Institutions / M. Kulyk & Associates, LLC

M. Kulyk & Associates, LLC

CIK 1842370 · Institution · as of Jun 30, 2026
Portfolio value
$612.87M
Positions
113
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$612.87M+17.1%
$612.87M$568.11M$523.34MQ4 '25Q2 '26

Positions

113+5.6%
113110107Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 113 →
CompanyClassValueShares% of portfolio
iShares MSCI UAE ETF$78.78M771,09712.9%
iShares Tr$28.84M286,5254.7%
Alphabet Inc.$28.01M78,3914.6%
NVIDIA Corp$27.22M136,0564.4%
Apple Inc.$24.53M84,7804.0%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$20.89M43,7443.4%
iShares Tr$20.12M182,3293.3%
Microsoft Corp$19.69M52,7873.2%
Cisco Systems, Inc.$18.12M154,2883.0%
Visa Inc$17.67M51,5142.9%
The PNC Financial Services Group, Inc.$14.62M59,3842.4%
American Express Co$13.50M39,9022.2%
Levi Strauss & Co$13.04M524,9752.1%
Merck & Co., Inc.$12.19M94,8632.0%
Unilever PLC$11.53M191,8661.9%
ING Groep N.V.$11.18M356,1851.8%
Home Depot, Inc.$10.85M30,7691.8%
Ecolab Inc.$10.57M37,9461.7%
Berkshire Hathaway Inc Del$10.48M141.7%
PROCTER & GAMBLE Co$10.33M70,4351.7%
Corning Inc /Ny$10.32M40,3991.7%
Lam Research Corp$9.65M22,2601.6%
ELI LILLY & Co$9.53M7,9451.6%
Gilead Sciences, Inc.$9.46M74,8591.5%
Nextera Energy Inc$8.79M100,2011.4%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
AddiShares MSCI UAE ETF$24.67M+242K
+45.60%
771,097
12.85% of portfolio
medium
Q2 2026
as of
NewThe PNC Financial Services Group, Inc.$14.62M+59K
59,384
2.39% of portfolio
medium
Q2 2026
as of
New456837103$11.18M+356K
356,185
1.82% of portfolio
medium
Q2 2026
as of
NewLam Research Corp$9.65M+22K
22,260
1.57% of portfolio
medium
Q2 2026
as of
AddELI LILLY & Co$9.26M+8K
+3478.83%
7,945
1.55% of portfolio
medium
Q2 2026
as of
AddApple Inc.$7.74M+27K
+46.12%
84,780
4.00% of portfolio
medium
Q2 2026
as of
AddBroadcom Inc.$7.43M+20K
+990.53%
21,647
1.33% of portfolio
medium
Q2 2026
as of
ExitNIKE, Inc.$-7.04M-110K
-100.00%
medium
Q2 2026
as of
TrimCorning Inc /Ny$-6.99M-27K
-40.39%
40,399
1.68% of portfolio
medium
Q2 2026
as of
ExitIntuit Inc.$-6.07M-9K
-100.00%
medium