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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 5 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK OF AMER CORPORATION Financial Services 29,797.0 $1.7M 0.20% $56.98 +8.3%
82 KMI KINDER MORGAN INCORPORATED DEL Energy 52,272.0 $1.7M 0.20% +311.0 +0.6% $31.97 -3.1%
83 GE GE AEROSPACE COM NEW Industrials 4,446.0 $1.7M 0.20% $373.73 -6.8%
84 PGR PROGRESSIVE CORPORATION Financial Services 7,504.0 $1.6M 0.20% +41.0 +0.6% $218.45 +0.4%
85 VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 2,373.0 $1.6M 0.20% +43.0 +1.9% $686.81 +2.5%
86 GILD GILEAD SCIENCES INCORPORATED Healthcare 12,730.0 $1.6M 0.20% $126.34 +15.7%
87 SU SUNCOR ENERGY INCORPORATED NEW Energy 29,334.0 $1.6M 0.19% $53.68 +27.5%
88 HBCP HOMEBANCORP INCORPORATED Financial Services 21,092.0 $1.4M 0.17% $68.52 +1.7%
89 TSLA TESLA INCORPORATED Consumer Cyclical 3,390.0 $1.4M 0.17% $420.60 -13.7%
90 ORLY OREILLY AUTOMOTIVE INCORPORATED Consumer Cyclical 15,415.0 $1.4M 0.17% $92.09 -3.2%
91 CSX CSX CORPORATION Industrials 29,500.0 $1.4M 0.17% -394.0 -1.3% $47.53 +8.5%
92 SHEL SHELL PLC SPON ADS Energy 17,470.0 $1.4M 0.16% +117.0 +0.7% $77.54 +20.4%
93 LHX L3HARRIS TECHNOLOGIES INCORPORATED Industrials 4,639.0 $1.3M 0.16% -201.0 -4.2% $290.62 -8.2%
94 OKE ONEOK INCORPORATED NEW Energy 15,366.0 $1.3M 0.16% +281.0 +1.9% $86.94 +7.4%
95 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 69,400.0 $1.3M 0.16% +2K +2.2% $19.12 +10.8%
96 WBD WARNER BROS DISCOVERY INCORPORATED COM SER A Communication Services 48,506.0 $1.3M 0.16% $26.66 +7.1%
97 IRIDIUM COMMUNICATIONS INCORPORATED 23,235.0 $1.3M 0.15% $54.85
98 ECL ECOLAB INCORPORATED Basic Materials 4,566.0 $1.3M 0.15% -87.0 -1.9% $278.62 +1.1%
99 ALL ALLSTATE CORPORATION Financial Services 5,285.0 $1.3M 0.15% -688.0 -11.5% $237.96 +6.7%
100 RSG REPUBLIC SVCS INCORPORATED Industrials 5,823.0 $1.2M 0.15% $213.06 +3.6%
Page 5 of 10  ·  181 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 28.4%
Industrials 16.2%
Financial Services 14.0%
Healthcare 11.6%
Consumer Defensive 9.0%
Consumer Cyclical 7.4%
Energy 6.3%
Communication Services 4.6%
Real Estate 1.3%
Utilities 0.9%