M. Kulyk & Associates, LLC Top Holdings and 13F Report (2026) About M. Kulyk & Associates, LLCInvestment ActivityM. Kulyk & Associates, LLC has $612.87 million in total holdings as of June 30, 2026.M. Kulyk & Associates, LLC owns shares of 113 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 15.03% of the portfolio was purchased this quarter.About 10.06% of the portfolio was sold this quarter.This quarter, M. Kulyk & Associates, LLC has purchased 119 new stocks and bought additional shares in 38 stocks.M. Kulyk & Associates, LLC sold shares of 54 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares 0-5 Year TIPS Bond ETF $78,775,308iShares 0-3 Month Treasury Bond ETF $28,844,441Alphabet $28,014,672NVIDIA $27,223,464Apple $24,531,897 Largest New Holdings this Quarter 693475105 - The PNC Financial Services Group $14,621,528 Holding456837103 - ING Group $11,177,085 Holding92338C103 - VERALTO CORP $4,650,202 Holding69608A108 - PALANTIR TECHNOLOGIES INC $299,006 Holding038222105 - Applied Materials $283,416 Holding Largest Purchases this Quarter The PNC Financial Services Group 59,384 shares (about $14.62M)ING Group 356,185 shares (about $11.18M)LAM RESEARCH CORP 17,231 shares (about $7.47M)Broadcom 19,573 shares (about $7.39M)Apple 25,532 shares (about $7.39M) Largest Sales this Quarter Corning 25,102 shares (about $6.41M)Taiwan Semiconductor Manufacturing 11,683 shares (about $5.58M)Cameco 46,665 shares (about $4.75M)Steel Dynamics 18,984 shares (about $4.36M)Cisco Systems 31,674 shares (about $3.72M) 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$78,775,308$4,537,643 â–²6.1%771,09712.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$28,844,441$1,485,586 â–²5.4%286,5254.7%ETFGOOGLAlphabet$28,014,672$3,024,431 â–¼-9.7%78,3914.6%Communication ServicesNVDANVIDIA$27,223,464$2,342,655 â–²9.4%136,0564.4%TechnologyAAPLApple$24,531,897$7,387,926 â–²43.1%84,7804.0%TechnologyTSMTaiwan Semiconductor Manufacturing$20,890,661$5,579,407 â–¼-21.1%43,7443.4%TechnologySHViShares Short Treasury Bond ETF$20,120,006$3,001,630 â–²17.5%182,3293.3%ETFMSFTMicrosoft$19,690,458$1,935,213 â–²10.9%52,7873.2%TechnologyCSCOCisco Systems$18,122,673$3,720,429 â–¼-17.0%154,2883.0%TechnologyVVisa$17,673,835$1,606,681 â–²10.0%51,5142.9%FinancePNCThe PNC Financial Services Group$14,621,528$14,621,528 â–²New Holding59,3842.4%FinanceAXPAmerican Express$13,496,771$77,121 â–²0.6%39,9022.2%FinanceLEVILevi Strauss & Co.$13,035,129$2,483 â–¼0.0%524,9752.1%Consumer DiscretionaryMRKMerck & Co., Inc.