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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 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRM SALESFORCE INCORPORATED Technology 3,329.0 $522K 0.06% -2K -39.6% $156.68 +31.3%
62 NESTLE S A SPONSORED ADR 5,038.0 $517K 0.06% -29.0 -0.6% $102.69
63 MCD MCDONALDS CORPORATION Consumer Cyclical 1,865.0 $504K 0.06% -34.0 -1.8% $270.33 -0.1%
64 NXPI NXP SEMICONDUCTORS N V Technology 1,757.0 $494K 0.06% -664.0 -27.4% $281.05 -19.9%
65 IIIV I3 VERTICALS INCORPORATED COM CLASS A Technology 22,031.0 $471K 0.06% -1K -4.9% $21.36 -22.4%
66 KDP KEURIG DR PEPPER INCORPORATED Consumer Defensive 13,818.0 $452K 0.06% -683.0 -4.7% $32.73 -4.0%
67 LMT LOCKHEED MARTIN CORPORATION Industrials 794.0 $404K 0.05% -64.0 -7.5% $509.37 +14.6%
68 PFE PFIZER INCORPORATED Healthcare 15,768.0 $380K 0.05% -327.0 -2.0% $24.08 +15.9%
69 ICLR ICON PUB LIMITED COMPANY SHS Healthcare 2,123.0 $369K 0.04% -50.0 -2.3% $173.71 -0.3%
70 FIS FIDELITY NATL INFORMATION SVCS Technology 9,325.0 $363K 0.04% -5K -35.1% $38.88 +4.2%
71 NSC NORFOLK SOUTHN CORPORATION Industrials 964.0 $303K 0.04% -30.0 -3.0% $314.59 +9.7%
72 WDFC WD 40 COMPANY Basic Materials 1,233.0 $300K 0.04% -78.0 -6.0% $243.55 -8.5%
73 SMG SCOTTS MIRACLE-GRO COMPANY CLASS A Basic Materials 3,984.0 $271K 0.03% -2K -37.1% $68.11 -11.0%
74 ABT ABBOTT LABORATORIES Healthcare 2,723.0 $247K 0.03% -369.0 -11.9% $90.74 +26.4%
75 EMR EMERSON ELEC COMPANY Industrials 1,589.0 $227K 0.03% -29.0 -1.8% $143.13 +8.9%
76 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,031.0 $223K 0.03% -2K -46.0% $109.79 -0.6%
Page 4 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%