MK

M. Kulyk & Associates, LLC

13F
M. Kulyk & Associates, LLC
Last update 2024-08-05 110 Stocks (9 new)
Value $430.00 Mil Turnover 4 %
Countries:
Top Holdings: STIP(11.51%)SHV(4.98%)MSFT(4.42%)NVDA(3.97%)SGOV(3.48%)
Portfolio Report
Summary Stock Picks Current Portfolio
M. Kulyk & Associates, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
STIP 		iShares 0-5 Year TIPS Bond ETF
497,904
49536.500
+3.06%
11.510
+0.34%
-
+0.45%
+1.93%
8109.644
 
SHV 		iShares Short Treasury Bond ETF
193,830
21418.250
+1.22%
4.980
+0.06%
-
-0.01%
+0.04%
18146.877
 
MSFT 		Microsoft Corp
42,617
19047.620
+4.35%
4.420
+0.18%
0.000
+4.32%
+10.02%
3059156.044
Software
NVDA 		NVIDIA Corp
138,326
17088.750
-18.77%
3.970
-0.67%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
SGOV 		iShares 0-3 Month Treasury Bond ETF
148,591
14964.620
-42.36%
3.480
-2.55%
-
+0.01%
+0.10%
26668.497
 
AAPL 		Apple Inc
70,749
14901.140
+0.62%
3.460
+0.02%
0.000
+6.90%
+16.50%
3377630.649
Hardware
GOOGL 		Alphabet Inc
76,641
13960.200
-6.57%
3.240
-0.19%
0.000
+6.73%
+21.81%
2087029.120
Interactive Media
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
74,107
12880.600
-8.10%
2.990
-0.21%
0.000
+32.80%
+90.27%
1015227.021
Semiconductors
RY 		Royal Bank of Canada
107,804
11468.140
-1.24%
2.660
-0.03%
0.010
+17.52%
+26.50%
173392.191
Banks
HD 		The Home Depot Inc
30,887
10632.520
+3.59%
2.470
+0.09%
0.000
+15.00%
+17.66%
397406.747
Retail - Cyclical

M. Kulyk & Associates, LLC's Historical Top Holdings Breakdowns

M. Kulyk & Associates, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-06-30Reduce
-2.55%
●
100.29 ($100.52) 100.75
$100.37
-0.15%
Reduce -42.36%
148,591
-109,192
NVDA 		NVIDIA Corp2024-06-30Reduce
-0.67%
●
76.2 ($101.1) 135.58
$139.91
38.39%
Reduce -18.77%
138,326
-31,954
STIP 		iShares 0-5 Year TIPS Bond ETF2024-06-30Add
+0.34%
●
98.69 ($99.21) 99.57
$100.49
1.29%
Add 3.06%
497,904
14,796
ABNB 		Airbnb Inc2024-06-30New Buy
+0.32%
●
141.04 ($152.81) 165.42
$137.82
-9.81%
New holding
9,111
9,111
CSCO 		Cisco Systems Inc2024-06-30Add
+0.23%
●
45.52 ($47.48) 50.04
$56.16
18.28%
Add 10.54%
223,130
21,275
GILD 		Gilead Sciences Inc2024-06-30Add
+0.23%
●
63.15 ($66.73) 72.88
$90.22
35.20%
Add 16.42%
103,879
14,651
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-06-30Reduce
-0.21%
●
127.7 ($151.69) 179.69
$195.76
29.05%
Reduce -8.1%
74,107
-6,530
BAX 		Baxter International Inc2024-06-30Add
+0.19%
●
32.87 ($36.86) 43.55
$36.10
-2.06%
Add 20.91%
138,141
23,887
GOOGL 		Alphabet Inc2024-06-30Reduce
-0.19%
●
150.53 ($168.57) 185.41
$169.74
0.69%
Reduce -6.57%
76,641
-5,389
MSFT 		Microsoft Corp2024-06-30Add
+0.18%
●
389.33 ($422.32) 452.85
$411.46
-2.57%
Add 4.35%
42,617
1,777

M. Kulyk & Associates, LLC Total Holding History ($B)

To

M. Kulyk & Associates, LLC's Asset Allocation

To

M. Kulyk & Associates, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

M. Kulyk & Associates, LLC's Hypothetical Growth since 2024-06-30

M. Kulyk & Associates, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

M. Kulyk & Associates, LLC's Holdings Heat Map

Size field:

M. Kulyk & Associates, LLC's Holdings Bubble Chart

M. Kulyk & Associates, LLC News

  • 1

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