M. Kulyk & Associates, LLC Top Holdings and 13F Report (2025)

About M. Kulyk & Associates, LLC

Investment Activity

M. Kulyk & Associates, LLC has $437.17 million in total holdings as of March 31, 2025.
M. Kulyk & Associates, LLC owns shares of 101 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 5.62% of the portfolio was purchased this quarter.
About 8.46% of the portfolio was sold this quarter.
This quarter, M. Kulyk & Associates, LLC has purchased 105 new stocks and bought additional shares in 34 stocks.
M. Kulyk & Associates, LLC sold shares of 54 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

iShares 0-5 Year TIPS Bond ETF: $49,964,956
iShares 0-3 Month Treasury Bond ETF: $25,345,697
iShares Short Treasury Bond ETF: $17,907,570
Levi Strauss & Co.: $16,792,036
Microsoft: $16,256,064

Largest New Holdings this Quarter

78463V107 - SPDR Gold Shares: $299,666 Holding
464287655 - iShares Russell 2000 ETF: $256,345 Holding
125523100 - The Cigna Group: $231,458 Holding
464285204 - iShares Gold Trust: $226,171 Holding
464287226 - iShares Core U.S. Aggregate Bond ETF: $201,599 Holding

Largest Purchases this Quarter

Unilever: 147,547 shares (about $8.79M)
Novo Nordisk A/S: 62,715 shares (about $4.35M)
First Solar: 15,067 shares (about $1.90M)
iShares 0-3 Month Treasury Bond ETF: 15,407 shares (about $1.55M)
Target: 7,731 shares (about $806.80K)

