BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

M. Kulyk & Associates, LLC

· CIK 0001842370
13F Portfolio $492M AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 104 New
Page 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LOW LOWES COS INC Consumer Cyclical 2,656.0 $667K 0.14% NEW $251.31 -14.4%
62 SCHF SCHWAB STRATEGIC TR 27,383.0 $637K 0.13% NEW $23.28 +17.1%
63 ABNB AIRBNB INC Consumer Cyclical 4,921.0 $597K 0.12% NEW $121.41 +9.0%
64 SCHP SCHWAB STRATEGIC TR 18,342.0 $494K 0.10% NEW $26.95 -1.2%
65 DVY ISHARES TR 3,355.0 $477K 0.10% NEW $142.08 +9.6%
66 MMM 3M CO Industrials 2,981.0 $463K 0.09% NEW $155.18 -1.8%
67 GLD SPDR GOLD TR Financial Services 1,266.0 $450K 0.09% NEW $355.47 +16.4%
68 AMGN AMGEN INC Healthcare 1,536.0 $434K 0.09% NEW $282.24 +20.2%
69 GOOG ALPHABET INC Communication Services 1,596.0 $389K 0.08% NEW $243.58 +55.8%
70 IBM INTERNATIONAL BUSINESS MACHS Technology 1,360.0 $384K 0.08% NEW $282.12 -10.0%
71 AMZN AMAZON COM INC Consumer Cyclical 1,729.0 $380K 0.08% NEW $219.57 +21.3%
72 VTI VANGUARD INDEX FDS 1,153.0 $378K 0.08% NEW $328.26 +11.7%
73 HCA HCA HEALTHCARE INC Healthcare 863.0 $368K 0.07% NEW $426.20 -7.5%
74 ETN EATON CORP PLC Industrials 981.0 $367K 0.07% NEW $374.25 +4.6%
75 JNJ JOHNSON & JOHNSON Healthcare 1,909.0 $354K 0.07% NEW $185.42 +26.4%
76 VOO VANGUARD INDEX FDS 574.0 $351K 0.07% NEW $612.32 +12.0%
77 SBUX STARBUCKS CORP Consumer Cyclical 3,961.0 $335K 0.07% NEW $84.61 +21.9%
78 ADI ANALOG DEVICES INC Technology 1,359.0 $334K 0.07% NEW $245.70 +61.6%
79 TJX TJX COS INC NEW Consumer Cyclical 2,142.0 $310K 0.06% NEW $144.54 +9.5%
80 COST COSTCO WHSL CORP NEW Consumer Defensive 327.0 $303K 0.06% NEW $925.63 +11.1%
Page 4 of 6  ·  104 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.7%
Healthcare 13.9%
Financial Services 12.0%
Consumer Cyclical 9.8%
Industrials 6.9%
Communication Services 6.6%
Consumer Defensive 5.9%
Utilities 4.8%
Energy 3.9%
Basic Materials 3.0%