M. Kulyk & Associates, LLC
•CIK: 1842370•Filing: Q4 2025
**M. Kulyk & Associates, LLC** manages $523M across a diversified portfolio of 107 positions. The fund exhibits significant concentration in technology and fixed income, highlighted by a $54.2M allocation to STIP and $28.4M in SGOV. Core technology exposure is anchored by substantial holdings in GOOGL ($27.0M), NVDA ($22.8M), and MSFT ($21.8M). This structure suggests a tactical blend of high-growth equity bets and defensive fixed-income positioning.
Total AUM
$523.3M
QoQ Performance
+6.3%
Positions
92
Top 10 Concentration
44.9%
Latest Filing
Q4 2025
Top Holdings Allocation
STIP
SGOV
GOOGL
STIP10.4%
SGOV5.4%
GOOGL5.2%
NVDA4.4%
MSFT4.2%
SHV3.4%
TSM3.2%
AAPL3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.5%
Technology23.4%
Financial10.6%
Healthcare4.1%
Consumer3.5%
Real Estate1.9%
Industrial1.6%
Materials1.5%
🚪 Exited Positionssold since Q3 2025
—
FIDELITY COVINGTON TRUST
SOLD
$248.7K
+3 more exited positions
Changes from Q3 2025
NEW11 new positions
↑58 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023