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Latest CULBERTSON A N & CO INC Stock Portfolio

$858Million | No. of Holdings #138

CULBERTSON A N & CO INC Performance

2026 Q2+2.34%
YTD+1.55%
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 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, CULBERTSON A N & CO INC reported an equity portfolio of $858.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of CULBERTSON A N & CO INC are , AAPL, JNJ. The fund has invested 7.5% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 6% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off VANGUARD INDEX FDS (VB) and PFIZER INC (PFE) stocks. They significantly reduced their stock positions in DEVON ENERGY CORP NEW (DVN), HERSHEY CO (HSY) and LOWES COS INC (LOW). CULBERTSON A N & CO INC opened new stock positions in VANGUARD INSTL INDEX FD, ISHARES TR (IJR) and MARSH & MCLENNAN COS INC (MMC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ZOETIS INC (ZTS).
CULBERTSON A N & CO INC Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$858Million
  as of Jul 29, 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 2.34% in the last quarter. In trailing 12 months, it's portfolio return was 12.75%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard instl index fd2,176,030
fedex fght hldg co inc1,942,460
ishares tr458,897
marsh & mclennan cos inc450,509
spdr gold tr289,178
broadcom inc259,892
vanguard intl equity index f222,166
orange cnty bancorp inc213,324
New stocks bought by CULBERTSON A N & CO INC

Additions

Ticker% Inc.
vanguard world fd659
vanguard index fds485
vanguard index fds298
zoetis inc193
spdr series trust162
vanguard instl index fd154
brookfield asset managmt ltd90.51
meta platforms inc77.84
Additions to existing portfolio by CULBERTSON A N & CO INC

Reductions

Ticker% Reduced
devon energy corp new-25.67
hershey co-23.89
lowes cos inc-23.31
spdr series trust-14.21
corning inc-12.37
clorox co del-10.72
3m co-10.6
general mills inc-10.37
CULBERTSON A N & CO INC reduced stake in above stock

Sold off

Ticker$ Sold
pfizer inc-212,903
vanguard index fds-302,386
CULBERTSON A N & CO INC got rid off the above stocks

Sector Distribution

CULBERTSON A N & CO INC has about 29% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
  • Industrials
  • Healthcare
  • Communication Services
  • Energy
  • Consumer Defensive
  • Consumer Cyclical
Sector%
Others29
Financial Services16.3
Technology15.4
Industrials12
Healthcare11
Communication Services5
Energy3.7
Consumer Defensive3.5
Consumer Cyclical3.1

Market Cap. Distribution

CULBERTSON A N & CO INC has about 70.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP47.4
UNALLOCATED29
LARGE-CAP23.5

Stocks belong to which Index?

About 69.8% 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 50069.8
Others30.2
Top 5 Winners (%)%
GLW
corning inc
82.4 %
TXN
texas instrs inc
53.4 %
CSCO
cisco sys inc
50.6 %
CAT
caterpillar inc
49.1 %
CVS
cvs health corp
43.4 %
Top 5 Winners ($)$
CAT
caterpillar inc
13.8 M
GLW
corning inc
7.5 M
AAPL
apple inc
6.4 M
CMI
cummins inc
6.0 M
GOOG
alphabet inc
4.4 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.2 %
VB
vanguard index fds
-70.4 %
VB
vanguard index fds
-61.6 %
ZTS
zoetis inc
-30.2 %
T
at&t inc
-28.5 %
Top 5 Losers ($)$
VAW
vanguard world fd
-27.5 M
VB
vanguard index fds
-14.6 M
VB
vanguard index fds
-12.2 M
XOM
exxon mobil corp
-3.1 M
CVX
chevron corporation
-2.9 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 138 stocks in it's portfolio. About 41.8% of the portfolio is in top 10 stocks. VAW 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.

$858.70MTotal Value
142Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of CULBERTSON A N & CO INC, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CULBERTSON A N & CO INC's holding in Ishares Tr over time
0.1%29,192
$890.1K
0.1%
decreased 9.6 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CULBERTSON A N & CO INC's holding in Ishares Tr over time
0.04%4,595
$351.7K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CULBERTSON A N & CO INC's holding in Ishares Tr over time
0.02%3,550
$204.6K
0.02%
new position
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
$280.8K
0.03%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CULBERTSON A N & CO INC's holding in Wisdomtree Tr over time
0.48%61,043
$4.14M
0.48%
decreased 1.08 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CULBERTSON A N & CO INC's holding in Wisdomtree Tr over time
0.4%45,015
$3.41M
0.4%
decreased 1.34 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CULBERTSON A N & CO INC's holding in Wisdomtree Tr over time
0.25%22,133
$2.13M
0.25%
increased 2.66 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CULBERTSON A N & CO INC's holding in Wisdomtree Tr over time
0.19%28,441
$1.61M
0.19%
increased 0.67 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CULBERTSON A N & CO INC's holding in Wisdomtree Tr over time
0.03%3,695
$270.5K
0.03%
unchanged 0 percentunchanged