M. Kulyk & Associates, LLC
CIK 1842370 · Holdings on Sep 30, 2026 · First reported Nov 10, 2026
Top ten holdings
Q3 2026- STIP12.97%
- NVDA5.28%
- SGOV5.19%
- AAPL4.48%
- GOOGL4.44%
- MSFT4.38%
- SHV3.67%
- TSM3.24%
- V3.10%
- CSCO2.67%
Share classes counted separately49.42%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight increased · +1.17 pp3.21% → 4.38%Shares -1.60K (-3.03%)
- NVDAWeight increased · +0.84 pp4.44% → 5.28%Shares +2.40K (+1.77%)
- SGOVWeight increased · +0.48 pp4.71% → 5.19%Shares +22.07K (+7.70%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $77.69M | 12.97% | 779.23K shares | 12.85% → 12.97%+0.12 pp +8.13K (+1.05%) | Added | ↗▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $31.62M | 5.28% | 138.46K shares | 4.44% → 5.28%+0.84 pp +2.40K (+1.77%) | Added | ↗▾ |
| 03 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MTH TREASURY View history and evidence | $31.07M | 5.19% | 308.59K shares | 4.71% → 5.19%+0.48 pp +22.07K (+7.70%) | Added | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $26.81M | 4.48% | 80.51K shares | 4.00% → 4.48%+0.48 pp -4.27K (-5.04%) | Reduced | ↗▾ |
| 05 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $26.57M | 4.44% | 77.23K shares | 4.57% → 4.44%-0.13 pp -1.16K (-1.48%) | Reduced | ↗▾ |
| 06 | MSFTMICROSOFT CORP View history and evidence | $26.25M | 4.38% | 51.19K shares | 3.21% → 4.38%+1.17 pp -1.60K (-3.03%) | Reduced | ↗▾ |
| 07 | SHVISHARES 0-1 YEAR TREASURY BOTRUST ISHARE 0-1 View history and evidence | $21.97M | 3.67% | 199.12K shares | 3.28% → 3.67%+0.39 pp +16.79K (+9.21%) | Added | ↗▾ |
| 08 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $19.43M | 3.24% | 42.59K shares | 3.41% → 3.24%-0.17 pp -1.15K (-2.64%) | Reduced | ↗▾ |
| 09 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $18.56M | 3.10% | 51.65K shares | 2.88% → 3.10%+0.22 pp +134 (+0.26%) | Added | ↗▾ |
| 10 | CSCOCISCO SYSTEMS INC View history and evidence | $15.99M | 2.67% | 148.56K shares | 2.96% → 2.67%-0.29 pp -5.73K (-3.72%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHF SCHWAB INTL EQUITY ETF | Non-derivative | -51,316 | -$1.42M | SEC filing ↗ | SEC filing ↗ |
| AMP AMERIPRISE FINANCIAL INC | Non-derivative | -2,874 | -$1.32M | SEC filing ↗ | SEC filing ↗ |
| WAB WABTEC CORP | Non-derivative | -3,920 | -$1.06M | SEC filing ↗ | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1842370 · Period Sep 30, 2026
Data loaded Nov 13, 2026 · First reported Nov 10, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 598778992
}Research all 103 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.