M. Kulyk & Associates, LLC

The portfolio demonstrates a diversified approach with no single position exceeding 11% of the total assets. The management firm appears to have adopted a "barbell" strategy of sorts, balancing high-growth technology exposure with significant allocations in defensive fixed-income ETFs and stable healthcare equities. The high turnover rate—exiting 17 positions while initiating nearly twice as many—suggests a tactical shift in strategy rather than simple index replication.

2. Key Holdings

The portfolio is anchored by a mix of liquidity-focused ETFs and high-conviction blue-chip equities.