StockDriftsStockDriftsTop 50 Kula Investments, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 2.26% | 22.4K | $9.2M | +204.00%(+15.01K) | — | 2023-03-31 | |
| WRB | BERKLEY W R CORP | 0.8% | 52.4K | $3.3M | +272.87%(+38.35K) | — | 2023-03-31 | |
| GM | GENERAL MTRS CO | 0.75% | 82.4K | $3.0M | +112.27%(+43.60K) | — | 2023-03-31 | |
| WU | WESTERN UN CO | 0.65% | 235.2K | $2.6M | +803.53%(+209.15K) | — | 2023-03-31 | |
| NTAP | NETAPP INC | 0.59% | 37.5K | $2.4M | +397.84%(+29.97K) | — | 2023-03-31 | |
| ALL | ALLSTATE CORP | 0.58% | 21.4K | $2.4M | new | — | 2023-03-31 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 0.57% | 16.5K | $2.3M | +7.40%(+1.14K) | — | 2023-03-31 | |
| COP | CONOCOPHILLIPS | 0.57% | 23.4K | $2.3M | +185.76%(+15.18K) | — | 2023-03-31 | |
| ABT | ABBOTT LABS | 0.57% | 22.8K | $2.3M | new | — | 2023-03-31 | |
| GPC | GENUINE PARTS CO | 0.56% | 13.7K | $2.3M | +665.42%(+11.89K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Kula Investments, Llc reports $405.49M in US-listed equity holdings across 576 positions in its most recent 13F filing. Its largest disclosed positions are SPY (2.3%), WRB (0.8%) and GM (0.8%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kula Investments, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911190). View Kula Investments, Llc’s 13F filings on SEC