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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 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RSP INVESCO EXCHANGE TRADED FD T 5,236.0 $1.1M 0.13% -135.0 -2.5% $212.77 +4.4%
42 DVN DEVON ENERGY CORP NEW Energy 26,699.0 $1.1M 0.13% -10K -27.5% $41.32 +16.6%
43 IVV ISHARES TR 1,245.0 $932K 0.11% -145.0 -10.4% $748.89 +3.2%
44 PFF ISHARES TR 29,192.0 $890K 0.10% -3K -9.6% $30.49 +0.3%
45 ERIE ERIE INDTY CO Financial Services 2,803.0 $672K 0.08% -466.0 -14.3% $239.75 +11.5%
46 LOW LOWES COS INC Consumer Cyclical 2,698.0 $595K 0.07% -620.0 -18.7% $220.49 -0.2%
47 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 550.0 $515K 0.06% -120.0 -17.9% $935.47 +2.3%
48 KVUE KENVUE INC Consumer Defensive 15,200.0 $290K 0.03% -900.0 -5.6% $19.11 +0.1%
49 CLX CLOROX CO DEL Consumer Defensive 2,798.0 $267K 0.03% -876.0 -23.8% $95.44 +13.1%
50 GIS GENERAL MILLS INC Consumer Defensive 7,090.0 $247K 0.03% -12K -63.4% $34.80 +14.9%
51 OBT ORANGE CNTY BANCORP INC Financial Services 5,800.0 $213K 0.03% -2K -30.1% $36.78 +2.6%
Page 3 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%