JCI JOHNSON CTLS INTL PLC

Ownership history in M. Kulyk & Associates, LLC  ·  21 quarters on record

AI Ownership Summary

M. Kulyk & Associates, LLC reported JOHNSON CTLS INTL PLC (JCI) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.92% in 2024 Q3. The latest visible filing shows JCI at 1.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M. Kulyk & Associates, LLC's position in JOHNSON CTLS INTL PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JCI was reported at 1.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.92% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How M. Kulyk & Associates, LLC held JCI — position size vs. price
% of Fund (quarterly)    JCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 64,709 +823 +1.3% 1.48% $7.7M 2026-02-14 (Est.) $138.81
2025 Q3 ADDED 63,886 +379 +0.6% 1.43% $7.0M 2025-11-10 $122.20
2025 Q2 REDUCED 63,507 -7,415 -10.5% 1.46% $6.7M 2025-08-07 $103.99
2025 Q1 REDUCED 70,922 -37,151 -34.4% 1.30% $5.7M 2025-05-06 $88.22
2024 Q4 REDUCED 108,073 -14,989 -12.2% 1.85% $8.5M 2025-02-07 $86.68
2024 Q3 ADDED 123,062 +1,086 +0.9% 1.92% $9.6M 2024-11-07 $80.63
2024 Q2 ADDED 121,976 +1,723 +1.4% 1.88% $8.1M 2024-08-05 $64.36
2024 Q1 ADDED 120,253 +20,200 +20.2% 1.82% $7.9M 2024-05-09 $64.04
2023 Q4 ADDED 100,053 +7,108 +7.6% 1.34% $5.8M 2024-02-08 $53.38
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About M. Kulyk & Associates, LLC and JCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has M. Kulyk & Associates, LLC reported owning JCI?

M. Kulyk & Associates, LLC reported JCI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JCI position in M. Kulyk & Associates, LLC's portfolio?

The largest reported portfolio weight for JCI was 1.92% in 2024 Q3.

What is the latest reported JCI position on this page?

The most recent filing on this page is 2025 Q4, when M. Kulyk & Associates, LLC reported 64,709 shares, equal to 1.48% of portfolio, with an estimated market value of $7.7M.

What does the chart on this JCI ownership page compare?

The chart compares M. Kulyk & Associates, LLC's quarterly JCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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