M. Kulyk & Associates, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, M. Kulyk & Associates, LLC held in its portfolio 106 assets valued at $523,335,705 (i.e. $523.34M).
The most valuable assets in the portfolio included: ISHARES TR ($54.23M), ISHARES TR ($28.45M), and ALPHABET INC ($27.05M).
The chart below shows the top 10 valuable assets, and the table below shows the top 106 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
M. Kulyk & Associates, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 529593 | 54225028 | 0-5 YR TIPS ETF |
| ISHARES TR | 283402 | 28447896 | 0-3 MNTH TREASRY |
| ALPHABET INC | 86420 | 27049548 | CAP STK CL A |
| NVIDIA CORPORATION | 122510 | 22848112 | COM |
| MICROSOFT CORP | 45023 | 21774111 | COM |
| ISHARES TR | 162149 | 17860747 | TRUST ISHARE 0-1 |
| TAIWAN SEMICONDUCTOR MFG LTD | 55633 | 16906295 | SPONSORED ADS |
| APPLE INC | 58019 | 15773086 | COM |
| VISA INC | 44127 | 15475867 | COM CL A |
| AMERICAN EXPRESS CO | 39147 | 14482579 | COM |
| CISCO SYS INC | 181211 | 13958703 | COM |
| UNILEVER PLC | 181473 | 11868334 | SPON ADR NEW |
| REGENERON PHARMACEUTICALS | 14804 | 11427035 | COM |
| LEVI STRAUSS & CO NEW | 524975 | 10887982 | CL A COM STK |
| BERKSHIRE HATHAWAY INC DEL | 14 | 10567200 | CL A |
| MERCK & CO INC | 97617 | 10275169 | COM |
| CAMECO CORP | 106983 | 9787901 | COM |
| HOME DEPOT INC | 27116 | 9330594 | COM |
| GILEAD SCIENCES INC | 73969 | 9078917 | COM |
| PROCTER AND GAMBLE CO | 61340 | 8790645 | COM |
| BECTON DICKINSON & CO | 42788 | 8303881 | COM |
| NEXTERA ENERGY INC | 98969 | 7945239 | COM |
| ECOLAB INC | 29985 | 7871759 | COM |
| JOHNSON CTLS INTL PLC | 64709 | 7748945 | SHS |
| NOVO-NORDISK A S | 152240 | 7745977 | ADR |
| BLACKROCK INC | 6810 | 7289392 | COM |
| ACCENTURE PLC IRELAND | 27098 | 7270367 | SHS CLASS A |
| CSX CORP | 194542 | 7052157 | COM |
| NIKE INC | 110473 | 7038238 | CL B |
| NATIONAL GRID PLC | 87068 | 6734720 | SPONSORED ADR NE |
| FIRST SOLAR INC | 25574 | 6680696 | COM |
| INTUIT | 9167 | 6072258 | COM |
| MASTERCARD INCORPORATED | 10570 | 6034307 | CL A |
| CORNING INC | 67775 | 5934386 | COM |
| XYLEM INC | 42851 | 5835460 | COM |
| LABCORP HOLDINGS INC | 22561 | 5660003 | COM SHS |
| SALESFORCE INC | 20944 | 5548146 | COM |
| PROLOGIS INC. | 42248 | 5393440 | COM |
| CONSTELLATION ENERGY CORP | 14521 | 5129803 | COM |
| AMERICAN TOWER CORP NEW | 24488 | 4299439 | COM |
| STEEL DYNAMICS INC | 22197 | 3761349 | COM |
| ROYAL BK CDA | 20066 | 3421046 | COM |
| WILLIAMS SONOMA INC | 18316 | 3271049 | COM |
| DISNEY WALT CO | 25617 | 2914446 | COM |
| JACOBS SOLUTIONS INC | 20916 | 2770539 | COM |
| ZOETIS INC | 21223 | 2670265 | CL A |
| COCA COLA CO | 26963 | 1884976 | COM |
| WISDOMTREE TR | 30657 | 1626660 | EUROPE HEDGED EQ |
