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Latest CULBERTSON A N & CO INC Stock Portfolio

CULBERTSON A N & CO INC Performance:
2025 Q3: 7.4%YTD: 11.15%2024: 12.95%
Performance for 2025 Q3 is 7.4%, and YTD is 11.15%, and 2024 is 12.95%.

About CULBERTSON A N & CO INC and 13F Hedge Fund Stock Holdings

CULBERTSON A N & CO INC is a hedge fund based in CHARLOTTESVILLE, VA. On 31-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $538.1 Millions. In it's latest 13F Holdings report, CULBERTSON A N & CO INC reported an equity portfolio of $706.6 Millions as of 30 Sep, 2025.

The top stock holdings of CULBERTSON A N & CO INC are , AAPL, MSFT. The fund has invested 7.9% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 6.4% of portfolio in APPLE INC.

The fund managers got completely rid off ORANGE CNTY BANCORP INC (OBT) and NIKE INC (NKE) stocks. They significantly reduced their stock positions in CLOROX CO DEL (CLX), UNITEDHEALTH GROUP INC (UNH) and STARBUCKS CORP (SBUX). CULBERTSON A N & CO INC opened new stock positions in BLACKROCK INC and CHUBB LIMITED (CB). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), UNITED PARCEL SERVICE INC (UPS) and CVS HEALTH CORP (CVS).

CULBERTSON A N & CO INC Annual Return Estimates Vs S&P 500

Our best estimate is that CULBERTSON A N & CO INC made a return of 7.4% in the last quarter. In trailing 12 months, it's portfolio return was 12.33%.

New Buys

Ticker$ Bought
blackrock inc2,387,700
chubb limited2,028,250
anheuser busch inbev sa/nv612,493
New stocks bought by CULBERTSON A N & CO INC

Additions

Ticker% Inc.
spdr series trust167
united parcel service inc15.87
cvs health corp14.93
amgen inc11.55
disney walt co10.68
coca cola co10.03
markel group inc9.21
kenvue inc8.33
Additions to existing portfolio by CULBERTSON A N & CO INC

Reductions

Ticker% Reduced
clorox co del-74.28
unitedhealth group inc-51.14
starbucks corp-31.64
texas instrs inc-17.94
smucker j m co-15.33
pfizer inc-14.22
fedex corp-11.04
erie indty co-10.9
CULBERTSON A N & CO INC reduced stake in above stock

Sold off

Ticker$ Sold
orange cnty bancorp inc-201,552
nike inc-200,972
CULBERTSON A N & CO INC got rid off the above stocks

Sector Distribution

CULBERTSON A N & CO INC has about 30% of it's holdings in Others sector.

Sector%
Others30
Technology18.6
Financial Services16.1
Industrials9.4
Healthcare9.1
Consumer Defensive4.6
Communication Services4.6
Energy3.4
Consumer Cyclical3

Market Cap. Distribution

CULBERTSON A N & CO INC has about 70% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP37.4
LARGE-CAP32.6
UNALLOCATED30

Stocks belong to which Index?

About 69% of the stocks held by CULBERTSON A N & CO INC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50069
Others31
Top 5 Winners (%)%
GLW
corning inc
56.0 %
GOOG
alphabet inc
37.8 %
GOOG
alphabet inc
37.3 %
CMI
cummins inc
29.0 %
ORCL
oracle corp
28.6 %
Top 5 Winners ($)$
AAPL
apple inc
9.0 M
ORCL
oracle corp
4.9 M
GOOG
alphabet inc
4.5 M
CAT
caterpillar inc
3.7 M
CMI
cummins inc
3.3 M
Top 5 Losers (%)%
UPS
united parcel service inc
-15.3 %
LSTR
landstar sys inc
-11.8 %
MKC
mccormick & co inc
-11.8 %
TXN
texas instrs inc
-11.5 %
DE
deere & co
-9.8 %
Top 5 Losers ($)$
DE
deere & co
-1.2 M
TXN
texas instrs inc
-0.6 M
MDLZ
mondelez intl inc
-0.4 M
ADP
automatic data processing in
-0.4 M
PG
procter and gamble co
-0.3 M

CULBERTSON A N & CO INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CULBERTSON A N & CO INC

CULBERTSON A N & CO INC has 126 stocks in it's portfolio. About 41.1% of the portfolio is in top 10 stocks. DE proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for CULBERTSON A N & CO INC last quarter.

Last Reported on: 24 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions