DOSSIER · 13F-HR · Q1 2026

CULBERTSON A N & CO INC

$771M in tracked AUM across 132 positions as of Q1 2026.

CA
CIK 0001224890 · last filed Mar 31, 2026
Total AUM
$771M
as of Q1 2026
Holdings
132
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

1. Portfolio Overview

Culbertson A N & Co Inc has reported a significant expansion in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 205.9%, growing from $238.25 million to $728.89 million. This dramatic increase in assets under management (AUM) suggests substantial capital inflows, a major consolidation of reporting entities, or a significant shift in the firm's investment mandate.

The portfolio consists of *128 holdings...

2. Key Holdings

The portfolio is currently anchored by high-conviction positions in "Blue Chip" US equities, with a distinct preference for quality and value.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$57M120K7.4%
02
AAPL
APPLE INC
$45M179K5.9%
03
JNJ
JOHNSON & JOHNSON
$41M167K5.3%
04
JPM
JPMORGAN CHASE & CO
$32M109K4.2%
05
MSFT
MICROSOFT CORP
$31M84K4.0%
06
CAT
CATERPILLAR INC
$28M40K3.6%
07
GS
GOLDMAN SACHS GROUP INC
$22M27K2.9%
08
GOOG
ALPHABET INC
$19M67K2.5%
09
CMI
CUMMINS INC
$18M34K2.4%
10
ABBV
ABBVIE INC
$17M80K2.3%

Filing history

2026Q1Mar 31
$771M 5.8%
132 positionsView →
2025Q4Dec 31
$729M 3.2%
128 positionsView →
2025Q3Sep 30
$707M 8.5%
128 positionsView →
2025Q2Jun 30
$651M 4.0%
127 positionsLocked
2025Q1Mar 31
$626M 0.4%
124 positionsLocked
2024Q4Dec 31
$629M 1.2%
126 positionsLocked
2024Q3Sep 30
$621M 8.5%
126 positionsLocked
2024Q2Jun 30
$573M 1.1%
121 positionsLocked
2024Q1Mar 31
$579M 7.7%
122 positionsLocked
2023Q4Dec 31
$538M 7.9%
119 positionsLocked
2023Q3Sep 30
$498M 3.7%
115 positionsLocked
2023Q2Jun 30
$517M 5.7%
115 positionsLocked
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