M. Kulyk & Associates, LLC Top Holdings and 13F Report (2025) About M. Kulyk & Associates, LLCInvestment ActivityM. Kulyk & Associates, LLC has $460.33 million in total holdings as of June 30, 2025.M. Kulyk & Associates, LLC owns shares of 108 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 4.20% of the portfolio was purchased this quarter.About 5.64% of the portfolio was sold this quarter.This quarter, M. Kulyk & Associates, LLC has purchased 101 new stocks and bought additional shares in 49 stocks.M. Kulyk & Associates, LLC sold shares of 32 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares 0-5 Year TIPS Bond ETF $52,957,678iShares 0-3 Month Treasury Bond ETF $23,264,938Microsoft $21,608,272NVIDIA $19,153,566iShares Short Treasury Bond ETF $19,151,305 Largest New Holdings this Quarter 808524870 - Schwab U.S. TIPS ETF $578,956 Holding40412C101 - HCA Healthcare $330,615 Holding808524854 - Schwab Intermediate-Term U.S. Treasury ETF $298,483 Holding25434V674 - Dimensional Global Sustainability Fixed Income ETF $268,546 Holding78468R101 - SPDR Portfolio Short Term Treasury ETF $232,211 Holding Largest Purchases this Quarter iShares 0-5 Year TIPS Bond ETF 31,709 shares (about $3.26M)Becton, Dickinson and Company 7,531 shares (about $1.30M)NIKE 17,828 shares (about $1.27M)iShares Short Treasury Bond ETF 11,323 shares (about $1.25M)Merck & Co., Inc. 15,583 shares (about $1.23M) Largest Sales this Quarter Levi Strauss & Co. 1,066,648 shares (about $19.72M)iShares 0-3 Month Treasury Bond ETF 20,715 shares (about $2.09M)Intuit 1,058 shares (about $833.36K)Johnson Controls International 7,415 shares (about $783.18K)Toronto Dominion Bank 7,826 shares (about $574.82K) 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$52,957,678$3,263,172 ▲6.6%514,60211.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$23,264,938$2,085,794 ▼-8.2%231,0555.1%ETFMSFTMicrosoft$21,608,272$68,642 ▲0.3%43,4424.7%Computer and TechnologyNVDANVIDIA$19,153,566$102,219 ▼-0.5%121,2334.2%Computer and TechnologySHViShares Short Treasury Bond ETF$19,151,305$1,250,282 ▲7.0%173,4414.2%ETFGOOGLAlphabet$15,525,264$687,470 ▲4.6%88,0973.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$12,863,899$140,423 ▼-1.1%56,7972.8%Computer and TechnologyCSCOCisco Systems$12,605,897$217,575 ▲1.8%181,6942.7%Computer and TechnologyAXPAmerican Express$12,451,099$74,961 ▼-0.6%39,0342.7%FinanceAAPLApple$12,090,352$19,491 ▼-0.2%58,9282.6%Computer and TechnologyHDHome Depot$10,364,011$115,123 ▲1.1%28,2682.3%Retail/WholesaleBRK.ABerkshire Hathaway$10,203,2000.0%142.2%FinanceRYRoyal Bank Of Canada$10,189,863$465,950 ▼-4.4%77,4602.2%FinanceVVisa$10,014,790$45,091 ▼-0.4%28,2072.2%Business ServicesULUnilever$9,911,685$601,607 ▲6.5%162,0352.2%Consumer StaplesGILDGilead Sciences$8,232,483$153,445 ▲1.9%74,2531.8%MedicalECLEcolab$8,049,759$149,269 ▲1.9%29,8761.7%Basic MaterialsPGProcter & Gamble$7,950,808$424,903 ▲5.6%49,9051.7%Consumer StaplesNKENIKE$7,878,934$1,266,506 ▲19.2%110,9081.7%Consumer DiscretionaryBLACKROCK INC$7,453,488$98,624 ▲1.3%7,1041.6%COMMRKMerck & Co., Inc.$7,143,678$1,233,544 ▲20.9%90,2441.6%MedicalTDToronto Dominion Bank$6,721,925$574,820 ▼-7.9%91,5171.5%FinanceJCIJohnson Controls International$6,707,640$783,176 ▼-10.5%63,5071.5%ConstructionBDXBecton, Dickinson and Company$6,647,591$1,297,204 ▲24.2%38,5931.4%MedicalAMGNAmgen$6,568,923$336,445 ▲5.4%23,5271.4%MedicalINTUIntuit$6,377,045$833,364 ▼-11.6%8,0961.4%Computer and TechnologyCSXCSX$6,132,856$11,812 ▼-0.2%187,9511.3%TransportationACNAccenture$5,911,456$152,733 ▲2.7%19,7781.3%Computer and TechnologyNGGNational Grid Transco$5,735,119$17,858 ▲0.3%77,0751.2%UtilitiesXYLXylem$5,436,439$155,878 ▲3.0%42,0261.2%Business ServicesNVONovo Nordisk A/S$5,336,765$788,554 ▲17.3%77,3221.2%MedicalLABCORP HOLDINGS INC$5,246,608$81,117 ▲1.6%19,9861.1%COM SHSTGTTarget$5,044,670$752,010 ▲17.5%51,1371.1%Retail/WholesaleCRMSalesforce$5,038,959$240,781 ▲5.0%18,4791.1%Computer and TechnologyGISGeneral Mills$4,903,053$578,098 ▲13.4%94,6351.1%Consumer StaplesBAXBaxter International$4,837,891$423,556 ▲9.6%159,7721.1%MedicalAMTAmerican Tower$4,809,549$101,005 ▲2.1%21,7611.0%FinancePLDPrologis$4,323,169$165,774 ▲4.0%41,1260.9%FinanceFSLRFirst Solar$4,142,142$160,077 ▲4.0%25,0220.9%EnergyGLWCorning$3,692,264$8,677 ▼-0.2%70,2080.8%Computer and TechnologyCLXClorox$3,402,399$316,862 ▲10.3%28,3370.7%Consumer StaplesDISWalt Disney$3,196,6060.0%25,7770.7%Consumer DiscretionaryNEENextEra Energy$3,051,277$99,131 ▲3.4%43,9540.7%UtilitiesWSMWilliams-Sonoma$2,965,610$37,411 ▲1.3%18,1530.6%Retail/WholesaleCEGConstellation Energy$2,818,231$232,055 ▼-7.6%8,7320.6%EnergyEXCExelon$2,813,893$78,547 ▲2.9%64,8060.6%UtilitiesZTSZoetis$2,714,229$15,284 ▲0.6%17,4040.6%MedicalJJacobs Solutions$2,540,633$140,387 ▲5.8%19,3280.6%Business ServicesSTLDSteel Dynamics$2,539,044$4,352 ▼-0.2%19,8350.6%Basic MaterialsMAMastercard$2,210,152$57,319 ▲2.7%3,9330.5%Business ServicesREGNRegeneron Pharmaceuticals$2,102,662$691,962 ▲49.1%4,0050.5%MedicalKOCocaCola$1,911,587$1,769 ▼-0.1%27,0190.4%Consumer StaplesAMPAmeriprise Financial$1,534,0550.0%2,8740.3%FinanceHEDJWisdomTree Europe Hedged Equity Fund$1,431,762$10,971 ▲0.8%29,7540.3%FinanceBRK.BBerkshire Hathaway$1,406,790$17,488 ▲1.3%2,8960.3%FinanceIWFiShares Russell 1000 Growth ETF$1,334,7170.0%3,1440.3%ETFFIDELITY WISE ORIGIN BITCOIN$1,117,142$90,886 ▲8.9%11,8860.2%SHSWABWabtec$837,4000.0%4,0000.2%TransportationABNBAirbnb$756,817$114,733 ▼-13.2%5,7190.2%Consumer DiscretionaryORCLOracle$725,852$8,308 ▲1.2%3,3200.2%Computer and TechnologyIVViShares Core S&P 500 ETF$711,551$42,842 ▼-5.7%1,1460.2%ETFABBVAbbVie$705,727$43,064 ▼-5.8%3,8020.2%MedicalQQQInvesco QQQ$697,8490.0%1,2650.2%FinanceSPYSPDR S&P 500 ETF Trust$610,806$89,552 ▼-12.8%9890.1%FinanceLOWLowe's Companies$589,2870.0%2,6560.1%Retail/WholesaleSCHPSchwab U.S. TIPS ETF$578,956$578,956 ▲New Holding21,7000.1%ETFAVGOBroadcom$563,704$68,086 ▲13.7%2,0450.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$472,701$173,577 ▲58.0%1,5550.1%ETFMMM3M$453,8270.0%2,9810.1%Multi-Sector ConglomeratesDVYiShares Select Dividend ETF$447,427$185,531 ▼-29.3%3,3690.1%ETFSBUXStarbucks$403,582$41,605 ▼-9.3%4,4040.1%Retail/WholesaleIBMInternational Business Machines$386,044$295 ▲0.1%1,3100.1%Computer and TechnologyAMZNAmazon.com$379,325$147,430 ▲63.6%1,7290.1%Retail/WholesaleKKellanova$358,044$1,352 ▲0.4%4,5020.1%Consumer DiscretionaryETNEaton$350,2070.0%9810.1%IndustrialsCOSTCostco Wholesale$339,549$12,869 ▲3.9%3430.1%Retail/WholesaleHCAHCA Healthcare$330,615$330,615 ▲New Holding8630.1%MedicalSYKStryker$329,560$12,265 ▲3.9%8330.1%MedicalADIAnalog Devices$323,4690.0%1,3590.1%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$322,574$4,557 ▼-1.4%3,8930.1%ManufacturingVOOVanguard S&P 500 ETF$322,0730.0%5670.1%ETFGLDSPDR Gold Shares$304,830$12,193 ▼-3.8%1,0000.1%FinanceSCHRSchwab Intermediate-Term U.S. Treasury ETF$298,483$298,483 ▲New Holding11,9250.1%ETFJNJJohnson & Johnson$287,781$764 ▼-0.3%1,8840.1%MedicalNVSNovartis$286,794$17,425 ▲6.5%2,3700.1%MedicalDEDeere & Company$275,093$8,644 ▲3.2%5410.1%IndustrialsABTAbbott Laboratories$273,244$6,664 ▼-2.4%2,0090.1%MedicalGOOGAlphabet$271,787$15,612 ▼-5.4%1,5320.1%Computer and TechnologyDFSBDimensional Global Sustainability Fixed Income ETF$268,546$268,546 ▲New Holding5,1220.1%ETFTJXTJX Companies$264,5160.0%2,1420.1%Retail/WholesaleIWMiShares Russell 2000 ETF$264,343$12,947 ▼-4.7%1,2250.1%FinanceROKRockwell Automation$258,096$10,629 ▼-4.0%7770.1%Computer and TechnologyAPDAir Products and Chemicals$245,110$20,026 ▲8.9%8690.1%Basic MaterialsFSSTFidelity Sustainable U.S. Equity ETF$242,844$42,225 ▼-14.8%8,5980.1%ETFIAUiShares Gold Trust$239,2130.0%3,8360.1%FinanceCICigna Group$232,5910.0%7040.1%MedicalSPTSSPDR Portfolio Short Term Treasury ETF$232,211$232,211 ▲New Holding7,9280.1%ETFTFCTruist Financial$223,9780.0%5,2100.0%FinanceFCNCAFirst Citizens BancShares$223,0380.0%1140.0%FinanceADPAutomatic Data Processing$222,9730.0%7230.0%Computer and TechnologyShowing 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. 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