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Portfolio (Quarterly) Guide ↗

CULBERTSON A N & CO INC

· CIK 0001224890
13F Portfolio $729M AUM 128 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 29 Added 62 Reduced 2 Exited
Page 2 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PEP PEPSICO INC Consumer Defensive 68,310.0 $9.8M 1.34% -1K -2.1% $143.52 +3.7%
22 IWM ISHARES TR 38,186.0 $9.4M 1.29% -625.0 -1.6% $246.16 +14.8%
23 XOM EXXON MOBIL CORP Energy 73,269.0 $8.8M 1.21% -474.0 -0.6% $120.34 +29.9%
24 PG PROCTER AND GAMBLE CO Consumer Defensive 59,556.0 $8.5M 1.17% -884.0 -1.5% $143.31 -0.6%
25 VGT VANGUARD WORLD FD 11,224.0 $8.5M 1.16% -619.0 -5.2% $753.78 -84.8%
26 WFC WELLS FARGO CO NEW Financial Services 85,611.0 $8.0M 1.09% +11K +14.4% $93.20 -18.7%
27 CSCO CISCO SYS INC Technology 101,592.0 $7.8M 1.07% -952.0 -0.9% $77.03 +53.4%
28 GLW CORNING INC Technology 88,265.0 $7.7M 1.06% -960.0 -1.1% $87.56 +119.2%
29 FDX FEDEX CORP Industrials 26,504.0 $7.7M 1.05% -1K -3.9% $288.86 +34.6%
30 USB US BANCORP DEL Financial Services 143,254.0 $7.6M 1.05% +15K +11.4% $53.36 +2.1%
31 BSV VANGUARD BD INDEX FDS 95,558.0 $7.5M 1.03% -4K -4.2% $78.81 -1.2%
32 BN BROOKFIELD CORP Financial Services 162,492.0 $7.5M 1.02% +64K +65.1% $45.89 -1.0%
33 V VISA INC Financial Services 21,199.0 $7.4M 1.02% -120.0 -0.6% $350.71 -5.7%
34 AMZN AMAZON COM INC Consumer Cyclical 30,444.0 $7.0M 0.96% +2K +8.6% $230.82 +16.3%
35 VO VANGUARD INDEX FDS 23,400.0 $6.8M 0.93% $290.22 -73.3%
36 MKL MARKEL GROUP INC Financial Services 3,012.0 $6.5M 0.89% +261.0 +9.5% $2149.65 -13.8%
37 VUG VANGUARD INDEX FDS 12,953.0 $6.3M 0.87% $487.86 -82.1%
38 APD AIR PRODS & CHEMS INC Basic Materials 25,426.0 $6.3M 0.86% -301.0 -1.2% $247.02 +17.5%
39 ADP AUTOMATIC DATA PROCESSING IN Industrials 23,973.0 $6.2M 0.85% -390.0 -1.6% $257.23 -14.4%
40 OEF ISHARES TR 17,712.0 $6.1M 0.83% -305.0 -1.7% $342.97 +8.0%
Page 2 of 7  ·  128 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 26.1%
Technology 23.6%
Industrials 14.1%
Healthcare 12.5%
Communication Services 7.5%
Consumer Defensive 5.8%
Energy 4.7%
Consumer Cyclical 4.1%
Basic Materials 1.2%
Utilities 0.4%