Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Kula Investments, LLC 13F Holdings -- Portfolio & Top Positions (2023-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSPDR S&P 500 ETF TR$9.2M2.26%22,368Added
2WRBBERKLEY W R CORP$3.3M0.80%52,407Added
3GMGENERAL MTRS CO$3.0M0.75%82,438Added
4WUWESTERN UN CO$2.6M0.65%235,179Added
5NTAPNETAPP INC$2.4M0.59%37,507Added
6ALLALLSTATE CORP$2.4M0.58%21,378New
7HLTHILTON WORLDWIDE HLDGS INC$2.3M0.57%16,522Added
8COPCONOCOPHILLIPS$2.3M0.57%23,355Added
9ABTABBOTT LABS$2.3M0.57%22,755New
10GPCGENUINE PARTS CO$2.3M0.56%13,678Added
11UNPUNION PAC CORP$2.2M0.55%11,049New
12MARMARRIOTT INTL INC NEW$2.2M0.54%13,213Added
13MAMASTERCARD INCORPORATED$2.0M0.50%5,593New
14JNJJOHNSON & JOHNSON$2.0M0.49%12,780New
15USBUS BANCORP DEL$2.0M0.48%54,154Added
16NSCNORFOLK SOUTHN CORP$1.9M0.48%9,198New
17LVSLAS VEGAS SANDS CORP$2.0M0.48%34,186New
18IRINGERSOLL RAND INC$2.0M0.48%33,724Added
19PMPHILIP MORRIS INTL INC$1.9M0.47%19,804New
20ALLEALLEGION PLC$1.9M0.46%17,517New
21SBUXSTARBUCKS CORP$1.9M0.46%17,866New
22FLRFLUOR CORP NEW$1.9M0.46%60,071Added
23AMNAMN HEALTHCARE SVCS INC$1.7M0.43%20,894Added
24CNCCENTENE CORP DEL$1.7M0.43%27,435Added
25NATINATIONAL INSTRS CORP$1.7M0.42%32,254Added

Source: SEC Form 13F filings · as of 2023-03-31