$12,189,900$428,034 â–¼-3.4%94,8632.0%HealthcareUNILEVER PLC$11,534,954$126,673 â–¼-1.1%191,8661.9%SPON ADR NEWINGING Group$11,177,085$11,177,085 â–²New Holding356,1851.8%FinanceHDHome Depot$10,851,569$1,023,826 â–²10.4%30,7691.8%Consumer DiscretionaryECLEcolab$10,572,202$1,977,586 â–²23.0%37,9461.7%MaterialsBRK.ABerkshire Hathaway$10,483,9000.0%141.7%FinancePGProcter & Gamble$10,328,528$661,636 â–²6.8%70,4351.7%Consumer StaplesGLWCorning$10,319,134$6,411,815 â–¼-38.3%40,3991.7%TechnologyLAM RESEARCH CORP$9,645,938$7,466,719 â–²342.6%22,2601.6%COM NEWLLYEli Lilly and Company$9,529,505$5,727,298 â–²150.6%7,9451.6%HealthcareGILDGilead Sciences$9,457,695$146,555 â–²1.6%74,8591.5%HealthcareNEENextEra Energy$8,794,643$69,865 â–¼-0.8%100,2011.4%UtilitiesJCIJohnson Controls International$8,650,600$885,574 â–¼-9.3%59,2061.4%IndustrialsMAMastercard$8,506,507$2,495,509 â–²41.5%16,5631.4%FinanceNGGNational Grid Transco$8,340,102$788,258 â–²10.4%100,6411.4%UtilitiesAVGOBroadcom$8,177,313$7,393,844 â–²943.7%21,6471.3%TechnologyCSXCSX$8,144,782$1,218,478 â–¼-13.0%171,3611.3%IndustrialsREGNRegeneron Pharmaceuticals$8,029,874$1,257,669 â–¼-13.5%12,8781.3%HealthcareBLACKROCK INC$7,146,101$423,074 â–²6.3%7,4321.2%COMXYLXylem$6,942,281$1,496,666 â–²27.5%58,7281.1%IndustrialsLABCORP HOLDINGS INC$6,751,666$240,241 â–²3.7%24,1131.1%COM SHSCCJCameco$6,010,279$4,753,320 â–¼-44.2%59,0051.0%EnergyPLDPrologis$5,584,851$225,421 â–¼-3.9%41,2260.9%Real EstateVERALTO CORP$4,650,202$4,650,202 â–²New Holding52,4380.8%COM SHSSPROTT ASSET MANAGEMENT LP$4,636,556$1,978,760 â–²74.5%153,6810.8%PHYSICAL GOLD TRAMTAmerican Tower$4,543,117$324,684 â–²7.7%27,7750.7%Real EstateNVONovo Nordisk A/S$4,477,596$2,824,193 â–¼-38.7%93,4000.7%HealthcareCEGConstellation Energy$4,129,132$372,305 â–²9.9%16,6250.7%UtilitiesBDXBecton, Dickinson and Company$3,840,933$2,853,498 â–¼-42.6%25,3810.6%HealthcareFSLRFirst Solar$3,016,159$3,262,964 â–¼-52.0%12,7830.5%TechnologyACNAccenture$3,000,731$558,484 â–¼-15.7%24,1140.5%TechnologyRYRoyal Bank Of Canada$2,952,569$642,421 â–¼-17.9%14,2660.5%FinanceDARDarling Ingredients$2,861,433$2,613,240 â–²1,052.9%52,3880.5%Consumer StaplesDISWalt Disney$2,468,331$866 â–¼0.0%25,6450.4%Communication ServicesSPROTT ASSET MANAGEMENT LP$2,353,523$423,084 â–²21.9%124,7230.4%PHYSICAL SILVERKOCocaCola$2,135,036$68,429 â–¼-3.1%26,2710.3%Consumer StaplesCRMSalesforce$1,854,495$1,593,193 â–¼-46.2%11,8380.3%TechnologyBLACKROCK ETF TRUST II$1,523,024$768,739 â–²101.9%30,1380.2%ISHA SH TERM ETFIWFiShares Russell 1000 Growth ETF$1,483,554$1,097,393 â–²284.2%11,9480.2%ETFSCHFSchwab International Equity ETF$1,421,448$327,441 â–²29.9%51,3160.2%ETFAMPAmeriprise Financial$1,318,6650.0%2,8740.2%FinanceSCHPSchwab U.S. TIPS ETF$1,160,621$41,393 â–¼-3.4%43,7970.