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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 7 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 QSR RESTAURANT BRANDS INTERNATIONAL INCORPORATED Consumer Cyclical 8,257.0 $610K 0.08% -759.0 -8.4% $73.90 +1.1%
122 CNH INDL N V SHS 54,710.0 $602K 0.08% -20K -27.1% $11.00
123 MCD MCDONALDS CORPORATION Consumer Cyclical 1,899.0 $590K 0.08% $310.83 -9.6%
124 SJM SMUCKER J M COMPANY COM NEW Consumer Defensive 5,924.0 $571K 0.07% -368.0 -5.8% $96.43 +6.8%
125 TJX TJX COMPANIES INCORPORATED NEW Consumer Cyclical 3,546.0 $566K 0.07% $159.68 -1.7%
126 ITOT ISHARES TR CORE S&P TTL STK 3,773.0 $537K 0.07% -43.0 -1.1% $142.41 +15.2%
127 CVS CVS HEALTH CORPORATION Healthcare 7,319.0 $526K 0.07% -250.0 -3.3% $71.82 +28.2%
128 CONRAD INDUSTRIES INCORPORATED 21,171.0 $525K 0.07% $24.80
129 CLF CLEVELAND-CLIFFS INCORPORATED NEW Basic Materials 62,069.0 $524K 0.07% $8.45 +51.8%
130 LMT LOCKHEED MARTIN CORPORATION Industrials 858.0 $519K 0.07% $604.33 -12.1%
131 IIIV I3 VERTICALS INCORPORATED COM CLASS A Technology 23,156.0 $518K 0.07% -2K -6.1% $22.36 -11.4%
132 HAL HALLIBURTON COMPANY Energy 13,008.0 $507K 0.07% -250.0 -1.9% $38.99 +1.6%
133 FGBI FIRST GTY BANCSHARES INCORPORATED Financial Services 62,151.0 $505K 0.07% -12K -16.1% $8.12 +27.6%
134 NESTLE S A SPONSORED ADR 5,067.0 $502K 0.07% -353.0 -6.5% $99.09
135 TGT TARGET CORPORATION Consumer Defensive 4,032.0 $489K 0.07% +25.0 +0.6% $121.20 +5.9%
136 NXPI NXP SEMICONDUCTORS N V Technology 2,421.0 $477K 0.06% -3K -50.9% $196.89 +67.2%
137 PFE PFIZER INCORPORATED Healthcare 16,095.0 $452K 0.06% -3K -14.8% $28.08 -6.7%
138 FHN FIRST HORIZON CORPORATION Financial Services 19,437.0 $442K 0.06% $22.76 +6.3%
139 WWD WOODWARD INCORPORATED Industrials 1,201.0 $430K 0.06% $358.03 +0.9%
140 APA APA CORPORATION Energy 9,381.0 $398K 0.05% -1K -13.7% $42.44 -13.7%
Page 7 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%