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CIK: 0001224890
Total reported value
$858.7M
$858.7M
127 檔
21.6%
During the Q2 2025 filing period, Culbertson A N & Co Inc (CIK: 0001224890) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $858.7M across 127 reported positions.
During Q2 2025, Culbertson A N & Co Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.22% | +0.04% | +0.30% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.44% | -0.31% | -1.70% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.74% | +0.10% | -2.46% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.16% | -0.03% | -1.70% | |
| 5 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.98% | +0.13% | -0.66% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 2.61% | -0.20% | -0.99% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.45% | +1.04% | -1.51% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.40% | +0.05% | -0.78% | |
| 9 | MCK | Mckesson CORP | Stock-Healthcare | 2.36% | -0.47% | -0.21% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.95% | +0.08% | -2.92% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.92% | -0.28% | -0.79% | |
| 12 | DE | Deere & Co | Stock-Industrials | 1.88% | +0.01% | -0.66% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.86% | +0.18% | -1.16% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.86% | +0.03% | -1.43% | |
| 15 | CMI | Cummins Inc | Stock-Industrials | 1.77% | +0.42% | -1.30% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.76% | -0.39% | -0.79% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.68% | -0.32% | -1.41% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.49% | -0.12% | -2.39% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.42% | -0.53% | +1.75% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.42% | +0.04% | +0.05% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.39% | -0.30% | +1.23% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.28% | +0.14% | -1.12% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.21% | -0.58% | +0.74% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.21% | +0.17% | -1.38% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.21% | -0.13% | -2.62% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 1.16% | -0.04% | -1.48% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | +0.02% | -1.36% | |
| 28 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.12% | -0.11% | -1.56% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 1.10% | +0.29% | -1.93% | |
| 30 | FDX | Fedex CORP | Stock-Industrials | 1.08% | -0.26% | -2.57% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.01% | +0.01% | -0.21% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.16% | -1.40% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.04% | +0.65% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.92% | -0.06% | +5.36% | |
| 35 | BN | Brookfield CORP | Stock-Financials | 0.91% | — | +5.69% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | +0.03% | -0.54% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.85% | +0.01% | -1.23% | |
| 38 | USB | US Bancorp | Stock-Financials | 0.84% | +0.05% | +11.71% | |
| 39 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.83% | -0.02% | -2.09% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.83% | +0.19% | -0.08% | |
| 41 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.81% | -0.04% | -2.30% | |
| 42 | MKL | Markel Group Inc | Stock-Financials | 0.77% | +0.17% | +70.20% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.74% | -0.04% | +7.20% | |
| 44 | GLW | Corning Inc | Stock-Tech | 0.73% | +0.56% | -0.97% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.65% | +0.02% | +1.27% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.62% | +0.04% | +5.26% | |
| 47 | EOG | Eog Resources Inc | Stock-Energy | 0.60% | -0.16% | -0.17% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.03% | -3.92% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | -0.02% | -0.53% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | -0.02% | — |
According to official SEC Form 13F filings, Culbertson A N & Co Inc reported a total U.S. public equity portfolio value of $858.7M across 127 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, AAPL) accounted for 21.6% of total reported equity market value during Q2 2025.
During Q2 2025, Culbertson A N & Co Inc's top holdings by market value included BRK-B (8.2%)、MSFT (6.4%)、AAPL (5.7%). The largest single position, BRK-B, represented 8.2% of total portfolio value.
In Q2 2025, Culbertson A N & Co Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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