13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001161670
Total reported value
$1.3B
$1.3B
210 檔
33.7%
According to the latest 13F quarterly dataset, Cullinan Associates Inc managed an equity portfolio of $1.3B at the end of Q2 2025, spanning 210 distinct U.S. exchange-listed positions.
In Q2 2025, Cullinan Associates Inc adopted a defensive or profit-taking posture, trimming 74 positions and completely liquidating 10 holdings to manage risk exposure.
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COIN | Coinbase Global Inc -class A | Stock-Financials | 7.00% | — | — | |
| 2 | KO | Coca-cola Co/the | Stock-Consumer Staples | 6.43% | -1.12% | +1.13% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.14% | +0.13% | -1.55% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.57% | -0.74% | -3.52% | |
| 5 | SPGI | S&p Global Inc | Stock-Financials | 4.29% | -0.45% | +0.24% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.66% | -0.21% | -1.82% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.76% | -0.18% | -0.10% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.53% | +0.22% | +0.22% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 2.36% | +0.03% | -2.61% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.90% | -0.22% | -2.59% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.87% | -3.10% | EXIT | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | +0.29% | -0.24% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.73% | -0.13% | -0.64% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.56% | +0.15% | -2.74% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | -0.14% | +3.09% | |
| 16 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.53% | +0.07% | -2.07% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | +0.28% | -2.54% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.29% | -0.43% | -2.62% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.54% | -2.92% | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.24% | -0.22% | -2.42% | |
| 21 | TXN | Texas Instruments Inc | Stock-Tech | 1.20% | +0.36% | -3.13% | |
| 22 | AXP | American Express Co | Stock-Financials | 1.15% | — | +1.93% | |
| 23 | EA | Electronic Arts Inc | Stock-Comm Services | 1.12% | -0.02% | -1.61% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.12% | -0.45% | -13.88% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.08% | +0.02% | -3.90% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | +0.93% | +2.21% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.05% | -11.22% | |
| 28 | QLYS | Qualys Inc | Stock-Tech | 0.97% | +0.34% | — | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.91% | +0.26% | +1.84% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | -0.12% | +2.54% | |
| 31 | AFL | Aflac Inc | Stock-Financials | 0.89% | -0.01% | +1.59% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | +0.01% | +6.52% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.77% | +1.12% | -1.78% | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.76% | -0.07% | +8.25% | |
| 35 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.71% | -0.08% | -30.53% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.70% | -0.05% | +5.53% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.68% | -0.01% | -0.13% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.66% | -0.03% | -2.38% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.65% | -0.24% | -0.79% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | -0.07% | -1.38% | |
| 41 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.62% | +1.00% | — | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 0.62% | -0.02% | -4.92% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.61% | -0.09% | -3.09% | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.58% | +0.50% | -2.89% | |
| 45 | NYT | New York Times Co-a | Stock-Comm Services | 0.56% | -0.15% | +4.02% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.52% | +0.01% | -2.95% | |
| 47 | ✓ | Berkshire Hathaway Cl B | Stock-Other | 0.49% | +0.08% | +2.00% | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.48% | -0.38% | -7.23% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.45% | -0.07% | -26.65% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.24% | -7.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COIN | Coinbase Global Inc -class A | +3.3% | — | Unchanged |
| 2 | MSFT | Microsoft CORP | +0.9% | -3.52% | Trim |
| 3 | ORCL | Oracle CORP | +0.5% | -0.64% | Trim |
| 4 | NVDA | Nvidia CORP | +0.3% | -2.92% | Trim |
| 5 | IBM | Intl Business Machines CORP | +0.2% | -2.61% | Trim |
| 6 | UBER | Uber Technologies Inc | +0.2% | +5.53% | Add |
| 7 | AMZN | Amazon.com Inc | +0.1% | -0.24% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.09% | Add |
| 9 | AXP | American Express Co | +0.1% | +1.93% | Add |
| 10 | LRCXEUR | Lam Research CORP | +0.1% | — | Unchanged |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -2.54% | Trim |
| 12 | AMAT | Applied Materials Inc | +0.1% | -1.78% | Trim |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | -2.38% | Trim |
| 14 | KLAC | Kla CORP | +0.1% | -2.89% | Trim |
| 15 | CAT | Caterpillar Inc | +0.1% | +1.84% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.22% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +2.21% | Add |
| 18 | DIS | Walt Disney Co/the | +0.1% | -3.09% | Trim |
| 19 | AVGO | Broadcom Inc | +0.1% | +11.49% | Add |
| 20 | WMT | Walmart Inc | +0.1% | -1.82% | Trim |
| 21 | MS | Morgan Stanley | +0.1% | +9.23% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | -11.22% | Trim |
| 23 | HIMS | Hims & Hers Health Inc | +0.1% | — | Unchanged |
| 24 | DOV | Dover CORP | +0.1% | NEW | New buy |
| 25 | TXN | Texas Instruments Inc | +0.1% | -3.13% | Trim |
| 26 | QLYS | Qualys Inc | +0.1% | — | Unchanged |
| 27 | EMR | Emerson Electric Co | +0.1% | -4.92% | Trim |
| 28 | NYT | New York Times Co-a | +0.1% | +4.02% | Add |
| 29 | QCOM | Qualcomm Inc | +0.1% | +17.96% | Add |
| 30 | ECL | Ecolab Inc | 0% | +11.68% | Add |
| 31 | DT | Dynatrace Inc | 0% | — | Unchanged |
| 32 | TSLA | Tesla Inc | 0% | +3.57% | Add |
| 33 | HOOD | Robinhood Markets Inc - A | 0% | — | Unchanged |
| 34 | APP | Applovin Corp-class A | 0% | NEW | New buy |
| 35 | PYPL | Paypal Holdings Inc | 0% | +13.65% | Add |
| 36 | EA | Electronic Arts Inc | 0% | -1.61% | Trim |
| 37 | PM | Philip Morris International | 0% | -2.95% | Trim |
| 38 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 39 | INTU | Intuit Inc | 0% | — | Unchanged |
| 40 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 41 | GE | General Electric | 0% | — | Unchanged |
| 42 | ETN | Eaton Corporation plc | 0% | -0.36% | Trim |
| 43 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 44 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 45 | COF | Capital One Financial CORP | 0% | NEW | New buy |
| 46 | BA | Boeing Co/the | 0% | — | Unchanged |
| 47 | ASML | ASML Holding N.V. | 0% | NEW | New buy |
| 48 | PLTR | Palantir Technologies Inc-a | 0% | +5.00% | Add |
| 49 | SO | Southern Co/the | 0% | +8.25% | Add |
| 50 | DE | Deere & Co | 0% | -0.13% | Trim |
According to official SEC Form 13F filings, Cullinan Associates Inc reported a total U.S. public equity portfolio value of $1.3B across 210 disclosed positions in Q2 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 COIN, KO, AAPL) accounted for 33.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
DOV
市值: $861.2K
Top Position Liquidated / Trimmed
BRO
前期市值: $1.6M
During Q2 2025, Cullinan Associates Inc's top holdings by market value included COIN (7.0%)、KO (6.4%)、AAPL (6.1%). The largest single position, COIN, represented 7.0% of total portfolio value.
In Q2 2025, Cullinan Associates Inc made 125 total portfolio adjustments, initiating 4 new buys, adding to 37 positions, trimming 74 holdings, and fully liquidating 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.