Portfolio (Quarterly)
Guide ↗
CULBERTSON A N & CO INC
· CIK 0001224890| # | 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 | JPM | JPMORGAN CHASE & CO. | Financial Services | 113,567.0 | $36.6M | 5.02% | +771.0 | +0.7% | $322.22 | +9.3% |
| 3 | CAT | CATERPILLAR INC | Industrials | 40,895.0 | $23.4M | 3.21% | +259.0 | +0.6% | $572.86 | +42.5% |
| 4 | DE | DEERE & CO | Industrials | 25,232.0 | $11.7M | 1.61% | +572.0 | +2.3% | $465.57 | +47.1% |
| 5 | GOOGL | ALPHABET INC | Communication Services | 36,666.0 | $11.5M | 1.57% | +721.0 | +2.0% | $313.00 | +13.4% |
| 6 | CVX | CHEVRON CORP NEW | Energy | 68,053.0 | $10.4M | 1.42% | +3K | +4.0% | $152.41 | +33.7% |
| 7 | WFC | WELLS FARGO CO NEW | Financial Services | 85,611.0 | $8.0M | 1.09% | +11K | +14.4% | $93.20 | -7.1% |
| 8 | USB | US BANCORP DEL | Financial Services | 143,254.0 | $7.6M | 1.05% | +15K | +11.4% | $53.36 | +13.3% |
| 9 | BN | BROOKFIELD CORP | Financial Services | 162,492.0 | $7.5M | 1.02% | +64K | +65.1% | $45.89 | -17.2% |
| 10 | AMZN | AMAZON COM INC | Consumer Cyclical | 30,444.0 | $7.0M | 0.96% | +2K | +8.6% | $230.82 | +12.0% |
| 11 | MKL | MARKEL GROUP INC | Financial Services | 3,012.0 | $6.5M | 0.89% | +261.0 | +9.5% | $2149.65 | -17.4% |
| 12 | VBR | VANGUARD INDEX FDS | — | 22,229.0 | $4.7M | 0.65% | +1K | +6.1% | $211.79 | +12.6% |
| 13 | BAC | BANK AMERICA CORP | Financial Services | 83,032.0 | $4.6M | 0.63% | +4K | +5.3% | $55.00 | +5.4% |
| 14 | MS | MORGAN STANLEY | Financial Services | 25,383.0 | $4.5M | 0.62% | +160.0 | +0.6% | $177.53 | +16.1% |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | — | 45,158.0 | $3.6M | 0.49% | +396.0 | +0.9% | $79.73 | -2.5% |
| 16 | EOG | EOG RES INC | Energy | 34,151.0 | $3.6M | 0.49% | +318.0 | +0.9% | $105.01 | +34.6% |
| 17 | MTB | M & T BK CORP | Financial Services | 17,484.0 | $3.5M | 0.48% | +245.0 | +1.4% | $201.48 | +12.6% |
| 18 | BIL | SPDR SERIES TRUST | — | 37,057.0 | $3.4M | 0.47% | +13K | +56.0% | $91.38 | +0.2% |
| 19 | VOE | VANGUARD INDEX FDS | — | 18,416.0 | $3.3M | 0.45% | +2K | +10.9% | $177.37 | +13.9% |
| 20 | CB | CHUBB LIMITED | Financial Services | 8,338.0 | $2.6M | 0.36% | +1K | +16.0% | $312.12 | +8.1% |
① 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
27.2%
Technology
24.6%
Industrials
14.7%
Healthcare
13.0%
Consumer Defensive
6.0%
Energy
4.9%
Consumer Cyclical
4.3%
Communication Services
3.6%
Basic Materials
1.2%
Utilities
0.4%