M. Kulyk & Associates, LLC holds a focused book of 113 stocks worth $612.9M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened PNC Financial Services Group and trimmed Alphabet Inc-CL A. Their largest long position is Ishares 0-5 Year Tips Bond E at 13% of the equity book. Cloning the disclosed picks since 2025 would be +8% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +11.5%, a 3.1-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning M. Kulyk & Associates, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as M. Kulyk & Associates, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $493.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $492.6B |
| LPL Financial LLC | 80 / 80 | $63.7B |
| Creative Planning | 80 / 80 | $35.3B |
| Cetera Investment Advisers | 80 / 80 | $17.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $15.6B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $14.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $13.8B |
Ranked by how many of M. Kulyk & Associates, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR 0-5 YR TIPS ETF | $78.8M | 771.1K | 12.9% | ▲+6.1% Added · +44K sh | |
| 2 | Ishares TR 0-3 MTH TREASURY | $28.8M | 286.5K | 4.7% | ▲+5.4% Added · +15K sh | |
| 3 | Alphabet Inc CAP STK CL A | $28.0M | 78.4K | 4.6% | ▼−9.7% Reduced · −8K sh | |
| 4 | Nvidia Corporation COM | $27.2M | 136.1K | 4.4% | ▲+9.4% Added · +12K sh | |
| 5 | Apple Inc COM | $24.5M | 84.8K | 4.0% | ▲+43% Added · +26K sh | |
| 6 | Taiwan Semiconductor Manufac SPONSORED ADS | $20.9M | 43.7K | 3.4% | ▼−21% Reduced · −12K sh | |
| 7 | Ishares TR TRUST ISHARE 0-1 | $20.1M | 182.3K | 3.3% | ▲+18% Added · +27K sh | |
| 8 | Microsoft Corp COM | $19.7M | 52.8K | 3.2% | ▲+11% Added · +5K sh | |
| 9 | Cisco Sys Inc COM | $18.1M | 154.3K | 3.0% | ▼−17% Reduced · −32K sh | |
| 10 | Visa Inc COM CL A | $17.7M | 51.5K | 2.9% | ▲+10.0% Added · +5K sh | |
| 11 | PNC Finl Svcs Group Inc COM | $14.6M | 59.4K | 2.4% | ▲New New position | |
| 12 | American Express Co COM | $13.5M | 39.9K | 2.2% | ▲+0.6% Added · +228 sh | |
| 13 | Levi Strauss & Co New CL A COM STK | $13.0M | 525.0K | 2.1% | ▼~0% Reduced · −100 sh | |
| 14 | Merck & Co Inc COM | $12.2M | 94.9K | 2.0% | ▼−3.4% Reduced · −3K sh | |
| 15 | Unilever PLC SPON ADR NEW | $11.5M | 191.9K | 1.9% | ▼−1.1% Reduced · −2K sh | |
| 16 | ING Groep N.V. SPONSORED ADR | $11.2M | 356.2K | 1.8% | ▲New New position | |
| 17 | Home Depot Inc COM | $10.9M | 30.8K | 1.8% | ▲+10% Added · +3K sh | |
| 18 | Ecolab Inc COM | $10.6M | 37.9K | 1.7% | ▲+23% Added · +7K sh | |
| 19 | Berkshire Hathaway Inc Del CL A | $10.5M | 14 | 1.7% | —Held | |
| 20 | Procter & Gamble Co COM | $10.3M | 70.4K | 1.7% | ▲+6.8% Added · +5K sh | |
| 21 | Corning Inc COM | $10.3M | 40.4K | 1.7% | ▼−38% Reduced · −25K sh | |
| 22 | Lam Research Corp COM NEW | $9.6M | 22.3K | 1.6% | ▲+343% Added · +17K sh | |
| 23 | Eli Lilly & Co COM | $9.5M | 7.9K | 1.6% | ▲+151% Added · +5K sh | |
| 24 | Gilead Sciences Inc COM | $9.5M | 74.9K | 1.5% | ▲+1.6% Added · +1K sh | |
| 25 | NextEra Energy Inc COM | $8.8M | 100.2K | 1.4% | ▼−0.8% Reduced · −796 sh | |
| 26 | Johnson Controls Internation SHS | $8.7M | 59.2K | 1.4% | ▼−9.3% Reduced · −6K sh | |
| 27 | Mastercard Incorporated CL A | $8.5M | 16.6K | 1.4% | ▲+42% Added · +5K sh | |
| 28 | National Grid PLC SPONSORED ADR NE | $8.3M | 100.6K | 1.4% | ▲+10% Added · +10K sh | |
| 29 | Broadcom Inc COM | $8.2M | 21.6K | 1.3% | ▲10× Added · +20K sh | |
| 30 | CSX Corp COM | $8.1M | 171.4K | 1.3% | ▼−13% Reduced · −26K sh | |
| 31 | Regeneron Pharmaceuticals COM | $8.0M | 12.9K | 1.3% | ▼−14% Reduced · −2K sh | |
| 32 | BlackRock Inc COM | $7.1M | 7.4K | 1.2% | ▲+6.3% Added · +440 sh | |
| 33 | Xylem Inc COM | $6.9M | 58.7K | 1.1% | ▲+27% Added · +13K sh | |
| 34 | Labcorp Holdings Inc COM SHS | $6.8M | 24.1K | 1.1% | ▲+3.7% Added · +858 sh | |
| 35 | Cameco Corp COM | $6.0M | 59.0K | 1.0% | ▼−44% Reduced · −47K sh | |
| 36 | Prologis Inc. COM | $5.6M | 41.2K | 0.9% | ▼−3.9% Reduced · −2K sh | |
| 37 | Veralto Corp COM SHS | $4.7M | 52.4K | 0.8% | ▲New New position | |
| 38 | Sprott Asset Management LP PHYSICAL GOLD TR | $4.6M | 153.7K | 0.8% | ▲+74% Added · +66K sh | |
| 39 | American Tower Corp COM | $4.5M | 27.8K | 0.7% | ▲+7.7% Added · +2K sh | |
| 40 | Novo-Nordisk A S ADR | $4.5M | 93.4K | 0.7% | ▼−39% Reduced · −59K sh | |
| 41 | Constellation Energy Corp COM | $4.1M | 16.6K | 0.7% | ▲+9.9% Added · +1K sh | |
| 42 | Becton Dickinson & Co COM | $3.8M | 25.4K | 0.6% | ▼−43% Reduced · −19K sh | |
| 43 | First Solar Inc COM | $3.0M | 12.8K | 0.5% | ▼−52% Reduced · −14K sh | |
| 44 | Accenture PLC Ireland SHS CLASS A | $3.0M | 24.1K | 0.5% | ▼−16% Reduced · −4K sh | |
| 45 | Royal BK Cda COM | $3.0M | 14.3K | 0.5% | ▼−18% Reduced · −3K sh | |
| 46 | Darling Ingredients Inc COM | $2.9M | 52.4K | 0.5% | ▲12× Added · +48K sh | |
| 47 | Disney Walt Co COM | $2.5M | 25.6K | 0.4% | ▼~0% Reduced · −9 sh | |
| 48 | Sprott Asset Management LP PHYSICAL SILVER | $2.4M | 124.7K | 0.4% | ▲+22% Added · +22K sh | |
| 49 | Coca Cola Co COM | $2.1M | 26.3K | 0.3% | ▼−3.1% Reduced · −842 sh | |
| 50 | Salesforce Inc COM | $1.9M | 11.8K | 0.3% | ▼−46% Reduced · −10K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1842370/holdings"
Use Arkolith to show M. Kulyk & Associates, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.