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CIK: 0001224890
Total reported value
$858.7M
$858.7M
128 檔
23.4%
At the close of Q3 2025, Culbertson A N & Co Inc disclosed equity holdings valued at approximately $858.7M, spread across 128 reported holdings.
In Q3 2025, Culbertson A N & Co Inc adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.86% | +0.04% | +0.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.43% | +0.10% | -2.00% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.02% | -0.31% | -2.51% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.04% | -0.03% | -2.67% | |
| 5 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.07% | +0.13% | -0.62% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 3.02% | -0.20% | -2.50% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.74% | +1.04% | -1.18% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.35% | +0.18% | -0.32% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.32% | +0.05% | -0.02% | |
| 10 | MCK | Mckesson CORP | Stock-Healthcare | 2.29% | -0.47% | -0.49% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.22% | +0.08% | -0.83% | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 2.08% | +0.42% | -1.08% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.97% | -0.39% | +0.03% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.83% | +0.03% | -0.96% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 1.73% | -0.28% | -0.66% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.60% | -0.32% | -0.40% | |
| 17 | DE | Deere & Co | Stock-Industrials | 1.60% | +0.01% | +2.64% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.44% | +0.04% | +3.16% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.44% | -0.53% | +1.45% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.39% | -0.30% | +1.69% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.33% | +0.14% | +0.14% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.31% | -0.12% | -0.80% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.25% | +0.17% | -0.09% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | +0.16% | +0.38% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -0.58% | +0.97% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.11% | -0.13% | — | |
| 27 | GLW | Corning Inc | Stock-Tech | 1.04% | +0.56% | -1.02% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | +0.02% | +1.04% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 1.01% | -0.04% | -0.57% | |
| 30 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.99% | -0.11% | -0.82% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.99% | +0.29% | -1.04% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.97% | +0.01% | -0.13% | |
| 33 | BN | Brookfield CORP | Stock-Financials | 0.96% | — | +2.31% | |
| 34 | FDX | Fedex CORP | Stock-Industrials | 0.92% | -0.26% | -11.04% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.89% | -0.06% | -0.38% | |
| 36 | USB | US Bancorp | Stock-Financials | 0.88% | +0.05% | +6.78% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.88% | +0.03% | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.04% | +0.27% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.85% | +0.01% | -0.55% | |
| 40 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.80% | -0.02% | -0.05% | |
| 41 | MKL | Markel Group Inc | Stock-Financials | 0.74% | +0.17% | +9.21% | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.68% | -0.04% | +0.12% | |
| 43 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.66% | -0.04% | -4.40% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | +0.02% | +0.56% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.62% | +0.04% | +0.36% | |
| 46 | C | Citigroup Inc | Stock-Financials | 0.58% | +0.05% | -0.22% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.03% | -0.88% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.57% | +0.06% | +0.40% | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.55% | +0.19% | -17.94% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.55% | -0.02% | -1.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.3% | -2.50% | Trim |
| 2 | MSFT | Microsoft CORP | +0.9% | -2.51% | Trim |
| 3 | GS | Goldman Sachs Group Inc | +0.7% | -0.62% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -0.32% | Trim |
| 5 | CAT | Caterpillar Inc | +0.5% | -1.18% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | -2.67% | Trim |
| 7 | GLW | Corning Inc | +0.4% | -1.02% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.38% | Trim |
| 9 | MKL | Markel Group Inc | +0.3% | +9.21% | Add |
| 10 | CMI | Cummins Inc | +0.3% | -1.08% | Trim |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +167.91% | Add |
| 12 | VGT | Vanguard Info Tech ETF | +0.2% | -0.09% | Trim |
| 13 | BN | Brookfield CORP | +0.2% | +2.31% | Add |
| 14 | USB | US Bancorp | +0.2% | +6.78% | Add |
| 15 | C | Citigroup Inc | +0.1% | -0.22% | Add |
| 16 | VUG | Vanguard Growth ETF | +0.1% | — | Trim |
| 17 | MS | Morgan Stanley | +0.1% | +0.40% | Trim |
| 18 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.14% | Trim |
| 19 | WFC | Wells Fargo & Co | +0.1% | -0.38% | Add |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.96% | Trim |
| 21 | VB | Vanguard Small-cap ETF | +0.1% | +3.16% | Add |
| 22 | OEF | Ishares S&p 100 ETF | +0.1% | -0.55% | Trim |
| 23 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +2.46% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | -2.81% | Add |
| 25 | MTB | M & T Bank CORP | 0% | +0.41% | Add |
| 26 | CVS | Cvs Health CORP | 0% | +14.93% | Add |
| 27 | MCK | Mckesson CORP | 0% | -0.49% | Trim |
| 28 | AMZN | Amazon.com Inc | 0% | +0.27% | Add |
| 29 | VBR | Vanguard Small-cap Value ETF | 0% | +0.36% | Add |
| 30 | BAC | Bank Of America CORP | 0% | -0.88% | Trim |
| 31 | VO | Vanguard Mid-cap ETF | — | -0.13% | Trim |
| 32 | IWR | Ishares Russell Mid-cap ETF | 0% | -0.02% | Trim |
| 33 | JNJ | Johnson & Johnson | 0% | +0.03% | Trim |
| 34 | ABBV | Abbvie Inc | -0.1% | -0.83% | Trim |
| 35 | SBUX | Starbucks CORP | -0.2% | -31.64% | Trim |
| 36 | AAPL | Apple Inc | -0.2% | -2.00% | Trim |
| 37 | TXN | Texas Instruments Inc | -0.2% | -17.94% | Trim |
| 38 | MDLZ | Mondelez International Inc-a | -0.2% | -4.40% | Trim |
| 39 | TFC | Truist Financial CORP | -0.2% | -0.85% | Trim |
| 40 | APD | Air Products & Chemicals Inc | -0.3% | -0.82% | Trim |
| 41 | CLX | Clorox Company | -0.3% | -74.28% | Trim |
| 42 | MCD | Mcdonald's CORP | -0.3% | -0.40% | Trim |
| 43 | UPS | United Parcel Service-cl B | -0.3% | +15.87% | Trim |
| 44 | FDX | Fedex CORP | -0.3% | -11.04% | Trim |
| 45 | PG | Procter & Gamble Co/the | -0.4% | -0.80% | Trim |
| 46 | UNH | Unitedhealth Group Inc | -0.8% | -51.14% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -1.5% | +0.28% | Add |
| 48 | BLK | Blackrock Inc | — | NEW | New buy |
| 49 | CB | Chubb Limited | — | NEW | New buy |
| 50 | BUD | Anheuser-busch Inbev-spn Adr | — | NEW | New buy |
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 128 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, MSFT) accounted for 23.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
BLK
市值: $2.4M
Top Position Liquidated / Trimmed
AAPL
前期市值: $41.5M
During Q3 2025, Culbertson A N & Co Inc's top holdings by market value included BRK-B (7.9%)、AAPL (6.4%)、MSFT (6.0%). The largest single position, BRK-B, represented 7.9% of total portfolio value.
In Q3 2025, Culbertson A N & Co Inc made 50 total portfolio adjustments, initiating 3 new buys, adding to 14 positions, trimming 33 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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