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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  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CAT CATERPILLAR INC Industrials 37,820.0 $40.3M 4.69% -3K -7.5% $1064.89 -23.6%
2 JPM JPMORGAN CHASE & CO Financial Services 108,791.0 $35.6M 4.15% -5K -4.2% $327.33 +9.0%
3 GS GOLDMAN SACHS GROUP INC Financial Services 25,851.0 $26.1M 3.04% -1K -4.9% $1011.38 +0.8%
4 CMI CUMMINS INC Industrials 33,794.0 $24.1M 2.81% -947.0 -2.7% $713.21 -14.9%
5 GOOG ALPHABET INC Communication Services 64,958.0 $23.0M 2.67% -3K -4.1% $353.33 -3.3%
6 IWR ISHARES TR 165,548.0 $18.3M 2.13% -2K -1.4% $110.32 +2.9%
7 DE DEERE & CO Industrials 24,668.0 $15.6M 1.82% -564.0 -2.2% $634.33 -8.2%
8 MCK MCKESSON CORP Healthcare 19,954.0 $15.1M 1.76% -730.0 -3.5% $755.60 +13.6%
9 GLW CORNING INC Technology 58,307.0 $14.9M 1.73% -30K -33.9% $255.43 -40.6%
10 VTI VANGUARD INDEX FDS 36,726.0 $13.6M 1.58% -2K -5.0% $370.04 +2.7%
11 GOOGL ALPHABET INC Communication Services 36,433.0 $13.0M 1.52% -233.0 -0.6% $357.37 -3.5%
12 CSCO CISCO SYS INC Technology 90,244.0 $10.6M 1.23% -11K -11.2% $117.46 -5.3%
13 MCD MCDONALDS CORP Consumer Cyclical 35,877.0 $9.7M 1.13% -1K -2.8% $270.31 -1.1%
14 PEP PEPSICO INC Consumer Defensive 65,277.0 $8.8M 1.03% -3K -4.4% $135.40 +5.4%
15 PG PROCTER & GAMBLE CO Consumer Defensive 57,507.0 $8.4M 0.98% -2K -3.4% $146.64 -1.3%
16 FDX FEDEX CORP Industrials 26,361.0 $8.3M 0.96% -143.0 -0.5% $313.13 +4.4%
17 ABT ABBOTT LABORATORIES Healthcare 89,925.0 $8.2M 0.95% -652.0 -0.7% $90.74 +26.0%
18 WFC WELLS FARGO & CO Financial Services 84,621.0 $7.0M 0.81% -990.0 -1.2% $82.64 +3.8%
19 OEF ISHARES TR 17,210.0 $6.3M 0.73% -502.0 -2.8% $365.87 +3.8%
20 TRV TRAVELERS COMPANIES INC Financial Services 17,555.0 $5.8M 0.68% -3K -12.8% $330.12 +9.8%
Page 1 of 3  ·  51 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%