M. Kulyk & Associates, LLC Top Holdings and 13F Report (2025) About M. Kulyk & Associates, LLCInvestment ActivityM. Kulyk & Associates, LLC has $462.05 million in total holdings as of December 31, 2024.M. Kulyk & Associates, LLC owns shares of 105 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 3.86% of the portfolio was purchased this quarter.About 9.70% of the portfolio was sold this quarter.This quarter, M. Kulyk & Associates, LLC has purchased 114 new stocks and bought additional shares in 31 stocks.M. Kulyk & Associates, LLC sold shares of 59 stocks and completely divested from 14 stocks this quarter.Largest Holdings iShares 0-5 Year TIPS Bond ETF $52,379,662iShares 0-3 Month Treasury Bond ETF $23,711,906iShares Short Treasury Bond ETF $22,534,804Levi Strauss & Co. $19,200,457Microsoft $17,420,652 Largest New Holdings this Quarter BLACKROCK INC $7,702,727 HoldingJacobs Solutions $2,051,201 HoldingRegeneron Pharmaceuticals $1,537,920 HoldingAir Products and Chemicals $270,607 HoldingJPMorgan Chase & Co. $228,204 Holding Largest Purchases this Quarter BLACKROCK INC 7,514 shares (about $7.70M)Jacobs Solutions 15,351 shares (about $2.05M)Becton, Dickinson and Company 8,129 shares (about $1.84M)Regeneron Pharmaceuticals 2,159 shares (about $1.54M)iShares 0-5 Year TIPS Bond ETF 10,936 shares (about $1.10M) Largest Sales this Quarter VF 175,711 shares (about $3.77M)Taiwan Semiconductor Manufacturing 15,596 shares (about $3.08M)NVIDIA 19,444 shares (about $2.61M)Skyworks Solutions 27,394 shares (about $2.43M)iShares 0-3 Month Treasury Bond ETF 20,915 shares (about $2.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofM. Kulyk & Associates, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTIPiShares 0-5 Year TIPS Bond ETF$52,379,662$1,100,161 ▲2.1%520,67311.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$23,711,906$2,098,190 ▼-8.1%236,3635.1%ETFSHViShares Short Treasury Bond ETF$22,534,804$528,418 ▲2.4%204,6574.9%ETFLEVILevi Strauss & Co.$19,200,457$762,792 ▼-3.8%1,109,8534.2%Retail/WholesaleMSFTMicrosoft$17,420,652$870,822 ▼-4.8%41,3303.8%Computer and TechnologyNVDANVIDIA$16,182,847$2,611,129 ▼-13.9%120,5073.5%Computer and TechnologyAAPLApple$15,775,220$1,616,713 ▼-9.3%62,9953.4%Computer and TechnologyGOOGLAlphabet$15,347,627$605,947 ▲4.1%81,0763.3%Computer and TechnologyCSCOCisco Systems$12,385,974$1,058,849 ▼-7.9%209,2232.7%Computer and TechnologyAXPAmerican Express$12,306,475$1,086,555 ▼-8.1%41,4652.7%FinanceTSMTaiwan Semiconductor Manufacturing$11,474,601$3,080,064 ▼-21.2%58,1022.5%Computer and TechnologyRYRoyal Bank of Canada$11,180,547$836,941 ▼-7.0%92,7772.4%FinanceHDHome Depot$10,970,031$1,015,275 ▼-8.5%28,2012.4%Retail/WholesaleVVisa$10,177,161$551,176 ▼-5.1%32,2022.2%Business