Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: M. Kulyk & Associates LLC
  City: DECATUR
  State: GA
  Zip: 30033
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $431,299,000
  Total Value Change : $1,981,000
  Securities Held Change : -2
   
All Securities Held : 106
  New Positions : 6
  Closed Positions : 8
  Increased Positions : 46
  Unchanged Positions : 14
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 13 - $623,250.00 $8,882,000 14 2.06% 1,285,000 0 0    Property & Casualty I...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 52 - $344.73 $1,290,000 3,827 0.3% 130,000 0 0.001    Closed - End Fund - E...
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 53 - $433.10 $1,260,000 2,874 0.29% 168,000 0 0.002    Asset Management
   (LOW)1 Year Chart         LOW Lowes Companies Inc 62 - $229.17 $613,000 2,407 0.14% 77,000 0 0    Home Improvement Stores
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 63 - $454.91 $562,000 1,266 0.13% 44,000 0 0    Closed - End Fund - Debt
   (SOFI)1 Year Chart         SOFI SoFi Technologies, Inc 66 - $7.19 $547,000 74,901 0.13% -198,000 0 0.009    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp 72 - $124.52 $443,000 3,528 0.1% 71,000 0 0    Application Software
   (MMM)1 Year Chart         MMM 3M Co 83 - $105.21 $316,000 2,975 0.07% -9,000 0 0.001    Conglomerates
   (HPQ)1 Year Chart         HPQ HP Inc 84 - $31.82 $310,000 10,246 0.07% 2,000 0 0.001    Diversified Computer ...
   (TJX)1 Year Chart         TJX TJX Companies Inc 96 - $97.79 $257,000 2,538 0.06% 19,000 0 0    Discount, Variety Stores
   (CI)1 Year Chart         CI Cigna Corporation 97 - $333.37 $254,000 699 0.06% 45,000 0 0    Health Care Plans
   (DE)1 Year Chart         DE Deere & Co 99 - $391.48 $241,000 586 0.06% 7,000 0 0    Farm & Construction M...
   (HSY)1 Year Chart         HSY Hershey Foods Corp 103 - $208.09 $210,000 1,080 0.05% 9,000 0 0.001    Confectioners
   (BE)1 Year Chart         BE Bloom Energy Corp 106 - $12.92 $170,000 15,137 0.04% -54,000 0 0.007    N/A
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us