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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) |
|---|
| CIK | Period |
|---|---|
| 0001842370 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 21.6 | ||
| Nvidia Corp | 19.2 | ||
| Alphabet Inc | 15.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 12.9 | ||
| Cisco Systems Inc | 12.6 | ||
| American Express Co | 12.5 | ||
| Apple Inc | 12.1 | ||
| Home Depot Inc | 10.4 | ||
| Royal Bank of Canada | 10.2 | ||
| VISA Inc | 10.0 | ||
| Unilever PLC | 9.9 | ||
| Gilead Sciences Inc | 8.2 | ||
| Ecolab Inc | 8.0 | ||
| Procter & Gamble Co | 8.0 | ||
| Nike Inc | 7.9 | ||
| BlackRock Inc | 7.5 | ||
| Merck & Co Inc | 7.1 | ||
| Toronto Dominion Bank | 6.7 | ||
| Tyco International Ltd /Ber/ | 6.7 | ||
| Becton Dickinson & Co | 6.6 | ||
| Amgen Inc | 6.6 | ||
| Intuit Inc | 6.4 | ||
| CSX Corp | 6.1 | ||
| Accenture PLC | 5.9 | ||
| National Grid PLC | 5.7 | ||
| Xylem Inc | 5.4 | ||
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| Type | Form D Funds | Date | Sold ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Corner Capital Management LLC
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|
NY | 0.8 |
|
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TX | 0.8 |
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Mirabilis Management Company LLC
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0.8 | |
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Blume Capital Management Inc
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CA | 0.7 |
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Harbour Capital Advisors LLC
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VA | 0.7 |
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Goalvest Advisory LLC
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NY | 0.6 |
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Huntleigh Advisors Inc
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MO | 0.6 |
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Stone Temple Partners LLC
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CT | 0.6 |
|
Doliver Advisors LP
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|
TX | 0.6 |
|
SFE Investment Counsel Inc
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|
CA | 0.6 |