M. Kulyk & Associates, LLC Top Holdings and 13F Report (2026)

About M. Kulyk & Associates, LLC

Investment Activity

M. Kulyk & Associates, LLC has $535.80 million in total holdings as of March 31, 2026.
M. Kulyk & Associates, LLC owns shares of 119 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 8.42% of the portfolio was purchased this quarter.
About 2.33% of the portfolio was sold this quarter.
This quarter, M. Kulyk & Associates, LLC has purchased 107 new stocks and bought additional shares in 61 stocks.
M. Kulyk & Associates, LLC sold shares of 23 stocks and completely divested from 1 stock this quarter.

Largest Holdings

iShares 0-5 Year TIPS Bond ETF: $75,160,513
iShares 0-3 Month Treasury Bond ETF: $27,356,151
Alphabet: $24,975,749
NVIDIA: $21,686,288
Taiwan Semiconductor Manufacturing: $18,731,530

Largest New Holdings this Quarter

85207H104 - SPROTT ASSET MANAGEMENT LP: $3,122,051 Holding
85207K107 - SPROTT ASSET MANAGEMENT LP: $2,495,146 Holding
941848103 - Waters: $1,302,279 Holding
46435G516 - iShares ESG Aware MSCI EAFE ETF: $1,224,164 Holding
512807306 - LAM RESEARCH CORP: $1,074,496 Holding

Largest Purchases this Quarter

iShares 0-5 Year TIPS Bond ETF: 197,087 shares (about $20.38M)
SPROTT ASSET MANAGEMENT LP: 88,094 shares (about $3.12M)
Eli Lilly and Company: 2,948 shares (about $2.71M)
SPROTT ASSET MANAGEMENT LP: 102,302 shares (about $2.50M)
Waters: 4,373 shares (about $1.30M)

Largest Sales this Quarter

NIKE: 95,546 shares (about $5.05M)
Jacobs Solutions: 17,897 shares (about $2.28M)
iShares 0-3 Month Treasury Bond ETF: 11,634 shares (about $1.17M)
WisdomTree Europe Hedged Equity Fund: 18,842 shares (about $985.44K)
iShares Short Treasury Bond ETF: 7,021 shares (about $775.05K)

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	$75,160,513	$20,384,709 â–²	37.2%	726,680	14.0%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$27,356,151	$1,171,078 â–¼	-4.1%	271,768	5.1%	ETF
GOOGL Alphabet	$24,975,749	$124,801 â–²	0.5%	86,854	4.7%	Computer and Technology
NVDA NVIDIA	$21,686,288	$320,547 â–²	1.5%	124,348	4.0%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$18,731,530	$69,618 â–¼	-0.4%	55,427	3.5%	Computer and Technology
MSFT Microsoft	$17,619,584	$953,550 â–²	5.7%	47,599	3.3%	Computer and Technology
SHV iShares Short Treasury Bond ETF	$17,124,552	$775,047 â–¼	-4.3%	155,128	3.2%	ETF
AAPL Apple	$15,036,424	$311,905 â–²	2.1%	59,248	2.8%	Computer and Technology
CSCO Cisco Systems	$14,428,789	$368,630 â–²	2.6%	185,962	2.7%	Computer and Technology
V Visa	$14,154,175	$817,255 â–²	6.1%	46,831	2.6%	Business Services
AXP American Express	$12,000,711	$159,409 â–²	1.3%	39,674	2.2%	Finance
MRK Merck & Co., Inc.	$11,811,813	$69,408 â–²	0.6%	98,194	2.2%	Medical
REGN Regeneron Pharmaceuticals	$11,508,148	$70,308 â–²	0.6%	14,895	2.1%	Medical
CCJ Cameco	$11,476,850	$142,605 â–¼	-1.2%	105,670	2.1%	Basic Materials
UNILEVER PLC	$11,050,642	$712,125 â–²	6.9%	193,973	2.1%	SPON ADR NEW
GILD Gilead Sciences	$10,271,386	$37,630 â–¼	-0.4%	73,699	1.9%	Medical
BRK.A Berkshire Hathaway	$10,053,960		0.0%	14	1.9%	Finance
LEVI Levi Strauss & Co.	$9,708,637	$1,849 â–²	0.0%	525,075	1.8%	Retail/Wholesale
PG Procter & Gamble	$9,521,973	$661,972 â–²	7.5%	65,923	1.8%	Consumer Staples
NEE NextEra Energy	$9,380,569	$188,360 â–²	2.0%	100,997	1.8%	Utilities
HD Home Depot	$9,164,827	$246,667 â–²	2.8%	27,866	1.7%	Retail/Wholesale
GLW Corning	$8,906,117	$309,194 â–¼	-3.4%	65,501	1.7%	Computer and Technology
JCI Johnson Controls International	$8,546,745	$73,070 â–²	0.9%	65,267	1.6%	Construction
ECL Ecolab	$8,206,266	$229,578 â–²	2.9%	30,848	1.5%	Basic Materials
CSX CSX	$8,086,707	$100,778 â–²	1.3%	196,997	1.5%	Transportation
NGG National Grid Transco	$7,709,495	$343,560 â–²	4.7%	91,129	1.4%	Utilities
BDX Becton, Dickinson and Company	$6,955,439	$227,828 â–²	3.4%	44,237	1.3%	Medical
BLACKROCK INC	$6,724,114	$175,027 â–²	2.7%	6,992	1.3%	COM
LABCORP HOLDINGS INC	$6,204,759	$185,169 â–²	3.1%	23,255	1.2%	COM SHS
MA Mastercard	$5,847,898	$566,603 â–²	10.7%	11,704	1.1%	Business Services
ACN Accenture	$5,671,484	$298,228 â–²	5.6%	28,602	1.1%	Computer and Technology
PLD Prologis	$5,669,195	$84,859 â–²	1.5%	42,890	1.1%	Finance
NVO Novo Nordisk A/S	$5,597,433	$2,609 â–²	0.0%	152,311	1.0%	Medical
XYL Xylem	$5,504,994	$384,311 â–²	7.5%	46,067	1.0%	Business Services
FSLR First Solar	$5,249,483	$204,756 â–²	4.1%	26,612	1.0%	Energy
AMT American Tower	$4,450,754	$224,695 â–²	5.3%	25,790	0.8%	Finance
INTU Intuit	$4,338,938	$375,306 â–²	9.5%	10,035	0.8%	Computer and Technology
CEG Constellation Energy	$4,223,974	$168,948 â–²	4.2%	15,126	0.8%	Energy
STLD Steel Dynamics	$4,151,198	$155,701 â–²	3.9%	23,062	0.8%	Basic Materials
CRM Salesforce	$4,108,153	$198,613 â–²	5.1%	22,008	0.8%	Computer and Technology
WSM Williams-Sonoma	$3,379,054	$39,565 â–²	1.2%	18,533	0.6%	Retail/Wholesale
SPROTT ASSET MANAGEMENT LP	$3,122,051	$3,122,051 â–²	New Holding	88,094	0.6%	PHYSICAL GOLD TR
LLY Eli Lilly and Company	$2,915,684	$2,711,494 â–²	1,327.9%	3,170	0.5%	Medical
RY Royal Bank Of Canada	$2,810,176	$436,168 â–¼	-13.4%	17,370	0.5%	Finance
ZTS Zoetis	$2,604,537	$95,751 â–²	3.8%	22,033	0.5%	Medical
SPROTT ASSET MANAGEMENT LP	$2,495,146	$2,495,146 â–²	New Holding	102,302	0.5%	PHYSICAL SILVER
DIS Walt Disney	$2,472,533	$3,566 â–²	0.1%	25,654	0.5%	Consumer Discretionary
KO CocaCola	$2,061,936	$11,407 â–²	0.6%	27,113	0.4%	Consumer Staples
BRK.B Berkshire Hathaway	$1,355,178		0.0%	2,828	0.3%	Finance
IWF iShares Russell 1000 Growth ETF	$1,325,965		0.0%	3,110	0.2%	ETF
WAT Waters	$1,302,279	$1,302,279 â–²	New Holding	4,373	0.2%	Medical
AMP Ameriprise Financial	$1,277,365		0.0%	2,874	0.2%	Finance
