M. Kulyk & Associates, LLC

CIK

1842370

Location

DECATUR, GA

Portfolio Value

Micro $62,614,620

Diversification

Diversified

Filing Date

Global Rank

#2,989 / 8,578 ▼ 12

Top Industry

Semiconductors 10.7%

3Y Alpha vs SPY

-4.9%

Period ended 3 months ago

Filed May 6, 2026 · 40d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.6%

SPY

+74.2%

Annualised alpha

-4.9%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

93 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.4%

−0.4 pts

Top 5

24.9%

−1.2 pts

Top 10

41.2%

−1.8 pts

HHI

282

Diversified−12

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.3%	$119,210,905	17
Healthcare	15.9%	$62,614,620	18
Financial Services	13.0%	$50,983,806	12
Communication Services	7.0%	$27,448,268	2
Industrials	6.5%	$25,378,825	11
Consumer Cyclical	6.4%	$25,281,951	10
Consumer Defensive	6.0%	$23,567,329	7
Utilities	5.4%	$21,314,049	3
Basic Materials	3.3%	$12,797,893	4
Energy	3.0%	$11,690,589	2
Real Estate	2.6%	$10,120,038	2
Unclassified	0.7%	$2,824,081	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UL	Unilever PLC	+12,500	193,973	$11,050,641
CSCO	Cisco Systems, Inc.	+4,751	185,962	$14,428,791
PG	PROCTER & GAMBLE Co	+4,583	65,923	$9,521,918
NGG	National Grid PLC	+4,061	91,129	$7,709,513
XYL	Xylem Inc.	+3,216	46,067	$5,505,006
LLY	ELI LILLY & Co	+2,948	3,170	$2,915,670
V	Visa Inc.	+2,704	46,831	$14,154,201
MSFT	Microsoft Corp	+2,576	47,599	$17,619,721
CSX	Csx Corp	+2,455	196,997	$8,086,726
NEE	Nextera Energy Inc	+2,028	100,997	$9,380,601
NVDA	Nvidia Corp	+1,838	124,348	$21,686,291
ACN	Accenture plc	+1,504	28,602	$5,671,490
BDX	Becton Dickinson & Co	+1,449	44,237	$6,955,383
AMT	American Tower Corp /Ma/	+1,302	25,790	$4,450,838
AAPL	Apple Inc.	+1,229	59,248	$15,036,549
MA	Mastercard Inc	+1,134	11,704	$5,848,020
CRM	Salesforce, Inc.	+1,064	22,008	$4,108,233
FSLR	First Solar, Inc.	+1,038	26,612	$5,249,483
INTU	Intuit Inc.	+868	10,035	$4,338,933
STLD	Steel Dynamics Inc	+865	23,062	$4,151,160
ECL	Ecolab Inc.	+863	30,848	$8,206,184
ZTS	Zoetis Inc.	+810	22,033	$2,604,520
HD	Home Depot, Inc.	+750	27,866	$9,164,848
LH	Labcorp Holdings Inc.	+694	23,255	$6,204,666
PLD	Prologis, Inc.	+642	42,890	$5,669,200
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
NKE	NIKE, Inc.	−95,546	14,927	$788,444
J	Jacobs Solutions Inc.	−17,897	3,019	$384,258
MICC	Magnum Ice Cream Co N.V.	−4,428	11,672	$174,496
RY	Royal Bank Of Canada	−2,696	17,370	$2,810,118
GLW	Corning Inc /Ny	−2,274	65,501	$8,906,170
FBTC	Fidelity Wise Origin Bitcoin Fund	−2,215	9,983	$589,296
TD	Toronto Dominion Bank	−2,122	7,868	$734,163
CCJ	Cameco Corp	−1,313	105,670	$11,476,818
ABNB	Airbnb, Inc.	−1,067	2,999	$378,713
SBUX	Starbucks Corp	−423	3,517	$315,088
AMGN	Amgen Inc	−328	1,146	$403,220
GILD	Gilead Sciences, Inc.	−270	73,699	$10,271,429
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−206	55,427	$18,731,554
EBAY	Ebay Inc	−70	2,400	$218,448
SPY	Spdr S&P 500 ETF Trust	−50	956	$621,725
ORCL	Oracle Corp	−32	2,898	$426,324
AMZN	Amazon Com Inc	−7	1,641	$341,771
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
PHYS	Sprott Physical Gold Trust	88,094	$3,122,051
PSLV	Sprott Physical Silver Trust	102,302	$2,495,145
WAT	Waters Corp /De/	4,373	$1,302,279
LRCX	Lam Research Corp	5,029	$1,074,496
DAR	Darling Ingredients Inc.	4,544	$281,046
HSY	Hershey Co	1,085	$225,560
VRTX	Vertex Pharmaceuticals Inc / Ma	485	$216,571
XOM	Exxon Mobil Corp	1,260	$213,771
ALB	Albemarle Corp	1,122	$201,432
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

18 positions · $62,614,620 total · Healthcare only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MRK	Merck & Co., Inc. Healthcare	Added	98,194	+577	$11,811,756	+15.0%	18.86%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	14,895	+91	$11,508,472	+0.7%	18.38%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	73,699	-270	$10,271,429	+13.1%	16.40%
BDX	Becton Dickinson & Co Healthcare	Added	44,237	+1,449	$6,955,383	+6.5%	11.11%
LH	Labcorp Holdings Inc. Healthcare	Added	23,255	+694	$6,204,666	+9.6%	9.91%
NVO	Novo Nordisk A S Healthcare	Added	152,311	+71	$5,597,429	−27.7%	8.94%
LLY	ELI LILLY & Co Healthcare	Added	3,170	+2,948	$2,915,670	+1122.1%	4.66%
ZTS	Zoetis Inc. Healthcare	Added	22,033	+810	$2,604,520	−2.5%	4.16%
WAT	Waters Corp /De/ Healthcare	NEW	4,373	NEW	$1,302,279	NEW	2.08%
ABBV	AbbVie Inc. Healthcare	Added	3,935	+13	$855,823	−4.5%	1.37%
JNJ	Johnson & Johnson Healthcare	Added	2,001	+92	$489,124	+23.8%	0.78%
HCA	HCA Healthcare, Inc. Healthcare	Held	863	0	$408,406	+1.4%	0.65%
AMGN	Amgen Inc Healthcare	Reduced	1,146	-328	$403,220	−16.4%	0.64%
NVS	Novartis AG Healthcare	Added	2,488	+452	$380,042	+35.4%	0.61%
SYK	Stryker Corp Healthcare	Added	805	+8	$264,514	−5.6%	0.42%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	NEW	485	NEW	$216,571	NEW	0.35%
ABT	Abbott Laboratories Healthcare	Added	2,086	+26	$214,169	−17.0%	0.34%
MCK	Mckesson Corp Healthcare	Held	244	0	$211,147	+5.5%	0.34%