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Disclosery

13F-HR filed by M. Kulyk & Associates, LLC

M. Kulyk & Associates, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-10, with 104 holding rows worth $492,203,649.

Accession
0001842370-25-000002
Filer
CIK 1842370
Filed
2025-11-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 104 entries on the cover page, a total value of $492,203,649 stated on the cover page (in dollars after the unit check, H1), rows summing to $492,203,649 with VALUE read as dollars as filed, 13F file number 028-20524. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares 0-5 Year TIPS Bond ETF46429B747SHS517,569$53,495,891dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS317,582$31,980,540dollars as filed
NVIDIA Corp67066G104COM122,917$22,933,826dollars as filed
Microsoft Corp594918104COM43,235$22,393,699dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM87,102$21,174,382dollars as filed
iShares Short Treasury Bond ETF464288679SHS161,198$17,810,763dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS55,771$15,576,422dollars as filed
Apple Inc037833100COM58,104$14,794,979dollars as filed
American Express Company025816109COM39,031$12,964,475dollars as filed
Visa Inc92826C839COM36,354$12,410,594dollars as filed
Cisco Systems,Inc.17275R102COM178,894$12,239,908dollars as filed
LEVI STRAUSS & CO NEW CL A COM STK52736R102Stock524,975$12,231,918dollars as filed
Home Depot, Inc437076102COM26,330$10,668,467dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A14$10,558,800dollars as filed
UNILEVER PLC904767704SPON ADR NEW176,170$10,443,385dollars as filed
Procter & Gamble Co742718109COM57,521$8,838,148dollars as filed
CAMECO CORP COM13321L108Stock104,659$8,776,704dollars as filed
Merck & Co.,Inc.58933Y105COM96,539$8,102,553dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock14,373$8,081,591dollars as filed
Gilead Sciences,Inc.375558103COM72,314$8,026,905dollars as filed
ECOLAB INC COM278865100Stock29,013$7,945,400dollars as filed
BECTON DICKINSON & CO075887109COM41,713$7,807,367dollars as filed
BlackRock,Inc.09290D101COM6,565$7,653,890dollars as filed
NIKE,Inc. Class B654106103COM107,135$7,470,528dollars as filed
NextEra Energy,Inc.65339F101COM96,524$7,286,628dollars as filed
NOVO-NORDISK A S ADR670100205ADR130,009$7,214,205dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock63,886$7,024,229dollars as filed
CSX Corporation126408103COM190,567$6,767,039dollars as filed
Accenture Plc Class AG1151C101COM26,114$6,439,595dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock21,283$6,109,478dollars as filed
XYLEM INC COM98419M100Stock40,477$5,970,332dollars as filed
Intuit Inc.461202103COM8,703$5,943,097dollars as filed
NTNLGRIDPLCADRFSPONSOREDADR1ADRREPS5ORDSHS636274409STOK77,115$5,603,957dollars as filed
FIRST SOLAR INC COM336433107Stock25,211$5,559,782dollars as filed
CORNING INC219350105COM67,673$5,551,230dollars as filed
Salesforce.com, Inc79466L302COM20,000$4,740,013dollars as filed
Prologis,Inc.74340W103COM41,111$4,708,058dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock14,224$4,680,611dollars as filed
American Tower Corporation03027X100COM22,645$4,355,043dollars as filed
WILLIAMS SONOMA INC COM969904101Stock17,769$3,473,010dollars as filed
STEEL DYNAMICS INC COM858119100Stock21,897$3,053,037dollars as filed
ROYAL BK CDA COM780087102Stock20,593$3,033,695dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock20,131$3,016,879dollars as filed
Walt Disney Co254687106COM25,717$2,944,597dollars as filed
ZOETIS INC CL A98978V103Stock18,578$2,718,347dollars as filed
MasterCard, Inc57636Q104COM4,065$2,312,286dollars as filed
Coca-Cola Company191216100COM27,019$1,791,893dollars as filed
WISDOMTREE EUROPE HEDGED EQUITY FUND97717X701ETF29,739$1,498,846dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK3,115$1,458,927dollars as filed
Berkshire Hathaway Inc084670702COM2,896$1,455,935dollars as filed
AMERIPRISE FINL INC COM03076C106Stock2,874$1,411,980dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS11,886$1,186,317dollars as filed
AbbVie,Inc.00287Y109COM3,934$910,805dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock10,299$823,372dollars as filed
Oracle Corporation68389X105COM2,919$820,940dollars as filed
WABTEC COM929740108Stock4,000$801,880dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,157$774,380dollars as filed
INVESCO QQQ TR46090E103COM1,265$759,494dollars as filed
Broadcom Inc.11135F101COM2,227$734,710dollars as filed
SPY78462F103SHS1,005$669,542dollars as filed
Lowes Companies,Inc.548661107COM2,656$667,479dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF27,383$637,476dollars as filed
Airbnb, Inc. Class A009066101COM4,921$597,475dollars as filed
Schwab US TIPS ETF808524870SHS18,342$494,317dollars as filed
ISHARES TR464287168COM3,355$476,684dollars as filed
3M CO COM88579Y101Stock2,981$462,592dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,266$450,025dollars as filed
Amgen Inc.031162100COM1,536$433,524dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,596$388,747dollars as filed
International Business Machines Corporation459200101COM1,360$383,681dollars as filed
Amazon.com, Inc023135106COM1,729$379,637dollars as filed
VTI922908769COM1,153$378,485dollars as filed
HCA Healthcare Inc40412C101COM863$367,811dollars as filed
Eaton Corp. PlcG29183103COM981$367,139dollars as filed
Johnson & Johnson478160104COM1,909$353,967dollars as filed
Vanguard S&P 500 ETF922908363COM574$351,474dollars as filed
Starbucks Corporation855244109COM3,961$335,140dollars as filed
Analog Devices,Inc.032654105COM1,359$333,906dollars as filed
TJX Companies Inc872540109COM2,142$309,605dollars as filed
Costco Wholesale Corporation22160K105COM327$302,681dollars as filed
ISHARES TR464287457COM3,619$300,232dollars as filed
Stryker Corporation863667101COM802$296,475dollars as filed
iShares Russell 2000 ETF464287655SHS1,225$296,401dollars as filed
iShares Gold Trust464285204COM3,836$279,146dollars as filed
Abbott Laboratories002824100COM2,059$275,824dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock770$269,138dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS10,151$255,095dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR1,980$253,915dollars as filed
FIDELITY COVINGTON TRUST316092279SUSTAINABLE U S8,299$248,681dollars as filed
Deere & Company244199105COM524$239,604dollars as filed
TRUIST FINL CORP COM89832Q109Stock5,210$238,201dollars as filed
General Electric Company369604301COM782$235,241dollars as filed
DIMENSIONAL ETF TRUST25434V674GLOBAL SUSTAINA4,370$232,790dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF2,500$226,250dollars as filed
PepsiCo,Inc.713448108COM1,605$225,408dollars as filed
EBAY INC. COM278642103Stock2,400$218,280dollars as filed
HOWMET AEROSPACE INC COM443201108Stock1,083$212,517dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,275$212,417dollars as filed
Automatic Data Processing,Inc.053015103COM723$212,201dollars as filed
PALO ALTO NETWORKS INC697435105COM1,005$204,638dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK211$204,267dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock114$203,964dollars as filed
HERSHEY CO COM427866108Stock1,085$202,987dollars as filed
Cigna Corporation125523100COM704$202,828dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001842370-25-000002this filing2025-11-10acceptance time not in the bulk data set