0001765380-24-000205.txt : 20240509 0001765380-24-000205.hdr.sgml : 20240509 20240509130904 ACCESSION NUMBER: 0001765380-24-000205 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: M. Kulyk & Associates, LLC CENTRAL INDEX KEY: 0001842370 ORGANIZATION NAME: IRS NUMBER: 823189617 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20524 FILM NUMBER: 24929637 BUSINESS ADDRESS: STREET 1: 148 MEAD ROAD CITY: DECATUR STATE: GA ZIP: 30030 BUSINESS PHONE: 404-294-5917 MAIL ADDRESS: STREET 1: 148 MEAD ROAD CITY: DECATUR STATE: GA ZIP: 30030 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001842370 XXXXXXXX 03-31-2024 03-31-2024 M. Kulyk & Associates, LLC

148 MEAD ROAD DECATUR GA 30030

13F HOLDINGS REPORT 028-20524 000290887 801-112089 N James Hadaway 5138325477 James Hadaway Cincinnati OH 05-09-2024 0 106 431299383 false INFORMATION TABLE 2 chicoryq12024.xml 3M CO COM 88579Y101 315558 2975 SH SOLE 1875 0 1100 BAXTER INTL INC COM 071813109 4883231 114254 SH SOLE 112034 0 2220 MOODYS CORP COM 615369105 317961 809 SH SOLE 809 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 10970642 80637 SH SOLE 78109 0 2528 ELI LILLY & CO COM 532457108 350860 451 SH SOLE 0 0 451 HERSHEY CO COM 427866108 210060 1080 SH SOLE 15 0 1065 ISHARES TR RUS 1000 GRW ETF 464287614 1290050 3827 SH SOLE 3827 0 0 FIDELITY WISE ORIGIN BITCOIN SHS 315948109 550581 8872 SH SOLE 8872 0 0 STARBUCKS CORP COM 855244109 449590 4919 SH SOLE 4541 0 378 ALPHABET INC CAP STK CL C 02079K107 1009484 6630 SH SOLE 6530 0 100 MICROSOFT CORP COM 594918104 17182142 40840 SH SOLE 38866 0 1974 CLOROX CO DEL COM 189054109 3683245 24056 SH SOLE 23138 0 918 CISCO SYS INC COM 17275R102 10074590 201855 SH SOLE 193563 0 8292 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 408099 3373 SH SOLE 3373 0 0 LEVI STRAUSS & CO NEW CL A COM STK 52736R102 1056991 52876 SH SOLE 51246 0 1630 ANALOG DEVICES INC COM 032654105 285411 1443 SH SOLE 1443 0 0 GILEAD SCIENCES INC COM 375558103 6535934 89228 SH SOLE 86571 0 2657 HOME DEPOT INC COM 437076102 11437891 29817 SH SOLE 27186 0 2631 VANGUARD INDEX FDS TOTAL STK MKT 922908769 276609 1064 SH SOLE 740 0 324 V F CORP COM 918204108 2868690 187007 SH SOLE 183351 0 3656 BROADCOM INC COM 11135F101 326051 246 SH SOLE 215 0 31 BERKSHIRE HATHAWAY INC DEL CL A 084670108 8882160 14 SH SOLE 14 0 0 WABTEC COM 929740108 624676 4288 SH SOLE 47 0 4241 BLACKROCK INC COM 09247X101 6896193 8272 SH SOLE 7864 0 408 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 542891 1291 SH SOLE 1291 0 0 DEXCOM INC COM 252131107 218453 1575 SH SOLE 1575 0 0 CSX CORP COM 126408103 7524409 202978 SH SOLE 178125 0 24853 WILLIAMS SONOMA INC COM 969904101 6173651 19443 SH SOLE 18995 0 448 BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 263296 10716 SH SOLE 10631 0 85 LABORATORY CORP AMER HLDGS COM NEW 50540R409 4433716 20295 SH SOLE 19863 0 432 TJX COS INC NEW COM 872540109 257404 2538 SH SOLE 2538 0 0 SOFI TECHNOLOGIES INC COM 83406F102 546777 74901 SH SOLE 74901 0 0 HP INC COM 40434L105 309634 10246 SH SOLE 10246 0 0 STRYKER CORPORATION COM 863667101 383995 1073 SH SOLE 1073 0 0 AFLAC INC COM 001055102 281082 3274 SH SOLE 3274 0 0 MERCK & CO INC COM 58933Y105 8231326 62382 SH SOLE 60411 0 1971 NIKE INC CL B 654106103 6218508 66168 SH SOLE 64151 0 2017 ROYAL BK CDA COM 780087102 11011418 109154 SH SOLE 105371 0 3783 ISHARES TR SELECT DIVID ETF 464287168 774566 6288 SH SOLE 6147 0 141 NOVO-NORDISK A S ADR 670100205 710822 5536 SH SOLE 5536 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 295798 3617 SH SOLE 3617 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 6886235 114048 SH SOLE 110083 0 3965 AMAZON COM INC COM 023135106 558457 3096 SH SOLE 3096 0 0 ECOLAB INC COM 278865100 7457872 32299 SH SOLE 30794 0 1505 ROCKWELL AUTOMATION INC COM 773903109 250544 860 SH SOLE 860 0 0 AMERICAN EXPRESS CO COM 025816109 9716443 42674 SH SOLE 42086 0 588 AMGEN INC COM 031162100 6319348 22226 SH SOLE 