M. Kulyk & Associates, LLC Q4 2025 Filing

Filed January 8, 2026

Portfolio Value

$523.3M

Holdings

107

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (107 positions)

#StockSharesValue% PortfolioType
1
STIPISHARES TR
529,593$54.2M10.36%
2
SGOVISHARES TR
283,402$28.4M5.44%
3
GOOGLALPHABET INC
86,420$27.0M5.17%
4
NVDANVIDIA CORPORATION
122,510$22.8M4.37%
5
MSFTMICROSOFT CORP
45,023$21.8M4.16%
6
SHVISHARES TR
162,149$17.9M3.41%
7
TSMTAIWAN SEMICONDUCTOR MFG LTD
55,633$16.9M3.23%
8
AAPLAPPLE INC
58,019$15.8M3.01%
9
VVISA INC
44,127$15.5M2.96%
10
AXPAMERICAN EXPRESS CO
39,147$14.5M2.77%
11
CSCOCISCO SYS INC
181,211$14.0M2.67%
12
ULUNILEVER PLC
181,473$11.9M2.27%
13
REGNREGENERON PHARMACEUTICALS
14,804$11.4M2.18%
14
LEVILEVI STRAUSS & CO NEW
524,975$10.9M2.08%
15
BRK-BBERKSHIRE HATHAWAY INC DEL
14$10.6M2.02%
16
MRKMERCK & CO INC
97,617$10.3M1.96%
17
CCOCAMECO CORP
106,983$9.8M1.87%
18
HDHOME DEPOT INC
27,116$9.3M1.78%
19
GILDGILEAD SCIENCES INC
73,969$9.1M1.73%
20
PGPROCTER AND GAMBLE CO
61,340$8.8M1.68%
21
BDXBECTON DICKINSON & CO
42,788$8.3M1.59%
22
NEENEXTERA ENERGY INC
98,969$7.9M1.52%
23
ECLECOLAB INC
29,985$7.9M1.50%
24
JCIJOHNSON CTLS INTL PLC
64,709$7.7M1.48%
25
NVONOVO-NORDISK A S
152,240$7.7M1.48%
26
BLKBLACKROCK INC
6,810$7.3M1.39%
27
ACNACCENTURE PLC IRELAND
27,098$7.3M1.39%
28
CSXCSX CORP
194,542$7.1M1.35%
29
NKENIKE INC
110,473$7.0M1.34%
30
NGGNATIONAL GRID PLC
87,068$6.7M1.29%
31
FSLRFIRST SOLAR INC
25,574$6.7M1.28%
32
INTUINTUIT
9,167$6.1M1.16%
33
MAMASTERCARD INCORPORATED
10,570$6.0M1.15%
34
GLWCORNING INC
67,775$5.9M1.13%
35
XYLXYLEM INC
42,851$5.8M1.11%
36
LHLABCORP HOLDINGS INC
22,561$5.7M1.08%
37
CRMSALESFORCE INC
20,944$5.5M1.06%
38
PLDPROLOGIS INC.
42,248$5.4M1.03%
39
CEGCONSTELLATION ENERGY CORP
14,521$5.1M0.98%
40
AMTAMERICAN TOWER CORP NEW
24,488$4.3M0.82%
41
STLDSTEEL DYNAMICS INC
22,197$3.8M0.72%
42
RYROYAL BK CDA
20,066$3.4M0.65%
43
WSMWILLIAMS SONOMA INC
18,316$3.3M0.63%
44
DISDISNEY WALT CO
25,617$2.9M0.56%
45
JJACOBS SOLUTIONS INC
20,916$2.8M0.53%
46
ZTSZOETIS INC
21,223$2.7M0.51%
47
KOCOCA COLA CO
26,963$1.9M0.36%
48
HEDJWISDOMTREE TR
30,657$1.6M0.31%
49
IWFISHARES TR
3,110$1.5M0.28%
50
BRK/BBERKSHIRE HATHAWAY INC DEL
2,828$1.4M0.27%
51
A4SAMERIPRISE FINL INC
2,874$1.4M0.27%
52
SCHPSCHWAB STRATEGIC TR
41,128$1.1M0.21%
53
IVVISHARES TR
1,442$987K0.19%
54
TDTORONTO DOMINION BK ONT
9,990$941K0.18%
55
FBTCFIDELITY WISE ORIGIN BITCOIN
12,198$929K0.18%
56
ABBVABBVIE INC
3,922$896K0.17%
57
WABWABTEC
4,000$853K0.16%
58
NDQINVESCO QQQ TR
1,265$777K0.15%
59
SCHFSCHWAB STRATEGIC TR
29,849$717K0.14%
60
AVGOBROADCOM INC
1,985$687K0.13%
61
SPYSPDR S&P 500 ETF TR
1,006$686K0.13%
62
LOWLOWES COS INC
2,660$641K0.12%
63
ORCLORACLE CORP
2,930$571K0.11%
64
ABNBAIRBNB INC
4,066$551K0.11%
65
SCHRSCHWAB STRATEGIC TR
21,700$544K0.10%
66
GOOGALPHABET INC
1,673$525K0.10%
67
GQ9SPDR GOLD TR
1,266$501K0.10%
68
AMGNAMGEN INC
1,474$482K0.09%
69
MMM3M CO
2,975$476K0.09%
70
DFSBDIMENSIONAL ETF TRUST
9,144$473K0.09%
71
AQLTISHARES TR
3,358$473K0.09%
72
IBMINTERNATIONAL BUSINESS MACHS
1,408$417K0.08%
73
SPTSSPDR SERIES TRUST
14,171$414K0.08%
74
HCAHCA HEALTHCARE INC
863$402K0.08%
75
VTIVANGUARD INDEX FDS
1,188$398K0.08%
76
JNJJOHNSON & JOHNSON
1,909$395K0.08%
77
VTEBVANGUARD MUN BD FDS
7,651$384K0.07%
78
AMZNAMAZON COM INC
1,648$380K0.07%
79
ADIANALOG DEVICES INC
1,366$370K0.07%
80
VOOVANGUARD INDEX FDS
577$361K0.07%
81
FHLCFIDELITY COVINGTON TRUST
4,786$355K0.07%
82
TJXTJX COS INC NEW
2,195$337K0.06%
83
SBUXSTARBUCKS CORP
3,940$331K0.06%
84
ETNEATON CORP PLC
989$315K0.06%
85
IAU*ISHARES GOLD TR
3,836$311K0.06%
86
IWMISHARES TR
1,225$301K0.06%
87
ROKROCKWELL AUTOMATION INC
770$299K0.06%
88
SHYISHARES TR
3,619$299K0.06%
89
SYKSTRYKER CORPORATION
797$280K0.05%
90
NVSNNOVARTIS AG
2,036$280K0.05%
91
TFCTRUIST FINL CORP
5,395$265K0.05%
92
ABTABBOTT LABS
2,060$258K0.05%
93
MICCMAGNUM ICE CREAM CO NV
16,100$255K0.05%
94
FCNCAFIRST CTZNS BANCSHARES INC D
114$244K0.05%
95
DEDEERE & CO
520$242K0.05%
96
LLYELI LILLY & CO
222$238K0.05%
97
PEPPEPSICO INC
1,605$230K0.04%
98
CWBSPDR SERIES TRUST
2,500$223K0.04%
99
HWMHOWMET AEROSPACE INC
1,083$222K0.04%
100
FESMFIDELITY COVINGTON TRUST
5,809$219K0.04%
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