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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 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 APD AIR PRODS & CHEMS INC Basic Materials 25,426.0 $6.3M 0.86% -301.0 -1.2% $247.02 +17.5%
22 ADP AUTOMATIC DATA PROCESSING IN Industrials 23,973.0 $6.2M 0.85% -390.0 -1.6% $257.23 -14.4%
23 OEF ISHARES TR 17,712.0 $6.1M 0.83% -305.0 -1.7% $342.97 +8.0%
24 VGSH VANGUARD SCOTTSDALE FDS 81,531.0 $4.8M 0.66% -640.0 -0.8% $58.73 -0.9%
25 MDLZ MONDELEZ INTL INC Consumer Defensive 67,594.0 $3.6M 0.50% -7K -9.1% $53.83 +14.2%
26 TXN TEXAS INSTRS INC Technology 20,483.0 $3.6M 0.49% -791.0 -3.7% $173.49 +75.7%
27 EES WISDOMTREE TR 61,811.0 $3.5M 0.48% -650.0 -1.0% $56.93 +10.8%
28 IBM INTERNATIONAL BUSINESS MACHS Technology 11,843.0 $3.5M 0.48% -260.0 -2.1% $296.22 -14.6%
29 CVS CVS HEALTH CORP Healthcare 38,634.0 $3.1M 0.42% -2K -3.9% $79.36 +17.6%
30 EZM WISDOMTREE TR 45,710.0 $3.1M 0.42% -650.0 -1.4% $66.80 +7.8%
31 COF CAPITAL ONE FINL CORP Financial Services 11,190.0 $2.7M 0.37% -175.0 -1.5% $242.36 -23.0%
32 MMM 3M CO Industrials 15,994.0 $2.6M 0.35% -190.0 -1.2% $160.10 -5.3%
33 VOO VANGUARD INDEX FDS 3,846.0 $2.4M 0.33% -201.0 -5.0% $627.13 +8.9%
34 HSY HERSHEY CO Consumer Defensive 13,159.0 $2.4M 0.33% -928.0 -6.6% $181.98 +4.6%
35 BLK BLACKROCK INC Financial Services 1,993.0 $2.1M 0.29% -55.0 -2.7% $1070.34 -0.6%
36 SPY SPDR S&P 500 ETF TR Financial Services 2,849.0 $1.9M 0.27% -19.0 -0.7% $681.92 +8.9%
37 DIS DISNEY WALT CO Communication Services 15,711.0 $1.8M 0.24% -1K -6.7% $113.77 -9.0%
38 AGG ISHARES TR 16,262.0 $1.6M 0.22% -943.0 -5.5% $99.88 -1.5%
39 UPS UNITED PARCEL SERVICE INC Industrials 15,772.0 $1.6M 0.21% -2K -9.2% $99.19 -0.3%
40 MA MASTERCARD INCORPORATED Financial Services 2,675.0 $1.5M 0.21% -40.0 -1.5% $570.88 -12.5%
Page 2 of 4  ·  62 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%