M. Kulyk & Associates, LLC Q1 2025 Filing

Filed May 6, 2025

Portfolio Value

$437.2B

Holdings

101

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (101 positions)

#StockSharesValue% PortfolioType
1
STIPISHARES TR
482,893$50.0B11.43%
2
SGOVISHARES TR
251,770$25.3B5.80%
3
SHVISHARES TR
162,118$17.9B4.10%
4
LEVILEVI STRAUSS & CO NEW
1,077,103$16.8B3.84%
5
MSFTMICROSOFT CORP
43,304$16.3B3.72%
6
NVDANVIDIA CORPORATION
121,880$13.2B3.02%
7
AAPLAPPLE INC
59,023$13.1B3.00%
8
GOOGLALPHABET INC
84,196$13.0B2.98%
9
BRK-BBERKSHIRE HATHAWAY INC DEL
14$11.2B2.56%
10
CSCOCISCO SYS INC
178,558$11.0B2.52%
11
AXPAMERICAN EXPRESS CO
39,269$10.6B2.42%
12
HDHOME DEPOT INC
27,954$10.2B2.34%
13
VVISA INC
28,334$9.9B2.27%
14
TSMTAIWAN SEMICONDUCTOR MFG LTD
57,417$9.5B2.18%
15
RYROYAL BK CDA
81,002$9.1B2.09%
16
ULUNILEVER PLC
152,200$9.1B2.07%
17
GILDGILEAD SCIENCES INC
72,869$8.2B1.87%
18
PGPROCTER AND GAMBLE CO
47,238$8.1B1.84%
19
ECLECOLAB INC
29,322$7.4B1.70%
20
BDXBECTON DICKINSON & CO
31,062$7.1B1.63%
21
AMGNAMGEN INC
22,322$7.0B1.59%
22
MRKMERCK & CO INC
74,661$6.7B1.53%
23
BLKBLACKROCK INC
7,010$6.6B1.52%
24
ACNACCENTURE PLC IRELAND
19,267$6.0B1.38%
25
TDTORONTO DOMINION BK ONT
99,343$6.0B1.36%
26
NKENIKE INC
93,080$5.9B1.35%
27
JCIJOHNSON CTLS INTL PLC
70,922$5.7B1.30%
28
INTUINTUIT
9,154$5.6B1.29%
29
CSXCSX CORP
188,313$5.5B1.27%
30
NGGNATIONAL GRID PLC
76,835$5.0B1.15%
31
GISGENERAL MLS INC
83,477$5.0B1.14%
32
BAXBAXTER INTL INC
145,784$5.0B1.14%
33
XYLXYLEM INC
40,821$4.9B1.12%
34
CRMSALESFORCE INC
17,596$4.7B1.08%
35
AMTAMERICAN TOWER CORP NEW
21,304$4.6B1.06%
36
LHLABCORP HOLDINGS INC
19,677$4.6B1.05%
37
NVONOVO-NORDISK A S
65,897$4.6B1.05%
38
DYHTARGET CORP
43,514$4.5B1.04%
39
PLDPROLOGIS INC.
39,549$4.4B1.01%
40
CLXCLOROX CO DEL
25,698$3.8B0.87%
41
GLWCORNING INC
70,373$3.2B0.74%
42
FSLRFIRST SOLAR INC
24,055$3.0B0.70%
43
NEENEXTERA ENERGY INC
42,526$3.0B0.69%
44
PEOEXELON CORP
62,997$2.9B0.66%
45
ZTSZOETIS INC
17,306$2.8B0.65%
46
WSMWILLIAMS SONOMA INC
17,924$2.8B0.65%
47
DISDISNEY WALT CO
25,777$2.5B0.58%
48
STLDSTEEL DYNAMICS INC
19,869$2.5B0.57%
49
JJACOBS SOLUTIONS INC
18,260$2.2B0.50%
50
MAMASTERCARD INCORPORATED
3,831$2.1B0.48%
51
KOCOCA COLA CO
27,044$1.9B0.44%
52
CEGCONSTELLATION ENERGY CORP
9,451$1.9B0.44%
53
REGNREGENERON PHARMACEUTICALS
2,687$1.7B0.39%
54
BRK/BBERKSHIRE HATHAWAY INC DEL
2,860$1.5B0.35%
55
HEDJWISDOMTREE TR
29,526$1.4B0.32%
56
A4SAMERIPRISE FINL INC
2,874$1.4B0.32%
57
IWFISHARES TR
3,144$1.1B0.26%
58
ABBVABBVIE INC
4,034$845.3M0.19%
59
ABNBAIRBNB INC
6,586$786.7M0.18%
60
FBTCFIDELITY WISE ORIGIN BITCOIN
10,919$785.8M0.18%
61
WABWABTEC
4,000$725.4M0.17%
62
IVVISHARES TR
1,215$682.7M0.16%
63
AQLTISHARES TR
4,766$640.0M0.15%
64
SPYSPDR S&P 500 ETF TR
1,134$634.3M0.15%
65
LOWLOWES COS INC
2,656$619.5M0.14%
66
NDQINVESCO QQQ TR
1,265$593.2M0.14%
67
SBUXSTARBUCKS CORP
4,858$476.6M0.11%
68
ORCLORACLE CORP
3,282$458.9M0.10%
69
MMM3M CO
2,981$437.8M0.10%
70
KELKELLANOVA
4,485$370.0M0.08%
71
SHYISHARES TR
3,948$326.6M0.07%
72
IBMINTERNATIONAL BUSINESS MACHS
1,309$325.6M0.07%
73
JNJJOHNSON & JOHNSON
1,889$313.3M0.07%
74
COSTCOSTCO WHSL CORP NEW
330$312.2M0.07%
75
AVGOBROADCOM INC
1,798$301.0M0.07%
76
GQ9SPDR GOLD TR
1,040$299.7M0.07%
77
SYKSTRYKER CORPORATION
802$298.5M0.07%
78
VOOVANGUARD INDEX FDS
567$291.4M0.07%
79
ADIANALOG DEVICES INC
1,359$274.1M0.06%
80
ABTABBOTT LABS
2,058$273.0M0.06%
81
VTIVANGUARD INDEX FDS
984$270.6M0.06%
82
ETNEATON CORP PLC
981$266.7M0.06%
83
TJXTJX COS INC NEW
2,142$260.9M0.06%
84
IWMISHARES TR
1,285$256.3M0.06%
85
GOOGALPHABET INC
1,620$253.1M0.06%
86
PEPPEPSICO INC
1,665$249.7M0.06%
87
NVSNNOVARTIS AG
2,226$248.2M0.06%
88
DEDEERE & CO
524$245.9M0.06%
89
FEMRFIDELITY COVINGTON TRUST
10,093$245.1M0.06%
90
APDAIR PRODS & CHEMS INC
798$235.3M0.05%
91
CITHE CIGNA GROUP
704$231.5M0.05%
92
PAYXPAYCHEX INC
1,479$228.2M0.05%
93
IAU*ISHARES GOLD TR
3,836$226.2M0.05%
94
ADPAUTOMATIC DATA PROCESSING IN
723$220.9M0.05%
95
TFCTRUIST FINL CORP
5,210$214.4M0.05%
96
FCNCAFIRST CTZNS BANCSHARES INC N
114$211.4M0.05%
97
ROKROCKWELL AUTOMATION INC
809$209.0M0.05%
98
ADBEADOBE INC
544$208.6M0.05%
99
AGGISHARES TR
2,038$201.6M0.05%
100
AMZNAMAZON COM INC
1,057$201.1M0.05%
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