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Latest CULBERTSON A N & CO INC Stock Portfolio

$770Million– No. of Holdings #130

CULBERTSON A N & CO INC Performance:
2026 Q1: -0.77%YTD: -0.77%2025: 16.2%
Performance for 2026 Q1 is -0.77%, and YTD is -0.77%, and 2025 is 16.2%.

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 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, CULBERTSON A N & CO INC reported an equity portfolio of $770.9 Millions as of 31 Mar, 2026.

The top stock holdings of CULBERTSON A N & CO INC are , AAPL, JNJ. The fund has invested 7.4% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 5.9% of portfolio in APPLE INC.

The fund managers got completely rid off CHUBB LIMITED (CB), BLACKROCK INC and DISNEY WALT CO (DIS) stocks. They significantly reduced their stock positions in GENERAL MILLS INC (GIS), PFIZER INC (PFE) and MONDELEZ INTL INC (MDLZ). CULBERTSON A N & CO INC opened new stock positions in TJX COS INC NEW (TJX), SPDR SERIES TRUST (BIL) and PAYCHEX INC (PAYX). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), BLACKSTONE INC (BX) and AMGEN INC (AMGN).
CULBERTSON A N & CO INC Equity Portfolio Value
Last Reported on: 12 May, 2026

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 -0.77% in the last quarter. In trailing 12 months, it's portfolio return was 15.65%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
tjx cos inc new3,743,530
spdr series trust1,476,850
paychex inc1,152,700
spdr index shs fds1,017,620
zoetis inc967,194
progressive corp858,577
omnicom group inc659,791
vanguard instl index fd582,582
New stocks bought by CULBERTSON A N & CO INC

Additions

Ticker% Inc.
walmart inc405
blackstone inc279
amgen inc253
state str corp242
truist finl corp161
johnson & johnson123
capital one finl corp82.38
meta platforms inc68.3
Additions to existing portfolio by CULBERTSON A N & CO INC

Reductions

Ticker% Reduced
general mills inc-59.11
pfizer inc-32.04
mondelez intl inc-31.99
corning inc-24.61
clorox co del-14.7
erie indty co-14.26
costco wholesale corporation-12.69
cvs health corp-10.17
CULBERTSON A N & CO INC reduced stake in above stock

Sold off

Ticker$ Sold
disney walt co-1,787,440
anheuser busch inbev sa/nv-750,869
chubb limited-2,602,460
orange cnty bancorp inc-236,965
ishares tr-899,428
zimmer biomet holdings inc-471,900
smucker j m co-406,498
mccormick & co inc-211,686
CULBERTSON A N & CO INC got rid off the above stocks

Sector Distribution

CULBERTSON A N & CO INC has about 28% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
  • Healthcare
  • Industrials
  • Energy
  • Communication Services
  • Consumer Defensive
  • Consumer Cyclical
Sector%
Others28
Financial Services15.6
Technology14.7
Healthcare11.9
Industrials10.8
Energy5
Communication Services4.8
Consumer Defensive4.2
Consumer Cyclical3.6

Market Cap. Distribution

CULBERTSON A N & CO INC has about 72% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP50.6
UNALLOCATED28
LARGE-CAP21.4

Stocks belong to which Index?

About 71% of the stocks held by CULBERTSON A N & CO INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50071
Others29
Top 5 Winners (%)%
GLW
corning inc
48.5 %
DVN
devon energy corp new
36.9 %
CVX
chevron corporation
35.1 %
XOM
exxon mobil corp
35.0 %
EOG
eog res inc
33.2 %
Top 5 Winners ($)$
CAT
caterpillar inc
5.5 M
JNJ
johnson & johnson
4.5 M
XOM
exxon mobil corp
4.1 M
CVX
chevron corporation
3.8 M
GLW
corning inc
3.7 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.3 %
ORCL
oracle corp
-22.4 %
ADP
automatic data processing in
-20.6 %
COF
capital one finl corp
-20.3 %
AXP
american express co
-18.2 %
Top 5 Losers ($)$
MSFT
microsoft corp
-9.4 M
ORCL
oracle corp
-4.0 M
AAPL
apple inc
-3.2 M
JPM
jpmorgan chase & co
-3.1 M
berkshire hathaway inc del
-2.8 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 130 stocks in it's portfolio. About 40.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for CULBERTSON A N & CO INC last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions