Sponsored
The Analysis of M. Kulyk & Associates, LLC's Holdings & P&L
Currently, M. Kulyk & Associates, LLC holds 113 types of securities in its portfolio with a total value $612.9M. In the most recent quarter, they have increased their positions in PNC (+59.4K shares, valued at $14.6M), ING (+356.2K shares, valued at $11.2M), LRCX (+17.2K shares, valued at $7.5M); decreased their positions in GLW (-25.1K shares, valued at $6.4M), TSM (-11.7K shares, valued at $5.6M), CCJ (-46.7K shares, valued at $4.8M); initiated new positions in PNC (+59.4K shares, valued at $14.6M), ING (+356.2K shares, valued at $11.2M), VLTO (+52.4K shares, valued at $4.7M).
1M P&L
+12.3M+2.50%
3M P&L
+17.1M+3.52%
HY P&L
+18.1M+3.74%
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/A159.8M
30.3%
2Semiconductors49.0M
9.3%
3Drug Manufacturers - General36.8M
7.0%
Top Industries by Stock Count
1N/A29 stocks
30.5%
2Drug Manufacturers - General7 stocks
7.4%
3Semiconductors4 stocks
4.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
STIP
6.11%ISHARES TR
Shares771.1K
Event2026-06-30
Filed2026-08-07
SGOV
5.43%ISHARES TR
Shares286.5K
Event2026-06-30
Filed2026-08-07
GOOGL
-9.74%ALPHABET INC
Shares78.4K
Event2026-06-30
Filed2026-08-07
NVDA
9.42%NVIDIA CORPORATION
Shares136.1K
Event2026-06-30
Filed2026-08-07
AAPL
43.09%APPLE INC
Shares84.8K
Event2026-06-30
Filed2026-08-07
TSM
-21.08%TAIWAN SEMICONDUCTOR MANUFAC
Shares43.7K
Event2026-06-30
Filed2026-08-07
SHV
17.53%ISHARES TR
Shares182.3K
Event2026-06-30
Filed2026-08-07
MSFT
10.90%MICROSOFT CORP
Shares52.8K
Event2026-06-30
Filed2026-08-07
CISCO SYS INC
-17.03%CISCO SYS INC
Shares154.3K
Event2026-06-30
Filed2026-08-07
VISA INC
10.00%VISA INC
Shares51.5K
Event2026-06-30
Filed2026-08-07
PNC
NewPNC FINL SVCS GROUP INC
Shares59.4K
Event2026-06-30
Filed2026-08-07
AXP
0.57%AMERICAN EXPRESS CO
Shares39.9K
Event2026-06-30
Filed2026-08-07
LEVI
-0.02%LEVI STRAUSS & CO NEW
Shares525.0K
Event2026-06-30
Filed2026-08-07
MRK
-3.39%MERCK & CO INC
Shares94.9K
Event2026-06-30
Filed2026-08-07
UL
-1.09%UNILEVER PLC
Shares191.9K
Event2026-06-30
Filed2026-08-07
ING
NewING GROEP N.V.
Shares356.2K
Event2026-06-30
Filed2026-08-07
HD
10.42%HOME DEPOT INC
Shares30.8K
Event2026-06-30
Filed2026-08-07
ECL
23.01%ECOLAB INC
Shares37.9K
Event2026-06-30
Filed2026-08-07
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares14
Event2026-06-30
Filed2026-08-07
PG
6.84%PROCTER & GAMBLE CO
Shares70.4K
Event2026-06-30
Filed2026-08-07
GLW
-38.32%CORNING INC
Shares40.4K
Event2026-06-30
Filed2026-08-07
LRCX
342.63%LAM RESEARCH CORP
Shares22.3K
Event2026-06-30
Filed2026-08-07
LLY
150.63%ELI LILLY & CO
Shares7.9K
Event2026-06-30
Filed2026-08-07
GILD
1.57%GILEAD SCIENCES INC
Shares74.9K
Event2026-06-30
Filed2026-08-07
NEXTERA ENERGY INC
-0.79%NEXTERA ENERGY INC
Shares100.2K
Event2026-06-30
Filed2026-08-07
JOHNSON CONTROLS INTERNATION
-9.29%JOHNSON CONTROLS INTERNATION
Shares59.2K
Event2026-06-30
Filed2026-08-07
MASTERCARD INCORPORATED
41.52%MASTERCARD INCORPORATED
Shares16.6K
Event2026-06-30
Filed2026-08-07
NGG
10.44%NATIONAL GRID PLC
Shares100.6K
Event2026-06-30
Filed2026-08-07
BROADCOM INC
943.73%BROADCOM INC
Shares21.6K
Event2026-06-30
Filed2026-08-07
CSX
-13.01%CSX CORP
Shares171.4K
Event2026-06-30
Filed2026-08-07
REGN
-13.54%REGENERON PHARMACEUTICALS
Shares12.9K
Event2026-06-30
Filed2026-08-07
BLK
6.29%BLACKROCK INC
Shares7.4K
Event2026-06-30
Filed2026-08-07
XYL
27.48%XYLEM INC
Shares58.7K
Event2026-06-30
Filed2026-08-07
LABCORP HOLDINGS INC
3.69%LABCORP HOLDINGS INC
Shares24.1K
Event2026-06-30
Filed2026-08-07
CCJ
-44.16%CAMECO CORP
Shares59.0K
Event2026-06-30
Filed2026-08-07
PLD
-3.88%PROLOGIS INC.
Shares41.2K
Event2026-06-30
Filed2026-08-07
VLTO
NewVERALTO CORP
Shares52.4K
Event2026-06-30
Filed2026-08-07
PHYS
74.45%SPROTT ASSET MANAGEMENT LP
Shares153.7K
Event2026-06-30
Filed2026-08-07
AMT
7.70%AMERICAN TOWER CORP
Shares27.8K
Event2026-06-30
Filed2026-08-07
NVO
-38.68%NOVO-NORDISK A S
Shares93.4K
Event2026-06-30
Filed2026-08-07
CEG
9.91%CONSTELLATION ENERGY CORP
Shares16.6K
Event2026-06-30
Filed2026-08-07
BDX
-42.62%BECTON DICKINSON & CO
Shares25.4K
Event2026-06-30
Filed2026-08-07
FSLR
-51.97%FIRST SOLAR INC
Shares12.8K
Event2026-06-30
Filed2026-08-07
ACCENTURE PLC IRELAND
-15.69%ACCENTURE PLC IRELAND
Shares24.1K
Event2026-06-30
Filed2026-08-07
RY
-17.87%ROYAL BK CDA
Shares14.3K
Event2026-06-30
Filed2026-08-07
DAR
1052.90%DARLING INGREDIENTS INC
Shares52.4K
Event2026-06-30
Filed2026-08-07
DIS
-0.04%DISNEY WALT CO
Shares25.6K
Event2026-06-30
Filed2026-08-07
PSLV
21.92%SPROTT ASSET MANAGEMENT LP
Shares124.7K
Event2026-06-30
Filed2026-08-07
KO
-3.11%COCA COLA CO
Shares26.3K
Event2026-06-30
Filed2026-08-07
CRM
-46.21%SALESFORCE INC
Shares11.8K
Event2026-06-30
Filed2026-08-07
CALI
101.92%BLACKROCK ETF TRUST II
Shares30.1K
Event2026-06-30
Filed2026-08-07
IWF
284.18%ISHARES TR
Shares11.9K
Event2026-06-30
Filed2026-08-07
SCHF
29.93%SCHWAB STRATEGIC TR
Shares51.3K
Event2026-06-30
Filed2026-08-07
AMERIPRISE FINL INC
0.00%AMERIPRISE FINL INC
Shares2.9K
Event2026-06-30
Filed2026-08-07
SCHP
-3.44%SCHWAB STRATEGIC TR
Shares43.8K
Event2026-06-30
Filed2026-08-07
ESGD
-12.96%ISHARES TR
Shares11.1K
Event2026-06-30
Filed2026-08-07
BRK.B
-22.21%BERKSHIRE HATHAWAY INC DEL
Shares2.2K
Event2026-06-30
Filed2026-08-07
WAB
-2.00%WABTEC
Shares3.9K
Event2026-06-30
Filed2026-08-07
ABBVIE INC
-2.26%ABBVIE INC
Shares3.8K
Event2026-06-30
Filed2026-08-07
STLD
-82.32%STEEL DYNAMICS INC
Shares4.1K
Event2026-06-30
Filed2026-08-07
QQQ
0.00%INVESCO QQQ TR
Shares1.3K
Event2026-06-30
Filed2026-08-07
STATE STR SPDR S&P 500 ETF T
29.39%STATE STR SPDR S&P 500 ETF T
Shares1.2K
Event2026-06-30
Filed2026-08-07
WSM
-80.90%WILLIAMS SONOMA INC
Shares3.5K
Event2026-06-30
Filed2026-08-07
ISHARES TR
-35.78%ISHARES TR
Shares926
Event2026-06-30
Filed2026-08-07
TD
-33.76%TORONTO DOMINION BK ONT
Shares5.2K
Event2026-06-30
Filed2026-08-07
VTEB
10.59%VANGUARD MUN BD FDS
Shares12.0K
Event2026-06-30
Filed2026-08-07
GOOG
-2.53%ALPHABET INC
Shares1.7K
Event2026-06-30
Filed2026-08-07
HEDJ
-15.84%WISDOMTREE TR
Shares9.9K
Event2026-06-30
Filed2026-08-07
ADI
0.00%ANALOG DEVICES INC
Shares1.4K
Event2026-06-30
Filed2026-08-07
FBTC
0.00%FIDELITY WISE ORIGIN BITCOIN
Shares10.0K
Event2026-06-30
Filed2026-08-07
GLD
7.90%SPDR GOLD TR
Shares1.4K
Event2026-06-30
Filed2026-08-07
3M CO
0.00%3M CO
Shares3.1K
Event2026-06-30
Filed2026-08-07
JNJ
-3.00%JOHNSON & JOHNSON
Shares1.9K
Event2026-06-30
Filed2026-08-07
DVY
-3.53%ISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-08-07
SCHR
-28.65%SCHWAB STRATEGIC TR
Shares19.7K
Event2026-06-30
Filed2026-08-07
SPTS
3.55%SPDR SERIES TRUST
Shares16.2K
Event2026-06-30
Filed2026-08-07
LOW
-20.74%LOWES COS INC
Shares2.1K
Event2026-06-30
Filed2026-08-07
ASML
12.44%ASML HLDG NV
Shares235
Event2026-06-30
Filed2026-08-07
CMF
0.00%ISHARES TR
Shares7.9K
Event2026-06-30
Filed2026-08-07
FESM
6.14%FIDELITY COVINGTON TRUST
Shares9.2K
Event2026-06-30
Filed2026-08-07
ETN
-1.74%EATON CORP PLC
Shares1.0K
Event2026-06-30
Filed2026-08-07
ORACLE CORP
-0.24%ORACLE CORP
Shares2.9K
Event2026-06-30
Filed2026-08-07
NVS
-1.97%NOVARTIS AG
Shares2.4K
Event2026-06-30
Filed2026-08-07
IBM
-4.05%INTERNATIONAL BUSINESS MACHS
Shares1.4K
Event2026-06-30
Filed2026-08-07
ROK
-0.91%ROCKWELL AUTOMATION INC
Shares763
Event2026-06-30
Filed2026-08-07
DFSB
-22.93%DIMENSIONAL ETF TRUST
Shares7.2K
Event2026-06-30
Filed2026-08-07
IWM
0.00%ISHARES TR
Shares1.2K
Event2026-06-30
Filed2026-08-07
AMD
-48.17%ADVANCED MICRO DEVICES INC
Shares609
Event2026-06-30
Filed2026-08-07
SBUX
-4.86%STARBUCKS CORP
Shares3.3K
Event2026-06-30
Filed2026-08-07
HCA
0.00%HCA HEALTHCARE INC
Shares863
Event2026-06-30
Filed2026-08-07
TJX
-0.81%TJX COS INC NEW
Shares2.2K
Event2026-06-30
Filed2026-08-07
DE
0.00%DEERE & CO
Shares520
Event2026-06-30
Filed2026-08-07
ABNB
-24.81%AIRBNB INC
Shares2.3K
Event2026-06-30
Filed2026-08-07
SHY
5.86%ISHARES TR
Shares3.8K
Event2026-06-30
Filed2026-08-07
PALANTIR TECHNOLOGIES INC
NewPALANTIR TECHNOLOGIES INC
Shares2.6K
Event2026-06-30
Filed2026-08-07
AMZN
-24.68%AMAZON COM INC
Shares1.2K
Event2026-06-30
Filed2026-08-07
HWM
-1.01%HOWMET AEROSPACE INC
Shares1.1K
Event2026-06-30
Filed2026-08-07
IAU
0.00%ISHARES GOLD TR
Shares3.8K
Event2026-06-30
Filed2026-08-07
CWB
0.00%SPDR SERIES TRUST
Shares2.7K
Event2026-06-30
Filed2026-08-07
APPLIED MATLS INC
NewAPPLIED MATLS INC
Shares392
Event2026-06-30
Filed2026-08-07
TFC
0.00%TRUIST FINL CORP
Shares5.4K
Event2026-06-30
Filed2026-08-07
EBAY
0.17%EBAY INC.
Shares2.4K
Event2026-06-30
Filed2026-08-07
AMGN
-35.34%AMGEN INC
Shares741
Event2026-06-30
Filed2026-08-07
VRTX
10.72%VERTEX PHARMACEUTICALS INC
Shares537
Event2026-06-30
Filed2026-08-07
VOO
NewVANGUARD INDEX FDS
Shares371
Event2026-06-30
Filed2026-08-07
VTEC
NewVANGUARD CALIF TAX FREE FDS
Shares2.5K
Event2026-06-30
Filed2026-08-07
FREEPORT MCMORAN INC
-1.43%FREEPORT MCMORAN INC
Shares4.0K
Event2026-06-30
Filed2026-08-07
SYK
-0.99%STRYKER CORPORATION
Shares797
Event2026-06-30
Filed2026-08-07
FCNCA
0.00%FIRST CTZNS BANCSHARES INC D
Shares114
Event2026-06-30
Filed2026-08-07
DOV
0.10%DOVER CORP
Shares1.0K
Event2026-06-30
Filed2026-08-07
EFA
-6.59%ISHARES TR
Shares2.1K
Event2026-06-30
Filed2026-08-07
WAT
-86.76%WATERS CORP
Shares579
Event2026-06-30
Filed2026-08-07
VANGUARD INDEX FDS
-42.97%VANGUARD INDEX FDS
Shares584
Event2026-06-30
Filed2026-08-07
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