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Portfolio (Quarterly) Guide ↗

CULLEN INVESTMENT GROUP, LTD.

· CIK 0000797203
13F Portfolio $827M AUM 181 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 41 Added 76 Reduced 7 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BP BP PLC SPONSORED ADR Energy 5,671.0 $210K 0.03% +406.0 +7.7% $36.95 +22.2%
Page 3 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.5%
Industrials 15.1%
Financial Services 13.1%
Healthcare 10.8%
Communication Services 9.6%
Consumer Defensive 8.4%
Energy 7.2%
Consumer Cyclical 6.9%
Real Estate 1.2%
Utilities 0.8%