Culbertson A N & CO Inc has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $614 Million distributed in 126 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 $50.1M, Apple Inc. with a value of $46M, Microsoft Corp with a value of $37.8M, Jpmorgan Chase & CO with a value of $25.2M, and Caterpillar Inc with a value of $16.2M.

Examining the 13F form we can see an increase of $46.5M in the current position value, from $568M to 614M.

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

Portfolio value $614 Million
Financial Services: $131 Million
ETFs: $129 Million
Technology: $116 Million
Industrials: $62.1 Million
Healthcare: $59.7 Million
Consumer Defensive: $40.2 Million
Communication Services: $24.1 Million
Consumer Cyclical: $21.9 Million
Other: $30.6 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 126
  • Current Value $614 Million
  • Prior Value $568 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
Track This Portfolio

Track Culbertson A N & CO Inc Portfolio

Follow Culbertson A N & CO Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Culbertson A N & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Culbertson A N & CO Inc with notifications on news.