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CIK: 0001161670
Total reported value
$1.3B
$1.3B
217 檔
35.6%
In Q4 2024, Cullinan Associates Inc's U.S. equity holdings reached a combined market value of $1.3B, distributed across 217 disclosed stock positions.
In Q4 2024, Cullinan Associates Inc adopted a defensive or profit-taking posture, trimming 131 positions and completely liquidating 16 holdings to manage risk exposure.
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.56% | +0.13% | -12.93% | |
| 2 | KO | Coca-cola Co/the | Stock-Consumer Staples | 5.48% | -1.12% | +6.04% | |
| 3 | COIN | Coinbase Global Inc -class A | Stock-Financials | 4.82% | — | -0.07% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.74% | -0.74% | -10.73% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.62% | -0.21% | -34.59% | |
| 6 | SPGI | S&p Global Inc | Stock-Financials | 4.03% | -0.45% | -1.41% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.82% | -0.18% | -6.94% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.51% | +0.22% | -3.55% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | +0.29% | -16.45% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.80% | -3.10% | EXIT | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.80% | -0.22% | -12.86% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.73% | +0.03% | -9.99% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | -0.14% | -10.94% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.42% | +0.93% | -8.89% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.39% | +0.15% | -8.44% | |
| 16 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.37% | +0.07% | -2.74% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.35% | -0.22% | -12.22% | |
| 18 | EA | Electronic Arts Inc | Stock-Comm Services | 1.30% | -0.02% | -17.09% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.30% | -0.45% | -19.63% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.29% | -0.43% | -14.87% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | +0.28% | -9.48% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.26% | -0.13% | -14.70% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.54% | -23.28% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.07% | +0.36% | -9.93% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.07% | +0.02% | -14.28% | |
| 26 | AXP | American Express Co | Stock-Financials | 1.01% | — | -13.16% | |
| 27 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.99% | -0.08% | -1.85% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.05% | -2.87% | |
| 29 | QLYS | Qualys Inc | Stock-Tech | 0.93% | +0.34% | -0.92% | |
| 30 | AFL | Aflac Inc | Stock-Financials | 0.84% | -0.01% | -2.00% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.82% | +0.26% | -13.51% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.12% | -22.00% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.72% | +1.12% | -22.59% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | +0.01% | -3.55% | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.68% | -0.38% | -13.03% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.67% | -0.24% | -17.70% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.03% | -8.70% | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.63% | -0.02% | -14.65% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.63% | -0.03% | -17.35% | |
| 40 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.63% | — | — | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | -0.07% | -24.78% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | +0.03% | +5.41% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.57% | -0.01% | -19.61% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | -0.09% | -7.12% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.49% | -0.07% | -20.42% | |
| 46 | NYT | New York Times Co-a | Stock-Comm Services | 0.46% | -0.15% | -15.12% | |
| 47 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.45% | +1.00% | — | |
