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M. Kulyk & Associates, LLC
M. Kulyk & Associates, LLC (also known as Chicory Wealth) is an SEC-registered investment adviser headquartered in Decatur, Georgia. Established to provide comprehensive investment management and advisory services, the firm primarily serves high net worth individuals, other individual investors, and a small number of charitable organizations and businesses. With a staff of 18 employees (majority investment professionals), the firm manages substantial client assets and places a strong emphasis on fiduciary advice and portfolio management.
Investment Strategy
M. Kulyk & Associates, LLC (Chicory Wealth) specializes in portfolio management for individuals and families, using a diversified approach across equities, fixed income, and other asset classes. The firm tailors its investment strategies to client needs with a focus on socially responsible and sustainable investing, often constructing portfolios to reflect clients’ values while aiming for long-term growth and risk mitigation. The portfolio includes large positions in well-known equities and incorporates active asset allocation based on market conditions and client objectives.
Latest 13F Filing Activity
M. Kulyk & Associates, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 108 equity positions with a total 13F market value of $460M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Taiwan Semiconductor MFG LTD among other positions. M. Kulyk & Associates, LLC reduced exposure to Levi Strauss & Co. New, Ishares TR, Apple Inc. among others.
Top Holdings
Equity Positions (108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S STIP | ISHARES TR | 11.50% | $53.0M | 514,602 | $102.87 | $102.91 | +$3.0M |
S SGOV | ISHARES TR | 5.05% | $23.3M | 231,055 | $100.48 | $100.69 | -$2.1M |
M MSFT | MICROSOFT CORP | 4.69% | $21.6M | 43,442 | $271.55 | $497.41 | +$5.4M |
N NVDA | NVIDIA CORPORATION | 4.16% | $19.2M | 121,233 | $16.51 | $157.99 | +$5.9M |
S SHV | ISHARES TR | 4.16% | $19.2M | 173,441 | $110.41 | $110.42 | +$1.2M |
Industry Allocation
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