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Portfolio (Quarterly) Guide ↗

CULLEN INVESTMENT GROUP, LTD.

· CIK 0000797203
13F Portfolio $758M AUM 179 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 32 Added 95 Reduced 3 Exited
Page 4 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INCORPORATED Consumer Cyclical 8,703.0 $2.9M 0.38% -8K -46.9% $328.79 -3.3%
62 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 28,703.0 $2.8M 0.37% -18K -37.9% $98.38 +6.2%
63 ABBV ABBVIE INCORPORATED Healthcare 12,863.0 $2.8M 0.37% $217.49 -1.0%
64 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 55,536.0 $2.8M 0.37% -46K -45.1% $50.20 -3.9%
65 ENB ENBRIDGE INCORPORATED Energy 51,253.0 $2.8M 0.37% -4K -7.7% $54.14 +3.7%
66 AMGN AMGEN INCORPORATED Healthcare 7,693.0 $2.7M 0.36% $351.85 -4.5%
67 AON AON PLC SHS CL A Financial Services 7,696.0 $2.5M 0.33% NEW $322.78 -1.3%
68 NFG NATIONAL FUEL GAS COMPANY Energy 26,248.0 $2.5M 0.33% $93.96 -16.7%
69 DIS DISNEY WALT COMPANY Communication Services 25,145.0 $2.4M 0.32% -6K -20.3% $96.38 +8.1%
70 MPC MARATHON PETE CORPORATION Energy 9,905.0 $2.4M 0.32% $244.17 +1.2%
71 MKC MCCORMICK & COMPANY INCORPORATED COM NON VTG Consumer Defensive 44,053.0 $2.2M 0.29% -4K -9.2% $50.44 -5.7%
72 HWM HOWMET AEROSPACE INCORPORATED Industrials 9,341.0 $2.2M 0.28% $230.47 +12.0%
73 FANG DIAMONDBACK ENERGY INCORPORATED Energy 10,507.0 $2.1M 0.27% -621.0 -5.6% $197.80 -2.5%
74 CANADIAN PACIFIC KANSAS CITY 25,942.0 $2.0M 0.27% -2K -6.9% $78.66
75 POOL POOL CORPORATION Industrials 9,658.0 $2.0M 0.26% -701.0 -6.8% $202.33 -8.9%
76 SU SUNCOR ENERGY INCORPORATED NEW Energy 29,189.0 $1.9M 0.26% -2K -6.9% $66.11 -3.2%
77 RTX RTX CORPORATION Industrials 9,302.0 $1.8M 0.24% $192.89 -8.5%
78 GILD GILEAD SCIENCES INCORPORATED Healthcare 12,691.0 $1.8M 0.23% -169.0 -1.3% $139.37 -4.1%
79 KMI KINDER MORGAN INCORPORATED DEL Energy 51,961.0 $1.7M 0.23% -378.0 -0.7% $33.53 -3.9%
80 LHX L3HARRIS TECHNOLOGIES INCORPORATED Industrials 4,840.0 $1.7M 0.22% -729.0 -13.1% $345.18 -10.5%
Page 4 of 9  ·  179 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 23.7%
Industrials 14.6%
Financial Services 13.1%
Healthcare 10.7%
Consumer Defensive 9.7%
Communication Services 9.5%
Energy 9.0%
Consumer Cyclical 6.9%
Real Estate 1.3%
Utilities 1.0%