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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| M Kulyk & Associates LLC
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|---|---|
| CRD # | 290887 |
| SEC # | 801-112089 |
| CIK # | 0001842370 |
| AUM | $682.7 M (2025-03-20) |
| Employees | 18 (61% Investors, 0% Brokers) |
| Phone | 404-294-5917 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 21.6 | ||
| Nvidia Corp | 19.2 | ||
| Alphabet Inc | 15.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 12.9 | ||
| Cisco Systems Inc | 12.6 | ||
| American Express Co | 12.5 | ||
| Apple Inc | 12.1 | ||
| Home Depot Inc | 10.4 | ||
| Royal Bank of Canada | 10.2 | ||
| VISA Inc | 10.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | CW Alpha Fund | 2021-04-27 | 3.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 153.6 |
| (b) Individuals (high net worth individuals) | 196 | 521.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 7.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,948 | 682.7 |
| By Discretionary | ||
| Discretionary | 1,937 | 680.4 |
| Non-Discretionary | 11 | 2.3 |
| Total | 1,948 | 682.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 682.7 | |
| Total | 1,948 | 682.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001842370] |
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