Largest Sales this Quarter

iShares Short Treasury Bond ETF: 42,539 shares (about $4.70M)
iShares 0-5 Year TIPS Bond ETF: 37,780 shares (about $3.91M)
Zoetis: 19,203 shares (about $3.16M)
Johnson Controls International: 37,151 shares (about $2.98M)
Cisco Systems: 30,665 shares (about $1.89M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
STIP iShares 0-5 Year TIPS Bond ETF	$49,964,956	$3,909,098 ▼	-7.3%	482,893	11.4%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$25,345,697	$1,551,023 ▲	6.5%	251,770	5.8%	ETF
SHV iShares Short Treasury Bond ETF	$17,907,570	$4,698,862 ▼	-20.8%	162,118	4.1%	ETF
LEVI Levi Strauss & Co.	$16,792,036	$510,573 ▼	-3.0%	1,077,103	3.8%	Retail/Wholesale
MSFT Microsoft	$16,256,064	$741,028 ▲	4.8%	43,304	3.7%	Computer and Technology
NVDA NVIDIA	$13,209,324	$148,805 ▲	1.1%	121,880	3.0%	Computer and Technology
AAPL Apple	$13,110,800	$882,302 ▼	-6.3%	59,023	3.0%	Computer and Technology
GOOGL Alphabet	$13,020,120	$482,479 ▲	3.8%	84,196	3.0%	Computer and Technology
BRK.A Berkshire Hathaway	$11,178,182		0.0%	14	2.6%	Finance
CSCO Cisco Systems	$11,018,812	$1,892,337 ▼	-14.7%	178,558	2.5%	Computer and Technology
AXP American Express	$10,565,423	$590,839 ▼	-5.3%	39,269	2.4%	Finance
HD Home Depot	$10,245,033	$90,525 ▼	-0.9%	27,954	2.3%	Retail/Wholesale
V Visa	$9,930,014	$1,355,590 ▼	-12.0%	28,334	2.3%	Business Services
TSM Taiwan Semiconductor Manufacturing	$9,531,142	$113,709 ▼	-1.2%	57,417	2.2%	Computer and Technology
RY Royal Bank of Canada	$9,130,498	$1,327,271 ▼	-12.7%	81,002	2.1%	Finance
UL Unilever	$9,063,510	$8,786,424 ▲	3,171.0%	152,200	2.1%	Consumer Staples
GILD Gilead Sciences	$8,165,026	$1,770,066 ▼	-17.8%	72,869	1.9%	Medical
PG Procter & Gamble	$8,050,319	$441,218 ▲	5.8%	47,238	1.8%	Consumer Staples
ECL Ecolab	$7,433,832	$216,763 ▼	-2.8%	29,322	1.7%	Basic Materials
BDX Becton, Dickinson and Company	$7,114,988	$371,073 ▲	5.5%	31,062	1.6%	Medical
AMGN Amgen	$6,954,373	$29,286 ▼	-0.4%	22,322	1.6%	Medical
MRK Merck & Co., Inc.	$6,701,557	$557,947 ▲	9.1%	74,661	1.5%	Medical
BLACKROCK INC	$6,635,083	$477,044 ▼	-6.7%	7,010	1.5%	COM
ACN Accenture	$6,012,028	$163,820 ▼	-2.7%	19,267	1.4%	Computer and Technology
TD Toronto-Dominion Bank	$5,954,599	$654,423 ▼	-9.9%	99,343	1.4%	Finance
NKE NIKE	$5,908,701	$443,406 ▲	8.1%	93,080	1.4%	Consumer Discretionary
JCI Johnson Controls International	$5,681,556	$2,976,164 ▼	-34.4%	70,922	1.3%	Construction
INTU Intuit	$5,620,666	$119,732 ▼	-2.1%	9,154	1.3%	Computer and Technology
CSX CSX	$5,542,042	$694,046 ▼	-11.1%	188,313	1.3%	Transportation
NGG National Grid	$5,041,116	$31,493 ▲	0.6%	76,835	1.2%	Utilities
GIS General Mills	$4,991,094	$422,775 ▲	9.3%	83,477	1.1%	Consumer Staples
BAX Baxter International	$4,990,186	$331,723 ▲	7.1%	145,784	1.1%	Medical
XYL Xylem	$4,876,519	$71,199 ▲	1.5%	40,821	1.1%	Business Services
CRM Salesforce	$4,722,152	$29,252 ▼	-0.6%	17,596	1.1%	Computer and Technology
AMT American Tower	$4,635,646	$40,473 ▲	0.9%	21,304	1.1%	Finance
LABCORP HOLDINGS INC	$4,579,547	$613,725 ▼	-11.8%	19,677	1.0%	COM SHS
NVO Novo Nordisk A/S	$4,575,888	$4,354,930 ▲	1,970.9%	65,897	1.0%	Medical
TGT Target	$4,541,071	$806,798 ▲	21.6%	43,514	1.0%	Retail/Wholesale
PLD Prologis	$4,421,141	$81,718 ▼	-1.8%	39,549	1.0%	Finance
CLX Clorox	$3,784,041	$144,158 ▲	4.0%	25,698	0.9%	Consumer Staples
GLW Corning	$3,221,693	$1,020,899 ▼	-24.1%	70,373	0.7%	Computer and Technology
FSLR First Solar	$3,041,274	$1,904,921 ▲	167.6%	24,055	0.7%	Energy
NEE NextEra Energy	$3,014,698	$22,118 ▲	0.7%	42,526	0.7%	Utilities
EXC Exelon	$2,902,908	$303,622 ▼	-9.5%	62,997	0.7%	Utilities
ZTS Zoetis	$2,849,467	$3,161,812 ▼	-52.6%	17,306	0.7%	Medical
WSM Williams-Sonoma	$2,833,785	$1,614,834 ▼	-36.3%	17,924	0.6%	Retail/Wholesale
DIS Walt Disney	$2,544,190		0.0%	25,777	0.6%	Consumer Discretionary
STLD Steel Dynamics	$2,485,184	$238,149 ▼	-8.7%	19,869	0.6%	Basic Materials
J Jacobs Solutions	$2,207,465	$351,671 ▲	18.9%	18,260	0.5%	Business Services
MA Mastercard	$2,099,860	$100,855 ▼	-4.6%	3,831	0.5%	Business Services
