FBInvestor
Funds / M. Kulyk & Associates, LLC
Institutional Fund

M. Kulyk & Associates, LLC

Decatur, GACIK 18423705 filings on record

Portfolio Value
$535.80M
Q1 2026
Holdings
119
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+2.4%
from $523.34M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

Upgrade

Top Allocations

Largest positions by weight

  • Ishares Tr14.0%
  • Ishares Tr5.1%
  • Alphabet Inc4.7%
  • Nvidia Corporation4.0%
  • Taiwan Semiconductor Mfg Ltd3.5%
  • Microsoft Corp3.3%
  • Other65.4%

Portfolio Holdings

119 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Ishares Tr726.7K$75.16M14.0%+197.1KAdded
2Ishares Tr271.8K$27.36M5.1%11.6KReduced
3Alphabet Inc86.9K$24.98M4.7%+434Added
4Nvidia Corporation124.3K$21.69M4.0%+1.8KAdded
5Taiwan Semiconductor Mfg Ltd55.4K$18.73M3.5%206Reduced
6Microsoft Corp47.6K$17.62M3.3%+2.6KAdded
7Ishares Tr155.1K$17.12M3.2%7.0KReduced
8Apple Inc59.2K$15.04M2.8%+1.2KAdded
9Cisco Sys Inc186.0K$14.43M2.7%+4.8KAdded
10Visa Inc46.8K$14.15M2.6%+2.7KAdded

109 more holdings on Premium

See this fund's complete portfolio, full position changes, and activity history.

Unlock full portfolio