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M. Kulyk & Associates, LLC
Period ended Sep 30, 2026 · Latest filing Nov 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $598,778,992
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · 0-5 YR TIPS ETF · 46429B747 · shares: $77,689,039
- NVIDIA CORPORATION · COM · 67066G104 · shares: $31,621,103
- ISHARES TR · 0-3 MTH TREASURY · 46436E718 · shares: $31,068,797
- APPLE INC · COM · 037833100 · shares: $26,810,593
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $26,573,014
- MICROSOFT CORP · COM · 594918104 · shares: $26,254,274
- ISHARES TR · TRUST ISHARE 0-1 · 464288679 · shares: $21,967,209
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $19,428,952
- VISA INC · COM CL A · 92826C839 · shares: $18,558,584
- CISCO SYS INC · COM · 17275R102 · shares: $15,989,065
Reported holdings
103 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 573 shares | $214,603 |
| MCKESSON CORP | COM | 58155Q103 | — | 244 shares | $208,330 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 746 shares | $207,560 |