KULA INVESTMENTS, LLC

PrivateCIK: 1911190
Location

CHICAGO, IL

576
Positions
$405.49M
Total AUM (reported)
10.20M
Total Shares

Allocation by class

TOTAL AUM$405.49M576 positions
COM$294.71M72.7%
CL A$35.35M8.7%
COM CL A$13.94M3.4%
COM NEW$13.78M3.4%
SHS$13.39M3.3%
TR UNIT$9.16M2.3%
COMMON STOCK$5.65M1.4%

Portfolio Concentration

Top 33.8%4–104.1%11–257.1%Rest85.0%TOP 107.9%0%100%
Top 3$15.44M3.8%
4–10$16.62M4.1%
11–25$28.96M7.1%
Rest$344.47M85.0%

Top 3 weight

3.8%

Top 10 weight

7.9%

Voting Authority Distribution

Total shares with voting rights: 10.20M

Sole

Full voting authority

10.20M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole576
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings576
Rows:

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares22.37K
TypeSH
Market value$9.16M
2.26%
Sole
22.37K
Shared
0.00
None
0.00

BERKLEY W R CORP

SOLE
COM
Shares52.41K
TypeSH
Market value$3.26M
0.80%
Sole
52.41K
Shared
0.00
None
0.00

GENERAL MTRS CO

SOLE
COM
Shares82.44K
TypeSH
Market value$3.02M
0.75%
Sole
82.44K
Shared
0.00
None
0.00

WESTERN UN CO

SOLE
COM
Shares235.18K
TypeSH
Market value$2.62M
0.65%
Sole
235.18K
Shared
0.00
None
0.00

NETAPP INC

SOLE
COM
Shares37.51K
TypeSH
Market value$2.39M
0.59%
Sole
37.51K
Shared
0.00
None
0.00

ALLSTATE CORP

SOLE
COM
Shares21.38K
TypeSH
Market value$2.37M
0.58%
Sole
21.38K
Shared
0.00
None
0.00

HILTON WORLDWIDE HLDGS INC

SOLE
COM
Shares16.52K
TypeSH
Market value$2.33M
0.57%
Sole
16.52K
Shared
0.00
None
0.00

CONOCOPHILLIPS

SOLE
COM
Shares23.36K
TypeSH
Market value$2.32M
0.57%
Sole
23.36K
Shared
0.00
None
0.00

ABBOTT LABS

SOLE
COM
Shares22.75K
TypeSH
Market value$2.30M
0.57%
Sole
22.75K
Shared
0.00
None
0.00

GENUINE PARTS CO

SOLE
COM
Shares13.68K
TypeSH
Market value$2.29M
0.56%
Sole
13.68K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares11.05K
TypeSH
Market value$2.22M
0.55%
Sole
11.05K
Shared
0.00
None
0.00

MARRIOTT INTL INC NEW

SOLE
CL A
Shares13.21K
TypeSH
Market value$2.19M
0.54%
Sole
13.21K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares5.59K
TypeSH
Market value$2.03M
0.50%
Sole
5.59K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares12.78K
TypeSH
Market value$1.98M
0.49%
Sole
12.78K
Shared
0.00
None
0.00

LAS VEGAS SANDS CORP

SOLE
COM
Shares34.19K
TypeSH
Market value$1.96M
0.48%
Sole
34.19K
Shared
0.00
None
0.00

INGERSOLL RAND INC

SOLE
COM
Shares33.72K
TypeSH
Market value$1.96M
0.48%
Sole
33.72K
Shared
0.00
None
0.00

US BANCORP DEL

SOLE
COM NEW
Shares54.15K
TypeSH
Market value$1.95M
0.48%
Sole
54.15K
Shared
0.00
None
0.00

NORFOLK SOUTHN CORP

SOLE
COM
Shares9.20K
TypeSH
Market value$1.95M
0.48%
Sole
9.20K
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC

SOLE
COM
Shares19.80K
TypeSH
Market value$1.93M
0.47%
Sole
19.80K
Shared
0.00
None
0.00

ALLEGION PLC

SOLE
ORD SHS
Shares17.52K
TypeSH
Market value$1.87M
0.46%
Sole
17.52K
Shared
0.00
None
0.00

STARBUCKS CORP

SOLE
COM
Shares17.87K
TypeSH
Market value$1.86M
0.46%
Sole
17.87K
Shared
0.00
None
0.00

FLUOR CORP NEW

SOLE
COM
Shares60.07K
TypeSH
Market value$1.86M
0.46%
Sole
60.07K
Shared
0.00
None
0.00

CENTENE CORP DEL

SOLE
COM
Shares27.43K
TypeSH
Market value$1.73M
0.43%
Sole
27.43K
Shared
0.00
None
0.00

AMN HEALTHCARE SVCS INC

SOLE
COM
Shares20.89K
TypeSH
Market value$1.73M
0.43%
Sole
20.89K
Shared
0.00
None
0.00

CVS HEALTH CORP

SOLE
COM
Shares23.14K
TypeSH
Market value$1.72M
0.42%
Sole
23.14K
Shared
0.00
None
0.00
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