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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 2 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 38,312.0 $11.5M 1.34% $300.45 +0.4%
22 CSCO CISCO SYS INC Technology 90,244.0 $10.6M 1.23% -11K -11.2% $117.46 -5.9%
23 VGT VANGUARD WORLD FD 84,082.0 $10.0M 1.17% +73K +649.1% $119.52 -0.6%
24 AMZN AMAZON COM INC Consumer Cyclical 41,825.0 $10.0M 1.16% +11K +37.4% $238.34 +11.5%
25 MKL MARKEL GROUP INC Financial Services 5,071.0 $9.9M 1.15% +2K +68.4% $1953.01 -8.1%
26 USB US BANCORP Financial Services 161,453.0 $9.8M 1.14% +18K +12.7% $60.40 +4.0%
27 MCD MCDONALDS CORP Consumer Cyclical 35,877.0 $9.7M 1.13% -1K -2.8% $270.31 -1.1%
28 BN BROOKFIELD CORP Financial Services 209,496.0 $8.9M 1.04% +47K +28.9% $42.59 -1.0%
29 PEP PEPSICO INC Consumer Defensive 65,277.0 $8.8M 1.03% -3K -4.4% $135.40 +5.3%
30 PG PROCTER & GAMBLE CO Consumer Defensive 57,507.0 $8.4M 0.98% -2K -3.4% $146.64 -1.5%
31 V VISA INC Financial Services 24,086.0 $8.3M 0.96% +3K +13.6% $343.09 +6.5%
32 FDX FEDEX CORP Industrials 26,361.0 $8.3M 0.96% -143.0 -0.5% $313.13 +4.9%
33 ABT ABBOTT LABORATORIES Healthcare 89,925.0 $8.2M 0.95% -652.0 -0.7% $90.74 +26.1%
34 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 26,542.0 $7.8M 0.91% +1K +4.4% $293.17 +3.4%
35 VO VANGUARD INDEX FDS 94,528.0 $7.6M 0.89% +71K +304.0% $80.57 +3.1%
36 BSV VANGUARD BD INDEX FDS 97,226.0 $7.6M 0.88% +2K +1.8% $77.91 -0.3%
37 WFC WELLS FARGO & CO Financial Services 84,621.0 $7.0M 0.81% -990.0 -1.2% $82.64 +4.0%
38 OEF ISHARES TR 17,210.0 $6.3M 0.73% -502.0 -2.8% $365.87 +3.9%
39 VUG VANGUARD INDEX FDS 71,325.0 $6.1M 0.71% +58K +450.6% $86.14 +2.1%
40 TXN TEXAS INSTRS INC Technology 20,576.0 $6.1M 0.71% $298.07 -10.3%
Page 2 of 7  ·  140 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%