM
-0.37%TAIWAN SEMICONDUCTOR MANUFAC
Shares55.4K
Event2026-03-31
Filed2026-05-06
MSFT
5.72%MICROSOFT CORP
Shares47.6K
Event2026-03-31
Filed2026-05-06
SHV
-4.33%ISHARES TR
Shares155.1K
Event2026-03-31
Filed2026-05-06
AAPL
2.12%APPLE INC
Shares59.2K
Event2026-03-31
Filed2026-05-06
CSCO
2.62%CISCO SYS INC
Shares186.0K
Event2026-03-31
Filed2026-05-06
V
6.13%VISA INC
Shares46.8K
Event2026-03-31
Filed2026-05-06
AXP
1.35%AMERICAN EXPRESS CO
Shares39.7K
Event2026-03-31
Filed2026-05-06
MERCK & CO INC
0.59%MERCK & CO INC
Shares98.2K
Event2026-03-31
Filed2026-05-06
REGN
0.61%REGENERON PHARMACEUTICALS
Shares14.9K
Event2026-03-31
Filed2026-05-06
CCJ
-1.23%CAMECO CORP
Shares105.7K
Event2026-03-31
Filed2026-05-06
UNILEVER PLC
6.89%UNILEVER PLC
Shares194.0K
Event2026-03-31
Filed2026-05-06
GILD
-0.37%GILEAD SCIENCES INC
Shares73.7K
Event2026-03-31
Filed2026-05-06
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares14
Event2026-03-31
Filed2026-05-06
LEVI
0.02%LEVI STRAUSS & CO NEW
Shares525.1K
Event2026-03-31
Filed2026-05-06
PG
7.47%PROCTER & GAMBLE CO
Shares65.9K
Event2026-03-31
Filed2026-05-06
NEE
2.05%NEXTERA ENERGY INC
Shares101.0K
Event2026-03-31
Filed2026-05-06
HD
2.77%HOME DEPOT INC
Shares27.9K
Event2026-03-31
Filed2026-05-06
GLW
-3.36%CORNING INC
Shares65.5K
Event2026-03-31
Filed2026-05-06
JCI
0.86%JOHNSON CONTROLS INTERNATION
Shares65.3K
Event2026-03-31
Filed2026-05-06
ECL
2.88%ECOLAB INC
Shares30.8K
Event2026-03-31
Filed2026-05-06
CSX
1.26%CSX CORP
Shares197.0K
Event2026-03-31
Filed2026-05-06
NATIONAL GRID PLC
4.66%NATIONAL GRID PLC
Shares91.1K
Event2026-03-31
Filed2026-05-06
BDX
3.39%BECTON DICKINSON & CO
Shares44.2K
Event2026-03-31
Filed2026-05-06
BLACKROCK INC
2.67%BLACKROCK INC
Shares7.0K
Event2026-03-31
Filed2026-05-06
LH
3.08%LABCORP HOLDINGS INC
Shares23.3K
Event2026-03-31
Filed2026-05-06
MA
10.73%MASTERCARD INCORPORATED
Shares11.7K
Event2026-03-31
Filed2026-05-06
ACCENTURE PLC IRELAND
5.55%ACCENTURE PLC IRELAND
Shares28.6K
Event2026-03-31
Filed2026-05-06
PLD
1.52%PROLOGIS INC.
