M. Kulyk & Associates, LLC
M. Kulyk & Associates, LLC reported 113 holdings worth US$613M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
M. Kulyk & Associates, LLC reported 113 holdings worth US$613M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Apple Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 113
- Value as reported
- US$613M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 80,068 | US$28.6M | 4.7% |
| Nvidia Corporation | 136K | US$27.2M | 4.4% |
| Apple Inc | 84,780 | US$24.5M | 4.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 43,744 | US$20.9M | 3.4% |
| Microsoft Corp. | 52,787 | US$19.7M | 3.2% |
| Cisco Systems, Inc. | 154K | US$18.1M | 3.0% |
| Visa Inc. | 51,514 | US$17.7M | 2.9% |
| Pnc Financial Services Group, Inc. (the) | 59,384 | US$14.6M | 2.4% |
| American Express Company | 39,902 | US$13.5M | 2.2% |
| Levi Strauss & Co | 525K | US$13M | 2.1% |
| Merck & Company, Inc. | 94,863 | US$12.2M | 2.0% |
| Berkshire Hathaway Inc. | 23,151 | US$11.6M | 1.9% |
| Unilever Plc | 192K | US$11.5M | 1.9% |
| Ing Groep N.v. | 356K | US$11.2M | 1.8% |
| Home Depot, Inc. (the) | 30,769 | US$10.9M | 1.8% |
| Ecolab Inc. | 37,946 | US$10.6M | 1.7% |
| Procter & Gamble Company (the) | 70,435 | US$10.3M | 1.7% |
| Corning Incorporated | 40,399 | US$10.3M | 1.7% |
| Lam Research Corporation | 22,260 | US$9.65M | 1.6% |
| Eli Lilly And Company | 7,945 | US$9.53M | 1.6% |
| Gilead Sciences, Inc. | 74,859 | US$9.46M | 1.5% |
| Nextera Energy, Inc. | 100K | US$8.79M | 1.4% |
| Mastercard Incorporated | 16,563 | US$8.51M | 1.4% |
| National Grid Plc | 101K | US$8.34M | 1.4% |
| Broadcom Inc. | 21,647 | US$8.18M | 1.3% |
| Csx Corporation | 171K | US$8.14M | 1.3% |
| Regeneron Pharmaceuticals, Inc. | 12,878 | US$8.03M | 1.3% |
| Blackrock, Inc. | 7,432 | US$7.15M | 1.2% |
| Xylem Inc. | 58,728 | US$6.94M | 1.1% |
| Labcorp Holdings Inc. | 24,113 | US$6.75M | 1.1% |
| Cameco Corporation | 59,005 | US$6.01M | 0.98% |
| Prologis, Inc. | 41,226 | US$5.58M | 0.91% |
| Veralto Corp | 52,438 | US$4.65M | 0.76% |
| American Tower Corporation (reit) | 27,775 | US$4.54M | 0.74% |
| Novo Nordisk A/s Class B | 93,400 | US$4.48M | 0.73% |
| Constellation Energy Corporation | 16,625 | US$4.13M | 0.67% |
| Becton, Dickinson And Company | 25,381 | US$3.84M | 0.63% |
| First Solar, Inc. | 12,783 | US$3.02M | 0.49% |
| Royal Bank Of Canada | 14,266 | US$2.95M | 0.48% |
| Darling Ingredients Inc. | 52,388 | US$2.86M | 0.47% |
| Walt Disney Company (the) | 25,645 | US$2.47M | 0.40% |
| Coca-cola Company (the) | 26,271 | US$2.14M | 0.35% |
| Salesforce, Inc. | 11,838 | US$1.85M | 0.30% |
| Ameriprise Financial, Inc. | 2,874 | US$1.32M | 0.22% |
| Westinghouse Air Brake Technologies Corporation | 3,920 | US$1.06M | 0.17% |
| Abbvie Inc. | 3,846 | US$968K | 0.16% |
| Steel Dynamics, Inc. | 4,078 | US$936K | 0.15% |
| Williams-sonoma, Inc. | 3,540 | US$825K | 0.13% |
| Toronto-dominion Bank | 5,212 | US$633K | 0.10% |
| Analog Devices, Inc. | 1,366 | US$543K | 0.09% |
| 3m Company | 3,075 | US$498K | 0.08% |
| Johnson & Johnson | 1,941 | US$493K | 0.08% |
| Lowe's Companies, Inc. | 2,125 | US$469K | 0.08% |
| Asml Holding Nv | 235 | US$468K | 0.08% |
| Oracle Corporation | 2,891 | US$424K | 0.07% |
| Novartis Ag | 2,439 | US$382K | 0.06% |
| International Business Machines Corporation | 1,351 | US$380K | 0.06% |
| Rockwell Automation, Inc. | 763 | US$378K | 0.06% |
| Advanced Micro Devices Inc | 609 | US$354K | 0.06% |
| Starbucks Corporation | 3,346 | US$342K | 0.06% |
| Hca Healthcare, Inc. | 863 | US$336K | 0.05% |
| Tjx Companies, Inc. (the) | 2,195 | US$333K | 0.05% |
| Deere & Company | 520 | US$330K | 0.05% |
| Airbnb, Inc. | 2,255 | US$323K | 0.05% |
| Palantir Technologies Inc. | 2,563 | US$299K | 0.05% |
| Amazon.com, Inc. | 1,236 | US$295K | 0.05% |
| Howmet Aerospace Inc. | 1,083 | US$291K | 0.05% |
| Applied Materials, Inc. | 392 | US$283K | 0.05% |
| Truist Financial Corporation | 5,395 | US$269K | 0.04% |
| Ebay Inc. | 2,404 | US$269K | 0.04% |
| Amgen Inc. | 741 | US$268K | 0.04% |
| Vertex Pharmaceuticals Incorporated | 537 | US$267K | 0.04% |
| Freeport-mcmoran, Inc. | 4,010 | US$252K | 0.04% |
| Stryker Corporation | 797 | US$251K | 0.04% |
| First Citizens Bancshares, Inc. | 114 | US$237K | 0.04% |
| Dover Corporation | 1,045 | US$234K | 0.04% |
| Waters Corporation | 579 | US$217K | 0.04% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Jacobs Solutions Inc. | 0 | US$0 | 0.00% |
| Mckesson Corporation | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| Albemarle Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| The Hershey Company | 0 | US$0 | 0.00% |
Source
View original at SEC
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