MK
| |
M. Kulyk & Associates, LLC13F | |
| M. Kulyk & Associates, LLC | |
| Last update 2025-05-06 | 101 Stocks (5 new) |
| Value $437.00 Mil | Turnover 6 % |
M. Kulyk & Associates, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STIP | iShares 0-5 Year TIPS Bond ETF | 482,893 | 49,965.0 | -7.26% | 11.430 | -0.82% | 0.420 | +0.92% | +4.35% | 12,371.8 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 251,770 | 25,345.7 | +6.52% | 5.800 | +0.35% | 0.050 | +1.07% | +2.40% | 51,431.0 | ||
SHV | iShares Short Treasury Bond ETF | 162,118 | 17,907.6 | -20.79% | 4.100 | -1.01% | 0.080 | +1.00% | +2.31% | 20,787.5 | ||
LEVI | Levi Strauss & Co | 1,077,103 | 16,792.0 | -2.95% | 3.840 | -0.12% | 0.270 | +29.68% | +21.53% | 8,134.7 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
| |
MSFT | Microsoft Corp | 43,304 | 16,256.1 | +4.78% | 3.720 | +0.17% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
NVDA | NVIDIA Corp | 121,880 | 13,209.3 | +1.14% | 3.020 | +0.03% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
AAPL | Apple Inc | 59,023 | 13,110.8 | -6.31% | 3.000 | -0.22% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
GOOGL | Alphabet Inc | 84,196 | 13,020.1 | +3.85% | 2.980 | +0.11% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
BRK.A | Berkshire Hathaway Inc | 14 | 11,178.2 | 0% | 2.560 | 0% | 0.000 | -8.96% | +6.58% | 1,039,421.7 | Insurance | |
CSCO | Cisco Systems Inc | 178,558 | 11,018.8 | -14.66% | 2.520 | -0.39% | 0.000 | +22.05% | +17.62% | 270,428.3 | Hardware |
M. Kulyk & Associates, LLC's Historical Top Holdings Breakdowns
M. Kulyk & Associates, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UL | Unilever PLC | 2025-03-31 | Add Add | +2.01% | 54.72 ($57.34) 60.29 | $61.04 | 6.45% | Add 3171.01% | 152,200 | 147,547 | |
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -1.01% | 110.11 ($110.29) 110.51 | $110.34 | 0.05% | Reduce -20.79% | 162,118 | -42,539 | |
NVO | Novo Nordisk AS | 2025-03-31 | Add Add | +1.00% | 69.3 ($82.59) 90.95 | $70.73 | -14.36% | Add 1970.93% | 65,897 | 62,715 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2025-03-31 | Reduce Reduce | -0.82% | 100.59 ($101.89) 103.47 | $102.84 | 0.93% | Reduce -7.26% | 482,893 | -37,780 | |
ZTS | Zoetis Inc | 2025-03-31 | Reduce Reduce | -0.68% | 156.48 ($166.29) 175.67 | $152.82 | -8.10% | Reduce -52.6% | 17,306 | -19,203 | |
JCI | Johnson Controls International PLC | 2025-03-31 | Reduce Reduce | -0.64% | 76.12 ($82.22) 90.6 | $110.02 | 33.81% | Reduce -34.38% | 70,922 | -37,151 | |
FSLR | First Solar Inc | 2025-03-31 | Add Add | +0.44% | 126.34 ($156.16) 197.73 | $180.72 | 15.73% | Add 167.63% | 24,055 | 15,067 | |
SWKS | Skyworks Solutions Inc | 2025-03-31 | Sold Out Sold Out | -0.43% | 64.12 ($76.14) 93.96 | $72.34 | -4.99% | Sold Out | 0 | -22,646 | |
WSM | Williams-Sonoma Inc | 2025-03-31 | Reduce Reduce | -0.41% | 158.1 ($193.24) 217.71 | $180.54 | -6.57% | Reduce -36.3% | 17,924 | -10,214 | |
CSCO | Cisco Systems Inc | 2025-03-31 | Reduce Reduce | -0.39% | 58.74 ($61.57) 64.87 | $68.29 | 10.91% | Reduce -14.66% | 178,558 | -30,665 |
M. Kulyk & Associates, LLC Total Holding History ($B)
M. Kulyk & Associates, LLC's Asset Allocation
M. Kulyk & Associates, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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M. Kulyk & Associates, LLC's Hypothetical Growth since 2025-03-31
M. Kulyk & Associates, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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M. Kulyk & Associates, LLC's Holdings Heat Map
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M. Kulyk & Associates, LLC's Holdings Bubble Chart
M. Kulyk & Associates, LLC News
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