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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 2025-12-31, filed 2026-01-08, with 107 holding rows worth $523,335,705.

Accession
0001842370-26-000001
Filer
CIK 1842370
Filed
2026-01-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 107 entries on the cover page, a total value of $523,335,705 stated on the cover page (in dollars after the unit check, H1), rows summing to $523,335,705 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 ETF46429B747SHS529,593$54,225,028dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS283,402$28,447,896dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM86,420$27,049,548dollars as filed
NVIDIA Corp67066G104COM122,510$22,848,112dollars as filed
Microsoft Corp594918104COM45,023$21,774,111dollars as filed
iShares Short Treasury Bond ETF464288679SHS162,149$17,860,747dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS55,633$16,906,295dollars as filed
Apple Inc037833100COM58,019$15,773,086dollars as filed
Visa Inc92826C839COM44,127$15,475,867dollars as filed
American Express Company025816109COM39,147$14,482,579dollars as filed
Cisco Systems,Inc.17275R102COM181,211$13,958,703dollars as filed
UNILEVER PLC SPON ADR NEW904767803ADR181,473$11,868,334dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock14,804$11,427,035dollars as filed
LEVI STRAUSS & CO NEW CL A COM STK52736R102Stock524,975$10,887,982dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A14$10,567,200dollars as filed
Merck & Co.,Inc.58933Y105COM97,617$10,275,169dollars as filed
CAMECO CORP COM13321L108Stock106,983$9,787,901dollars as filed
Home Depot, Inc437076102COM27,116$9,330,594dollars as filed
Gilead Sciences,Inc.375558103COM73,969$9,078,917dollars as filed
Procter & Gamble Co742718109COM61,340$8,790,645dollars as filed
BECTON DICKINSON & CO075887109COM42,788$8,303,881dollars as filed
NextEra Energy,Inc.65339F101COM98,969$7,945,239dollars as filed
ECOLAB INC COM278865100Stock29,985$7,871,759dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock64,709$7,748,945dollars as filed
NOVO-NORDISK A S ADR670100205ADR152,240$7,745,977dollars as filed
BlackRock,Inc.09290D101COM6,810$7,289,392dollars as filed
Accenture Plc Class AG1151C101COM27,098$7,270,367dollars as filed
CSX Corporation126408103COM194,542$7,052,157dollars as filed
NIKE,Inc. Class B654106103COM110,473$7,038,238dollars as filed
NTNLGRIDPLCADRFSPONSOREDADR1ADRREPS5ORDSHS636274409STOK87,068$6,734,720dollars as filed
FIRST SOLAR INC COM336433107Stock25,574$6,680,696dollars as filed
Intuit Inc.461202103COM9,167$6,072,258dollars as filed
MasterCard, Inc57636Q104COM10,570$6,034,307dollars as filed
CORNING INC219350105COM67,775$5,934,386dollars as filed
XYLEM INC COM98419M100Stock42,851$5,835,460dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock22,561$5,660,003dollars as filed
Salesforce.com, Inc79466L302COM20,944$5,548,146dollars as filed
Prologis,Inc.74340W103COM42,248$5,393,440dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock14,521$5,129,803dollars as filed
American Tower Corporation03027X100COM24,488$4,299,439dollars as filed
STEEL DYNAMICS INC COM858119100Stock22,197$3,761,349dollars as filed
ROYAL BK CDA COM780087102Stock20,066$3,421,046dollars as filed
WILLIAMS SONOMA INC COM969904101Stock18,316$3,271,049dollars as filed
Walt Disney Co254687106COM25,617$2,914,446dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock20,916$2,770,539dollars as filed
ZOETIS INC CL A98978V103Stock21,223$2,670,265dollars as filed
Coca-Cola Company191216100COM26,963$1,884,976dollars as filed
WISDOMTREE EUROPE HEDGED EQUITY FUND97717X701ETF30,657$1,626,660dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK3,110$1,471,800dollars as filed
Berkshire Hathaway Inc084670702COM2,828$1,421,494dollars as filed
AMERIPRISE FINL INC COM03076C106Stock2,874$1,409,390dollars as filed
Schwab US TIPS ETF808524870SHS41,128$1,089,481dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,442$987,683dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock9,990$941,024dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS12,198$929,835dollars as filed
AbbVie,Inc.00287Y109COM3,922$896,045dollars as filed
WABTEC COM929740108Stock4,000$853,800dollars as filed
INVESCO QQQ TR46090E103COM1,265$777,129dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF29,849$717,570dollars as filed
Broadcom Inc.11135F101COM1,985$687,009dollars as filed
SPY78462F103SHS1,006$686,318dollars as filed
Lowes Companies,Inc.548661107COM2,660$641,486dollars as filed
Oracle Corporation68389X105COM2,930$571,086dollars as filed
Airbnb, Inc. Class A009066101COM4,066$551,801dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS21,700$544,236dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,673$525,045dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,266$501,728dollars as filed
Amgen Inc.031162100COM1,474$482,530dollars as filed
3M CO COM88579Y101Stock2,975$476,298dollars as filed
ISHARES TR464287168COM3,358$473,942dollars as filed
DIMENSIONAL ETF TRUST25434V674GLOBAL SUSTAINA9,144$473,659dollars as filed
International Business Machines Corporation459200101COM1,408$417,053dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR14,171$414,927dollars as filed
HCA Healthcare Inc40412C101COM863$402,900dollars as filed
VTI922908769COM1,188$398,182dollars as filed
Johnson & Johnson478160104COM1,909$395,068dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF7,651$384,769dollars as filed
Amazon.com, Inc023135106COM1,648$380,391dollars as filed
Analog Devices,Inc.032654105COM1,366$370,459dollars as filed
Vanguard S&P 500 ETF922908363COM577$361,614dollars as filed
FIDELITY COVINGTON TRUST316092600MSCI HLTH CARE I4,786$355,504dollars as filed
TJX Companies Inc872540109COM2,195$337,174dollars as filed
Starbucks Corporation855244109COM3,940$331,827dollars as filed
Eaton Corp. PlcG29183103COM989$315,006dollars as filed
iShares Gold Trust464285204COM3,836$311,368dollars as filed
iShares Russell 2000 ETF464287655SHS1,225$301,546dollars as filed
ISHARES TR464287457COM3,619$299,726dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock770$299,584dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR2,036$280,703dollars as filed
Stryker Corporation863667101COM797$280,122dollars as filed
TRUIST FINL CORP COM89832Q109Stock5,395$265,488dollars as filed
Abbott Laboratories002824100COM2,060$258,077dollars as filed
MAGNUM ICE CREAM CO NV ORD SHSN5505D105Stock16,100$255,185dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock114$244,665dollars as filed
Deere & Company244199105COM520$242,096dollars as filed
Eli Lilly and Company532457108COM222$238,579dollars as filed
PepsiCo,Inc.713448108COM1,605$230,351dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF2,500$223,000dollars as filed
HOWMET AEROSPACE INC COM443201108Stock1,083$222,037dollars as filed
Fidelity Enhanced Small Cap ETF31609A206SHS5,809$219,459dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,275$218,468dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK203$217,182dollars as filed
EBAY INC. COM278642103Stock2,470$215,137dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock4,068$206,614dollars as filed
DOVER CORP COM260003108Stock1,044$203,831dollars as filed
Advanced Micro Devices,Inc.007903107COM945$202,381dollars as filed
MCKESSON CORP COM58155Q103Stock244$200,151dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001842370-26-000001this filing2026-01-08acceptance time not in the bulk data set