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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 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VBR VANGUARD INDEX FDS 24,732.0 $6.0M 0.70% +3K +11.3% $242.99 +2.9%
42 TRV TRAVELERS COMPANIES INC Financial Services 17,555.0 $5.8M 0.68% -3K -12.8% $330.12 +9.7%
43 EOG EOG RES INC Energy 41,229.0 $5.3M 0.62% +7K +20.7% $129.73 +15.2%
44 C CITIGROUP INC Financial Services 38,178.0 $5.3M 0.62% -2K -4.6% $139.96 -5.1%
45 MS MORGAN STANLEY Financial Services 25,073.0 $5.2M 0.61% -310.0 -1.2% $209.04 +2.5%
46 VTV VANGUARD INDEX FDS 23,920.0 $5.2M 0.61% $217.93 +4.1%
47 ADP AUTOMATIC DATA PROCESSING IN Industrials 22,042.0 $4.9M 0.57% -2K -8.1% $223.95 +23.8%
48 WMT WALMART INC Consumer Defensive 43,072.0 $4.9M 0.57% +35K +404.4% $113.26 +0.9%
49 VGSH VANGUARD SCOTTSDALE FDS 83,496.0 $4.9M 0.57% +2K +2.4% $58.20 -0.1%
50 BAC BANK OF AMER CORP Financial Services 82,474.0 $4.7M 0.55% -558.0 -0.7% $56.98 +10.9%
51 STT STATE STR CORP Financial Services 27,343.0 $4.6M 0.54% +19K +243.0% $169.60 +9.6%
52 COF CAPITAL ONE FINL CORP Financial Services 23,078.0 $4.6M 0.54% +12K +106.2% $200.62 +10.0%
53 VOE VANGUARD INDEX FDS 22,379.0 $4.4M 0.52% +4K +21.5% $197.60 +5.8%
54 EES WISDOMTREE TR 61,043.0 $4.1M 0.48% -768.0 -1.2% $67.79 +1.1%
55 VYM VANGUARD WHITEHALL FDS 26,008.0 $4.1M 0.48% -2K -5.6% $158.03 +4.6%
56 MTB M & T BK CORP Financial Services 17,144.0 $4.1M 0.47% -340.0 -1.9% $238.01 +2.7%
57 TJX TJX COS INC NEW Consumer Cyclical 23,441.0 $3.6M 0.41% NEW $151.50 -4.6%
58 VCSH VANGUARD SCOTTSDALE FDS 44,268.0 $3.5M 0.41% -890.0 -2.0% $79.03 -0.4%
59 CVS CVS HEALTH CORP Healthcare 33,648.0 $3.5M 0.41% -5K -12.9% $103.45 -9.5%
60 EZM WISDOMTREE TR 45,015.0 $3.4M 0.40% -695.0 -1.5% $75.78 +1.2%
Page 3 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%