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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
Page 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPY SPDR S&P 500 ETF TR Financial Services 1,006.0 $686K 0.13% $682.22 +9.3%
62 LOW LOWES COS INC Consumer Cyclical 2,660.0 $641K 0.12% $241.16 -10.8%
63 ORCL ORACLE CORP Technology 2,930.0 $571K 0.11% $194.91 -1.5%
64 ABNB AIRBNB INC Consumer Cyclical 4,066.0 $552K 0.10% -855.0 -17.4% $135.71 -2.5%
65 SCHR SCHWAB STRATEGIC TR 21,700.0 $544K 0.10% +12K +113.8% $25.08 -2.0%
66 GOOG ALPHABET INC Communication Services 1,673.0 $525K 0.10% +77.0 +4.8% $313.83 +20.9%
67 GLD SPDR GOLD TR Financial Services 1,266.0 $502K 0.10% $396.31 +4.4%
68 AMGN AMGEN INC Healthcare 1,474.0 $483K 0.09% -62.0 -4.0% $327.36 +3.6%
69 MMM 3M CO Industrials 2,975.0 $476K 0.09% $160.10 -4.8%
70 DVY ISHARES TR 3,358.0 $474K 0.09% $141.14 +10.4%
71 DFSB DIMENSIONAL ETF TRUST 9,144.0 $474K 0.09% +5K +109.2% $51.80 +0.0%
72 IBM INTERNATIONAL BUSINESS MACHS Technology 1,408.0 $417K 0.08% +48.0 +3.5% $296.20 -14.3%
73 SPTS SPDR SERIES TRUST 14,171.0 $415K 0.08% NEW $29.28 -1.0%
74 HCA HCA HEALTHCARE INC Healthcare 863.0 $403K 0.08% $466.86 -15.6%
75 VTI VANGUARD INDEX FDS 1,188.0 $398K 0.08% +35.0 +3.0% $335.17 +9.4%
76 JNJ JOHNSON & JOHNSON Healthcare 1,909.0 $395K 0.07% $206.95 +13.2%
77 VTEB VANGUARD MUN BD FDS 7,651.0 $385K 0.07% NEW $50.29 -0.8%
78 AMZN AMAZON COM INC Consumer Cyclical 1,648.0 $380K 0.07% -81.0 -4.7% $230.82 +15.4%
79 ADI ANALOG DEVICES INC Technology 1,366.0 $370K 0.07% +7.0 +0.5% $271.20 +46.4%
80 VOO VANGUARD INDEX FDS 577.0 $362K 0.07% +3.0 +0.5% $626.71 +9.4%
Page 4 of 6  ·  107 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 30.5%
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%