MondegarAI
M. Kulyk & Associates, LLC

Q1 2025 · 13F-HR

M. Kulyk & Associates, LLCholdings as filed

Filed 2025-05-06 · accession 0001765380-25-000166

$437.2M
Reported value
101
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46429B747STIPISHARES TR$50.0M11.4%482,893CommonSOLE
46436E718SGOVISHARES TR$25.3M5.80%251,770CommonSOLE
464288679SHVISHARES TR$17.9M4.10%162,118CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$16.8M3.84%1,077,103CommonSOLE
594918104MSFTMICROSOFT CORP$16.3M3.72%43,304CommonSOLE
67066G104NVDANVIDIA CORPORATION$13.2M3.02%121,880CommonSOLE
037833100AAPLAPPLE INC$13.1M3.00%59,023CommonSOLE
02079K305GOOGLALPHABET INC$13.0M2.98%84,196CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$11.2M2.56%14CommonSOLE
17275R102CSCOCISCO SYS INC$11.0M2.52%178,558CommonSOLE
025816109AXPAMERICAN EXPRESS CO$10.6M2.42%39,269CommonSOLE
437076102HDHOME DEPOT INC$10.2M2.34%27,954CommonSOLE
92826C839VVISA INC$9.9M2.27%28,334CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$9.5M2.18%57,417CommonSOLE
780087102RYROYAL BK CDA$9.1M2.09%81,002CommonSOLE
904767704UNILEVER PLC$9.1M2.07%152,200CommonSOLE
375558103GILDGILEAD SCIENCES INC$8.2M1.87%72,869CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.1M1.84%47,238CommonSOLE
278865100ECLECOLAB INC$7.4M1.70%29,322CommonSOLE
075887109BDXBECTON DICKINSON & CO$7.1M1.63%31,062CommonSOLE
031162100AMGNAMGEN INC$7.0M1.59%22,322CommonSOLE
58933Y105MRKMERCK & CO INC$6.7M1.53%74,661CommonSOLE
09290D101BLKBLACKROCK INC$6.6M1.52%7,010CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6.0M1.38%19,267CommonSOLE
891160509TDTORONTO DOMINION BK ONT$6.0M1.36%99,343CommonSOLE
654106103NKENIKE INC$5.9M1.35%93,080CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$5.7M1.30%70,922CommonSOLE
461202103INTUINTUIT$5.6M1.29%9,154CommonSOLE
126408103CSXCSX CORP$5.5M1.27%188,313CommonSOLE
636274409NGGNATIONAL GRID PLC$5.0M1.15%76,835CommonSOLE
370334104GISGENERAL MLS INC$5.0M1.14%83,477CommonSOLE
071813109BAXBAXTER INTL INC$5.0M1.14%145,784CommonSOLE
98419M100XYLXYLEM INC$4.9M1.12%40,821CommonSOLE
79466L302CRMSALESFORCE INC$4.7M1.08%17,596CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$4.6M1.06%21,304CommonSOLE
504922105LHLABCORP HOLDINGS INC$4.6M1.05%19,677CommonSOLE
670100205NVONOVO-NORDISK A S$4.6M1.05%65,897CommonSOLE
87612E106TGTTARGET CORP$4.5M1.04%43,514CommonSOLE
74340W103PLDPROLOGIS INC.$4.4M1.01%39,549CommonSOLE
189054109CLXCLOROX CO DEL$3.8M0.87%25,698CommonSOLE
219350105GLWCORNING INC$3.2M0.74%70,373CommonSOLE
336433107FSLRFIRST SOLAR INC$3.0M0.70%24,055CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.0M0.69%42,526CommonSOLE
30161N101EXCEXELON CORP$2.9M0.66%62,997CommonSOLE
98978V103ZTSZOETIS INC$2.8M0.65%17,306CommonSOLE
969904101WSMWILLIAMS SONOMA INC$2.8M0.65%17,924CommonSOLE
254687106DISDISNEY WALT CO$2.5M0.58%25,777CommonSOLE
858119100STLDSTEEL DYNAMICS INC$2.5M0.57%19,869CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2.2M0.50%18,260CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.1M0.48%3,831CommonSOLE