Shares42.9K
Event2026-03-31
Filed2026-05-06
NVO
0.05%NOVO-NORDISK A S
Shares152.3K
Event2026-03-31
Filed2026-05-06
XYL
7.51%XYLEM INC
Shares46.1K
Event2026-03-31
Filed2026-05-06
FSLR
4.06%FIRST SOLAR INC
Shares26.6K
Event2026-03-31
Filed2026-05-06
AMT
5.32%AMERICAN TOWER CORP
Shares25.8K
Event2026-03-31
Filed2026-05-06
INTU
9.47%INTUIT
Shares10.0K
Event2026-03-31
Filed2026-05-06
CEG
4.17%CONSTELLATION ENERGY CORP
Shares15.1K
Event2026-03-31
Filed2026-05-06
STLD
3.90%STEEL DYNAMICS INC
Shares23.1K
Event2026-03-31
Filed2026-05-06
CRM
5.08%SALESFORCE INC
Shares22.0K
Event2026-03-31
Filed2026-05-06
WSM
1.18%WILLIAMS SONOMA INC
Shares18.5K
Event2026-03-31
Filed2026-05-06
PHYS
NewSPROTT ASSET MANAGEMENT LP
Shares88.1K
Event2026-03-31
Filed2026-05-06
LLY
1327.93%ELI LILLY & CO
Shares3.2K
Event2026-03-31
Filed2026-05-06
RY
-13.44%ROYAL BK CDA
Shares17.4K
Event2026-03-31
Filed2026-05-06
ZTS
3.82%ZOETIS INC
Shares22.0K
Event2026-03-31
Filed2026-05-06
PSLV
NewSPROTT ASSET MANAGEMENT LP
Shares102.3K
Event2026-03-31
Filed2026-05-06
DIS
0.14%DISNEY WALT CO
Shares25.7K
Event2026-03-31
Filed2026-05-06
KO
0.56%COCA COLA CO
Shares27.1K
Event2026-03-31
Filed2026-05-06
BERKSHIRE HATHAWAY INC DEL
0.00%BERKSHIRE HATHAWAY INC DEL
Shares2.8K
Event2026-03-31
Filed2026-05-06
IWF
0.00%ISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-05-06
WAT
NewWATERS CORP
Shares4.4K
Event2026-03-31
Filed2026-05-06
AMP
0.00%AMERIPRISE FINL INC
Shares2.9K
Event2026-03-31
Filed2026-05-06
ESGD
NewISHARES TR
Shares12.8K
Event2026-03-31
Filed2026-05-06
SCHP
10.29%SCHWAB STRATEGIC TR
Shares45.4K
Event2026-03-31
Filed2026-05-06
LAM RESEARCH CORP
NewLAM RESEARCH CORP
Shares5.0K
Event2026-03-31
Filed2026-05-06
WAB
0.00%WABTEC
Shares4.0K
Event2026-03-31
Filed2026-05-06
SCHF
32.32%SCHWAB STRATEGIC TR
Shares39.5K
Event2026-03-31
Filed2026-05-06
IVV
0.00%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-05-06
ABBV
0.33%ABBVIE INC
Shares3.9K
Event2026-03-31
Filed2026-05-06
NKE
-86.49%NIKE INC
Shares14.9K
Event2026-03-31
Filed2026-05-06
CALI
NewBLACKROCK ETF TRUST II
Shares14.9K
Event2026-03-31
Filed2026-05-06
TD
-21.24%TORONTO DOMINION BK ONT
Shares7.9K
Event2026-03-31
Filed2026-05-06
INVESCO QQQ TR
0.00%INVESCO QQQ TR
Shares1.3K
Event2026-03-31
Filed2026-05-06
SCHR
27.00%SCHWAB STRATEGIC TR
Shares27.6K
Event2026-03-31
Filed2026-05-06
BROADCOM INC
4.48%BROADCOM INC
Shares2.1K
Event2026-03-31
Filed2026-05-06
LOW
0.79%LOWES COS INC
Shares2.7K
Event2026-03-31
Filed2026-05-06
SPY
-4.97%STATE STR SPDR S&P 500 ETF T
Shares956
Event2026-03-31
Filed2026-05-06
HEDJ
-61.46%WISDOMTREE TR
Shares11.8K
Event2026-03-31
Filed2026-05-06
FBTC
-18.16%FIDELITY WISE ORIGIN BITCOIN
Shares10.0K
Event2026-03-31
Filed2026-05-06
GLD
0.00%SPDR GOLD TR
Shares1.3K
Event2026-03-31
Filed2026-05-06
VTEB
41.42%VANGUARD MUN BD FDS
Shares10.8K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
4.00%ALPHABET INC
Shares1.7K
Event2026-03-31
Filed2026-05-06
JNJ
4.82%JOHNSON & JOHNSON
Shares2.0K
Event2026-03-31
Filed2026-05-06
DVY
-3.87%ISHARES TR
Shares3.2K
Event2026-03-31
Filed2026-05-06
DFSB
1.50%DIMENSIONAL ETF TRUST
Shares9.3K
Event2026-03-31
Filed2026-05-06
SPTS
10.29%SPDR SERIES TRUST
