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CIK: 0000797203
Total reported value
$826.5M
$826.5M
175 檔
25.8%
According to the latest 13F quarterly dataset, Cullen Investment Group, LTD. managed an equity portfolio of $826.5M at the end of Q3 2025, spanning 175 distinct U.S. exchange-listed positions.
In Q3 2025, Cullen Investment Group, LTD. displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.22% | +0.19% | -0.05% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.38% | -0.03% | -0.71% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.04% | -0.31% | -0.42% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 4.39% | -0.85% | -0.68% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.15% | +0.02% | -2.23% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.78% | +0.12% | +0.42% | |
| 7 | ETN | Eaton Corporation plc | Stock-Industrials | 3.63% | +0.09% | +0.19% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.03% | +0.41% | -1.27% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | +0.13% | +0.14% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.20% | +1.62% | |
| 11 | UNP | Union Pacific CORP | Stock-Industrials | 1.66% | -0.04% | +2.79% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.64% | -0.65% | +4.41% | |
| 13 | MSI | Motorola Solutions Inc | Stock-Tech | 1.57% | -0.18% | +3.45% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.53% | -0.06% | +7.38% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.47% | -0.24% | +2.89% | |
| 16 | TT | Trane Technologies plc | Stock-Industrials | 1.46% | +0.03% | -2.68% | |
| 17 | DE | Deere & Co | Stock-Industrials | 1.42% | +0.03% | -3.99% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.37% | +0.26% | -1.61% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | -0.03% | +1.78% | |
| 20 | CME | Cme Group Inc | Stock-Financials | 1.36% | -0.28% | +29.83% | |
| 21 | O | Realty Income CORP | Stock-Real Estate | 1.32% | -0.12% | +76.18% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.28% | +0.08% | -3.00% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.20% | -0.09% | +8.36% | |
| 24 | EPD | Enterprise Products Partners | Stock-Energy | 1.08% | -0.15% | -1.27% | |
| 25 | SO | Southern Co/the | Stock-Utilities | 1.05% | -0.14% | +6.01% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.05% | -0.16% | +2.82% | |
| 27 | GRMN | Garmin Ltd. | Stock-Tech | 1.01% | -0.06% | -3.86% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | -0.09% | +4.43% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.94% | -0.07% | +14.69% | |
| 30 | ADI | Analog Devices Inc | Stock-Tech | 0.93% | +0.20% | +12.97% | |
| 31 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.91% | -0.08% | +2.94% | |
| 32 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.88% | +0.03% | -6.85% | |
| 33 | CMI | Cummins Inc | Stock-Industrials | 0.88% | +0.19% | -2.52% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.87% | — | +18.64% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.78% | -0.11% | -1.73% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.78% | -0.20% | -25.65% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | +0.04% | +1.13% | |
| 38 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.77% | -0.08% | +10.42% | |
| 39 | GLW | Corning Inc | Stock-Tech | 0.76% | +0.86% | -4.03% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.06% | -5.20% | |
| 41 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.66% | +0.02% | +2.07% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.04% | -1.57% | |
| 43 | FIS | Fidelity National Info Serv | Stock-Tech | 0.60% | -0.05% | +16.23% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.30% | -0.46% | |
| 45 | POOL | Pool CORP | Stock-Industrials | 0.56% | -0.01% | +0.54% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.56% | -0.04% | -4.76% | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.54% | -0.05% | -7.56% | |
