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CIK: 0001161670
Total reported value
$1.3B
$1.3B
211 檔
32.1%
According to the latest 13F quarterly dataset, Cullinan Associates Inc managed an equity portfolio of $1.3B at the end of Q4 2025, spanning 211 distinct U.S. exchange-listed positions.
In Q4 2025, Cullinan Associates Inc adopted a defensive or profit-taking posture, trimming 79 positions and completely liquidating 7 holdings to manage risk exposure.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.23% | +0.13% | -1.00% | |
| 2 | KO | Coca-cola Co/the | Stock-Consumer Staples | 6.47% | -1.12% | -0.39% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.83% | -0.74% | +0.38% | |
| 4 | SPGI | S&p Global Inc | Stock-Financials | 4.32% | -0.45% | +3.13% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.93% | -0.21% | -4.43% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.72% | -0.22% | +3.77% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.69% | -0.14% | +2.27% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.63% | +0.22% | +4.01% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.52% | -0.18% | -1.18% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 2.39% | +0.03% | -4.58% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.16% | +0.93% | +12.03% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.05% | -3.10% | EXIT | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | +0.29% | +15.27% | |
| 14 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.58% | +0.07% | -0.19% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | +0.28% | -14.30% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.50% | -0.13% | +2.77% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.33% | -0.43% | -1.59% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.29% | +0.02% | -1.66% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.18% | +0.26% | -9.65% | |
| 20 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.13% | +1.00% | — | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.10% | -0.22% | -19.28% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.45% | -6.09% | |
| 23 | AXP | American Express Co | Stock-Financials | 1.09% | — | -9.10% | |
| 24 | AFL | Aflac Inc | Stock-Financials | 1.06% | -0.01% | +3.05% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | +0.54% | -26.79% | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 1.03% | +1.12% | -4.82% | |
| 27 | EA | Electronic Arts Inc | Stock-Comm Services | 0.98% | -0.02% | -13.51% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.05% | +4.57% | |
| 29 | QLYS | Qualys Inc | Stock-Tech | 0.93% | +0.34% | — | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.90% | +0.36% | -7.92% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.12% | +2.45% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.77% | -0.07% | -0.10% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.75% | -0.03% | -3.71% | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.72% | -0.01% | +11.02% | |
| 35 | CME | Cme Group Inc | Stock-Financials | 0.72% | -0.26% | +9.32% | |
| 36 | KLAC | Kla CORP | Stock-Tech | 0.70% | +0.50% | -4.98% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | +0.01% | -3.21% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.69% | -0.07% | -0.96% | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.68% | -0.05% | +3.67% | |
| 40 | NYT | New York Times Co-a | Stock-Comm Services | 0.68% | -0.15% | -2.39% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.66% | -0.09% | +5.92% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.65% | -0.24% | -1.75% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.15% | -4.67% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | — | +166.25% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.10% | -10.79% | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.58% | -0.02% | -6.32% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.57% | -0.07% | +0.99% | |
| 48 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.55% | — | +64.38% | |
| 49 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.53% | -0.38% | +9.44% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.51% | +0.13% | +6.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | -1.00% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | +2.27% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.7% | +12.03% | Add |
| 4 | SPGI | S&p Global Inc | +0.6% | +3.13% | Add |
| 5 | KO | Coca-cola Co/the | +0.6% | -0.39% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.5% | +3.77% | Add |
| 7 | AMZN | Amazon.com Inc | +0.4% | +15.27% | Add |
| 8 | BAC | Bank Of America CORP | +0.4% | +166.25% | Add |
| 9 | CHRW | C.h. Robinson Worldwide Inc | +0.3% | +64.38% | Add |
| 10 | LRCXEUR | Lam Research CORP | +0.3% | — | Unchanged |
| 11 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | -0.19% | Trim |
| 12 | WMT | Walmart Inc | +0.3% | -4.43% | Trim |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +4.01% | Add |
| 14 | AMAT | Applied Materials Inc | +0.2% | -4.82% | Trim |
| 15 | ASML | ASML Holding N.V. | +0.2% | +766.67% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.2% | -2.26% | Trim |
| 17 | UPS | United Parcel Service-cl B | +0.1% | +9.44% | Add |
| 18 | LLY | Eli Lilly & Co | +0.1% | -10.79% | Trim |
| 19 | CAT | Caterpillar Inc | +0.1% | -9.65% | Trim |
| 20 | MA | Mastercard Inc - A | +0.1% | +72.73% | Add |
| 21 | NYT | New York Times Co-a | +0.1% | -2.39% | Trim |
| 22 | AMGN | Amgen Inc | +0.1% | -0.96% | Trim |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +8.14% | Add |
| 24 | DE | Deere & Co | +0.1% | +11.02% | Add |
| 25 | CME | Cme Group Inc | +0.1% | +9.32% | Add |
| 26 | IBM | Intl Business Machines CORP | +0.1% | -4.58% | Trim |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +1.83% | Add |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | -3.71% | Trim |
| 29 | PEP | Pepsico Inc | +0.1% | +20.08% | Add |
| 30 | KLAC | Kla CORP | +0.1% | -4.98% | Trim |
| 31 | CMI | Cummins Inc | +0.1% | -0.84% | Trim |
| 32 | WFC | Wells Fargo & Co | +0.1% | +7.46% | Add |
| 33 | QCOM | Qualcomm Inc | +0.1% | +6.53% | Add |
| 34 | TJX | Tjx Companies Inc | +0.1% | +0.99% | Add |
| 35 | DIS | Walt Disney Co/the | +0.1% | +5.92% | Add |
| 36 | AFL | Aflac Inc | +0.1% | +3.05% | Add |
| 37 | AXP | American Express Co | +0.1% | -9.10% | Trim |
| 38 | PANW | Palo Alto Networks Inc | +0.1% | +275.00% | Add |
| 39 | ISRG | Intuitive Surgical Inc | +0.1% | — | Unchanged |
| 40 | DUK | Duke Energy CORP | +0.1% | +22.72% | Add |
| 41 | TRV | Travelers Cos Inc/the | +0.1% | +1.54% | Add |
| 42 | MCD | Mcdonald's CORP | 0% | -1.59% | Trim |
| 43 | QLYS | Qualys Inc | 0% | — | Unchanged |
| 44 | RTX | Rtx CORP | 0% | -1.03% | Trim |
| 45 | BMY | Bristol-myers Squibb Co | 0% | -8.32% | Trim |
| 46 | ECL | Ecolab Inc | 0% | +5.86% | Add |
| 47 | FSLR | First Solar Inc | 0% | — | Unchanged |
| 48 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 49 | TFC | Truist Financial CORP | 0% | — | Unchanged |
| 50 | ADI | Analog Devices Inc | 0% | -1.42% | Trim |
According to official SEC Form 13F filings, Cullinan Associates Inc reported a total U.S. public equity portfolio value of $1.3B across 211 disclosed positions in Q4 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, KO, MSFT) accounted for 32.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
VUG
市值: $318.6K
Top Position Liquidated / Trimmed
DOV
前期市值: $784.1K
During Q4 2025, Cullinan Associates Inc's top holdings by market value included AAPL (8.2%)、KO (6.5%)、MSFT (5.8%). The largest single position, AAPL, represented 8.2% of total portfolio value.
In Q4 2025, Cullinan Associates Inc made 131 total portfolio adjustments, initiating 5 new buys, adding to 40 positions, trimming 79 holdings, and fully liquidating 7 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.
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Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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