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CIK: 0001161670
Total reported value
$1.3B
$1.3B
216 檔
28.8%
The Q1 2025 SEC filing reveals that Cullinan Associates Inc held a total portfolio value of $1.3B, covering 216 public equity positions.
In Q1 2025, Cullinan Associates Inc displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, KO, MSFT) accounted for 28.8% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.23% | +0.13% | -29.86% | |
| 2 | KO | Coca-cola Co/the | Stock-Consumer Staples | 6.90% | -1.12% | -0.66% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.67% | -0.74% | +0.51% | |
| 4 | SPGI | S&p Global Inc | Stock-Financials | 4.42% | -0.45% | -2.23% | |
| 5 | COIN | Coinbase Global Inc -class A | Stock-Financials | 3.69% | — | — | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.59% | -0.21% | -27.41% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.16% | -0.18% | +0.25% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.45% | +0.22% | -6.82% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.27% | -0.22% | +0.13% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.19% | -3.10% | EXIT | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 2.19% | +0.03% | +1.33% | |
| 12 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.82% | +0.07% | -0.09% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | +0.29% | -5.53% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.70% | +0.15% | +0.23% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.63% | -0.45% | -1.85% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.51% | -0.43% | -1.16% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.43% | -0.22% | +1.89% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | -0.14% | -6.33% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | +0.28% | -3.32% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.36% | +0.02% | -2.20% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.19% | -0.13% | +2.42% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 1.15% | +0.36% | +1.65% | |
| 23 | EA | Electronic Arts Inc | Stock-Comm Services | 1.10% | -0.02% | -22.17% | |
| 24 | AXP | American Express Co | Stock-Financials | 1.02% | — | +1.25% | |
| 25 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.99% | -0.08% | -0.63% | |
| 26 | AFL | Aflac Inc | Stock-Financials | 0.98% | -0.01% | -0.87% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.05% | -8.69% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.93% | -25.67% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.54% | -5.17% | |
| 30 | QLYS | Qualys Inc | Stock-Tech | 0.92% | +0.34% | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | -0.12% | +4.66% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.82% | +0.26% | -0.06% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | +0.01% | +11.06% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | -0.07% | -4.19% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.75% | -0.07% | +50.51% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.68% | -0.24% | -0.07% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.67% | -0.01% | -2.68% | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.67% | +1.12% | -5.24% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.65% | -0.07% | +17.68% | |
| 40 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.61% | -0.38% | -6.48% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.57% | -0.02% | -7.50% | |
| 42 | ✓ | Berkshire Hathaway Cl B | Stock-Other | 0.57% | +0.08% | -2.59% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.56% | -0.03% | -16.29% | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.55% | -0.05% | +6.96% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.10% | +3.48% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | -0.09% | +4.12% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | +0.03% | -22.22% | |
| 48 | NYT | New York Times Co-a | Stock-Comm Services | 0.51% | -0.15% | +6.41% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.50% | +0.01% | +0.79% | |
| 50 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.50% | +1.00% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | KO | Coca-cola Co/the | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | SPGI | S&p Global Inc | — | NEW | New buy |
| 5 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 6 | WMT | Walmart Inc | — | NEW | New buy |
| 7 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 9 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 10 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 11 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 12 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 14 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 15 | CVX | Chevron CORP | — | NEW | New buy |
| 16 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 17 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 19 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 20 | ABBV | Abbvie Inc | — | NEW | New buy |
| 21 | ORCL | Oracle CORP | — | NEW | New buy |
| 22 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 23 | EA | Electronic Arts Inc | — | NEW | New buy |
| 24 | AXP | American Express Co | — | NEW | New buy |
| 25 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 26 | AFL | Aflac Inc | — | NEW | New buy |
| 27 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 28 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 29 | NVDA | Nvidia CORP | — | NEW | New buy |
| 30 | QLYS | Qualys Inc | — | NEW | New buy |
| 31 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 32 | CAT | Caterpillar Inc | — | NEW | New buy |
| 33 | HD | Home Depot Inc | — | NEW | New buy |
| 34 | AMGN | Amgen Inc | — | NEW | New buy |
| 35 | SO | Southern Co/the | — | NEW | New buy |
| 36 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 37 | DE | Deere & Co | — | NEW | New buy |
| 38 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 39 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 40 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 41 | EMR | Emerson Electric Co | — | NEW | New buy |
| 42 | ✓ | Berkshire Hathaway Cl B | — | NEW | New buy |
| 43 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 44 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 45 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 46 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 47 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 48 | NYT | New York Times Co-a | — | NEW | New buy |
| 49 | PM | Philip Morris International | — | NEW | New buy |
| 50 | LRCXEUR | Lam Research CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Cullinan Associates Inc reported a total U.S. public equity portfolio value of $1.3B across 216 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
AAPL
市值: $102.3M
During Q1 2025, Cullinan Associates Inc's top holdings by market value included AAPL (7.2%)、KO (6.9%)、MSFT (4.7%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q1 2025, Cullinan Associates Inc made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 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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