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Portfolio (Quarterly) Guide ↗

CULLEN INVESTMENT GROUP, LTD.

· CIK 0000797203
13F Portfolio $758M AUM 179 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 32 Added 95 Reduced 3 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORPORATION Energy 22,021.0 $4.6M 0.60% +253.0 +1.2% $206.90 -11.8%
22 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 15,316.0 $4.4M 0.58% +5K +49.3% $287.57 +35.2%
23 SPYM STATE STREET SPDR PORTFOLIO S&P ETF 18,376.0 $1.4M 0.19% +9K +93.4% $76.54 +15.4%
24 VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 2,330.0 $1.4M 0.18% +178.0 +8.3% $597.55 +15.5%
25 OKE ONEOK INCORPORATED NEW Energy 15,085.0 $1.4M 0.18% +401.0 +2.7% $90.39 -2.4%
26 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 67,900.0 $1.3M 0.17% +500.0 +0.7% $19.30 +0.2%
27 HBCP HOMEBANCORP INCORPORATED Financial Services 21,134.0 $1.3M 0.17% +1K +6.6% $60.58 +7.0%
28 ORCL ORACLE CORPORATION Technology 4,481.0 $659K 0.09% +2K +80.5% $147.10 +29.8%
29 BX BLACKSTONE INCORPORATED Financial Services 5,318.0 $612K 0.08% +34.0 +0.6% $114.99 +2.6%
30 TGT TARGET CORPORATION Consumer Defensive 4,032.0 $489K 0.07% +25.0 +0.6% $121.20 +5.9%
31 SEIC SEI INVTS COMPANY Financial Services 3,375.0 $265K 0.04% +19.0 +0.6% $78.46 +14.3%
32 BSM BLACK STONE MINERALS L P COM UNIT Energy 16,721.0 $253K 0.03% +329.0 +2.0% $15.12 -12.2%
Page 2 of 2  ·  32 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
Technology 23.7%
Industrials 14.6%
Financial Services 13.1%
Healthcare 10.7%
Consumer Defensive 9.7%
Communication Services 9.5%
Energy 9.0%
Consumer Cyclical 6.9%
Real Estate 1.3%
Utilities 1.0%