191216100KOCOCA COLA CO$1.9M0.44%27,044CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.9M0.44%9,451CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.7M0.39%2,687CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.35%2,860CommonSOLE
97717X701HEDJWISDOMTREE TR$1.4M0.32%29,526CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.4M0.32%2,874CommonSOLE
464287614IWFISHARES TR$1.1M0.26%3,144CommonSOLE
00287Y109ABBVABBVIE INC$845,3000.19%4,034CommonNONE
009066101ABNBAIRBNB INC$786,7310.18%6,586CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$785,8230.18%10,919CommonSOLE
929740108WABWABTEC$725,4000.17%4,000CommonNONE
464287200IVVISHARES TR$682,7090.16%1,215CommonSOLE
464287168DVYISHARES TR$640,0450.15%4,766CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$634,3480.15%1,134CommonSOLE
548661107LOWLOWES COS INC$619,4590.14%2,656CommonSOLE
46090E103QQQINVESCO QQQ TR$593,2040.14%1,265CommonSOLE
855244109SBUXSTARBUCKS CORP$476,5670.11%4,858CommonSOLE
68389X105ORCLORACLE CORP$458,8560.10%3,282CommonNONE
88579Y101MMM3M CO$437,7900.10%2,981CommonSOLE
487836108KKELLANOVA$369,9680.08%4,485CommonSOLE
464287457SHYISHARES TR$326,6180.07%3,948CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$325,5980.07%1,309CommonSOLE
478160104JNJJOHNSON & JOHNSON$313,2720.07%1,889CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$312,1660.07%330CommonSOLE
11135F101AVGOBROADCOM INC$301,0390.07%1,798CommonSOLE
78463V107GLDSPDR GOLD TR$299,6660.07%1,040CommonSOLE
863667101SYKSTRYKER CORPORATION$298,5450.07%802CommonSOLE
922908363VOOVANGUARD INDEX FDS$291,3870.07%567CommonSOLE
032654105ADIANALOG DEVICES INC$274,0700.06%1,359CommonSOLE
002824100ABTABBOTT LABS$273,0260.06%2,058CommonNONE
922908769VTIVANGUARD INDEX FDS$270,5510.06%984CommonSOLE
G29183103ETNEATON CORP PLC$266,6650.06%981CommonSOLE
872540109TJXTJX COS INC NEW$260,8960.06%2,142CommonSOLE
464287655IWMISHARES TR$256,3450.06%1,285CommonSOLE
02079K107GOOGALPHABET INC$253,1110.06%1,620CommonSOLE
713448108PEPPEPSICO INC$249,6520.06%1,665CommonSOLE
66987V109NVSNOVARTIS AG$248,1540.06%2,226CommonSOLE
244199105DEDEERE & CO$245,9390.06%524CommonNONE
316092279FIDELITY COVINGTON TRUST$245,1370.06%10,093CommonSOLE
009158106APDAIR PRODS & CHEMS INC$235,3460.05%798CommonSOLE
125523100CITHE CIGNA GROUP$231,4580.05%704CommonNONE
704326107PAYXPAYCHEX INC$228,1800.05%1,479CommonSOLE
464285204IAUISHARES GOLD TR$226,1710.05%3,836CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$220,8980.05%723CommonSOLE
89832Q109TFCTRUIST FINL CORP$214,3920.05%5,210CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$211,3700.05%114CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$209,0290.05%809CommonSOLE
00724F101ADBEADOBE INC$208,6400.05%544CommonSOLE
464287226AGGISHARES TR$201,5990.05%2,038CommonSOLE
023135106AMZNAMAZON COM INC$201,1050.05%1,057CommonSOLE
640268108NKTREURNEKTAR THERAPEUTICS$13,5960.00%19,994CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.