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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 5 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TRN TRINITY INDUSTRIES INCORPORATED Industrials 12,306.0 $396K 0.05% -385.0 -3.0% $32.18 -0.1%
82 SMG SCOTTS MIRACLE-GRO COMPANY CLASS A Basic Materials 6,336.0 $385K 0.05% -176.0 -2.7% $60.81 +0.5%
83 KDP KEURIG DR PEPPER INCORPORATED Consumer Defensive 14,501.0 $382K 0.05% -469.0 -3.1% $26.33 +14.3%
84 KMB KIMBERLY-CLARK CORPORATION Consumer Defensive 3,761.0 $363K 0.05% -158.0 -4.0% $96.48 +3.8%
85 BA BOEING COMPANY Industrials 1,800.0 $358K 0.05% -150.0 -7.7% $198.99 +12.7%
86 HON HONEYWELL INTERNATIONAL INCORPORATED Industrials 1,487.0 $336K 0.04% -69.0 -4.4% $226.10 +2.4%
87 ABT ABBOTT LABORATORIES Healthcare 3,092.0 $317K 0.04% -394.0 -11.3% $102.68 -16.6%
88 XYL XYLEM INCORPORATED Industrials 2,350.0 $281K 0.04% -127.0 -5.1% $119.52 -7.0%
89 EW EDWARDS LIFESCIENCES CORPORATION Healthcare 3,408.0 $273K 0.04% -5K -61.0% $80.08 +8.0%
90 WDFC WD 40 COMPANY Basic Materials 1,311.0 $267K 0.04% -553.0 -29.7% $203.99 +0.3%
91 FDX FEDEX CORPORATION Industrials 601.0 $214K 0.03% -49.0 -7.5% $355.92 +15.7%
92 APD AIR PRODUCTS AND CHEMICALS INCORPORATED Basic Materials 731.0 $212K 0.03% -31.0 -4.1% $290.60 -1.7%
93 THO THOR INDUSTRIES INCORPORATED Consumer Cyclical 2,530.0 $202K 0.03% -90.0 -3.4% $79.89 -1.3%
94 PSKY PARAMOUNT SKYDANCE CORPORATION COM CLASS B Communication Services 21,688.0 $196K 0.03% -503.0 -2.3% $9.02 +17.7%
95 WEN WENDYS COMPANY Consumer Cyclical 16,883.0 $117K 0.01% -6K -25.9% $6.95 +5.9%
Page 5 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%