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Latest CULBERTSON A N & CO INC Stock Portfolio

$861Million | No. of Holdings #137

CULBERTSON A N & CO INC Performance

2026 Q3-1.27%
YTD+0.26%
2025+16.20%

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 2026-10-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, CULBERTSON A N & CO INC reported an equity portfolio of $861.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of CULBERTSON A N & CO INC are , AAPL, MSFT. The fund has invested 7.8% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 6.8% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), CLOROX CO DEL (CLX) and GENERAL MILLS INC (GIS) stocks. They significantly reduced their stock positions in KENVUE INC, VANGUARD SPECIALIZED FUNDS (VIG) and INTERNATIONAL BUSINESS MACHS (IBM). CULBERTSON A N & CO INC opened new stock positions in EXXONMOBIL HOLDINGS CORP, CHUBB LIMITED (CB) and ANHEUSER BUSCH INBEV SA NV (BUD). The fund showed a lot of confidence in some stocks as they added substantially to MARSH & MCLENNAN COS INC (MMC), ORANGE CNTY BANCORP INC (OBT) and VANGUARD INSTL INDEX FD.
CULBERTSON A N & CO INC Equity Portfolio Value
Last Reported on: 21 Oct, 2026
$861Million
  as of Oct 21, 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 -1.27% in the last quarter. In trailing 12 months, it's portfolio return was 2.58%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp15,161,600
chubb limited3,624,260
anheuser busch inbev sa nv798,252
copart inc655,484
New stocks bought by CULBERTSON A N & CO INC

Additions

Ticker% Inc.
marsh & mclennan cos inc159
orange cnty bancorp inc122
vanguard instl index fd88.73
zoetis inc72.68
brookfield corp38.77
spdr series trust38.01
markel group inc26.76
vanguard scottsdale fds22.9
Additions to existing portfolio by CULBERTSON A N & CO INC

Reductions

Ticker% Reduced
kenvue inc-34.21
vanguard specialized funds-25.3
fedex fght hldg co inc-24.49
international business machs-23.52
at&t inc-22.52
ge vernova inc-21.99
dominion energy inc-18.96
verizon communications inc-16.00
CULBERTSON A N & CO INC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-12,744,500
liberty media corp del-2,195
ishares tr-890,064
general mills inc-246,732
ishares tr-204,622
clorox co del-267,041
sysco corp-202,682
CULBERTSON A N & CO INC got rid off the above stocks

Sector Distribution

CULBERTSON A N & CO INC has about 31% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
  • Healthcare
  • Industrials
  • Communication Services
  • Consumer Defensive
  • Consumer Cyclical
  • Energy
Sector%
Others31
Financial Services16.5
Technology16.3
Healthcare11.6
Industrials10
Communication Services4.8
Consumer Defensive3.2
Consumer Cyclical3
Energy2.6

Market Cap. Distribution

CULBERTSON A N & CO INC has about 69% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP46.4
UNALLOCATED31
LARGE-CAP22.6

Stocks belong to which Index?

About 67.7% 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 50067.7
Others32.3
Top 5 Winners (%)%
MSFT
microsoft corp
37.3 %
META
meta platforms inc
26.8 %
CVX
chevron corporation
23.1 %
AMGN
amgen inc
16.4 %
T
at&t inc
15.9 %
Top 5 Winners ($)$
MSFT
microsoft corp
12.0 M
AAPL
apple inc
7.7 M
CVX
chevron corporation
2.7 M
MCK
mckesson corp
2.0 M
JNJ
johnson & johnson
1.8 M
Top 5 Losers (%)%
GLW
corning inc
-39.5 %
CMI
cummins inc
-27.6 %
fedex fght hldg co inc
-24.2 %
CAT
caterpillar inc
-23.4 %
HD
home depot inc
-19.3 %
Top 5 Losers ($)$
CAT
caterpillar inc
-9.4 M
CMI
cummins inc
-6.6 M
GLW
corning inc
-5.9 M
GS
goldman sachs group inc
-2.9 M
brookfield corp
-1.5 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 137 stocks in it's portfolio. About 42% of the portfolio is in top 10 stocks. CAT proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for CULBERTSON A N & CO INC last quarter.

$861.22MTotal Value
144Positions
21 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of CULBERTSON A N & CO INC, last reported on 21 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CULBERTSON A N & CO INC's holding in Ishares Tr over time
0.04%4,595
$363.6K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CULBERTSON A N & CO INC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CULBERTSON A N & CO INC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
CULBERTSON A N & CO INC's holding in Vaneck Etf Trust over time
0.03%2,701
$285.5K
0.03%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CULBERTSON A N & CO INC's holding in Wisdomtree Tr over time
0.45%60,520
$3.91M
0.45%
decreased 0.86 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CULBERTSON A N & CO INC's holding in Wisdomtree Tr over time
0.37%44,045
$3.16M
0.37%
decreased 2.15 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CULBERTSON A N & CO INC's holding in Wisdomtree Tr over time
0.25%22,093
$2.15M
0.25%
decreased 0.18 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CULBERTSON A N & CO INC's holding in Wisdomtree Tr over time
0.18%28,270
$1.53M
0.18%
decreased 0.6 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CULBERTSON A N & CO INC's holding in Wisdomtree Tr over time
0.03%3,695
$272.1K
0.03%
unchanged 0 percentunchanged