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
207 檔
26.9%
In Q1 2026, Cullinan Associates Inc's U.S. equity holdings reached a combined market value of $1.3B, distributed across 207 disclosed stock positions.
In Q1 2026, Cullinan Associates Inc adopted a defensive or profit-taking posture, trimming 90 positions and completely liquidating 10 holdings to manage risk exposure.
Showing top 200 holdings (of 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.23% | +0.13% | -10.26% | |
| 2 | KO | Coca-cola Co/the | Stock-Consumer Staples | 8.08% | -1.12% | -3.86% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.68% | -0.74% | -12.00% | |
| 4 | SPGI | S&p Global Inc | Stock-Financials | 4.19% | -0.45% | -0.03% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.62% | -0.22% | -5.70% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 3.10% | -3.10% | EXIT | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.69% | +0.22% | -9.98% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.64% | -0.18% | -12.87% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | -0.14% | -18.13% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.23% | +0.93% | -5.13% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +0.29% | -9.91% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.89% | +0.03% | -18.86% | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.87% | +0.07% | +0.88% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | +0.28% | -7.16% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.43% | -0.21% | -72.70% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.42% | -0.43% | -11.85% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 1.42% | +1.12% | -12.76% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.35% | -0.45% | -23.94% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.29% | +0.02% | -11.90% | |
| 20 | AFL | Aflac Inc | Stock-Financials | 1.23% | -0.01% | -2.68% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.18% | -0.22% | -7.97% | |
| 22 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.11% | +1.00% | -33.51% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 1.05% | +0.36% | -12.04% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.02% | -0.13% | -24.22% | |
| 25 | AXP | American Express Co | Stock-Financials | 0.99% | — | -6.33% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.96% | +0.26% | -44.56% | |
| 27 | DE | Deere & Co | Stock-Industrials | 0.95% | -0.01% | -8.89% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.05% | -5.89% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.88% | -0.24% | -9.90% | |
| 30 | KLAC | Kla CORP | Stock-Tech | 0.86% | +0.50% | -15.61% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | +0.54% | -27.97% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.12% | -26.75% | |
| 33 | SO | Southern Co/the | Stock-Utilities | 0.81% | -0.07% | -20.41% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.74% | -0.38% | +18.50% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.74% | -0.05% | +2.67% | |
| 36 | CME | Cme Group Inc | Stock-Financials | 0.73% | -0.26% | -20.81% | |
| 37 | QLYS | Qualys Inc | Stock-Tech | 0.73% | +0.34% | — | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.73% | -0.07% | -18.07% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | +0.01% | -9.08% | |
| 40 | NYT | New York Times Co-a | Stock-Comm Services | 0.70% | -0.15% | -29.34% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | +0.15% | +1.85% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.66% | -0.07% | -6.65% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.09% | -2.58% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.63% | +0.24% | +5.70% | |
| 45 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.59% | — | -3.01% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | — | -6.17% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.56% | +0.13% | +20.72% | |
