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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$648B
$58.5 Million 9.44% of portfolio
109,820
Q1 2025 Added 0.38%
$3.22T
$41.5 Million 6.69% of portfolio
186,663
Q1 2025 Reduced 2.2%
$3.49T
$32.2 Million 5.19% of portfolio
85,748
Q1 2025 Reduced 1.1%
$768B
$28.9 Million 4.67% of portfolio
117,892
Q1 2025 Added 0.04%
$207B
$15.1 Million 2.43% of portfolio
27,610
Q1 2025 Reduced 1.61%
$331B
$14.8 Million 2.38% of portfolio
70,414
Q1 2025 Reduced 0.43%
$402B
$12.5 Million 2.02% of portfolio
75,596
Q1 2025 Added 0.97%
$235B
$12.3 Million 1.99% of portfolio
92,763
Q1 2025 Added 0.6%
$227B
$11.8 Million 1.91% of portfolio
37,903
Q1 2025 Reduced 0.66%
$461B
$11 Million 1.77% of portfolio
78,473
Q1 2025 Reduced 0.95%
$1.03T
$10.8 Million 1.75% of portfolio
69,268
Q1 2025 Reduced 0.65%
$386B
$10.6 Million 1.72% of portfolio
62,419
Q1 2025 Reduced 1.38%
$268B
$10.6 Million 1.71% of portfolio
63,395
Q1 2025 Added 2.11%
$424B
$8.62 Million 1.39% of portfolio
72,498
Q1 2025 Added 2.93%
$600B
$7.5 Million 1.21% of portfolio
21,389
Q1 2025 Reduced 0.36%
$265B
$6.52 Million 1.05% of portfolio
105,656
Q1 2025 Reduced 0.73%
$993B
$5.62 Million 0.91% of portfolio
36,320
Q1 2025 Added 5.61%
$2.12T
$5.28 Million 0.85% of portfolio
27,777
Q1 2025 Added 1.15%
$284B
$5.12 Million 0.83% of portfolio
71,276
Q1 2025 Reduced 0.18%
$356B
$3.46 Million 0.56% of portfolio
82,802
Q1 2025 Added 0.76%
$221B
$3.01 Million 0.49% of portfolio
25,794
Q1 2025 Reduced 0.94%
$239B
$3.01 Million 0.49% of portfolio
12,105
Q1 2025 Added 3.19%
$205B
$2.07 Million 0.33% of portfolio
20,941
Q1 2025 Reduced 5.57%
$378B
$1.54 Million 0.25% of portfolio
4,202
Q1 2025 Added 1.82%
$558B
$1.53 Million 0.25% of portfolio
2,795
Q1 2025 Reduced 0.89%
$307B
$1.25 Million 0.2% of portfolio
17,446
Q1 2025 Added 1.97%
$221B
$1.05 Million 0.17% of portfolio
3,913
Q4 2023 Added 0.51%
$266B
$775,000 0.13% of portfolio
8,839
Q1 2025 Reduced 8.99%
$447B
$671,000 0.11% of portfolio
710
Q1 2025 Reduced 2.34%
$728B
$621,000 0.1% of portfolio
753
Q1 2025 Added 141.35%

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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