Culbertson A N & CO Inc Portfolio Holdings

Culbertson A N & CO Inc

  • $620 Million
  • Q1 2025

Culbertson A N & CO Inc has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $620 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $58.5M, Apple Inc. with a value of $41.5M, Microsoft Corp with a value of $32.2M, Jpmorgan Chase & CO with a value of $28.9M, and Goldman Sachs Group Inc with a value of $15.1M.

Examining the 13F form we can see an decrease of $9K in the current position value, from $620M to 620M.

Below you can find more details about Culbertson A N & CO Inc portfolio as well as his latest detailed transactions.

Portfolio value $620 Million
Financial Services: $149 Million
ETFs: $126 Million
Technology: $104 Million
Healthcare: $64.8 Million
Industrials: $59.7 Million
Consumer Defensive: $37.7 Million
Energy: $25.4 Million
Communication Services: $23.2 Million
Other: $30.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.7B
$1.92 Million 0.31% of portfolio
32,182
Q1 2025 Reduced 7.18%
$98.7B
$1.91 Million 0.31% of portfolio
19,473
Q1 2025 Reduced 11.32%
$16.1B
$1.58 Million 0.25% of portfolio
3,762
Q1 2025 Reduced 6.25%
$377B
$1.54 Million 0.25% of portfolio
4,202
Q1 2025 Added 1.82%
$549B
$1.53 Million 0.25% of portfolio
2,795
Q1 2025 Reduced 0.89%
$20.2B
$1.49 Million 0.24% of portfolio
39,756
Q1 2025 Added 21.91%
$308B
$1.25 Million 0.2% of portfolio
17,446
Q1 2025 Added 1.97%
$11.8B
$1.11 Million 0.18% of portfolio
9,387
Q1 2025 Reduced 10.36%
$219B
$1.05 Million 0.17% of portfolio
3,913
Q4 2023 Added 0.51%
$69.9B
$1.05 Million 0.17% of portfolio
13,117
Q4 2024 Reduced 0.09%
$139B
$967,000 0.16% of portfolio
4,148
Q1 2025 Reduced 9.79%
$137B
$930,000 0.15% of portfolio
3,940
Q4 2024 Added 0.77%
$46.5B
$860,000 0.14% of portfolio
15,350
Q1 2025 Reduced 1.49%
$264B
$775,000 0.13% of portfolio
8,839
Q1 2025 Reduced 8.99%
$35.5B
$754,000 0.12% of portfolio
8,422
Q1 2025 Added 7.88%
$192B
$664,000 0.11% of portfolio
1,733
Q1 2025 Added 0.46%
$19.4B
$678,000 0.11% of portfolio
5,998
Q4 2024 Added 3.18%
$149B
$598,000 0.1% of portfolio
1,922
Q1 2025 Added 3.72%
$684B
$621,000 0.1% of portfolio
753
Q1 2025 Added 141.35%
$130B
$533,000 0.09% of portfolio
21,042
Q1 2025 Reduced 6.42%
$28B
$545,000 0.09% of portfolio
6,617
Q1 2025 Reduced 20.96%
$47.6B
$512,000 0.08% of portfolio
12,264
Q1 2025 Added 5.49%
$32.5B
$287,000 0.05% of portfolio
9,450
Q1 2025 Added 3.28%
$4.92B
$255,000 0.04% of portfolio
1,700
Q3 2020 New
$98.1B
$251,000 0.04% of portfolio
1,800
Q4 2023 New
$21.8B
$0 0.0% of portfolio
-
Q2 2024 Reduced 21.55%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 12.85%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $620 Million
  • Prior Value $620 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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