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Portfolio (Quarterly) Guide ↗

CULBERTSON A N & CO INC

· CIK 0001224890
13F Portfolio $859M AUM 140 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 25 New 48 Added 51 Reduced 13 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 128,286.0 $64.2M 7.48% +12K +10.2% $500.39
2 AAPL APPLE INC Technology 178,001.0 $51.5M 6.00% +5K +2.9% $289.36 +7.6%
3 JNJ JOHNSON & JOHNSON Healthcare 165,525.0 $42.0M 4.90% +91K +121.4% $253.97 +5.3%
4 MSFT MICROSOFT CORP Technology 85,564.0 $31.9M 3.72% +4K +4.4% $373.02 +29.0%
5 ABBV ABBVIE INC Healthcare 80,166.0 $20.2M 2.35% +13K +19.4% $251.64 +4.0%
6 ORCL ORACLE CORP Technology 92,830.0 $13.6M 1.58% +21K +28.7% $146.55 -3.1%
7 XOM EXXON MOBIL CORP Energy 93,216.0 $12.7M 1.48% +20K +27.2% $136.72 +21.5%
8 CVX CHEVRON CORPORATION Energy 70,189.0 $11.6M 1.35% +2K +3.1% $165.76 +24.1%
9 VGT VANGUARD WORLD FD 84,082.0 $10.0M 1.17% +73K +649.1% $119.52 -1.0%
10 AMZN AMAZON COM INC Consumer Cyclical 41,825.0 $10.0M 1.16% +11K +37.4% $238.34 +9.1%
11 MKL MARKEL GROUP INC Financial Services 5,071.0 $9.9M 1.15% +2K +68.4% $1953.01 -8.4%
12 USB US BANCORP Financial Services 161,453.0 $9.8M 1.14% +18K +12.7% $60.40 +2.3%
13 BN BROOKFIELD CORP Financial Services 209,496.0 $8.9M 1.04% +47K +28.9% $42.59 -2.9%
14 V VISA INC Financial Services 24,086.0 $8.3M 0.96% +3K +13.6% $343.09 +6.6%
15 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 26,542.0 $7.8M 0.91% +1K +4.4% $293.17 +2.4%
16 VO VANGUARD INDEX FDS 94,528.0 $7.6M 0.89% +71K +304.0% $80.57 +2.4%
17 BSV VANGUARD BD INDEX FDS 97,226.0 $7.6M 0.88% +2K +1.8% $77.91 -0.4%
18 VUG VANGUARD INDEX FDS 71,325.0 $6.1M 0.71% +58K +450.6% $86.14 +1.2%
19 VBR VANGUARD INDEX FDS 24,732.0 $6.0M 0.70% +3K +11.3% $242.99 +1.9%
20 EOG EOG RES INC Energy 41,229.0 $5.3M 0.62% +7K +20.7% $129.73 +17.3%
Page 1 of 3  ·  48 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 24.4%
Technology 21.2%
Industrials 16.5%
Healthcare 15.1%
Communication Services 6.9%
Energy 5.0%
Consumer Defensive 4.8%
Consumer Cyclical 4.3%
Basic Materials 1.2%
Utilities 0.5%