Culbertson A N & CO Inc has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $568 Million distributed in 121 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 $44M, Apple Inc. with a value of $42.5M, Microsoft Corp with a value of $39.6M, Jpmorgan Chase & CO with a value of $24.5M, and Ishares Russell Mid Cap ETF with a value of $14M.

Examining the 13F form we can see an decrease of $6.98M in the current position value, from $575M to 568M.

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

Portfolio value $568 Million
ETFs: $119 Million
Financial Services: $118 Million
Technology: $109 Million
Healthcare: $58 Million
Industrials: $55.5 Million
Consumer Defensive: $36.3 Million
Communication Services: $24.9 Million
Energy: $20.2 Million
Other: $26.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $568 Million
  • Prior Value $575 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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