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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 1 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 128,286.0 $64.2M 7.48% +12K +10.2% $500.39
2 AAPL APPLE INC Technology 178,001.0 $51.5M 6.00% +5K +2.9% $289.36 +8.8%
3 JNJ JOHNSON & JOHNSON Healthcare 165,525.0 $42.0M 4.90% +91K +121.4% $253.97 +7.9%
4 CAT CATERPILLAR INC Industrials 37,820.0 $40.3M 4.69% -3K -7.5% $1064.89 -24.1%
5 JPM JPMORGAN CHASE & CO Financial Services 108,791.0 $35.6M 4.15% -5K -4.2% $327.33 +8.8%
6 MSFT MICROSOFT CORP Technology 85,564.0 $31.9M 3.72% +4K +4.4% $373.02 +29.8%
7 GS GOLDMAN SACHS GROUP INC Financial Services 25,851.0 $26.1M 3.04% -1K -4.9% $1011.38 +0.7%
8 CMI CUMMINS INC Industrials 33,794.0 $24.1M 2.81% -947.0 -2.7% $713.21 -15.1%
9 GOOG ALPHABET INC Communication Services 64,958.0 $23.0M 2.67% -3K -4.1% $353.33 -3.5%
10 ABBV ABBVIE INC Healthcare 80,166.0 $20.2M 2.35% +13K +19.4% $251.64 +5.5%
11 IWR ISHARES TR 165,548.0 $18.3M 2.13% -2K -1.4% $110.32 +3.1%
12 DE DEERE & CO Industrials 24,668.0 $15.6M 1.82% -564.0 -2.2% $634.33 -7.6%
13 MCK MCKESSON CORP Healthcare 19,954.0 $15.1M 1.76% -730.0 -3.5% $755.60 +15.0%
14 GLW CORNING INC Technology 58,307.0 $14.9M 1.73% -30K -33.9% $255.43 -40.8%
15 ORCL ORACLE CORP Technology 92,830.0 $13.6M 1.58% +21K +28.7% $146.55 -1.3%
16 VTI VANGUARD INDEX FDS 36,726.0 $13.6M 1.58% -2K -5.0% $370.04 +2.7%
17 GOOGL ALPHABET INC Communication Services 36,433.0 $13.0M 1.52% -233.0 -0.6% $357.37 -3.8%
18 XOM EXXON MOBIL CORP Energy 93,216.0 $12.7M 1.48% +20K +27.2% $136.72 +21.2%
19 VB VANGUARD INDEX FDS 39,471.0 $12.0M 1.39% $303.12 +0.9%
20 CVX CHEVRON CORPORATION Energy 70,189.0 $11.6M 1.35% +2K +3.1% $165.76 +24.7%
Page 1 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%