M. Kulyk & Associates, LLC

All 13F Filings

Location
Decatur, GA
Most recent 13F
Q2 2026
Holdings value ($000)
612,875
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/7/2026 113 612,875 13F-HR M. Kulyk & Associates, LLC
Q1 2026 5/6/2026 119 535,800 13F-HR M. Kulyk & Associates, LLC
Q4 2025 1/8/2026 107 523,336 13F-HR M. Kulyk & Associates, LLC
Q3 2025 11/10/2025 104 492,204 13F-HR M. Kulyk & Associates, LLC
Q2 2025 8/7/2025 108 460,331 13F-HR M. Kulyk & Associates, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 470.3 K 76.7% 67.53 K 0 67.53 K
ETFs 142.6 K 23.3% 9.558 K 0 9.558 K
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
612,875
Holdings
113
QoQ value change ($000)
77,075 (14.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.