| ISHARES TR | 3110 | 1471800 | RUS 1000 GRW ETF |
| BERKSHIRE HATHAWAY INC DEL | 2828 | 1421494 | CL B NEW |
| AMERIPRISE FINL INC | 2874 | 1409390 | COM |
| SCHWAB STRATEGIC TR | 41128 | 1089481 | US TIPS ETF |
| ISHARES TR | 1442 | 987683 | CORE S&P500 ETF |
| TORONTO DOMINION BK ONT | 9990 | 941024 | COM NEW |
| FIDELITY WISE ORIGIN BITCOIN | 12198 | 929835 | SHS |
| ABBVIE INC | 3922 | 896045 | COM |
| WABTEC | 4000 | 853800 | COM |
| INVESCO QQQ TR | 1265 | 777129 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 29849 | 717570 | INTL EQTY ETF |
| BROADCOM INC | 1985 | 687009 | COM |
| SPDR S&P 500 ETF TR | 1006 | 686318 | TR UNIT |
| LOWES COS INC | 2660 | 641486 | COM |
| SPDR SERIES TRUST | 16671 | 637927 | STATE STREET SPD |
| ORACLE CORP | 2930 | 571086 | COM |
| AIRBNB INC | 4066 | 551801 | COM CL A |
| SCHWAB STRATEGIC TR | 21700 | 544236 | INT-TRM U.S TRES |
| ALPHABET INC | 1673 | 525045 | CAP STK CL C |
| SPDR GOLD TR | 1266 | 501728 | GOLD SHS |
| AMGEN INC | 1474 | 482530 | COM |
| 3M CO | 2975 | 476298 | COM |
| ISHARES TR | 3358 | 473942 | SELECT DIVID ETF |
| DIMENSIONAL ETF TRUST | 9144 | 473659 | GLOBAL SUSTAINA |
| INTERNATIONAL BUSINESS MACHS | 1408 | 417053 | COM |
| HCA HEALTHCARE INC | 863 | 402900 | COM |
| VANGUARD INDEX FDS | 1188 | 398182 | TOTAL STK MKT |
| JOHNSON & JOHNSON | 1909 | 395068 | COM |
| VANGUARD MUN BD FDS | 7651 | 384769 | TAX EXEMPT BD |
| AMAZON COM INC | 1648 | 380391 | COM |
| ANALOG DEVICES INC | 1366 | 370459 | COM |
| VANGUARD INDEX FDS | 577 | 361614 | S&P 500 ETF SHS |
| FIDELITY COVINGTON TRUST | 4786 | 355504 | MSCI HLTH CARE I |
| TJX COS INC NEW | 2195 | 337174 | COM |
| STARBUCKS CORP | 3940 | 331827 | COM |
| EATON CORP PLC | 989 | 315006 | SHS |
| ISHARES GOLD TR | 3836 | 311368 | ISHARES NEW |
| ISHARES TR | 1225 | 301546 | RUSSELL 2000 ETF |
| ISHARES TR | 3619 | 299726 | 1 3 YR TREAS BD |
| ROCKWELL AUTOMATION INC | 770 | 299584 | COM |
| NOVARTIS AG | 2036 | 280703 | SPONSORED ADR |
| STRYKER CORPORATION | 797 | 280122 | COM |
| TRUIST FINL CORP | 5395 | 265488 | COM |
| ABBOTT LABS | 2060 | 258077 | COM |
| MAGNUM ICE CREAM CO NV | 16100 | 255185 | ORD SHS |
| FIRST CTZNS BANCSHARES INC D | 114 | 244665 | CL A |
| DEERE & CO | 520 | 242096 | COM |
| ELI LILLY & CO | 222 | 238579 | COM |
| PEPSICO INC | 1605 | 230351 | COM |
| HOWMET AEROSPACE INC | 1083 | 222037 | COM |
| FIDELITY COVINGTON TRUST | 5809 | 219459 | ENHANCED SMALL |
| ISHARES TR | 2275 | 218468 | MSCI EAFE ETF |
| ASML HOLDING N V | 203 | 217182 | N Y REGISTRY SHS |
| EBAY INC. | 2470 | 215137 | COM |
| FREEPORT-MCMORAN INC | 4068 | 206614 | CL B |
| DOVER CORP | 1044 | 203831 | COM |
| ADVANCED MICRO DEVICES INC | 945 | 202381 | COM |
| MCKESSON CORP | 244 | 200151 | COM |
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