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,145,574$170,556 â–¼-13.0%11,1430.2%ETFBRK.BBerkshire Hathaway$1,100,858$314,245 â–¼-22.2%2,2000.2%FinanceWABWabtec$1,056,832$21,568 â–¼-2.0%3,9200.2%IndustrialsABBVAbbVie$967,726$22,394 â–¼-2.3%3,8460.2%HealthcareSTLDSteel Dynamics$935,697$4,355,878 â–¼-82.3%4,0780.2%MaterialsQQQInvesco QQQ$931,5780.0%1,2650.2%ETFSPYSPDR S&P 500 ETF Trust$923,978$209,893 â–²29.4%1,2370.2%ETFWSMWilliams-Sonoma$825,237$3,495,135 â–¼-80.9%3,5400.1%Consumer DiscretionaryIVViShares Core S&P 500 ETF$693,472$386,427 â–¼-35.8%9260.1%ETFTDToronto Dominion Bank$632,854$322,498 â–¼-33.8%5,2120.1%FinanceVTEBVanguard Tax-Exempt Bond ETF$605,240$57,965 â–²10.6%11,9660.1%ETFGOOGAlphabet$599,324$15,549 â–¼-2.5%1,6960.1%Communication ServicesHEDJWisdomTree Europe Hedged Equity Fund$566,757$106,705 â–¼-15.8%9,9430.1%ETFADIAnalog Devices$542,5340.0%1,3660.1%TechnologyFIDELITY WISE ORIGIN BITCOIN$509,6200.0%9,9830.1%SHSGLDSPDR Gold Shares$503,207$36,838 â–²7.9%1,3660.1%ETFMMM3M$497,8730.0%3,0750.1%IndustrialsJNJJohnson & Johnson$492,956$15,238 â–¼-3.0%1,9410.1%HealthcareDVYiShares Select Dividend ETF$486,681$17,817 â–¼-3.5%3,1140.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$484,890$194,716 â–¼-28.7%19,6630.1%ETFSPTSSPDR Portfolio Short Term Treasury ETF$469,498$16,101 â–²3.6%16,1840.1%ETFLOWLowe's Companies$468,541$122,592 â–¼-20.7%2,1250.1%Consumer DiscretionaryASMLASML$467,518$51,725 â–²12.4%2350.1%TechnologyCMFiShares California Muni Bond ETF$456,7970.0%7,9250.1%ETFFIDELITY COVINGTON TRUST$446,532$25,835 â–²6.1%9,2470.1%ENHANCED SML CAPETNEaton$434,216$7,670 â–¼-1.7%1,0190.1%IndustrialsORCLOracle$423,676$1,026 â–¼-0.2%2,8910.1%TechnologyNVSNovartis$382,240$7,679 â–¼-2.0%2,4390.1%HealthcareIBMInternational Business Machines$380,015$16,033 â–¼-4.0%1,3510.1%TechnologyROKRockwell Automation$377,746$3,466 â–¼-0.9%7630.1%IndustrialsDFSBDimensional Global Sustainability Fixed Income ETF$372,743$110,890 â–¼-22.9%7,1530.1%ETFIWMiShares Russell 2000 ETF$368,0510.0%1,2250.1%ETFAMDAdvanced Micro Devices$353,774$328,795 â–¼-48.2%6090.1%TechnologySBUXStarbucks$341,976$17,477 â–¼-4.9%3,3460.1%Consumer DiscretionaryHCAHCA Healthcare$336,4750.0%8630.1%HealthcareTJXTJX Companies$332,543$2,727 â–¼-0.8%2,1950.1%Consumer DiscretionaryDEDeere & Company$329,8520.0%5200.1%IndustrialsABNBAirbnb$322,652$106,454 â–¼-24.8%2,2550.1%Consumer DiscretionarySHYiShares 1-3 Year Treasury Bond ETF$314,563$17,407 â–²5.9%3,8310.1%ETFPALANTIR TECHNOLOGIES INC$299,006$299,006 â–²New Holding2,5630.0%CL AAMZNAmazon.com$294,588$96,528 â–¼-24.7%1,2360.0%Consumer DiscretionaryHWMHowmet Aerospace$291,175$2,957 â–¼-1.0%1,0830.0%IndustrialsIAUiShares Gold Trust$289,6560.0%3,8360.0%ETFCWBSPDR Bloomberg Convertible Securities ETF$288,3110.0%2,6740.0%ETFAMATApplied Materials$283,416$283,416 â–²New Holding3920.0%TechnologyShowing largest 100 holdings. 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