Sign In
test

James Hadaway

M. Kulyk & Associates, Llc

Assets Managed
$535.8M
Holdings
119
Last Quarter
2026 - Q1
Filed Date
1mo 26d ago
Growth Rate
2.39%(2Q avg: 4.36%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in M. Kulyk & Associates, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 119 positions.

Assets under management

The assets under management (AUM) of M. Kulyk & Associates, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 535.8M in assets, with a quarterly growth rate of 2.39% and a 2-quarter average growth rate of 4.36%. The portfolio is managed by James Hadaway, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 37.22%
14.03%
$75.161M
726,680 shares@ $103.44 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -4.1%
5.11%
$27.356M
271,768 shares@ $100.66 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.51%
4.67%
$24.976M
86,854 shares@ $287.57 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.51%
4.05%
$21.686M
124,348 shares@ $174.4 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -0.37%
3.5%
$18.732M
55,427 shares@ $337.95 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 5.73%
3.29%
$17.62M
47,599 shares@ $370.17 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Decreased -4.32%
3.2%
$17.125M
155,128 shares@ $110.39 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.12%
2.81%
$15.036M
59,248 shares@ $253.79 avg price
CSCO
Cisco Systems Inc
Recent Activity
Increased 2.63%
2.7%
$14.429M
185,962 shares@ $77.59 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 6.13%
2.65%
$14.154M
46,831 shares@ $302.24 avg price

1-10 of 119