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Portfolio (Quarterly) Guide ↗

CULLINAN ASSOCIATES INC

· CIK 0001161670
13F Portfolio $1.2B AUM 207 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 31 Added 88 Reduced 10 Exited
Page 5 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABT Abbott Laboratories Healthcare 26,500.0 $2.7M 0.22% -6K -18.6% $102.67 -16.5%
82 BMY Bristol Myers Squibb Company Healthcare 42,219.0 $2.6M 0.21% -9K -17.2% $60.65 -5.2%
83 TFC Truist Financial Corporation Financial Services 55,435.0 $2.5M 0.21% -2K -3.5% $45.97 +5.4%
84 INTC Intel Corp Technology 57,489.0 $2.5M 0.20% +1K +1.9% $44.13 +175.9%
85 MS Morgan Stanley Financial Services 15,295.0 $2.5M 0.20% -11K -42.8% $164.57 +22.5%
86 CMI Cummins Industrials 4,329.0 $2.3M 0.19% -5K -53.5% $538.07 +24.1%
87 ISRG Intuitive Surgical Inc Healthcare 4,900.0 $2.3M 0.18% $460.99 -9.2%
88 OKTA Okta Inc Technology 28,300.0 $2.2M 0.18% $78.71 +13.7%
89 SYK Stryker Healthcare 6,595.0 $2.2M 0.17% -2K -22.8% $328.59 -6.9%
90 ADP Automatic Data Industrials 10,300.0 $2.1M 0.17% $203.18 +7.1%
91 EA Electronic Arts Communication Services 10,189.0 $2.1M 0.17% -61K -85.6% $203.87 -1.6%
92 DT Dynatrace Holdings LLC Technology 54,500.0 $2.0M 0.16% -54K -50.0% $36.98 +5.2%
93 NEE NextEra Energy Utilities 21,335.0 $2.0M 0.16% $92.88 -5.6%
94 HON Honeywell Industrials 8,390.0 $1.9M 0.15% $226.03 +2.4%
95 Crown Castle 22,872.0 $1.9M 0.15% $81.31
96 USB U S Bancorp Financial Services 34,950.0 $1.8M 0.15% $52.01 +5.2%
97 ROP Roper Technologies Industrials 5,000.0 $1.8M 0.14% $353.86 -10.5%
98 PSX Phillips 66 Energy 9,639.0 $1.8M 0.14% $182.18 -4.1%
99 SWK Stanley Black & Decker Industrials 24,600.0 $1.7M 0.14% $71.06 +11.8%
100 ADI Analog Devices Technology 5,474.0 $1.7M 0.14% -3K -35.2% $318.17 +31.0%
Page 5 of 11  ·  207 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 25.9%
Financial Services 17.1%
Consumer Defensive 14.8%
Healthcare 11.0%
Communication Services 7.9%
Industrials 7.9%
Consumer Cyclical 7.3%
Energy 5.6%
Utilities 1.6%
Basic Materials 0.7%