M. Kulyk & Associates, LLC

Q2 2026 13F-HR Holdings

Location
Decatur, GA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$612,875
Net value change ($000)
+77,075 (14.4%)
New positions
7
Sold out positions
13
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PNC 14,622 NEW
ING 11,177 NEW
AAPL 9,496 63.2%
LRCX 8,572 798.1%
AVGO 7,535 1173.7%
LLY 6,614 226.8%
NVDA 5,537 25.5%
VLTO 4,650 NEW
CSCO 3,694 25.6%
STIP 3,614 4.8%
Top Reduces (Value $000, Stocks/ETFs)
CCJ -5,467 -47.6%
INTU -4,339 -100.0%
REGN -3,478 -30.2%
STLD -3,215 -77.5%
BDX -3,114 -44.8%
ACN -2,670 -47.1%
ZTS -2,605 -100.0%
WSM -2,554 -75.6%
CRM -2,254 -54.9%
FSLR -2,233 -42.5%
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