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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHY ISHARES TR 3,619.0 $300K 0.06% NEW $82.96 -1.0%
82 SYK STRYKER CORPORATION Healthcare 802.0 $296K 0.06% NEW $369.67 -14.4%
83 IWM ISHARES TR 1,225.0 $296K 0.06% NEW $241.96 +17.8%
84 IAU ISHARES GOLD TR Financial Services 3,836.0 $279K 0.06% NEW $72.77 +16.5%
85 ABT ABBOTT LABS Healthcare 2,059.0 $276K 0.06% NEW $133.96 -34.7%
86 ROK ROCKWELL AUTOMATION INC Industrials 770.0 $269K 0.06% NEW $349.53 +29.4%
87 SCHR SCHWAB STRATEGIC TR 10,151.0 $255K 0.05% NEW $25.13 -2.2%
88 NVS NOVARTIS AG Healthcare 1,980.0 $254K 0.05% NEW $128.24 +18.5%
89 FIDELITY COVINGTON TRUST 8,299.0 $249K 0.05% NEW $29.97
90 DE DEERE & CO Industrials 524.0 $240K 0.05% NEW $457.26 +15.7%
91 TFC TRUIST FINL CORP Financial Services 5,210.0 $238K 0.05% NEW $45.72 +5.8%
92 GE GE AEROSPACE Industrials 782.0 $235K 0.05% NEW $300.82 +0.7%
93 DFSB DIMENSIONAL ETF TRUST 4,370.0 $233K 0.05% NEW $53.27 -2.7%
94 CWB SPDR SERIES TRUST 2,500.0 $226K 0.05% NEW $90.50 +16.7%
95 PEP PEPSICO INC Consumer Defensive 1,605.0 $225K 0.05% NEW $140.44 +7.2%
96 EBAY EBAY INC. Consumer Cyclical 2,400.0 $218K 0.04% NEW $90.95 +27.3%
97 HWM HOWMET AEROSPACE INC Industrials 1,083.0 $213K 0.04% NEW $196.23 +30.7%
98 EFA ISHARES TR 2,275.0 $212K 0.04% NEW $93.37 +11.4%
99 ADP AUTOMATIC DATA PROCESSING IN Industrials 723.0 $212K 0.04% NEW $293.50 -23.2%
100 PANW PALO ALTO NETWORKS INC Technology 1,005.0 $205K 0.04% NEW $203.62 +28.0%
Page 5 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%