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CIK: 0001224890
Total reported value
$858.7M
$858.7M
128 檔
24.0%
In Q4 2025, Culbertson A N & Co Inc's U.S. equity holdings reached a combined market value of $858.7M, distributed across 128 disclosed stock positions.
In Q4 2025, Culbertson A N & Co Inc adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 1 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 | 8.03% | +0.04% | +5.41% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.45% | +0.10% | -3.02% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.44% | -0.31% | -0.24% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.02% | -0.03% | +0.68% | |
| 5 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.28% | +0.13% | -0.31% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 3.21% | +1.04% | +0.64% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.92% | +0.18% | -0.72% | |
| 8 | CMI | Cummins Inc | Stock-Industrials | 2.43% | +0.42% | -0.37% | |
| 9 | MCK | Mckesson CORP | Stock-Healthcare | 2.33% | -0.47% | -1.09% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.22% | +0.05% | -1.15% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.12% | -0.39% | -0.37% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.10% | +0.08% | -0.96% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.93% | -0.20% | -4.75% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.78% | +0.03% | -1.84% | |
| 15 | DE | Deere & Co | Stock-Industrials | 1.61% | +0.01% | +2.32% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | +0.16% | +2.01% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.56% | -0.28% | -0.92% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.55% | -0.32% | -0.85% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.42% | -0.53% | +4.00% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.40% | +0.04% | -1.30% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.35% | -0.30% | -2.12% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.29% | +0.14% | -1.61% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.21% | -0.58% | -0.64% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.17% | -0.12% | -1.46% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.16% | +0.17% | -5.23% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 1.09% | -0.06% | +14.44% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 1.07% | +0.29% | -0.93% | |
| 28 | GLW | Corning Inc | Stock-Tech | 1.06% | +0.56% | -1.08% | |
| 29 | FDX | Fedex CORP | Stock-Industrials | 1.05% | -0.26% | -3.93% | |
| 30 | USB | US Bancorp | Stock-Financials | 1.05% | +0.05% | +11.39% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.03% | -0.13% | -4.18% | |
| 32 | BN | Brookfield CORP | Stock-Financials | 1.02% | — | +65.13% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | +0.02% | -0.56% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.04% | +8.60% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.93% | +0.01% | -0.22% | |
| 36 | MKL | Markel Group Inc | Stock-Financials | 0.89% | +0.17% | +9.49% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | +0.03% | +0.30% | |
| 38 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.86% | -0.11% | -1.17% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.85% | -0.04% | -1.60% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.83% | +0.01% | -1.69% | |
| 41 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.80% | -0.02% | -0.30% | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.66% | -0.04% | -0.78% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.65% | +0.04% | +6.14% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.64% | +0.05% | -0.44% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | +0.02% | -0.23% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | +0.03% | +5.30% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.62% | +0.06% | +0.63% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.54% | -0.02% | — | |
| 49 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.50% | -0.04% | -9.13% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.49% | -0.04% | +0.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.6% | -0.72% | Trim |
| 2 | CAT | Caterpillar Inc | +0.5% | +0.64% | Add |
| 3 | CMI | Cummins Inc | +0.4% | -0.37% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.01% | Add |
| 5 | GS | Goldman Sachs Group Inc | +0.2% | -0.31% | Trim |
| 6 | WFC | Wells Fargo & Co | +0.2% | +14.44% | Add |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +5.41% | Add |
| 8 | USB | US Bancorp | +0.2% | +11.39% | Add |
| 9 | JNJ | Johnson & Johnson | +0.2% | -0.37% | Trim |
| 10 | MKL | Markel Group Inc | +0.2% | +9.49% | Add |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +56.03% | Add |
| 12 | FDX | Fedex CORP | +0.1% | -3.93% | Trim |
| 13 | D | Dominion Energy Inc | +0.1% | +106.32% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +8.60% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -0.93% | Trim |
| 16 | CB | Chubb Limited | +0.1% | +16.03% | Add |
| 17 | BN | Brookfield CORP | +0.1% | +65.13% | Add |
| 18 | C | Citigroup Inc | +0.1% | -0.44% | Trim |
| 19 | BAC | Bank Of America CORP | +0.1% | +5.30% | Add |
| 20 | MS | Morgan Stanley | +0.1% | +0.63% | Add |
| 21 | MCK | Mckesson CORP | 0% | -1.09% | Trim |
| 22 | VOE | Vanguard Mid-cap Value ETF | 0% | +10.90% | Add |
| 23 | XOM | Exxon Mobil CORP | 0% | -0.64% | Trim |
| 24 | VBR | Vanguard Small-cap Value ETF | 0% | +6.14% | Add |
| 25 | COF | Capital One Financial CORP | 0% | -1.54% | Trim |
| 26 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 27 | AAPL | Apple Inc | 0% | -3.02% | Trim |
| 28 | GLW | Corning Inc | 0% | -1.08% | Trim |
| 29 | DE | Deere & Co | 0% | +2.32% | Add |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +0.68% | Add |
| 31 | SJM | Jm Smucker Co/the | 0% | -34.92% | Trim |
| 32 | HD | Home Depot Inc | 0% | -1.40% | Trim |
| 33 | T | At&t Inc | 0% | +0.52% | Add |
| 34 | HSY | Hershey Co/the | 0% | -6.59% | Trim |
| 35 | BLK | Blackrock Inc | -0.1% | -2.69% | Trim |
| 36 | TXN | Texas Instruments Inc | -0.1% | -3.72% | Trim |
| 37 | GIS | General Mills Inc | -0.1% | -32.03% | Trim |
| 38 | BSV | Vanguard Short-term Bond ETF | -0.1% | -4.18% | Trim |
| 39 | VGT | Vanguard Info Tech ETF | -0.1% | -5.23% | Trim |
| 40 | ABBV | Abbvie Inc | -0.1% | -0.96% | Trim |
| 41 | APD | Air Products & Chemicals Inc | -0.1% | -1.17% | Trim |
| 42 | PG | Procter & Gamble Co/the | -0.1% | -1.46% | Trim |
| 43 | MDLZ | Mondelez International Inc-a | -0.2% | -9.13% | Trim |
| 44 | ADP | Automatic Data Processing | -0.2% | -1.60% | Trim |
| 45 | ABT | Abbott Laboratories | -0.2% | -0.92% | Trim |
| 46 | MSFT | Microsoft CORP | -0.6% | -0.24% | Trim |
| 47 | ORCL | Oracle CORP | -1.1% | -4.75% | Trim |
| 48 | KEL | Kellanova | — | EXIT | Sold out |
| 49 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 50 | OBT | Orange County Bancorp Inc | — | 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 Q4 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 24.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
STZ
市值: $312.9K
Top Position Liquidated / Trimmed
KEL
前期市值: $459.9K
During Q4 2025, Culbertson A N & Co Inc's top holdings by market value included BRK-B (8.0%)、AAPL (6.5%)、MSFT (5.4%). The largest single position, BRK-B, represented 8.0% of total portfolio value.
In Q4 2025, Culbertson A N & Co Inc made 49 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 28 holdings, and fully liquidating 1 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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