| 48 | ✓ | Berkshire Hathaway Cl B | Stock-Other | 0.45% | +0.08% | -1.66% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.10% | -3.32% | |
| 50 | HPQ | Hp Inc | Stock-Tech | 0.44% | +0.02% | -1.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COIN | Coinbase Global Inc -class A | +1.1% | -0.07% | Trim |
| 2 | AAPL | Apple Inc | +0.5% | -12.93% | Trim |
| 3 | KO | Coca-cola Co/the | +0.4% | +6.04% | Add |
| 4 | TSLA | Tesla Inc | +0.3% | -8.70% | Trim |
| 5 | SPGI | S&p Global Inc | +0.3% | -1.41% | Trim |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -3.55% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -10.94% | Trim |
| 8 | CME | Cme Group Inc | +0.2% | +614.45% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -8.89% | Trim |
| 10 | QLYS | Qualys Inc | +0.2% | -0.92% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.2% | -16.45% | Trim |
| 12 | V | Visa Inc-class A Shares | +0.2% | -8.44% | Trim |
| 13 | WST | West Pharmaceutical Services | +0.1% | — | Unchanged |
| 14 | PG | Procter & Gamble Co/the | +0.1% | -6.94% | Trim |
| 15 | DUK | Duke Energy CORP | +0.1% | +260.76% | Add |
| 16 | MSTR | Strategy Inc | +0.1% | +100.00% | Add |
| 17 | MSFT | Microsoft CORP | +0.1% | -10.73% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -9.48% | Trim |
| 19 | ECL | Ecolab Inc | +0.1% | +39.66% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.1% | -2.87% | Trim |
| 21 | CRM | Salesforce Inc | +0.1% | +1.03% | Add |
| 22 | DIS | Walt Disney Co/the | +0.1% | -7.12% | Trim |
| 23 | WSM | Williams-sonoma Inc | +0.1% | -3.79% | Trim |
| 24 | TEAM | Atlassian Corp-cl A | +0.1% | -0.55% | Trim |
| 25 | AXP | American Express Co | +0.1% | -13.16% | Trim |
| 26 | AESI | Atlas Energy Solutions Inc | +0.1% | — | Unchanged |
| 27 | CSCO | Cisco Systems Inc | +0.1% | +8.51% | Add |
| 28 | ABNB | Airbnb Inc-class A | +0.1% | -1.85% | Trim |
| 29 | TFC | Truist Financial CORP | +0.1% | +0.13% | Add |
| 30 | EMR | Emerson Electric Co | +0.1% | -14.65% | Trim |
| 31 | HD | Home Depot Inc | 0% | -3.55% | Trim |
| 32 | QCOM | Qualcomm Inc | 0% | +18.53% | Add |
| 33 | ✓ | Berkshire Hathaway Cl B | 0% | -1.66% | Trim |
| 34 | PM | Philip Morris International | 0% | -2.28% | Trim |
| 35 | UNH | Unitedhealth Group Inc | 0% | +5.41% | Add |
| 36 | NOW | Servicenow Inc | 0% | -4.76% | Trim |
| 37 | OKTA | Okta Inc | 0% | — | Unchanged |
| 38 | WFC | Wells Fargo & Co | 0% | -4.30% | Trim |
| 39 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 40 | AFL | Aflac Inc | 0% | -2.00% | Trim |
| 41 | GS | Goldman Sachs Group Inc | 0% | -17.35% | Trim |
| 42 | DT | Dynatrace Inc | 0% | -7.66% | Trim |
| 43 | MS | Morgan Stanley | 0% | -13.83% | Trim |
| 44 | PLTR | Palantir Technologies Inc-a | 0% | NEW | New buy |
| 45 | HOOD | Robinhood Markets Inc - A | 0% | NEW | New buy |
| 46 | BSX | Boston Scientific CORP | 0% | -5.52% | Trim |
| 47 | CARG | Cargurus Inc | 0% | — | Unchanged |
| 48 | USB | US Bancorp | 0% | +4.98% | Add |
| 49 | MO | Altria Group Inc | 0% | -2.33% | Trim |
| 50 | HIMS | Hims & Hers Health Inc | 0% | -0.16% | Trim |
According to official SEC Form 13F filings, Cullinan Associates Inc reported a total U.S. public equity portfolio value of $1.3B across 217 disclosed positions in Q4 2024.
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, KO, COIN) accounted for 35.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
PLTR
市值: $302.5K
Top Position Liquidated / Trimmed
GLW
前期市值: $3.9M
During Q4 2024, Cullinan Associates Inc's top holdings by market value included AAPL (10.6%)、KO (5.5%)、COIN (4.8%). The largest single position, AAPL, represented 10.6% of total portfolio value.
In Q4 2024, Cullinan Associates Inc made 163 total portfolio adjustments, initiating 2 new buys, adding to 14 positions, trimming 131 holdings, and fully liquidating 16 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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