21726 0 500 SPDR SER TR PORTFOLIO SH TSR 78468R101 277659 9601 SH SOLE 9601 0 0 AMERIPRISE FINL INC COM 03076C106 1260077 2874 SH SOLE 2874 0 0 FIDELITY COVINGTON TRUST SUSTAINABLE U S 316092279 404906 16032 SH SOLE 14647 0 1385 RUNWAY GROWTH FINANCE CORP COM 78163D100 172768 14255 SH SOLE 14255 0 0 NVIDIA CORPORATION COM 67066G104 15385876 17028 SH SOLE 15801 0 1227 COCA COLA CO COM 191216100 1684469 27533 SH SOLE 25355 0 2178 JOHNSON CTLS INTL PLC SHS G51502105 7854921 120253 SH SOLE 116816 0 3437 INVESCO QQQ TR UNIT SER 1 46090E103 562131 1266 SH SOLE 1164 0 102 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6565781 18943 SH SOLE 18388 0 555 KELLANOVA COM 487836108 480262 8383 SH SOLE 7915 0 468 VISA INC COM CL A 92826C839 8630211 30924 SH SOLE 29830 0 1094 UNILEVER PLC SPON ADR NEW 904767704 337663 6728 SH SOLE 5073 0 1655 SKYWORKS SOLUTIONS INC COM 83088M102 5298600 48916 SH SOLE 47333 0 1583 ORACLE CORP COM 68389X105 443152 3528 SH SOLE 1319 0 2209 ZOETIS INC CL A 98978V103 5734494 33890 SH SOLE 32611 0 1279 NATIONAL GRID PLC SPONSORED ADR NE 636274409 5229910 76662 SH SOLE 74288 0 2374 FIRST SOLAR INC COM 336433107 1468729 8701 SH SOLE 8226 0 475 HAMILTON LANE INC CL A 407497106 235556 2089 SH SOLE 2089 0 0 SALESFORCE INC COM 79466L302 5847711 19416 SH SOLE 18917 0 499 EATON CORP PLC SHS G29183103 404608 1294 SH SOLE 1044 0 250 ISHARES TR 0-5 YR TIPS ETF 46429B747 48035448 483108 SH SOLE 470058 0 13050 DISNEY WALT CO COM 254687106 3137310 25640 SH SOLE 23070 0 2570 BECTON DICKINSON & CO COM 075887109 4811825 19446 SH SOLE 19015 0 431 MASTERCARD INCORPORATED CL A 57636Q104 1808777 3756 SH SOLE 3522 0 234 COGNEX CORP COM 192422103 2021365 47651 SH SOLE 46262 0 1389 CORNING INC COM 219350105 3510303 106502 SH SOLE 104196 0 2306 ABBVIE INC COM 00287Y109 861151 4729 SH SOLE 2029 0 2700 BLOOM ENERGY CORP COM CL A 093712107 170140 15137 SH SOLE 15137 0 0 JOHNSON & JOHNSON COM 478160104 716126 4527 SH SOLE 4373 0 154 PEPSICO INC COM 713448108 267332 1528 SH SOLE 1528 0 0 INTUIT COM 461202103 6195322 9531 SH SOLE 9198 0 333 AUTOMATIC DATA PROCESSING IN COM 053015103 545932 2186 SH SOLE 2186 0 0 XYLEM INC COM 98419M100 5562607 43041 SH SOLE 41034 0 2007 AMERICAN TOWER CORP NEW COM 03027X100 4739475 23986 SH SOLE 23053 0 933 PROCTER AND GAMBLE CO COM 742718109 7218999 44493 SH SOLE 43214 0 1279 PROLOGIS INC. COM 74340W103 5112712 39262 SH SOLE 37707 0 1555 ISHARES TR SHORT TREAS BD 464288679 21168266 191499 SH SOLE 187783 0 3716 EXELON CORP COM 30161N101 2691929 71651 SH SOLE 69128 0 2523 DEERE & CO COM 244199105 240694 586 SH SOLE 270 0 316 THERMO FISHER SCIENTIFIC INC COM 883556102 305716 526 SH SOLE 423 0 103 ABBOTT LABS COM 002824100 423156 3723 SH SOLE 1206 0 2517 ASML HOLDING N V N Y REGISTRY SHS N07059210 298905 308 SH SOLE 220 0 88 ADOBE INC COM 00724F101 382487 758 SH SOLE 608 0 150 GENERAL MLS INC COM 370334104 5028981 71873 SH SOLE 69376 0 2497 THE CIGNA GROUP COM 125523100 253972 699 SH SOLE 13 0 686 NEXTERA ENERGY INC COM 65339F101 3077307 48151 SH SOLE 46499 0 1652 ALPHABET INC CAP STK CL A 02079K305 12380788 82030 SH SOLE 77989 0 4041 STEEL DYNAMICS INC COM 858119100 3153496 21274 SH SOLE 20807 0 467 SPDR S&P 500 ETF TR TR UNIT 78462F103 496917 950 SH SOLE 915 0 35 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 1034538 21419 SH SOLE 20895 0 524 TARGET CORP COM 87612E106 5849241 33007 SH SOLE 31998 0 1009 CONSTELLATION ENERGY CORP COM 21037T109 1626389 8798 SH SOLE 8397 0 401 LOWES COS INC COM 548661107 613135 2407 SH SOLE 1133 0 1274 APPLE INC COM 037833100 12056912 70311 SH SOLE 62564 0 7747 TRUIST FINL CORP COM 89832Q109 204723 5252 SH SOLE 5252 0 0 CANADIAN NATL RY CO COM 136375102 275010 2088 SH SOLE 2088 0 0 ISHARES TR 0-3 MNTH TREASRY 46436E718 25961326 257783 SH SOLE 251275 0 6508 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 226890 472 SH SOLE 422 0 50 INTERNATIONAL BUSINESS MACHS COM 459200101 300953 1576 SH SOLE 1088 0 488