Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kula Investments, LLC (CIK 1911190) reported $405.5M across 576 reported positions in its SEC 13F filing for 2023-03-31. Largest positions: SPY ($9.2M, 2.26%), WRB ($3.3M, 0.80%), GM ($3.0M, 0.75%), WU ($2.6M, 0.65%), NTAP ($2.4M, 0.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $9.2M | 2.26% | 22,368 | Added |
| 2 | WRB | BERKLEY W R CORP | $3.3M | 0.80% | 52,407 | Added |
| 3 | GM | GENERAL MTRS CO | $3.0M | 0.75% | 82,438 | Added |
| 4 | WU | WESTERN UN CO | $2.6M | 0.65% | 235,179 | Added |
| 5 | NTAP | NETAPP INC | $2.4M | 0.59% | 37,507 | Added |
| 6 | ALL | ALLSTATE CORP | $2.4M | 0.58% | 21,378 | New |
| 7 | HLT | HILTON WORLDWIDE HLDGS INC | $2.3M | 0.57% | 16,522 | Added |
| 8 | COP | CONOCOPHILLIPS | $2.3M | 0.57% | 23,355 | Added |
| 9 | ABT | ABBOTT LABS | $2.3M | 0.57% | 22,755 | New |
| 10 | GPC | GENUINE PARTS CO | $2.3M | 0.56% | 13,678 | Added |
| 11 | UNP | UNION PAC CORP | $2.2M | 0.55% | 11,049 | New |
| 12 | MAR | MARRIOTT INTL INC NEW | $2.2M | 0.54% | 13,213 | Added |
| 13 | MA | MASTERCARD INCORPORATED | $2.0M | 0.50% | 5,593 | New |
| 14 | JNJ | JOHNSON & JOHNSON | $2.0M | 0.49% | 12,780 | New |
| 15 | USB | US BANCORP DEL | $2.0M | 0.48% | 54,154 | Added |
| 16 | NSC | NORFOLK SOUTHN CORP | $1.9M | 0.48% | 9,198 | New |
| 17 | LVS | LAS VEGAS SANDS CORP | $2.0M | 0.48% | 34,186 | New |
| 18 | IR | INGERSOLL RAND INC | $2.0M | 0.48% | 33,724 | Added |
| 19 | PM | PHILIP MORRIS INTL INC | $1.9M | 0.47% | 19,804 | New |
| 20 | ALLE | ALLEGION PLC | $1.9M | 0.46% | 17,517 | New |
| 21 | SBUX | STARBUCKS CORP | $1.9M | 0.46% | 17,866 | New |
| 22 | FLR | FLUOR CORP NEW | $1.9M | 0.46% | 60,071 | Added |
| 23 | AMN | AMN HEALTHCARE SVCS INC | $1.7M | 0.43% | 20,894 | Added |
| 24 | CNC | CENTENE CORP DEL | $1.7M | 0.43% | 27,435 | Added |
| 25 | NATI | NATIONAL INSTRS CORP | $1.7M | 0.42% | 32,254 | Added |
Source: SEC Form 13F filings · as of 2023-03-31