Institutions / Kula Investments, LLC
Kula Investments, LLC
CIK 1911190 · Institution · as of Mar 31, 2023
Portfolio value
$405.49M
Positions
576
As of
Mar 31, 2023
Portfolio trend
Portfolio value
$405.49M+19.4%Positions
576+2.5%Top holdings
Mar 31, 2023View all 576 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF TrSPY | $9.16M | 2.3% |
| Berkley W R CorpWRB | $3.26M | 0.8% |
| General Motors CoGM | $3.02M | 0.7% |
| Western Union COWU | $2.62M | 0.6% |
| NetApp, Inc.NTAP | $2.39M | 0.6% |
| Allstate CorpALL | $2.37M | 0.6% |
| Hilton Worldwide Holdings Inc.HLT | $2.33M | 0.6% |
| ConocophillipsCOP | $2.32M | 0.6% |
| Abbott LaboratoriesABT | $2.30M | 0.6% |
| Genuine Parts CoGPC | $2.29M | 0.6% |
| Union Pacific CorpUNP | $2.22M | 0.5% |
| Marriott International Inc /MdMAR | $2.19M | 0.5% |
| Mastercard IncMA | $2.03M | 0.5% |
| Johnson & JohnsonJNJ | $1.98M | 0.5% |
| Las Vegas Sands Corp.LVS | $1.96M | 0.5% |
| Ingersoll Rand Inc.IR | $1.96M | 0.5% |
| US Bancorp \DeUSB | $1.95M | 0.5% |
| Norfolk Southern CorpNSC | $1.95M | 0.5% |
| Philip Morris International Inc.PM | $1.93M | 0.5% |
| Allegion plcALLE | $1.87M | 0.5% |
| Starbucks Corp.SBUX | $1.86M | 0.5% |
| Fluor CorporationFLR | $1.86M | 0.5% |
| Centene CorpCNC | $1.73M | 0.4% |
| Amn Healthcare Svcs IncAMN | $1.73M | 0.4% |
| CVS Health Corp.CVS | $1.72M | 0.4% |
Activity
Mar 31, 2023View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2023 as of | Add Other (per filing) | SPY Spy | $6.14M | +15K +204.00% | 22,368 2.26% of portfolio | medium |
| Q1 2023 as of | Add Other (per filing) | Berkley W R Corp common | $2.39M | +38K +272.87% | 52,407 0.80% of portfolio | low |
| Q1 2023 as of | New Other (per filing) | Allstate Corp common | $2.37M | +21K | 21,378 0.58% of portfolio | low |
| Q1 2023 as of | Add Other (per filing) |