MondegarAI
M. Kulyk & Associates, LLC

Q4 2024 · 13F-HR

M. Kulyk & Associates, LLCholdings as filed

Filed 2025-02-07 · accession 0001765380-25-000061

$462.1M
Reported value
105
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46429B747STIPISHARES TR$52.4M11.3%520,673CommonSOLE
46436E718SGOVISHARES TR$23.7M5.13%236,363CommonSOLE
464288679SHVISHARES TR$22.5M4.88%204,657CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$19.2M4.16%1,109,853CommonSOLE
594918104MSFTMICROSOFT CORP$17.4M3.77%41,330CommonSOLE
67066G104NVDANVIDIA CORPORATION$16.2M3.50%120,507CommonSOLE
037833100AAPLAPPLE INC$15.8M3.41%62,995CommonSOLE
02079K305GOOGLALPHABET INC$15.3M3.32%81,076CommonSOLE
17275R102CSCOCISCO SYS INC$12.4M2.68%209,223CommonSOLE
025816109AXPAMERICAN EXPRESS CO$12.3M2.66%41,465CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$11.5M2.48%58,102CommonSOLE
780087102RYROYAL BK CDA$11.2M2.42%92,777CommonSOLE
437076102HDHOME DEPOT INC$11.0M2.37%28,201CommonSOLE
92826C839VVISA INC$10.2M2.20%32,202CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$9.5M2.06%14CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$8.5M1.85%108,073CommonSOLE
375558103GILDGILEAD SCIENCES INC$8.2M1.77%88,666CommonSOLE
09290D101BLKBLACKROCK INC$7.7M1.67%7,514CommonSOLE
742718109PGPROCTER AND GAMBLE CO$7.5M1.62%44,649CommonSOLE
278865100ECLECOLAB INC$7.1M1.53%30,177CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$7.0M1.51%19,792CommonSOLE
126408103CSXCSX CORP$6.8M1.48%211,896CommonSOLE
58933Y105MRKMERCK & CO INC$6.8M1.47%68,445CommonSOLE
075887109BDXBECTON DICKINSON & CO$6.7M1.45%29,442CommonSOLE
654106103NKENIKE INC$6.5M1.41%86,095CommonSOLE
98978V103ZTSZOETIS INC$5.9M1.29%36,509CommonSOLE
79466L302CRMSALESFORCE INC$5.9M1.28%17,705CommonSOLE
461202103INTUINTUIT$5.9M1.27%9,349CommonSOLE
891160509TDTORONTO DOMINION BK ONT$5.9M1.27%110,261CommonSOLE
031162100AMGNAMGEN INC$5.8M1.26%22,416CommonSOLE
969904101WSMWILLIAMS SONOMA INC$5.2M1.13%28,138CommonSOLE
504922105LHLABCORP HOLDINGS INC$5.1M1.11%22,314CommonSOLE
370334104GISGENERAL MLS INC$4.9M1.05%76,406CommonSOLE
87612E106TGTTARGET CORP$4.8M1.05%35,783CommonSOLE
98419M100XYLXYLEM INC$4.7M1.01%40,225CommonSOLE
636274409NGGNATIONAL GRID PLC$4.5M0.98%76,355CommonSOLE
219350105GLWCORNING INC$4.4M0.95%92,673CommonSOLE
74340W103PLDPROLOGIS INC.$4.3M0.92%40,280CommonSOLE
189054109CLXCLOROX CO DEL$4.0M0.87%24,719CommonSOLE
071813109BAXBAXTER INTL INC$4.0M0.86%136,093CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.9M0.84%21,118CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.0M0.65%42,214CommonSOLE
254687106DISDISNEY WALT CO$2.9M0.62%25,777CommonSOLE
30161N101EXCEXELON CORP$2.6M0.57%69,586CommonSOLE
858119100STLDSTEEL DYNAMICS INC$2.5M0.54%21,773CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.1M0.46%4,015CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2.1M0.44%15,351CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$2.0M0.43%22,646CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.9M0.41%8,488CommonSOLE
191216100KOCOCA COLA CO$1.7M0.37%27,438CommonSOLE
336433107FSLRFIRST SOLAR INC$1.6M0.34%8,988CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.5M0.33%2,159CommonSOLE
