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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 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 41,522.0 $1.8M 0.21% -14K -25.2% $42.34 +16.6%
42 CSX CSX CORPORATION Industrials 29,500.0 $1.4M 0.17% -394.0 -1.3% $47.53 +6.6%
43 LHX L3HARRIS TECHNOLOGIES INCORPORATED Industrials 4,639.0 $1.3M 0.16% -201.0 -4.2% $290.62 -4.6%
44 ECL ECOLAB INCORPORATED Basic Materials 4,566.0 $1.3M 0.15% -87.0 -1.9% $278.62 +2.5%
45 ALL ALLSTATE CORPORATION Financial Services 5,285.0 $1.3M 0.15% -688.0 -11.5% $237.96 +9.2%
46 TROW PRICE T ROWE GROUP INCORPORATED Financial Services 10,512.0 $1.2M 0.14% -58.0 -0.6% $113.69 -1.3%
47 UNH UNITEDHEALTH GROUP INCORPORATED Healthcare 2,726.0 $1.1M 0.14% -1K -31.2% $415.57 -6.5%
48 T AT&T INCORPORATED Communication Services 51,842.0 $1.1M 0.13% -3K -5.2% $20.70 +21.4%
49 IBM INTERNATIONAL BUSINESS MACHINES Technology 3,583.0 $1.0M 0.12% -581.0 -13.9% $281.23 -15.7%
50 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 12,085.0 $981K 0.12% -6K -34.2% $81.16 -7.2%
51 NATH NATHANS FAMOUS INCORPORATED Consumer Cyclical 9,526.0 $968K 0.12% -110.0 -1.1% $101.60 -4.3%
52 VEEV VEEVA SYSTEMS INCORPORATED CLASS A COM Healthcare 5,398.0 $958K 0.12% -124.0 -2.2% $177.47 +41.4%
53 CVS CVS HEALTH CORPORATION Healthcare 7,112.0 $736K 0.09% -207.0 -2.8% $103.44 -9.5%
54 WY WEYERHAEUSER COMPANY COM NEW REIT Real Estate 30,571.0 $732K 0.09% -746.0 -2.4% $23.94 +2.8%
55 DVN DEVON ENERGY CORPORATION NEW Energy 17,652.0 $729K 0.09% -646.0 -3.5% $41.32 +16.6%
56 MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A Consumer Defensive 11,897.0 $688K 0.08% -127.0 -1.1% $57.84 +10.9%
57 BX BLACKSTONE INCORPORATED Financial Services 5,212.0 $613K 0.07% -106.0 -2.0% $117.66 +23.3%
58 CNH INDL N V SHS 53,283.0 $598K 0.07% -1K -2.6% $11.23
59 SJM SMUCKER J M COMPANY COM NEW Consumer Defensive 5,108.0 $575K 0.07% -816.0 -13.8% $112.50 +9.2%
60 TJX TJX COMPANIES INCORPORATED NEW Consumer Cyclical 3,505.0 $531K 0.06% -41.0 -1.2% $151.49 -4.6%
Page 3 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%