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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 7 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NKE NIKE INC Consumer Cyclical 9,744.0 $400K 0.05% NEW $41.05 +0.0%
122 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,618.0 $364K 0.04% +350.0 +15.4% $139.09 -4.0%
123 VUSB VANGUARD BD INDEX FDS 7,100.0 $353K 0.04% +50.0 +0.7% $49.78 -0.1%
124 EFV ISHARES TR 4,595.0 $352K 0.04% NEW $76.55 +6.5%
125 GEV GE VERNOVA INC Utilities 282.0 $331K 0.04% NEW $1174.86 -16.0%
126 IEFA ISHARES TR 3,411.0 $329K 0.04% NEW $96.58 +4.0%
127 KVUE KENVUE INC Consumer Defensive 15,200.0 $290K 0.03% -900.0 -5.6% $19.11 +0.1%
128 GLD SPDR GOLD TR Financial Services 785.0 $289K 0.03% NEW $368.38 +12.3%
129 MOAT VANECK ETF TRUST 2,701.0 $281K 0.03% $103.96 +9.7%
130 DWM WISDOMTREE TR 3,695.0 $271K 0.03% $73.21 +4.0%
131 CLX CLOROX CO DEL Consumer Defensive 2,798.0 $267K 0.03% -876.0 -23.8% $95.44 +13.1%
132 AVGO BROADCOM INC Technology 688.0 $260K 0.03% NEW $377.75 -4.0%
133 GIS GENERAL MILLS INC Consumer Defensive 7,090.0 $247K 0.03% -12K -63.4% $34.80 +14.9%
134 BA BOEING CO Industrials 1,139.0 $247K 0.03% NEW $216.47 +2.6%
135 VWO VANGUARD INTL EQUITY INDEX F 3,722.0 $222K 0.03% NEW $59.69 +0.6%
136 OBT ORANGE CNTY BANCORP INC Financial Services 5,800.0 $213K 0.03% -2K -30.1% $36.78 +2.6%
137 CMF ISHARES TR 3,550.0 $205K 0.02% NEW $57.64 -1.7%
138 SYY SYSCO CORP Consumer Defensive 2,425.0 $203K 0.02% NEW $83.58 -1.3%
139 PSKY PARAMOUNT SKYDANCE CORP Communication Services 15,973.0 $157K 0.02% NEW $9.86 +7.5%
140 LIBERTY MEDIA CORP DEL 40,000.0 $2K NEW $0.05
Page 7 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%