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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 8 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EBAY EBAY INCORPORATED. Consumer Cyclical 3,951.0 $442K 0.05% $111.75 -6.2%
142 THE COOPER COMPANIES INC 6,000.0 $430K 0.05% NEW $71.71
143 TRN TRINITY INDUSTRIES INCORPORATED Industrials 12,411.0 $429K 0.05% +105.0 +0.8% $34.58 -14.6%
144 BWA BORGWARNER INCORPORATED Consumer Cyclical 6,137.0 $407K 0.05% $66.40 -2.4%
145 ITW ILLINOIS TOOL WKS INCORPORATED Industrials 1,497.0 $405K 0.05% $270.39 +4.8%
146 LMT LOCKHEED MARTIN CORPORATION Industrials 794.0 $404K 0.05% -64.0 -7.5% $509.37 +12.4%
147 BA BOEING COMPANY Industrials 1,800.0 $390K 0.05% $216.43 -0.9%
148 PFE PFIZER INCORPORATED Healthcare 15,768.0 $380K 0.05% -327.0 -2.0% $24.08 +16.5%
149 ICLR ICON PUB LIMITED COMPANY SHS Healthcare 2,123.0 $369K 0.04% -50.0 -2.3% $173.71 +2.1%
150 FIS FIDELITY NATL INFORMATION SVCS Technology 9,325.0 $363K 0.04% -5K -35.1% $38.88 +4.6%
151 MADISON SQUARE GARDEN ENTERTAINMENT COM CLASS A 4,400.0 $356K 0.04% $80.89
152 JOE ST JOE COMPANY Real Estate 5,052.0 $316K 0.04% $62.63 +10.7%
153 APA APA CORPORATION Energy 9,420.0 $307K 0.04% $32.57 +36.2%
154 NSC NORFOLK SOUTHN CORPORATION Industrials 964.0 $303K 0.04% -30.0 -3.0% $314.59 +11.4%
155 WDFC WD 40 COMPANY Basic Materials 1,233.0 $300K 0.04% -78.0 -6.0% $243.55 -12.0%
156 ATLANTA BRAVES HLDGS INCORPORATED COM SER A 5,300.0 $298K 0.04% $56.31
157 SEIC SEI INVTS COMPANY Financial Services 3,393.0 $298K 0.04% +18.0 +0.5% $87.71 +23.4%
158 WSM WILLIAMS SONOMA INCORPORATED Consumer Cyclical 1,258.0 $293K 0.04% $233.05 +0.6%
159 PSX PHILLIPS 66 Energy 1,644.0 $278K 0.03% $169.00 +43.8%
160 XYL XYLEM INCORPORATED Industrials 2,350.0 $278K 0.03% $118.23 -3.9%
Page 8 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 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%