M. Kulyk & Associates, LLC

CIK

1842370

Location

DECATUR, GA

Portfolio Value

Small $119,210,905

Diversification

Diversified

Filing Date

Global Rank

#2,992 / 8,586 ▲ 19

Top Industry

Semiconductors 10.7%

3Y Alpha vs SPY

-5.5%

Period ended 3 months ago

Filed May 6, 2026 · 41d

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

+55.2%

SPY

+78.1%

Annualised alpha

-5.5%

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

17 positions · $119,210,905 total · Technology 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
NVDA	Nvidia Corp Technology	Added	124,348	+1,838	$21,686,291	−5.1%	18.19%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	55,427	-206	$18,731,554	+10.8%	15.71%
MSFT	Microsoft Corp Technology	Added	47,599	+2,576	$17,619,721	−19.1%	14.78%
AAPL	Apple Inc. Technology	Added	59,248	+1,229	$15,036,549	−4.7%	12.61%
CSCO	Cisco Systems, Inc. Technology	Added	185,962	+4,751	$14,428,791	+3.4%	12.10%
GLW	Corning Inc /Ny Technology	Reduced	65,501	-2,274	$8,906,170	+50.1%	7.47%
ACN	Accenture plc Technology	Added	28,602	+1,504	$5,671,490	−22.0%	4.76%
FSLR	First Solar, Inc. Technology	Added	26,612	+1,038	$5,249,483	−21.4%	4.40%
INTU	Intuit Inc. Technology	Added	10,035	+868	$4,338,933	−28.5%	3.64%
CRM	Salesforce, Inc. Technology	Added	22,008	+1,064	$4,108,233	−26.0%	3.45%
LRCX	Lam Research Corp Technology	NEW	5,029	NEW	$1,074,496	NEW	0.90%
AVGO	Broadcom Inc. Technology	Added	2,074	+89	$641,923	−6.6%	0.54%
ADI	Analog Devices Inc Technology	Held	1,366	0	$434,579	+17.3%	0.36%
ORCL	Oracle Corp Technology	Reduced	2,898	-32	$426,324	−25.3%	0.36%
IBM	International Business Machines Corp Technology	Held	1,408	0	$341,285	−18.2%	0.29%
ASML	Asml Holding NV Technology	Added	209	+6	$276,053	+27.1%	0.23%
AMD	Advanced Micro Devices Inc Technology	Added	1,175	+230	$239,030	+18.1%	0.20%