ESGD iShares ESG Aware MSCI EAFE ETF	$1,224,164	$1,224,164 â–²	New Holding	12,802	0.2%	Manufacturing
SCHP Schwab U.S. TIPS ETF	$1,207,003	$112,587 â–²	10.3%	45,359	0.2%	ETF
LAM RESEARCH CORP	$1,074,496	$1,074,496 â–²	New Holding	5,029	0.2%	COM NEW
WAB Wabtec	$999,640		0.0%	4,000	0.2%	Transportation
SCHF Schwab International Equity ETF	$977,501	$238,738 â–²	32.3%	39,495	0.2%	ETF
IVV iShares Core S&P 500 ETF	$941,929		0.0%	1,442	0.2%	ETF
ABBV AbbVie	$855,732	$2,827 â–²	0.3%	3,935	0.2%	Medical
NKE NIKE	$788,449	$5,046,771 â–¼	-86.5%	14,927	0.1%	Consumer Discretionary
BLACKROCK ETF TRUST II	$752,718	$752,718 â–²	New Holding	14,926	0.1%	ISHARES SHORT-TE
TD Toronto Dominion Bank	$734,131	$197,995 â–¼	-21.2%	7,868	0.1%	Finance
QQQ Invesco QQQ	$730,158		0.0%	1,265	0.1%	Finance
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$686,495	$145,948 â–²	27.0%	27,559	0.1%	ETF
AVGO Broadcom	$641,924	$27,546 â–²	4.5%	2,074	0.1%	Computer and Technology
LOW Lowe's Companies	$633,467	$4,962 â–²	0.8%	2,681	0.1%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$621,703	$32,516 â–¼	-5.0%	956	0.1%	Finance
HEDJ WisdomTree Europe Hedged Equity Fund	$617,925	$985,437 â–¼	-61.5%	11,815	0.1%	Finance
FIDELITY WISE ORIGIN BITCOIN	$589,282	$130,748 â–¼	-18.2%	9,983	0.1%	SHS
GLD SPDR Gold Shares	$544,747		0.0%	1,266	0.1%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$539,810	$158,101 â–²	41.4%	10,820	0.1%	ETF
GOOG Alphabet	$499,194	$19,222 â–²	4.0%	1,740	0.1%	Computer and Technology
JNJ Johnson & Johnson	$489,124	$22,488 â–²	4.8%	2,001	0.1%	Medical
DVY iShares Select Dividend ETF	$488,798	$19,685 â–¼	-3.9%	3,228	0.1%	ETF
DFSB Dimensional Global Sustainability Fixed Income ETF	$480,225	$7,089 â–²	1.5%	9,281	0.1%	ETF
SPTS SPDR Portfolio Short Term Treasury ETF	$456,054	$42,544 â–²	10.3%	15,629	0.1%	ETF
CMF iShares California Muni Bond ETF	$450,616	$450,616 â–²	New Holding	7,925	0.1%	ETF
MMM 3M	$446,582	$14,523 â–²	3.4%	3,075	0.1%	Multi-Sector Conglomerates
ADI Analog Devices	$434,579		0.0%	1,366	0.1%	Computer and Technology
ORCL Oracle	$426,325	$4,708 â–¼	-1.1%	2,898	0.1%	Computer and Technology
HCA HCA Healthcare	$408,406		0.0%	863	0.1%	Medical
AMGN Amgen	$403,302	$115,430 â–¼	-22.3%	1,146	0.1%	Medical
J Jacobs Solutions	$384,300	$2,278,177 â–¼	-85.6%	3,019	0.1%	Business Services
NVS Novartis	$380,042	$69,043 â–²	22.2%	2,488	0.1%	Medical
ABNB Airbnb	$378,680	$134,729 â–¼	-26.2%	2,999	0.1%	Consumer Discretionary
ETN Eaton	$370,904	$17,168 â–²	4.9%	1,037	0.1%	Industrials
TJX TJX Companies	$353,416	$2,875 â–²	0.8%	2,213	0.1%	Retail/Wholesale
AMZN Amazon.com	$341,771	$1,458 â–¼	-0.4%	1,641	0.1%	Retail/Wholesale
IBM International Business Machines	$341,326		0.0%	1,408	0.1%	Computer and Technology
IAU iShares Gold Trust	$338,182		0.0%	3,836	0.1%	Finance
FIDELITY COVINGTON TRUST	$331,051	$110,312 â–²	50.0%	8,712	0.1%	ENHANCED SMALL
VTI Vanguard Total Stock Market ETF	$328,405	$52,596 â–¼	-13.8%	1,024	0.1%	ETF
SBUX Starbucks	$315,130	$37,902 â–¼	-10.7%	3,517	0.1%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$303,800		0.0%	1,225	0.1%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$298,821		0.0%	3,619	0.1%	Manufacturing
DE Deere & Company	$292,916		0.0%	520	0.1%	Industrials
DAR Darling Ingredients	$281,046	$281,046 â–²	New Holding	4,544	0.1%	Consumer Staples
ROK Rockwell Automation	$276,338		0.0%	770	0.1%	Computer and Technology
ASML ASML	$276,053	$7,925 â–²	3.0%	209	0.1%	Computer and Technology
SYK Stryker	$264,515	$2,629 â–²	1.0%	805	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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M. Kulyk & Associates, LLC Top Holdings and 13F Report (2026)

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

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M. Kulyk & Associates, LLC Top Holdings and 13F Report (2026)

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