MondegarAI
M. Kulyk & Associates, LLC

Q3 2024 · 13F-HR

M. Kulyk & Associates, LLCholdings as filed

Filed 2024-11-07 · accession 0001765380-24-000404

$497.3M
Reported value
114
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46429B747STIPISHARES TR$51.6M10.4%509,737CommonSOLE
46436E718SGOVISHARES TR$25.9M5.21%257,278CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$25.2M5.06%1,153,945CommonSOLE
464288679SHVISHARES TR$22.1M4.45%199,858CommonSOLE
594918104MSFTMICROSOFT CORP$18.7M3.76%43,396CommonSOLE
67066G104NVDANVIDIA CORPORATION$17.0M3.42%139,951CommonSOLE
037833100AAPLAPPLE INC$16.2M3.25%69,451CommonSOLE
02079K305GOOGLALPHABET INC$12.9M2.60%77,875CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$12.8M2.57%73,698CommonSOLE
437076102HDHOME DEPOT INC$12.5M2.51%30,811CommonSOLE
780087102RYROYAL BK CDA$12.4M2.50%99,722CommonSOLE
025816109AXPAMERICAN EXPRESS CO$12.2M2.46%45,126CommonSOLE
17275R102CSCOCISCO SYS INC$12.1M2.43%227,109CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$9.7M1.95%14CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$9.6M1.92%123,062CommonSOLE
92826C839VVISA INC$9.3M1.88%33,946CommonSOLE
375558103GILDGILEAD SCIENCES INC$8.4M1.69%100,467CommonSOLE
278865100ECLECOLAB INC$8.1M1.64%31,894CommonSOLE
09247X101BLKCHFBLACKROCK INC$8.1M1.63%8,534CommonSOLE
742718109PGPROCTER AND GAMBLE CO$7.9M1.58%45,407CommonSOLE
654106103NKENIKE INC$7.6M1.53%86,331CommonSOLE
126408103CSXCSX CORP$7.6M1.52%219,068CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$7.5M1.50%21,099CommonSOLE
58933Y105MRKMERCK & CO INC$7.4M1.48%64,872CommonSOLE
98978V103ZTSZOETIS INC$7.3M1.46%37,224CommonSOLE
031162100AMGNAMGEN INC$7.3M1.46%22,560CommonSOLE
891160509TDTORONTO DOMINION BK ONT$7.2M1.45%113,756CommonSOLE
461202103INTUINTUIT$6.2M1.24%9,937CommonSOLE
79466L302CRMSALESFORCE INC$6.1M1.22%22,125CommonSOLE
370334104GISGENERAL MLS INC$5.7M1.14%77,004CommonSOLE
98419M100XYLXYLEM INC$5.7M1.14%42,113CommonSOLE
636274409NGGNATIONAL GRID PLC$5.5M1.11%79,190CommonSOLE
87612E106TGTTARGET CORP$5.4M1.10%34,938CommonSOLE
969904101WSMWILLIAMS SONOMA INC$5.4M1.08%34,583CommonSOLE
74340W103PLDPROLOGIS INC.$5.3M1.06%41,690CommonSOLE
071813109BAXBAXTER INTL INC$5.2M1.05%137,468CommonSOLE
504922105LHLABCORP HOLDINGS INC$5.2M1.04%23,235CommonSOLE
075887109BDXBECTON DICKINSON & CO$5.1M1.03%21,313CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$5.1M1.02%21,887CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$4.9M0.99%50,040CommonSOLE
219350105GLWCORNING INC$4.9M0.98%108,210CommonSOLE
189054109CLXCLOROX CO DEL$4.3M0.86%26,192CommonSOLE
918204108VFCV F CORP$4.0M0.80%200,311CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.8M0.75%44,390CommonSOLE
30161N101EXCEXELON CORP$2.9M0.59%72,596CommonSOLE
858119100STLDSTEEL DYNAMICS INC$2.9M0.59%23,208CommonSOLE
254687106DISDISNEY WALT CO$2.5M0.50%25,720CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.4M0.48%9,086CommonSOLE
191216100KOCOCA COLA CO$1.9M0.39%27,133CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.9M0.39%3,936CommonSOLE
336433107FSLRFIRST SOLAR INC$1.9M0.38%7,609CommonSOLE
192422103CGNXCOGNEX CORP$1.8M0.37%45,371CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.4M0.27%2,874CommonSOLE
464287614IWFISHARES TR$1.3M0.27%3,590CommonSOLE
02079K107GOOGALPHABET INC$1.1M0.21%6,389CommonSOLE
009066101ABNBAIRBNB INC$1.1M0.21%8,287CommonSOLE