192422103CGNXCOGNEX CORP$1.5M0.33%42,815CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.5M0.33%2,874CommonSOLE
464287614IWFISHARES TR$1.4M0.31%3,549CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.29%2,972CommonSOLE
02079K107GOOGALPHABET INC$1.2M0.27%6,445CommonSOLE
97717X701HEDJWISDOMTREE TR$1.1M0.25%26,098CommonSOLE
009066101ABNBAIRBNB INC$969,5070.21%7,378CommonSOLE
929740108WABWABTEC$758,7390.16%4,002CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$747,2520.16%1,275CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$737,9530.16%9,046CommonSOLE
00287Y109ABBVABBVIE INC$711,5770.15%4,004CommonNONE
464287168DVYISHARES TR$680,8500.15%5,186CommonSOLE
46090E103QQQINVESCO QQQ TR$652,8630.14%1,277CommonSOLE
548661107LOWLOWES COS INC$596,2690.13%2,416CommonNONE
918204108VFCV F CORP$527,9130.11%24,600CommonSOLE
68389X105ORCLORACLE CORP$508,9190.11%3,054CommonNONE
11135F101AVGOBROADCOM INC$491,9640.11%2,122CommonSOLE
464287200IVVISHARES TR$472,7100.10%803CommonSOLE
487836108KKELLANOVA$459,0190.10%5,669CommonSOLE
023135106AMZNAMAZON COM INC$416,6220.09%1,899CommonSOLE
855244109SBUXSTARBUCKS CORP$409,1170.09%4,483CommonSOLE
863667101SYKSTRYKER CORPORATION$388,1340.08%1,078CommonSOLE
88579Y101MMM3M CO$384,8170.08%2,981CommonSOLE
G29183103ETNEATON CORP PLC$346,8040.08%1,045CommonSOLE
002824100ABTABBOTT LABS$337,7150.07%2,986CommonNONE
464287457SHYISHARES TR$319,4760.07%3,897CommonSOLE
922908769VTIVANGUARD INDEX FDS$313,3050.07%1,081CommonSOLE
032654105ADIANALOG DEVICES INC$308,4920.07%1,452CommonSOLE
922908363VOOVANGUARD INDEX FDS$305,5050.07%567CommonSOLE
316092279FIDELITY COVINGTON TRUST$297,9430.06%11,109CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$291,3220.06%1,325CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$290,0950.06%991CommonSOLE
670100205NVONOVO-NORDISK A S$273,7160.06%3,182CommonSOLE
009158106APDAIR PRODS & CHEMS INC$270,6070.06%933CommonSOLE
904767704UNILEVER PLC$263,8080.06%4,653CommonSOLE
478160104JNJJOHNSON & JOHNSON$260,1710.06%1,799CommonSOLE
872540109TJXTJX COS INC NEW$259,6210.06%2,149CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$251,7810.05%881CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$240,8840.05%114CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$239,3060.05%460CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$237,3690.05%259CommonSOLE
650111107NYTNEW YORK TIMES CO$234,2250.05%4,500CommonSOLE
66987V109NVSNOVARTIS AG$233,3490.05%2,398CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$228,2040.05%952CommonSOLE
89832Q109TFCTRUIST FINL CORP$226,0100.05%5,210CommonSOLE
713448108PEPPEPSICO INC$224,8780.05%1,479CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$222,5070.05%2,607CommonNONE
244199105DEDEERE & CO$222,0190.05%524CommonNONE
704326107PAYXPAYCHEX INC$215,2380.05%1,535CommonSOLE
136375102CNICANADIAN NATL RY CO$211,9530.05%2,088CommonSOLE
00724F101ADBEADOBE INC$202,3290.04%455CommonSOLE
G0508H110ALTMEURARCADIUM LITHIUM PLC$100,7890.02%19,647CommonSOLE
640268108NKTREURNEKTAR THERAPEUTICS$18,6000.00%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.