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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 7 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FGBI FIRST GTY BANCSHARES INCORPORATED Financial Services 62,209.0 $626K 0.08% $10.07 -12.9%
122 ITOT ISHARES TR CORE S&P TTL STK 3,793.0 $623K 0.07% +20.0 +0.5% $164.26 +2.3%
123 BX BLACKSTONE INCORPORATED Financial Services 5,212.0 $613K 0.07% -106.0 -2.0% $117.66 +21.8%
124 PEO ADAM NAT RES FD INCORPORATED Financial Services 24,699.0 $611K 0.07% +349.0 +1.4% $24.72 +15.9%
125 CNH INDL N V SHS 53,283.0 $598K 0.07% -1K -2.6% $11.23
126 CLF CLEVELAND-CLIFFS INCORPORATED NEW Basic Materials 62,069.0 $583K 0.07% $9.39 +20.0%
127 SJM SMUCKER J M COMPANY COM NEW Consumer Defensive 5,108.0 $575K 0.07% -816.0 -13.8% $112.50 +10.5%
128 CONRAD INDUSTRIES INCORPORATED 21,171.0 $539K 0.07% $25.48
129 TJX TJX COMPANIES INCORPORATED NEW Consumer Cyclical 3,505.0 $531K 0.06% -41.0 -1.2% $151.49 -7.2%
130 TGT TARGET CORPORATION Consumer Defensive 4,023.0 $525K 0.06% $130.59 +26.7%
131 CRM SALESFORCE INCORPORATED Technology 3,329.0 $522K 0.06% -2K -39.6% $156.68 +33.5%
132 NESTLE S A SPONSORED ADR 5,038.0 $517K 0.06% -29.0 -0.6% $102.69
133 WWD WOODWARD INCORPORATED Industrials 1,202.0 $511K 0.06% $425.53 -19.3%
134 MCD MCDONALDS CORPORATION Consumer Cyclical 1,865.0 $504K 0.06% -34.0 -1.8% $270.33 +0.2%
135 FHN FIRST HORIZON CORPORATION Financial Services 19,549.0 $501K 0.06% +112.0 +0.6% $25.64 -3.9%
136 NXPI NXP SEMICONDUCTORS N V Technology 1,757.0 $494K 0.06% -664.0 -27.4% $281.05 -19.7%
137 NVO NOVO-NORDISK A S ADR Healthcare 10,000.0 $479K 0.06% $47.94 -2.5%
138 IIIV I3 VERTICALS INCORPORATED COM CLASS A Technology 22,031.0 $471K 0.06% -1K -4.9% $21.36 -21.9%
139 HAL HALLIBURTON COMPANY Energy 13,707.0 $465K 0.06% +699.0 +5.4% $33.95 +4.1%
140 KDP KEURIG DR PEPPER INCORPORATED Consumer Defensive 13,818.0 $452K 0.06% -683.0 -4.7% $32.73 -2.1%
Page 7 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%