ServicesBRK.ABerkshire Hathaway$9,532,8800.0%142.1%FinanceJCIJohnson Controls International$8,530,238$1,183,087 ▼-12.2%108,0731.8%ConstructionGILDGilead Sciences$8,190,038$1,090,053 ▼-11.7%88,6661.8%MedicalBLACKROCK INC$7,702,727$7,702,727 ▲New Holding7,5141.7%COMPGProcter & Gamble$7,485,379$127,078 ▼-1.7%44,6491.6%Consumer StaplesECLEcolab$7,071,164$402,333 ▼-5.4%30,1771.5%Basic MaterialsACNAccenture$6,962,489$459,780 ▼-6.2%19,7921.5%Computer and TechnologyCSXCSX$6,837,875$231,440 ▼-3.3%211,8961.5%TransportationMRKMerck & Co., Inc.$6,808,943$355,444 ▲5.5%68,4451.5%MedicalBDXBecton, Dickinson and Company$6,679,502$1,844,225 ▲38.1%29,4421.4%MedicalNKENIKE$6,514,830$17,858 ▼-0.3%86,0951.4%Consumer DiscretionaryZTSZoetis$5,948,426$116,495 ▼-1.9%36,5091.3%MedicalCRMSalesforce$5,919,404$1,477,761 ▼-20.0%17,7051.3%Computer and TechnologyINTUIntuit$5,876,042$369,570 ▼-5.9%9,3491.3%Computer and TechnologyTDToronto-Dominion Bank$5,870,311$186,074 ▼-3.1%110,2611.3%FinanceAMGNAmgen$5,842,423$37,532 ▼-0.6%22,4161.3%MedicalWSMWilliams-Sonoma$5,210,579$1,193,481 ▼-18.6%28,1381.1%Retail/WholesaleLABCORP HOLDINGS INC$5,116,951$211,200 ▼-4.0%22,3141.1%COM SHSGISGeneral Mills$4,872,431$38,135 ▼-0.8%76,4061.1%Consumer StaplesTGTTarget$4,837,173$114,228 ▲2.4%35,7831.0%Retail/WholesaleXYLXylem$4,666,931$219,047 ▼-4.5%40,2251.0%Business ServicesNGGNational Grid$4,537,027$168,456 ▼-3.6%76,3551.0%UtilitiesGLWCorning$4,403,801$738,315 ▼-14.4%92,6731.0%Computer and TechnologyPLDPrologis$4,257,547$149,035 ▼-3.4%40,2800.9%FinanceCLXClorox$4,014,587$239,228 ▼-5.6%24,7190.9%Consumer StaplesBAXBaxter International$3,968,471$40,095 ▼-1.0%136,0930.9%MedicalAMTAmerican Tower$3,873,269$141,043 ▼-3.5%21,1180.8%FinanceNEENextEra Energy$3,026,317$155,997 ▼-4.9%42,2140.7%UtilitiesDISWalt Disney$2,870,269$6,347 ▲0.2%25,7770.6%Consumer DiscretionaryEXCExelon$2,619,233$113,297 ▼-4.1%69,5860.6%UtilitiesSTLDSteel Dynamics$2,483,606$163,688 ▼-6.2%21,7730.5%Basic MaterialsMAMastercard$2,114,188$41,599 ▲2.0%4,0150.5%Business ServicesJJacobs Solutions$2,051,201$2,051,201 ▲New Holding15,3510.4%Business ServicesSWKSSkyworks Solutions$2,008,280$2,429,340 ▼-54.7%22,6460.4%Computer and TechnologyCEGConstellation Energy$1,898,954$133,786 ▼-6.6%8,4880.4%Oils/EnergyKOCoca-Cola$1,708,290$18,989 ▲1.1%27,4380.4%Consumer StaplesFSLRFirst Solar$1,584,045$243,035 ▲18.1%8,9880.3%Oils/EnergyREGNRegeneron Pharmaceuticals$1,537,920$1,537,920 ▲New Holding2,1590.3%MedicalCGNXCognex$1,535,362$91,659 ▼-5.6%42,8150.3%Computer and TechnologyAMPAmeriprise Financial$1,530,2750.0%2,8740.3%FinanceIWFiShares Russell 1000 Growth ETF$1,425,037$16,463 ▼-1.1%3,5490.3%ETFBRK.BBerkshire Hathaway$1,347,148$700,771 ▲108.4%2,9720.3%FinanceGOOGAlphabet$1,227,402$10,665 ▲0.9%6,4450.3%Computer and TechnologyHEDJWisdomTree Europe Hedged Equity Fund$1,141,005$164,300 ▲16.8%26,0980.2%FinanceABNBAirbnb$969,507$119,447 ▼-11.0%7,3780.2%Consumer DiscretionaryWABWestinghouse Air Brake Technologies$758,739$6,636 ▼-0.9%4,0020.2%TransportationSPYSPDR S&P 500 ETF Trust$747,252$198,095 ▲36.1%1,2750.2%FinanceFIDELITY WISE ORIGIN BITCOIN$737,953$46,091 ▲6.7%9,0460.2%SHSABBVAbbVie$711,577$151,414 ▼-17.5%4,0040.2%MedicalDVYiShares Select Dividend ETF$680,850$1,444 ▼-0.2%5,1860.1%ETFQQQInvesco QQQ$652,863$5,624 ▲0.9%1,2770.1%FinanceLOWLowe's Companies$596,269$2,221 ▲0.4%2,4160.1%Retail/WholesaleVFCVF$527,913$3,770,737 ▼-87.7%24,6000.1%Consumer DiscretionaryORCLOracle$508,919$19,164 ▼-3.6%3,0540.1%Computer and TechnologyAVGOBroadcom$491,964$87,635 ▼-15.1%2,1220.1%Computer and TechnologyIVViShares Core S&P 500 ETF$472,7100.0%8030.1%ETFKKellanova$459,019$28,259 ▼-5.8%5,6690.1%Consumer DiscretionaryAMZNAmazon.com$416,622$69,327 ▼-14.3%1,8990.1%Retail/WholesaleSBUXStarbucks$409,117$1,916 ▲0.5%4,4830.1%Retail/WholesaleSYKStryker$388,134$1,800 ▲0.5%1,0780.1%MedicalMMM3M$384,817$775 ▲0.2%2,9810.1%Multi-Sector ConglomeratesETNEaton$346,804$2,655 ▼-0.8%1,0450.1%Industrial ProductsABTAbbott Laboratories$337,715$96,361 ▼-22.2%2,9860.1%MedicalSHYiShares 1-3 Year Treasury Bond ETF$319,476$8,116 ▲2.6%3,8970.1%ManufacturingVTIVanguard Total Stock Market ETF$313,3050.0%1,0810.1%ETFADIAnalog Devices$308,492$1,912 ▲0.6%1,4520.1%Computer and TechnologyVOOVanguard S&P 500 ETF$305,5050.0%5670.1%ETFFSSTFidelity Sustainable U.S. Equity ETF$297,943$61,766 ▼-17.2%11,1090.1%ETFIBMInternational Business Machines$291,322$57,825 ▼-16.6%1,3250.1%Computer and TechnologyADPAutomatic Data Processing$290,095$349,812 ▼-54.7%9910.1%Business ServicesNVONovo Nordisk A/S$273,716$10,236 ▲3.9%3,1820.1%MedicalAPDAir Products and Chemicals$270,607$270,607 ▲New Holding9330.1%Basic MaterialsULUnilever$263,808$8,561 ▲3.4%4,6530.1%Consumer StaplesJNJJohnson & Johnson$260,171$373,698 ▼-59.0%1,7990.1%MedicalTJXTJX Companies$259,621$846 ▲0.3%2,1490.1%Retail/WholesaleROKRockwell Automation$251,781$1,143 ▲0.5%8810.1%Computer and TechnologyFCNCAFirst Citizens BancShares$240,8840.0%1140.1%FinanceTMOThermo Fisher Scientific$239,306$3,121 ▲1.3%4600.1%MedicalCOSTCostco Wholesale$237,369$23,829 ▲11.2%2590.1%Retail/WholesaleNYTNew York Times$234,2250.0%4,5000.1%Consumer StaplesNVSNovartis$233,349$3,892 ▲1.7%2,3980.1%MedicalJPMJPMorgan Chase & Co.$228,204$228,204 ▲New Holding9520.0%FinanceTFCTruist Financial$226,010$694 ▼-0.3%5,2100.0%FinancePEPPepsiCo$224,8780.0%1,4790.0%Consumer StaplesPYPLPayPal$222,507$512 ▼-0.2%2,6070.0%Computer and TechnologyDEDeere & Company$222,019$1,695 ▲0.8%5240.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
