CIK 1842370
M. Kulyk & Associates, LLC
Institutional 13F holdings & portfolio
Holdings
107
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 107
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMP | AMERIPRISE FINL INC | 3K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 41K | $1M+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| TD | TORONTO DOMINION BK ONT | 10K | $500K+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 12K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| WAB | WABTEC | 4K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| ABNB | AIRBNB INC | 4K | $500K+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| MMM | 3M CO | 3K | $100K–$500K | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| DFSB | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| SPTS | SPDR SERIES TRUST | 14K | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC | 863 | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 8K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 1K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 577 | $100K–$500K | SH |
| FHLC | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 989 | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 4K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| SHY | ISHARES TR | 4K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 770 | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 797 | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 5K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| MICC | MAGNUM ICE CREAM CO NV | 16K | $100K–$500K | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 114 | $100K–$500K | SH |
| DE | DEERE & CO | 520 | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 222 | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| CWB | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 1K | $100K–$500K | SH |
| FESM | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |