BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 24,881.0 $6.3M 0.77% -480.0 -1.9% $253.97 +6.4%
22 GRMN GARMIN LIMITED SHS Technology 26,307.0 $6.2M 0.76% -350.0 -1.3% $237.54 +25.2%
23 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 14,641.0 $5.2M 0.63% -675.0 -4.4% $357.36 -4.3%
24 LOW LOWES COMPANIES INCORPORATED Consumer Cyclical 21,347.0 $4.7M 0.57% -421.0 -1.9% $220.49 -1.3%
25 PEP PEPSICO INC Consumer Defensive 33,286.0 $4.5M 0.55% -5K -13.1% $135.40 +5.5%
26 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW Technology 8,931.0 $3.7M 0.45% -2K -18.6% $415.28 +16.4%
27 CVX CHEVRON CORPORATION Energy 21,573.0 $3.6M 0.43% -448.0 -2.0% $165.76 +25.2%
28 SO SOUTHERN COMPANY Utilities 36,892.0 $3.5M 0.43% -8K -17.7% $95.71 -4.2%
29 CME CME GROUP INCORPORATED Financial Services 15,540.0 $3.4M 0.41% -3K -14.0% $220.83 +23.0%
30 PG PROCTER & GAMBLE COMPANY Consumer Defensive 21,951.0 $3.2M 0.39% -528.0 -2.4% $146.64 -2.3%
31 BLK BLACKROCK INCORPORATED Financial Services 3,265.0 $3.1M 0.38% -27.0 -0.8% $961.58 +20.0%
32 SYK STRYKER CORPORATION Healthcare 9,609.0 $3.0M 0.37% -64.0 -0.7% $314.85 +7.3%
33 DRI DARDEN RESTAURANTS INCORPORATED Consumer Cyclical 12,336.0 $2.5M 0.31% -3K -17.5% $206.02 +6.5%
34 MPC MARATHON PETE CORPORATION Energy 9,617.0 $2.5M 0.30% -288.0 -2.9% $255.66 +42.0%
35 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 22,762.0 $2.4M 0.30% -6K -20.7% $107.50 -4.2%
36 HD HOME DEPOT INCORPORATED Consumer Cyclical 6,765.0 $2.4M 0.29% -2K -22.3% $352.69 -4.8%
37 DIS DISNEY WALT COMPANY Communication Services 23,649.0 $2.3M 0.28% -1K -6.0% $96.25 +11.6%
38 MKC MCCORMICK & COMPANY INCORPORATED COM NON VTG Consumer Defensive 41,460.0 $2.1M 0.25% -3K -5.9% $50.42 +10.2%
39 QCOM QUALCOMM INCORPORATED Technology 10,327.0 $1.9M 0.23% -61.0 -0.6% $184.78 -11.5%
40 FANG DIAMONDBACK ENERGY INCORPORATED Energy 10,190.0 $1.8M 0.22% -317.0 -3.0% $175.77 +20.7%
Page 2 of 4  ·  76 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%