97717X701HEDJWISDOMTREE TR$1.0M0.20%22,340CommonSOLE
00287Y109ABBVABBVIE INC$959,0060.19%4,856CommonNONE
929740108WABWABTEC$733,8050.15%4,037CommonNONE
478160104JNJJOHNSON & JOHNSON$710,3090.14%4,383CommonSOLE
464287168DVYISHARES TR$702,0000.14%5,197CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$656,3310.13%1,426CommonSOLE
548661107LOWLOWES COS INC$651,9360.13%2,407CommonNONE
46090E103QQQINVESCO QQQ TR$617,9150.12%1,266CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$604,9320.12%2,186CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$588,7220.12%74,901CommonSOLE
68389X105ORCLORACLE CORP$539,9980.11%3,169CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$537,6130.11%937CommonSOLE
487836108KKELLANOVA$485,7130.10%6,018CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$470,9360.09%8,481CommonSOLE
464287200IVVISHARES TR$463,1860.09%803CommonSOLE
002824100ABTABBOTT LABS$437,5900.09%3,838CommonNONE
855244109SBUXSTARBUCKS CORP$435,0460.09%4,462CommonSOLE
11135F101AVGOBROADCOM INC$431,2500.09%2,500CommonSOLE
023135106AMZNAMAZON COM INC$412,7210.08%2,215CommonSOLE
88579Y101MMM3M CO$406,6830.08%2,975CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$393,8300.08%3,072CommonSOLE
863667101SYKSTRYKER CORPORATION$387,6320.08%1,073CommonSOLE
670100205NVONOVO-NORDISK A S$364,7110.07%3,063CommonSOLE
316092279FIDELITY COVINGTON TRUST$363,3980.07%13,412CommonSOLE
407497106HLNEHAMILTON LANE INC$353,1230.07%2,097CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$351,0750.07%1,588CommonSOLE
G29183103ETNEATON CORP PLC$349,0060.07%1,053CommonSOLE
615369105MCOMOODYS CORP$341,2300.07%719CommonSOLE
40434L105HPQHP INC$336,8760.07%9,392CommonSOLE
032654105ADIANALOG DEVICES INC$332,1350.07%1,443CommonSOLE
464287457SHYISHARES TR$315,8040.06%3,798CommonSOLE
922908769VTIVANGUARD INDEX FDS$306,0990.06%1,081CommonSOLE
00724F101ADBEADOBE INC$300,8300.06%581CommonSOLE
922908363VOOVANGUARD INDEX FDS$299,1890.06%567CommonSOLE
532457108LLYELI LILLY & CO$295,0180.06%333CommonNONE
904767704UNILEVER PLC$292,4300.06%4,502CommonSOLE
78468R101SPTSSPDR SER TR$282,3630.06%9,601CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$280,8310.06%454CommonSOLE
66987V109NVSNOVARTIS AG$271,2170.05%2,358CommonSOLE
11284V105BROOKFIELD RENEWABLE CORP$265,7190.05%8,136CommonSOLE
872540109TJXTJX COS INC NEW$251,7710.05%2,142CommonSOLE
713448108PEPPEPSICO INC$251,4830.05%1,479CommonSOLE
650111107NYTNEW YORK TIMES CO$250,5150.05%4,500CommonSOLE
136375102CNICANADIAN NATL RY CO$244,6090.05%2,088CommonSOLE
125523100CITHE CIGNA GROUP$242,2960.05%699CommonNONE
773903109ROKROCKWELL AUTOMATION INC$235,4390.05%877CommonSOLE
89832Q109TFCTRUIST FINL CORP$223,5160.04%5,226CommonSOLE
244199105DEDEERE & CO$217,0120.04%520CommonNONE
001055102AFLAFLAC INC$210,1410.04%1,880CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$209,8680.04%114CommonSOLE
427866108HSYHERSHEY CO$208,0950.04%1,085CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$206,6100.04%233CommonSOLE
704326107PAYXPAYCHEX INC$205,3110.04%1,530CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$203,8920.04%2,613CommonNONE
260003108DOVDOVER CORP$200,1770.04%1,044CommonNONE
78163D100RWAYRUNWAY GROWTH FINANCE CORP$158,8920.03%15,441CommonSOLE
G0508H110ALTMEURARCADIUM LITHIUM PLC$86,0270.02%30,185CommonSOLE
640268108NKTREURNEKTAR THERAPEUTICS$26,0000.01%20,000CommonSOLE

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.