KI

Kula Investments Portfolio holdings

AUM $405M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Buys

1 +$6.14M
2 +$2.39M
3 +$2.37M
4
WU icon
Western Union
WU
+$2.33M
5
ABT icon
Abbott
ABT
+$2.3M

Top Sells

1 +$1.94M
2 +$1.65M
3 +$1.56M
4
TREX icon
Trex
TREX
+$1.43M
5
CME icon
CME Group
CME
+$1.39M

Sector Composition

1 Technology 16.81%
2 Healthcare 14.05%
3 Consumer Discretionary 13.8%
4 Industrials 13.33%
5 Financials 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UPBD icon
126
Upbound Group
UPBD
$1.37B
$1M 0.25%
+40,872
OBDC icon
127
Blue Owl Capital
OBDC
$6.72B
$1M 0.25%
79,397
+67,773
ESS icon
128
Essex Property Trust
ESS
$16.1B
$993K 0.24%
+4,746
AEP icon
129
American Electric Power
AEP
$65B
$990K 0.24%
10,878
+7,393
DE icon
130
Deere & Co
DE
$128B
$987K 0.24%
2,391
+993
NOVA
131
DELISTED
Sunnova Energy
NOVA
$986K 0.24%
+63,117
SWTX
132
DELISTED
SpringWorks Therapeutics
SWTX
$982K 0.24%
+38,159
WAB icon
133
Wabtec
WAB
$34.5B
$975K 0.24%
+9,649
ROL icon
134
Rollins
ROL
$26.4B
$974K 0.24%
25,944
-11,140
FIVN icon
135
FIVE9
FIVN
$1.85B
$972K 0.24%
+13,442
SEE icon
136
Sealed Air
SEE
$5.04B
$967K 0.24%
21,072
+11,093
ASAN icon
137
Asana
ASAN
$3.32B
$966K 0.24%
+45,730
MNDY icon
138
monday.com
MNDY
$10.3B
$963K 0.24%
+6,746
AEO icon
139
American Eagle Outfitters
AEO
$2.91B
$963K 0.24%
+71,615
ADC icon
140
Agree Realty
ADC
$8.36B
$954K 0.24%
+13,910
LNG icon
141
Cheniere Energy
LNG
$46.9B
$948K 0.23%
6,018
-137
OC icon
142
Owens Corning
OC
$10.7B
$947K 0.23%
9,883
+6,360
HAS icon
143
Hasbro
HAS
$11B
$942K 0.23%
17,544
+2,247
SLB icon
144
SLB Ltd
SLB
$54.8B
$939K 0.23%
+19,115
MRO
145
DELISTED
Marathon Oil Corporation
MRO
$928K 0.23%
38,749
+9,897
HAE icon
146
Haemonetics
HAE
$2.44B
$927K 0.23%
11,199
+5,147
JEF icon
147
Jefferies Financial Group
JEF
$11.2B
$926K 0.23%
+29,159
SMCI icon
148
Super Micro Computer
SMCI
$31.5B
$916K 0.23%
85,940
+34,520
SLAB icon
149
Silicon Laboratories
SLAB
$4.45B
$915K 0.23%
+5,228
VBTX
150
DELISTED
Veritex Holdings
VBTX
$913K 0.23%
+50,015