M. Kulyk & Associates, LLC

Q1 2026 13F-HR Holdings

Location
Decatur, GA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$535,800
Net value change ($000)
+12,464 (2.4%)
New positions
13
Sold out positions
1
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
STIP 20,936 38.6%
PHYS 3,122 NEW
GLW 2,972 50.1%
LLY 2,677 1120.1%
PSLV 2,495 NEW
TSM 1,826 10.8%
CCJ 1,689 17.3%
MRK 1,537 15.0%
NEE 1,436 18.1%
WAT 1,302 NEW
Top Reduces (Value $000, Stocks/ETFs)
NKE -6,250 -88.8%
MSFT -4,154 -19.1%
AXP -2,482 -17.1%
J -2,387 -86.1%
NVO -2,149 -27.7%
GOOGL -2,074 -7.7%
INTU -1,733 -28.5%
ACN -1,599 -22.0%
CRM -1,440 -26.0%
FSLR -1,432 -21.4%
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