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Portfolio (Quarterly) Guide ↗

CULBERTSON A N & CO INC

· CIK 0001224890
13F Portfolio $729M AUM 128 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 29 Added 62 Reduced 2 Exited
Page 1 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 116,425.0 $58.5M 8.03% +6K +5.4% $502.65
2 AAPL APPLE INC Technology 173,040.0 $47.0M 6.45% -5K -3.0% $271.86 +12.2%
3 MSFT MICROSOFT CORP Technology 81,982.0 $39.6M 5.44% $483.62 -13.3%
4 JPM JPMORGAN CHASE & CO. Financial Services 113,567.0 $36.6M 5.02% +771.0 +0.7% $322.22 -6.0%
5 GS GOLDMAN SACHS GROUP INC Financial Services 27,176.0 $23.9M 3.28% $879.01 +12.4%
6 CAT CATERPILLAR INC Industrials 40,895.0 $23.4M 3.21% +259.0 +0.6% $572.86 +51.2%
7 GOOG ALPHABET INC Communication Services 67,749.0 $21.3M 2.92% -494.0 -0.7% $313.80 +22.2%
8 CMI CUMMINS INC Industrials 34,741.0 $17.7M 2.43% $510.45 +25.1%
9 MCK MCKESSON CORP Healthcare 20,684.0 $17.0M 2.33% -229.0 -1.1% $820.29 -6.6%
10 IWR ISHARES TR 167,938.0 $16.2M 2.22% -2K -1.1% $96.27 +9.1%
11 JNJ JOHNSON & JOHNSON Healthcare 74,751.0 $15.5M 2.12% $206.95 +12.0%
12 ABBV ABBVIE INC Healthcare 67,137.0 $15.3M 2.10% -649.0 -1.0% $228.49 -6.1%
13 ORCL ORACLE CORP Technology 72,150.0 $14.1M 1.93% -4K -4.8% $194.91 -2.6%
14 VTI VANGUARD INDEX FDS 38,671.0 $13.0M 1.78% -724.0 -1.8% $335.27 +8.9%
15 DE DEERE & CO Industrials 25,232.0 $11.7M 1.61% +572.0 +2.3% $465.57 +14.1%
16 GOOGL ALPHABET INC Communication Services 36,666.0 $11.5M 1.57% +721.0 +2.0% $313.00 +23.9%
17 ABT ABBOTT LABS Healthcare 90,577.0 $11.3M 1.56% -845.0 -0.9% $125.29 -29.9%
18 MCD MCDONALDS CORP Consumer Cyclical 36,903.0 $11.3M 1.55% -315.0 -0.8% $305.63 -7.0%
19 CVX CHEVRON CORP NEW Energy 68,053.0 $10.4M 1.42% +3K +4.0% $152.41 +25.3%
20 VB VANGUARD INDEX FDS 39,626.0 $10.2M 1.40% -520.0 -1.3% $257.95 +11.0%
Page 1 of 7  ·  128 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
Financial Services 26.1%
Technology 23.6%
Industrials 14.1%
Healthcare 12.5%
Communication Services 7.5%
Consumer Defensive 5.8%
Energy 4.7%
Consumer Cyclical 4.1%
Basic Materials 1.2%
Utilities 0.4%