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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 6 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BROOKFIELD ASSET MANAGMT LTD 24,606.0 $1.1M 0.13% +11K +85.1% $44.85
102 DVN DEVON ENERGY CORP NEW Energy 26,699.0 $1.1M 0.13% -10K -27.5% $41.32 +16.6%
103 GWX SPDR INDEX SHS FDS 24,097.0 $1.1M 0.12% NEW $43.76 +5.0%
104 IVV ISHARES TR 1,245.0 $932K 0.11% -145.0 -10.4% $748.89 +3.2%
105 PFF ISHARES TR 29,192.0 $890K 0.10% -3K -9.6% $30.49 +0.3%
106 EFA ISHARES TR 8,131.0 $845K 0.10% +1K +18.6% $103.88 +3.6%
107 QQQ INVESCO QQQ TR Financial Services 941.0 $693K 0.08% $736.40 -2.8%
108 ERIE ERIE INDTY CO Financial Services 2,803.0 $672K 0.08% -466.0 -14.3% $239.75 +11.5%
109 VIG VANGUARD SPECIALIZED FUNDS 2,767.0 $655K 0.08% $236.62 +3.5%
110 OMC OMNICOM GROUP INC Communication Services 8,761.0 $638K 0.07% NEW $72.83 +20.0%
111 ITOT ISHARES TR 3,695.0 $607K 0.07% $164.27 +2.7%
112 SPYM SPDR SERIES TRUST 6,900.0 $606K 0.07% +4K +163.0% $87.88 +3.0%
113 LOW LOWES COS INC Consumer Cyclical 2,698.0 $595K 0.07% -620.0 -18.7% $220.49 +0.1%
114 SLB SLB LIMITED Energy 12,303.0 $572K 0.07% +285.0 +2.4% $46.49 +15.2%
115 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 550.0 $515K 0.06% -120.0 -17.9% $935.47 +2.3%
116 DVY ISHARES TR 2,936.0 $459K 0.05% NEW $156.30 +5.9%
117 CMCSA COMCAST CORP NEW Communication Services 18,467.0 $453K 0.05% NEW $24.55 +8.3%
118 MRSH MARSH & MCLENNAN COS INC Financial Services 2,703.0 $451K 0.05% NEW $166.67 +13.5%
119 VCIT VANGUARD SCOTTSDALE FDS 5,430.0 $449K 0.05% +200.0 +3.8% $82.65 -1.5%
120 SCHB SCHWAB STRATEGIC TR 15,000.0 $434K 0.05% $28.96 +2.7%
Page 6 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%