KO Coca-Cola	$1,936,891	$28,218 ▼	-1.4%	27,044	0.4%	Consumer Staples
CEG Constellation Energy	$1,905,511	$194,160 ▲	11.3%	9,451	0.4%	Energy
REGN Regeneron Pharmaceuticals	$1,704,177	$334,874 ▲	24.5%	2,687	0.4%	Medical
BRK.B Berkshire Hathaway	$1,523,179	$59,649 ▼	-3.8%	2,860	0.3%	Finance
HEDJ WisdomTree Europe Hedged Equity Fund	$1,401,894	$162,761 ▲	13.1%	29,526	0.3%	Finance
AMP Ameriprise Financial	$1,391,415		0.0%	2,874	0.3%	Finance
IWF iShares Russell 1000 Growth ETF	$1,135,121	$146,223 ▼	-11.4%	3,144	0.3%	ETF
ABBV AbbVie	$845,300	$6,286 ▲	0.7%	4,034	0.2%	Medical
ABNB Airbnb	$786,731	$94,608 ▼	-10.7%	6,586	0.2%	Consumer Discretionary
FIDELITY WISE ORIGIN BITCOIN	$785,823	$134,797 ▲	20.7%	10,919	0.2%	SHS
WAB Westinghouse Air Brake Technologies	$725,400	$363 ▼	0.0%	4,000	0.2%	Transportation
IVV iShares Core S&P 500 ETF	$682,709	$231,503 ▲	51.3%	1,215	0.2%	ETF
DVY iShares Select Dividend ETF	$640,045	$56,403 ▼	-8.1%	4,766	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$634,348	$78,874 ▼	-11.1%	1,134	0.1%	Finance
LOW Lowe's Companies	$619,459	$55,975 ▲	9.9%	2,656	0.1%	Retail/Wholesale
QQQ Invesco QQQ	$593,204	$5,627 ▼	-0.9%	1,265	0.1%	Finance
SBUX Starbucks	$476,567	$36,787 ▲	8.4%	4,858	0.1%	Retail/Wholesale
ORCL Oracle	$458,856	$31,877 ▲	7.5%	3,282	0.1%	Computer and Technology
MMM 3M	$437,790		0.0%	2,981	0.1%	Multi-Sector Conglomerates
K Kellanova	$369,968	$97,668 ▼	-20.9%	4,485	0.1%	Consumer Discretionary
SHY iShares 1-3 Year Treasury Bond ETF	$326,618	$4,219 ▲	1.3%	3,948	0.1%	Manufacturing
IBM International Business Machines	$325,598	$3,980 ▼	-1.2%	1,309	0.1%	Computer and Technology
JNJ Johnson & Johnson	$313,272	$14,926 ▲	5.0%	1,889	0.1%	Medical
COST Costco Wholesale	$312,166	$67,163 ▲	27.4%	330	0.1%	Retail/Wholesale
AVGO Broadcom	$301,039	$54,247 ▼	-15.3%	1,798	0.1%	Computer and Technology
GLD SPDR Gold Shares	$299,666	$299,666 ▲	New Holding	1,040	0.1%	Finance
SYK Stryker	$298,545	$102,741 ▼	-25.6%	802	0.1%	Medical
VOO Vanguard S&P 500 ETF	$291,387		0.0%	567	0.1%	ETF
ADI Analog Devices	$274,070	$18,755 ▼	-6.4%	1,359	0.1%	Computer and Technology
ABT Abbott Laboratories	$273,026	$123,114 ▼	-31.1%	2,058	0.1%	Medical
VTI Vanguard Total Stock Market ETF	$270,551	$26,670 ▼	-9.0%	984	0.1%	ETF
ETN Eaton	$266,665	$17,397 ▼	-6.1%	981	0.1%	Industrials
TJX TJX Companies	$260,896	$853 ▼	-0.3%	2,142	0.1%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$256,345	$256,345 ▲	New Holding	1,285	0.1%	Finance
GOOG Alphabet	$253,111	$753,865 ▼	-74.9%	1,620	0.1%	Computer and Technology
PEP PepsiCo	$249,652	$27,889 ▲	12.6%	1,665	0.1%	Consumer Staples
NVS Novartis	$248,154	$19,175 ▼	-7.2%	2,226	0.1%	Medical
DE Deere & Company	$245,939		0.0%	524	0.1%	Industrials
FSST Fidelity Sustainable U.S. Equity ETF	$245,137	$24,676 ▼	-9.1%	10,093	0.1%	ETF
APD Air Products and Chemicals	$235,346	$39,814 ▼	-14.5%	798	0.1%	Basic Materials
CI The Cigna Group	$231,458	$231,458 ▲	New Holding	704	0.1%	Medical
PAYX Paychex	$228,180	$8,640 ▼	-3.6%	1,479	0.1%	Business Services
IAU iShares Gold Trust	$226,171	$226,171 ▲	New Holding	3,836	0.1%	Finance
ADP Automatic Data Processing	$220,898	$81,882 ▼	-27.0%	723	0.1%	Business Services
TFC Truist Financial	$214,392		0.0%	5,210	0.0%	Finance
FCNCA First Citizens BancShares	$211,370		0.0%	114	0.0%	Finance
ROK Rockwell Automation	$209,029	$18,603 ▼	-8.2%	809	0.0%	Computer and Technology
ADBE Adobe	$208,640	$34,134 ▲	19.6%	544	0.0%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$201,599	$201,599 ▲	New Holding	2,038	0.0%	Finance
AMZN Amazon.com	$201,105	$160,199 ▼	-44.3%	1,057	0.0%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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M. Kulyk & Associates, LLC Top Holdings and 13F Report (2025)

About M. Kulyk & Associates, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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M. Kulyk & Associates, LLC Top Holdings and 13F Report (2025)

About M. Kulyk & Associates, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofM. Kulyk & Associates, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools