M. Kulyk & Associates, LLC

Q3 2026 13F-HR Holdings

Location
Decatur, GA
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$598,779
Net value change ($000)
-14,096 (-2.3%)
New positions
4
Sold out positions
14
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 6,564 33.3%
NVDA 4,398 16.2%
AAPL 2,279 9.3%
SGOV 2,225 7.7%
SHV 1,847 9.2%
GILD 1,537 16.3%
REGN 1,439 17.9%
ING 1,425 12.7%
ACN 1,302 43.4%
MRK 1,294 10.6%
Top Reduces (Value $000, Stocks/ETFs)
AXP -6,248 -46.3%
GLW -3,965 -38.4%
HD -3,065 -28.2%
LEVI -2,693 -20.7%
CSCO -2,134 -11.8%
DIS -2,107 -85.4%
KO -1,891 -88.6%
LRCX -1,844 -19.1%
TSM -1,462 -7.0%
GOOGL -1,442 -5.1%
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