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Portfolio (Quarterly) Guide ↗

CULLINAN ASSOCIATES INC

· CIK 0001161670
13F Portfolio $1.5B AUM 211 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 211 New
Page 11 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BAX Baxter Intl Healthcare 13,200.0 $252K 0.02% NEW $19.11 +0.3%
202 ALL Allstate Corp Financial Services 1,200.0 $250K 0.02% NEW $208.15 +0.4%
203 COF Capital One Financial Financial Services 1,019.0 $247K 0.02% NEW $242.36 -22.9%
204 FDX FedEx Industrials 750.0 $217K 0.01% NEW $288.86 +40.1%
205 GLW Corning Technology 2,470.0 $216K 0.01% NEW $87.56 +119.0%
206 BDX Becton Dickenson & Co Healthcare 1,113.0 $216K 0.01% NEW $194.07 -25.1%
207 Blackrock Inc 200.0 $214K 0.01% NEW $1070.34
208 LEVI Levi Strauss & Co Consumer Cyclical 10,000.0 $207K 0.01% NEW $20.74 +15.3%
209 AEM Agnico Eagle Mines Limit Basic Materials 1,200.0 $203K 0.01% NEW $169.53 +4.7%
210 ET Energy Transfer LP Energy 12,300.0 $203K 0.01% NEW $16.49 +17.7%
211 FMC FMC Corporation Basic Materials 14,448.0 $200K 0.01% NEW $13.87 -2.2%
Page 11 of 11  ·  211 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 27.9%
Financial Services 17.0%
Consumer Defensive 15.6%
Healthcare 9.6%
Communication Services 8.8%
Industrials 7.6%
Consumer Cyclical 7.3%
Energy 3.9%
Utilities 1.3%
Basic Materials 0.6%