Shares15.6K
Event2026-03-31
Filed2026-05-06
CMF
NewISHARES TR
Shares7.9K
Event2026-03-31
Filed2026-05-06
MMM
3.36%3M CO
Shares3.1K
Event2026-03-31
Filed2026-05-06
ADI
0.00%ANALOG DEVICES INC
Shares1.4K
Event2026-03-31
Filed2026-05-06
ORCL
-1.09%ORACLE CORP
Shares2.9K
Event2026-03-31
Filed2026-05-06
HCA
0.00%HCA HEALTHCARE INC
Shares863
Event2026-03-31
Filed2026-05-06
AMGN
-22.25%AMGEN INC
Shares1.1K
Event2026-03-31
Filed2026-05-06
J
-85.57%JACOBS SOLUTIONS INC
Shares3.0K
Event2026-03-31
Filed2026-05-06
NVS
22.20%NOVARTIS AG
Shares2.5K
Event2026-03-31
Filed2026-05-06
ABNB
-26.24%AIRBNB INC
Shares3.0K
Event2026-03-31
Filed2026-05-06
EATON CORP PLC
4.85%EATON CORP PLC
Shares1.0K
Event2026-03-31
Filed2026-05-06
TJX
0.82%TJX COS INC NEW
Shares2.2K
Event2026-03-31
Filed2026-05-06
AMZN
-0.42%AMAZON COM INC
Shares1.6K
Event2026-03-31
Filed2026-05-06
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares1.4K
Event2026-03-31
Filed2026-05-06
ISHARES GOLD TR
0.00%ISHARES GOLD TR
Shares3.8K
Event2026-03-31
Filed2026-05-06
FESM
49.97%FIDELITY COVINGTON TRUST
Shares8.7K
Event2026-03-31
Filed2026-05-06
VTI
-13.80%VANGUARD INDEX FDS
Shares1.0K
Event2026-03-31
Filed2026-05-06
SBUX
-10.74%STARBUCKS CORP
Shares3.5K
Event2026-03-31
Filed2026-05-06
IWM
0.00%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-06
SHY
0.00%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-05-06
DE
0.00%DEERE & CO
Shares520
Event2026-03-31
Filed2026-05-06
DAR
NewDARLING INGREDIENTS INC
Shares4.5K
Event2026-03-31
Filed2026-05-06
ROK
0.00%ROCKWELL AUTOMATION INC
Shares770
Event2026-03-31
Filed2026-05-06
ASML
2.96%ASML HLDG NV
Shares209
Event2026-03-31
Filed2026-05-06
SYK
1.00%STRYKER CORPORATION
Shares805
Event2026-03-31
Filed2026-05-06
FHLC
-24.93%FIDELITY COVINGTON TRUST
Shares3.6K
Event2026-03-31
Filed2026-05-06
HWM
1.02%HOWMET AEROSPACE INC
Shares1.1K
Event2026-03-31
Filed2026-05-06
PEP
1.00%PEPSICO INC
Shares1.6K
Event2026-03-31
Filed2026-05-06
TFC
0.00%TRUIST FINL CORP
Shares5.4K
Event2026-03-31
Filed2026-05-06
CWB
6.96%SPDR SERIES TRUST
Shares2.7K
Event2026-03-31
Filed2026-05-06
IMCV
NewISHARES TR
Shares2.9K
Event2026-03-31
Filed2026-05-06
FCX
0.00%FREEPORT MCMORAN INC
Shares4.1K
Event2026-03-31
Filed2026-05-06
AMD
24.34%ADVANCED MICRO DEVICES INC
Shares1.2K
Event2026-03-31
Filed2026-05-06
HSY
NewHERSHEY CO
Shares1.1K
Event2026-03-31
Filed2026-05-06
EFA
0.00%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-06
EBAY
-2.83%EBAY INC.
Shares2.4K
Event2026-03-31
Filed2026-05-06
DOV
0.00%DOVER CORP
Shares1.0K
Event2026-03-31
Filed2026-05-06
VRTX
NewVERTEX PHARMACEUTICALS INC
Shares485
Event2026-03-31
Filed2026-05-06
FIRST CTZNS BANCSHARES INC D
0.00%FIRST CTZNS BANCSHARES INC D
Shares114
Event2026-03-31
Filed2026-05-06
ABT
1.26%ABBOTT LABORATORIES
Shares2.1K
Event2026-03-31
Filed2026-05-06
XOM
NewEXXON MOBIL CORP
Shares1.3K
Event2026-03-31
Filed2026-05-06
MCK
0.00%MCKESSON CORP
Shares244
Event2026-03-31
Filed2026-05-06
ALB
NewALBEMARLE CORP
Shares1.1K
Event2026-03-31
Filed2026-05-06
MAGNUM ICE CREAM CO NV
-27.50%MAGNUM ICE CREAM CO NV
Shares11.7K
Event2026-03-31
Filed2026-05-06
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available