M. Kulyk & Associates, LLC

Q4 2025 13F-HR Holdings

Location
Decatur, GA
Holdings as of
12/31/2025
Date filed
1/8/2026
Form type
13F-HR
Num holdings
107
Total value ($000)
$523,336
Net value change ($000)
+31,132 (6.3%)
New positions
11
Sold out positions
8
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UL 11,868 NEW
GOOGL 5,876 27.8%
MA 3,722 161.0%
REGN 3,345 41.4%
V 3,065 24.7%
MRK 2,172 26.8%
CSCO 1,719 14.0%
AXP 1,519 11.7%
TSM 1,330 8.5%
NGG 1,131 20.2%
Top Reduces (Value $000, Stocks/ETFs)
Unilever PLC -10,443 -100.0%
SGOV -3,533 -11.0%
LEVI -1,344 -11.0%
HD -1,337 -12.5%
MSFT -620 -2.8%
LH -449 -7.3%
NKE -433 -5.8%
BLK -365 -4.8%
COST -303 -100.0%
FBTC -256 -21.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type