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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 6 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ASML ASML HOLDING N V Technology 211.0 $204K 0.04% NEW $968.09 +64.4%
102 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 114.0 $204K 0.04% NEW $1789.16 +11.2%
103 HSY HERSHEY CO Consumer Defensive 1,085.0 $203K 0.04% NEW $187.08 +1.8%
104 CI THE CIGNA GROUP Healthcare 704.0 $203K 0.04% NEW $288.11 -2.1%
Page 6 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%