| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WELLS FARGO CO NEW | 2 | Q1 2023 | 13.0% |
| COCA-COLA EUROPACIFIC PARTNE | 2 | Q1 2023 | 3.0% |
| SPDR S&P 500 ETF TR | 2 | Q1 2023 | 2.3% |
| HILTON WORLDWIDE HLDGS INC | 2 | Q1 2023 | 0.6% |
| GENERAL MTRS CO | 2 | Q1 2023 | 0.7% |
| BERKLEY W R CORP | 2 | Q1 2023 | 0.8% |
| CVS HEALTH CORP | 2 | Q1 2023 | 0.6% |
| CLARIVATE PLC | 2 | Q1 2023 | 0.5% |
| US BANCORP DEL | 2 | Q1 2023 | 0.5% |
| PAYPAL HLDGS INC | 2 | Q1 2023 | 0.5% |
View Kula Investments, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View Kula Investments, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.