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M. Kulyk & Associates, LLC

Portfolio Manager
M. Kulyk & Associates, LLC
Performance
-3.22% (2026 Q1)
AUM (13F)
$535.80M
# of Holdings
119
Performance Rank
Allocation (Top 20)
65.91%

M. Kulyk & Associates, LLC Holdings Map

Top 50 M. Kulyk & Associates, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
STIP
ISHARES TR
14.03%726.7K$75.2M
+37.21%(+197.09K)
2025-Q1: 482.9K shares2025-Q2: 514.6K shares2025-Q3: 517.6K shares2025-Q4: 529.6K shares2026-Q1: 726.7K shares
$103.05(-1.77%)
2026-03-31
SGOV
ISHARES TR
5.11%271.8K$27.4M
-4.11%(-11.63K)
2025-Q1: 251.8K shares2025-Q2: 231.1K shares2025-Q3: 317.6K shares2025-Q4: 283.4K shares2026-Q1: 271.8K shares
$100.61(-0.17%)
2026-03-31
GOOGL
ALPHABET INC
4.66%86.9K$25.0M
+0.50%(+434)
2025-Q1: 84.2K shares2025-Q2: 88.1K shares2025-Q3: 87.1K shares2025-Q4: 86.4K shares2026-Q1: 86.9K shares
$111.45(+222.95%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.05%124.3K$21.7M
+1.50%(+1.84K)
2025-Q1: 121.9K shares2025-Q2: 121.2K shares2025-Q3: 122.9K shares2025-Q4: 122.5K shares2026-Q1: 124.3K shares
$21.64(+800.52%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
3.5%55.4K$18.7M
-0.37%(-206)
2025-Q1: 57.4K shares2025-Q2: 56.8K shares2025-Q3: 55.8K shares2025-Q4: 55.6K shares2026-Q1: 55.4K shares
$90.66(+378.91%)
2026-03-31
MSFT
MICROSOFT CORP
3.29%47.6K$17.6M
+5.72%(+2.58K)
2025-Q1: 43.3K shares2025-Q2: 43.4K shares2025-Q3: 43.2K shares2025-Q4: 45.0K shares2026-Q1: 47.6K shares
$281.77(+38.59%)
2026-03-31
SHV
ISHARES TR
3.2%155.1K$17.1M
-4.33%(-7.02K)
2025-Q1: 162.1K shares2025-Q2: 173.4K shares2025-Q3: 161.2K shares2025-Q4: 162.1K shares2026-Q1: 155.1K shares
$110.44(-0.32%)
2026-03-31
AAPL
APPLE INC
2.81%59.2K$15.0M
+2.12%(+1.23K)
2025-Q1: 59.0K shares2025-Q2: 58.9K shares2025-Q3: 58.1K shares2025-Q4: 58.0K shares2026-Q1: 59.2K shares
$134.45(+129.55%)
2026-03-31
CSCO
CISCO SYS INC
2.69%186.0K$14.4M
+2.62%(+4.75K)
2025-Q1: 178.6K shares2025-Q2: 181.7K shares2025-Q3: 178.9K shares2025-Q4: 181.2K shares2026-Q1: 186.0K shares
$49.06(+129.68%)
2026-03-31
V
VISA INC
2.64%46.8K$14.2M
+6.13%(+2.70K)
2025-Q1: 28.3K shares2025-Q2: 28.2K shares2025-Q3: 36.4K shares2025-Q4: 44.1K shares2026-Q1: 46.8K shares
$273.51(+32.40%)
2026-03-31

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