DOSSIER · 13F-HR · Q2 2026

CULBERTSON A N & CO INC

$859M in tracked AUM across 140 positions as of Q2 2026.

CA
CIK 0001224890 · last filed Jun 30, 2026
Total AUM
$859M
as of Q2 2026
Holdings
140
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$64M128K7.5%
02
AAPL
APPLE INC
$52M178K6.0%
03
JNJ
JOHNSON & JOHNSON
$42M166K4.9%
04
CAT
CATERPILLAR INC
$40M38K4.7%
05
JPM
JPMORGAN CHASE & CO
$36M109K4.1%
06
MSFT
MICROSOFT CORP
$32M86K3.7%
07
GS
GOLDMAN SACHS GROUP INC
$26M26K3.0%
08
CMI
CUMMINS INC
$24M34K2.8%
09
GOOG
ALPHABET INC
$23M65K2.7%
10
ABBV
ABBVIE INC
$20M80K2.3%

Filing history

2026Q2Jun 30
$859M 11.4%
140 positionsView →
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
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