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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 3 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GILD GILEAD SCIENCES INCORPORATED Healthcare 12,691.0 $1.8M 0.23% -169.0 -1.3% $139.37 -3.8%
42 KMI KINDER MORGAN INCORPORATED DEL Energy 51,961.0 $1.7M 0.23% -378.0 -0.7% $33.53 -4.2%
43 LHX L3HARRIS TECHNOLOGIES INCORPORATED Industrials 4,840.0 $1.7M 0.22% -729.0 -13.1% $345.18 -9.1%
44 SHEL SHELL PLC SPON ADS Energy 17,353.0 $1.6M 0.21% -241.0 -1.4% $93.00 -9.4%
45 T AT&T INCORPORATED Communication Services 54,709.0 $1.6M 0.21% -4K -6.9% $28.99 -14.4%
46 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 18,369.0 $1.5M 0.20% -18K -49.8% $80.95 -2.0%
47 BAC BANK AMERICA CORPORATION Financial Services 29,748.0 $1.5M 0.19% -50K -62.8% $48.75 +4.9%
48 QCOM QUALCOMM INCORPORATED Technology 10,388.0 $1.3M 0.18% -321.0 -3.0% $128.77 +90.1%
49 WBD WARNER BROS DISCOVERY INCORPORATED COM SER A Communication Services 48,506.0 $1.3M 0.18% -414.0 -0.8% $27.46 -1.5%
50 TSLA TESLA INCORPORATED Consumer Cyclical 3,392.0 $1.3M 0.17% -48.0 -1.4% $371.75 +18.7%
51 ALL ALLSTATE CORPORATION Financial Services 5,973.0 $1.2M 0.16% -2K -25.5% $207.35 +0.8%
52 ECL ECOLAB INCORPORATED Basic Materials 4,653.0 $1.2M 0.16% -188.0 -3.9% $265.99 -1.3%
53 CSX CSX CORPORATION Industrials 29,894.0 $1.2M 0.16% -2K -6.1% $41.05 +12.0%
54 UNH UNITEDHEALTH GROUP INCORPORATED Healthcare 3,962.0 $1.1M 0.14% -4K -51.0% $270.62 +42.5%
55 CRM SALESFORCE INCORPORATED Technology 5,516.0 $1.0M 0.14% -7K -55.6% $186.68 -4.3%
56 IBM INTERNATIONAL BUSINESS MACHINES Technology 4,164.0 $1.0M 0.13% -220.0 -5.0% $242.40 +9.6%
57 GBX GREENBRIER COMPANIES INCORPORATED Industrials 19,053.0 $1.0M 0.13% -307.0 -1.6% $52.65 -8.1%
58 NATH NATHANS FAMOUS INCORPORATED Consumer Cyclical 9,636.0 $971K 0.13% -895.0 -8.5% $100.73 +0.2%
59 VEEV VEEVA SYSTEMS INCORPORATED CLASS A COM Healthcare 5,522.0 $970K 0.13% -566.0 -9.3% $175.66 -6.9%
60 KO COCA COLA COMPANY Consumer Defensive 12,683.0 $965K 0.13% -250.0 -1.9% $76.05 +6.0%
Page 3 of 5  ·  95 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%