MK

M. Kulyk & Associates, LLC

13F
M. Kulyk & Associates, LLC
Last update 2025-05-06 101 Stocks (5 new)
Value $437.00 Mil Turnover 6 %
Countries:
M. Kulyk & Associates, LLC Top Holdings of 2025-03-31 View Full List
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
+1.26%
+4.46%
12,383.9
 
SGOV
iShares 0-3 Month Treasury Bond ETF
251,770
25,345.7
+6.52%
5.800
+0.35%
0.050
+1.05%
+2.38%
51,420.8
 
SHV
iShares Short Treasury Bond ETF
162,118
17,907.6
-20.79%
4.100
-1.01%
0.080
+1.00%
+2.30%
20,785.8
 
LEVI
Levi Strauss & Co
1,077,103
16,792.0
-2.95%
3.840
-0.12%
0.270
+35.60%
+23.89%
8,348.3
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
MSFT
Microsoft Corp
43,304
16,256.1
+4.78%
3.720
+0.17%
0.000
+34.33%
+19.55%
3,730,988.4
Software
NVDA
NVIDIA Corp
121,880
13,209.3
+1.14%
3.020
+0.03%
0.000
+65.01%
+26.22%
4,132,956.9
Semiconductors
AAPL
Apple Inc
59,023
13,110.8
-6.31%
3.000
-0.22%
0.000
+4.18%
-14.79%
3,179,389.3
Hardware
GOOGL
Alphabet Inc
84,196
13,020.1
+3.85%
2.980
+0.11%
0.000
+22.25%
+0.44%
2,306,008.1
Interactive Media
BRK.A
Berkshire Hathaway Inc
14
11,178.2
0%
2.560
0%
0.000
-8.35%
+6.16%
1,041,936.0
Insurance
CSCO
Cisco Systems Inc
178,558
11,018.8
-14.66%
2.520
-0.39%
0.000
+24.26%
+18.35%
272,111.3
Hardware

M. Kulyk & Associates, LLC's Historical Top Holdings Breakdowns

M. Kulyk & Associates, LLC's Top Stock Picks View Full List
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
$60.42
5.38%
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
$110.33
0.04%
Reduce -20.79%
162,118
-42,539
NVO
Novo Nordisk AS
2025-03-31
Add
Add
+1.00%
69.3 ($82.59) 90.95
$69.47
-15.89%
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
$102.94
1.03%
Reduce -7.26%
482,893
-37,780
ZTS
Zoetis Inc
2025-03-31
Reduce
Reduce
-0.68%
156.48 ($166.29) 175.67
$152.03
-8.58%
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
$109.62
33.33%
Reduce -34.38%
70,922
-37,151
FSLR
First Solar Inc
2025-03-31
Add
Add
+0.44%
126.34 ($156.16) 197.73
$177.57
13.71%
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
$72.96
-4.18%
Sold Out
0
-22,646
WSM
Williams-Sonoma Inc
2025-03-31
Reduce
Reduce
-0.41%
158.1 ($193.24) 217.71
$182.61
-5.50%
Reduce -36.3%
17,924
-10,214
CSCO
Cisco Systems Inc
2025-03-31
Reduce
Reduce
-0.39%
58.74 ($61.57) 64.87
$68.72
11.60%
Reduce -14.66%
178,558
-30,665

M. Kulyk & Associates, LLC Total Holding History ($B)

To

M. Kulyk & Associates, LLC's Asset Allocation

To

M. Kulyk & Associates, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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 %

M. Kulyk & Associates, LLC's Holdings Heat Map

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M. Kulyk & Associates, LLC's Holdings Bubble Chart

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