Portfolio (Quarterly) Guide ↗

M. Kulyk & Associates, LLC

· CIK 0001842370

13F Portfolio $523M AUM 107 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 11 New 51 Added 13 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UL	UNILEVER PLC	Consumer Defensive	176,170	$10.4M	2.12%	SOLD
2	COST	COSTCO WHSL CORP NEW	Consumer Defensive	327	$303K	0.06%	SOLD
3	—	FIDELITY COVINGTON TRUST	—	8,299	$249K	0.05%	SOLD
4	GE	GE AEROSPACE	Industrials	782	$235K	0.05%	SOLD
5	ADP	AUTOMATIC DATA PROCESSING IN	Industrials	723	$212K	0.04%	SOLD
6	PANW	PALO ALTO NETWORKS INC	Technology	1,005	$205K	0.04%	SOLD
7	HSY	HERSHEY CO	Consumer Defensive	1,085	$203K	0.04%	SOLD
8	CI	THE CIGNA GROUP	Healthcare	704	$203K	0.04%	SOLD

Sector Allocation

Technology 30.5%

Healthcare 15.1%

Financial Services 13.6%

Consumer Cyclical 8.5%

Communication Services 7.9%

Industrials 6.7%

Utilities 5.1%

Energy 4.2%

Basic Materials 3.0%

Consumer Defensive 2.9%