| 48 | EMR | Emerson Electric Co | Stock-Industrials | 0.55% | -0.02% | -18.86% | |
| 49 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.55% | -0.08% | -0.74% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.53% | -0.03% | -37.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | +1.6% | -3.86% | Trim |
| 2 | XOM | Exxon Mobil CORP | +1.1% | -10.20% | Trim |
| 3 | JNJ | Johnson & Johnson | +0.9% | -5.70% | Trim |
| 4 | AMAT | Applied Materials Inc | +0.4% | -12.76% | Trim |
| 5 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +0.88% | Add |
| 6 | CVX | Chevron CORP | +0.3% | -23.94% | Trim |
| 7 | LMT | Lockheed Martin CORP | +0.2% | -9.90% | Trim |
| 8 | DE | Deere & Co | +0.2% | -8.89% | Trim |
| 9 | UPS | United Parcel Service-cl B | +0.2% | +18.50% | Add |
| 10 | AFL | Aflac Inc | +0.2% | -2.68% | Trim |
| 11 | WFC | Wells Fargo & Co | +0.2% | +47.68% | Add |
| 12 | KLAC | Kla CORP | +0.2% | -15.61% | Trim |
| 13 | TXN | Texas Instruments Inc | +0.2% | -12.04% | Trim |
| 14 | FAST | Fastenal Co | +0.1% | +1.16% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +5.70% | Add |
| 16 | PG | Procter & Gamble Co/the | +0.1% | -12.87% | Trim |
| 17 | AESI | Atlas Energy Solutions Inc | +0.1% | — | Unchanged |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -4.93% | Trim |
| 19 | CARR | Carrier Global CORP | +0.1% | +218.89% | Add |
| 20 | MCD | Mcdonald's CORP | +0.1% | -11.85% | Trim |
| 21 | COP | Conocophillips | +0.1% | — | Unchanged |
| 22 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 23 | TJX | Tjx Companies Inc | +0.1% | -6.65% | Trim |
| 24 | LOW | Lowe's Cos Inc | +0.1% | -7.97% | Trim |
| 25 | AVGO | Broadcom Inc | +0.1% | +32.57% | Add |
| 26 | DUK | Duke Energy CORP | +0.1% | +3.51% | Add |
| 27 | CL | Colgate-palmolive Co | +0.1% | +2.55% | Add |
| 28 | PEP | Pepsico Inc | +0.1% | -2.58% | Trim |
| 29 | TRV | Travelers Cos Inc/the | +0.1% | -3.01% | Trim |
| 30 | GOOG | Alphabet Inc-cl C | +0.1% | -5.13% | Trim |
| 31 | INTC | Intel CORP | +0.1% | +1.95% | Add |
| 32 | PLD | Prologis Inc | +0.1% | +8.95% | Add |
| 33 | ✓ | Berkshire Hathaway Cl B | +0.1% | +1.13% | Add |
| 34 | NSC | Norfolk Southern CORP | +0.1% | — | Unchanged |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -9.98% | Trim |
| 36 | UBER | Uber Technologies Inc | +0.1% | +2.67% | Add |
| 37 | PSX | Phillips 66 | +0.1% | — | Unchanged |
| 38 | HPQ | Hp Inc | +0.1% | +23.61% | Add |
| 39 | QCOM | Qualcomm Inc | +0.1% | +20.72% | Add |
| 40 | ABNB | Airbnb Inc-class A | +0.1% | -0.74% | Trim |
| 41 | CVS | Cvs Health CORP | +0.1% | +8.11% | Add |
| 42 | SO | Southern Co/the | 0% | -20.41% | Trim |
| 43 | AMGN | Amgen Inc | 0% | -18.07% | Trim |
| 44 | PYPL | Paypal Holdings Inc | 0% | +18.13% | Add |
| 45 | NFLX | Netflix Inc | 0% | +25.55% | Add |
| 46 | BSX | Boston Scientific CORP | 0% | +91.93% | Add |
| 47 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 48 | GEV | GE Vernova Inc | 0% | -0.08% | Trim |
| 49 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 50 | UBS | UBS Group AG | 0% | +39.33% | Add |
According to official SEC Form 13F filings, Cullinan Associates Inc reported a total U.S. public equity portfolio value of $1.3B across 207 disclosed positions in Q1 2026.
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 26.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
PODD
市值: $524.6K
Top Position Liquidated / Trimmed
CHRW
前期市值: $8.1M
During Q1 2026, Cullinan Associates Inc's top holdings by market value included AAPL (8.2%)、KO (8.1%)、MSFT (4.7%). The largest single position, AAPL, represented 8.2% of total portfolio value.
In Q1 2026, Cullinan Associates Inc made 134 total portfolio adjustments, initiating 6 new buys, adding to 28 positions, trimming 90 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.