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CIK: 0001224890
Total reported value
$861.2M
$861.2M
140 檔
27.1%
According to the latest 13F quarterly dataset, Culbertson A N & Co Inc managed an equity portfolio of $861.2M at the end of Q2 2026, spanning 140 distinct U.S. exchange-listed positions.
Culbertson A N & Co Inc executed strategic sector rebalancing during Q2 2026, establishing 10 new positions while fully exiting 2 holdings and trimming 62 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.48% | +0.29% | +7.24% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.00% | +0.77% | -0.68% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.90% | +0.16% | -0.87% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 4.69% | -1.26% | -4.69% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.15% | +0.01% | -0.63% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.72% | +1.42% | +2.01% | |
| 7 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.04% | -0.35% | -2.65% | |
| 8 | CMI | Cummins Inc | Stock-Industrials | 2.81% | -0.79% | -1.36% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.67% | -0.14% | -3.07% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.35% | +0.09% | -0.30% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.13% | -0.10% | +0.54% | |
| 12 | DE | Deere & Co | Stock-Industrials | 1.82% | +0.10% | -0.22% | |
| 13 | MCK | Mckesson CORP | Stock-Healthcare | 1.76% | +0.21% | +0.28% | |
| 14 | GLW | Corning Inc | Stock-Tech | 1.73% | -0.71% | -12.37% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.58% | -0.24% | -0.74% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.58% | -0.03% | -1.23% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | -0.03% | -0.25% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.48% | -1.48% | EXIT | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.39% | -0.10% | -0.45% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.35% | +0.33% | +0.32% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.34% | -0.11% | +2.49% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.23% | -0.11% | -2.96% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.17% | -0.05% | +659.89% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.10% | +0.75% | |
| 25 | MKL | Markel Group Inc | Stock-Financials | 1.15% | +0.13% | +28.31% | |
| 26 | USB | US Bancorp | Stock-Financials | 1.14% | -0.06% | -0.09% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.13% | -0.14% | +0.01% | |
| 28 | BN | Brookfield CORP | Stock-Financials | 1.04% | +0.19% | +5.46% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.03% | -0.08% | -0.85% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | +0.01% | -2.40% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | +0.04% | +0.52% | |
| 32 | FDX | Fedex CORP | Stock-Industrials | 0.96% | -0.10% | +0.19% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.95% | +0.08% | -2.49% | |
| 34 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.91% | -0.06% | -2.12% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.89% | -0.03% | +298.31% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.88% | -0.04% | -1.85% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.81% | -0.02% | — | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.73% | +0.01% | -2.03% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.72% | — | +485.06% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.71% | -0.04% | -0.53% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.70% | — | +5.46% | |
| 42 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.67% | +0.05% | -3.08% | |
| 43 | EOG | Eog Resources Inc | Stock-Energy | 0.62% | +0.06% | -1.01% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.62% | -0.05% | -1.41% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.61% | -0.06% | -2.34% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | -0.01% | +2.34% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.57% | +0.09% | -4.63% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.05% | -0.23% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.57% | +0.12% | +3.20% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | -0.03% | +1.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +1% | -4.69% | Trim |
| 2 | GLW | Corning Inc | +0.6% | -12.37% | Trim |
| 3 | CMI | Cummins Inc | +0.4% | -1.36% | Trim |
| 4 | CSCO | Cisco Systems Inc | +0.3% | -2.96% | Trim |
| 5 | VBIL | Vanguard 0-3m T-bill ETF | +0.3% | NEW | New buy |
| 6 | ✓ | +0.2% | NEW | New buy | |
| 7 | TXN | Texas Instruments Inc | +0.2% | -0.53% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -3.07% | Trim |
| 9 | MKL | Markel Group Inc | +0.2% | +28.31% | Add |
| 10 | VGT | Vanguard Info Tech ETF | +0.2% | +659.89% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.25% | Trim |
| 12 | IWM | Ishares Russell 2000 ETF | +0.1% | +2.49% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | -2.65% | Trim |
| 14 | AAPL | Apple Inc | +0.1% | -0.68% | Trim |
| 15 | STT | State Street CORP | +0.1% | +0.26% | Add |
| 16 | CVS | Cvs Health CORP | +0.1% | -3.04% | Trim |
| 17 | VGUS | Vanguard Ultra Shrt Treasury | +0.1% | +154.39% | Add |
| 18 | ABBV | Abbvie Inc | +0.1% | -0.30% | Trim |
| 19 | ZTS | Zoetis Inc | +0.1% | +193.67% | Add |
| 20 | MS | Morgan Stanley | +0.1% | -2.34% | Trim |
| 21 | COF | Capital One Financial CORP | +0.1% | +13.08% | Add |
| 22 | BAM | Brookfield Asset Mgmt-a | +0.1% | +90.51% | Add |
| 23 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +0.54% | Add |
| 24 | USB | US Bancorp | +0.1% | -0.09% | Trim |
| 25 | C | Citigroup Inc | +0.1% | -1.41% | Trim |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +17.42% | Add |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +77.84% | Add |
| 28 | DVY | Ishares Select Dividend ETF | +0.1% | NEW | New buy |
| 29 | MRSH | Marsh & Mclennan Cos | +0.1% | NEW | New buy |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +7.24% | Add |
| 31 | VB | Vanguard Small-cap ETF | 0% | -0.45% | Trim |
| 32 | AMZN | Amazon.com Inc | 0% | +0.75% | Add |
| 33 | VBR | Vanguard Small-cap Value ETF | 0% | +5.46% | Add |
| 34 | VOE | Vanguard Mid-cap Value ETF | 0% | +10.89% | Add |
| 35 | BX | Blackstone Inc | 0% | +40.69% | Add |
| 36 | LLY | Eli Lilly & Co | 0% | +17.61% | Add |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +162.96% | Add |
| 38 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.23% | Trim |
| 39 | VUG | Vanguard Growth ETF | 0% | +485.06% | Add |
| 40 | BAC | Bank Of America CORP | 0% | +1.02% | Add |
| 41 | IJR | Ishares Core S&p Small-cap E | 0% | -0.25% | Trim |
| 42 | GLD | Spdr Gold Shares | 0% | NEW | New buy |
| 43 | AVGO | Broadcom Inc | 0% | NEW | New buy |
| 44 | VWO | Vanguard Ftse Emerging Marke | 0% | NEW | New buy |
| 45 | V | Visa Inc-class A Shares | 0% | +0.52% | Add |
| 46 | VTV | Vanguard Value ETF | 0% | +2.34% | Add |
| 47 | EES | Wisdomtree US Smallcap Fund | 0% | -1.08% | Trim |
| 48 | MTB | M & T Bank CORP | 0% | +0.12% | Add |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +17.77% | Add |
| 50 | PGR | Progressive CORP | 0% | +20.87% | Add |
According to official SEC Form 13F filings, Culbertson A N & Co Inc reported a total U.S. public equity portfolio value of $861.2M across 140 disclosed positions in Q2 2026.
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, JNJ) accounted for 27.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
VBIL
市值: $2.2M
Top Position Liquidated / Trimmed
VOT
前期市值: $302.4K
During Q2 2026, Culbertson A N & Co Inc's top holdings by market value included BRK-B (7.5%)、AAPL (6.0%)、JNJ (4.9%). The largest single position, BRK-B, represented 7.5% of total portfolio value.
In Q2 2026, Culbertson A N & Co Inc made 124 total portfolio adjustments, initiating 10 new buys, adding to 50 positions, trimming 62 holdings, and fully liquidating 2 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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