M. Kulyk & Associates, LLC — 13F holdings

M. Kulyk & Associates, LLC reported 113 holdings worth $613M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. STIP ISHARES TR — $78.8M (12.9%)
  2. SGOV ISHARES TR — $28.8M (4.7%)
  3. GOOGL ALPHABET INC — $28.0M (4.6%)
  4. NVDA NVIDIA CORPORATION — $27.2M (4.4%)
  5. AAPL APPLE INC — $24.5M (4.0%)
  6. TSM TAIWAN SEMICONDUCTOR MFG LTD — $20.9M (3.4%)
  7. SHV ISHARES TR — $20.1M (3.3%)
  8. MSFT MICROSOFT CORP — $19.7M (3.2%)
  9. CSCO CISCO SYS INC — $18.1M (3.0%)
  10. V VISA INC — $17.7M (2.9%)