| 48 | RJF | Raymond James Financial Inc | Stock-Financials | 0.54% | -0.02% | -8.56% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.02% | -3.13% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | +0.58% | +0.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.7% | +0.42% | Add |
| 2 | MSFT | Microsoft CORP | +1% | -0.42% | Add |
| 3 | NVDA | Nvidia CORP | +1% | +0.14% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.8% | -1.27% | Trim |
| 5 | PEP | Pepsico Inc | +0.7% | +2.89% | Add |
| 6 | ETN | Eaton Corporation plc | +0.7% | +0.19% | Add |
| 7 | O | Realty Income CORP | +0.6% | +76.18% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.4% | -2.23% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.3% | +1.78% | Add |
| 10 | CME | Cme Group Inc | +0.3% | +29.83% | Add |
| 11 | GLW | Corning Inc | +0.2% | -4.03% | Trim |
| 12 | ADI | Analog Devices Inc | +0.2% | +12.97% | Add |
| 13 | AMD | Advanced Micro Devices | +0.2% | +0.96% | Add |
| 14 | IQV | Iqvia Holdings Inc | +0.1% | +2.07% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | -0.46% | Trim |
| 16 | CMI | Cummins Inc | +0.1% | -2.52% | Trim |
| 17 | AAPL | Apple Inc | +0.1% | -0.05% | Add |
| 18 | MDT | Medtronic plc | +0.1% | +8.36% | Add |
| 19 | SNPS | Synopsys Inc | +0.1% | +9.90% | Add |
| 20 | SO | Southern Co/the | +0.1% | +6.01% | Add |
| 21 | PEG | Public Service Enterprise Gp | +0.1% | +10.42% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.62% | Add |
| 23 | ECL | Ecolab Inc | +0.1% | +7.76% | Add |
| 24 | TT | Trane Technologies plc | +0.1% | -2.68% | Trim |
| 25 | NXPI | NXP Semiconductors N.V. | +0.1% | +6.49% | Add |
| 26 | LHX | L3harris Technologies Inc | +0.1% | +2.18% | Add |
| 27 | WMT | Walmart Inc | +0.1% | -0.68% | Add |
| 28 | AMZN | Amazon.com Inc | +0.1% | +1.62% | Add |
| 29 | META | Meta Platforms Inc-class A | +0.1% | +1.13% | Add |
| 30 | MRK | Merck & Co. Inc. | 0% | +7.38% | Add |
| 31 | HD | Home Depot Inc | 0% | +4.43% | Add |
| 32 | UNH | Unitedhealth Group Inc | 0% | +18.64% | Add |
| 33 | MSI | Motorola Solutions Inc | 0% | +3.45% | Add |
| 34 | GRMN | Garmin Ltd. | 0% | -3.86% | Trim |
| 35 | XOM | Exxon Mobil CORP | -0.1% | +4.41% | Add |
| 36 | UNP | Union Pacific CORP | -0.1% | +2.79% | Add |
| 37 | TJX | Tjx Companies Inc | -0.2% | -6.66% | Trim |
| 38 | FISV | Fiserv Inc | -0.2% | +5.35% | Add |
| 39 | MPC | Marathon Petroleum CORP | -0.2% | -6.16% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.2% | -6.48% | Trim |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | -0.3% | -9.78% | Trim |
| 42 | V | Visa Inc-class A Shares | -0.3% | -3.00% | Trim |
| 43 | DE | Deere & Co | -0.4% | -3.99% | Trim |
| 44 | SBUX | Starbucks CORP | -0.4% | -6.85% | Trim |
| 45 | CMCSA | Comcast Corp-class A | -0.6% | -25.65% | Trim |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -1.5% | -0.71% | Trim |
| 47 | CB | Chubb Limited | — | EXIT | Sold out |
| 48 | BBY | Best Buy Co Inc | — | EXIT | Sold out |
| 49 | ICE | Intercontinental Exchange In | — | EXIT | Sold out |
| 50 | CRDO | Credo Technology Group Holding Ltd | — | NEW | New buy |
According to official SEC Form 13F filings, Cullen Investment Group, LTD. reported a total U.S. public equity portfolio value of $826.5M across 175 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 AAPL, BRK-B, MSFT) accounted for 25.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
CRDO
市值: $949.8K
Top Position Liquidated / Trimmed
CB
前期市值: $6.5M
During Q3 2025, Cullen Investment Group, LTD.'s top holdings by market value included AAPL (7.2%)、BRK-B (6.4%)、MSFT (6.0%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q3 2025, Cullen Investment Group, LTD. made 50 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 16 holdings, and fully liquidating 3 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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