KI

Kula Investments Portfolio holdings

AUM $405M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1 +$2.83M
2 +$2.06M
3 +$2.03M
4
AIRC
Apartment Income REIT Corp.
AIRC
+$2.02M
5
MDT icon
Medtronic
MDT
+$2.02M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.02%
2 Healthcare 12.65%
3 Technology 12.41%
4 Industrials 11.51%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LOW icon
126
Lowe's Companies
LOW
$136B
$698K 0.21%
+3,703
LNT icon
127
Alliant Energy
LNT
$18.9B
$697K 0.21%
+12,618
RY icon
128
Royal Bank of Canada
RY
$236B
$694K 0.2%
+5,448
PAYX icon
129
Paychex
PAYX
$32.2B
$693K 0.2%
+6,000
C icon
130
Citigroup
C
$212B
$681K 0.2%
+16,184
BIIB icon
131
Biogen
BIIB
$26.4B
$680K 0.2%
+2,456
SNA icon
132
Snap-on
SNA
$19.8B
$676K 0.2%
+2,960
RKT icon
133
Rocket Companies
RKT
$42.9B
$673K 0.2%
+96,155
CTRA icon
134
Coterra Energy
CTRA
$25.4B
$664K 0.2%
+27,026
STNG icon
135
Scorpio Tankers
STNG
$3.98B
$661K 0.19%
+12,291
H icon
136
Hyatt Hotels
H
$14.3B
$661K 0.19%
+7,305
TER icon
137
Teradyne
TER
$56.1B
$658K 0.19%
+7,528
AJG icon
138
Arthur J. Gallagher & Co
AJG
$56.7B
$656K 0.19%
+3,482
CSL icon
139
Carlisle Companies
CSL
$14.1B
$654K 0.19%
+2,777
ACN icon
140
Accenture
ACN
$119B
$651K 0.19%
+2,440
TXRH icon
141
Texas Roadhouse
TXRH
$11B
$651K 0.19%
+7,158
CMRE icon
142
Costamare
CMRE
$2.13B
$649K 0.19%
+25,609
MUSA icon
143
Murphy USA
MUSA
$9.23B
$648K 0.19%
+2,319
MCK icon
144
McKesson
MCK
$107B
$645K 0.19%
+1,719
VEEV icon
145
Veeva Systems
VEEV
$27.2B
$642K 0.19%
+3,978
AVB icon
146
AvalonBay Communities
AVB
$23.4B
$638K 0.19%
+3,950
ULTA icon
147
Ulta Beauty
ULTA
$23.3B
$637K 0.19%
+1,359
WMS icon
148
Advanced Drainage Systems
WMS
$11.5B
$636K 0.19%
+7,762
HQY icon
149
HealthEquity
HQY
$6.92B
$635K 0.19%
+10,303
DEI icon
150
Douglas Emmett
DEI
$1.61B
$635K 0.19%
+40,496