CULBERTSON A N & CO INC — 13F Holdings & Portfolio

CIK 1224890 · latest 13F-HR filed 2026-05-12

CULBERTSON A N & CO INC manages $770.9M in 13F-reported U.S. long-equity assets across 132 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.B (7.44%), AAPL (5.90%), JNJ (5.29%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 16 new positions, exited 12, added to 39, and trimmed 35.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$770.9M

Long-equity book

Holdings

132

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+16 / −12 / ↑39 / ↓35

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • JOHNSON & JOHNSON$25.3M +163.9%
  • EXXON MOBIL CORP$7.1M +80.1%
  • CATERPILLAR INC$4.7M +20.0%
  • WALMART INC$4.4M +464.0%
  • CHEVRON CORPORATION$4.1M +39.6%
Show all 39

Top Trims

  • MICROSOFT CORP-$8.6M -21.7%
  • JPMORGAN CHASE & CO-$4.4M -12.0%
  • ALPHABET INC-$2.0M -9.6%
  • ABBOTT LABORATORIES-$1.9M -16.6%
  • AUTOMATIC DATA PROCESSING IN-$1.5M -23.8%
Show all 35

New Positions

  • TJX COS INC NEW$3.7M
  • SPDR SERIES TRUST$1.5M
  • PAYCHEX INC$1.2M
  • SPDR INDEX SHS FDS$1.0M
  • ZOETIS INC$967.2K
Show all 16

Exited Positions

  • CHUBB LIMITED$2.6M
  • BLACKROCK INC$2.1M
  • DISNEY WALT CO$1.8M
  • UNITEDHEALTH GROUP INC$952.4K
  • ISHARES TR$899.4K
Show all 12
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $57.3M 7.44% 119,626 SH
2 APPLE INC AAPL 037833100 $45.5M 5.90% 179,222 SH
3 JOHNSON & JOHNSON JNJ 478160104 $40.8M 5.29% 166,982 SH
4 JPMORGAN CHASE & CO JPM 46625H100 $32.2M 4.18% 109,485 SH
5 MICROSOFT CORP MSFT 594918104 $31.0M 4.03% 83,877 SH
6 CATERPILLAR INC CAT 149123101 $28.1M 3.65% 39,682 SH
7 GOLDMAN SACHS GROUP INC GS 38141G104 $22.5M 2.91% 26,555 SH
8 ALPHABET INC GOOG 02079K107 $19.2M 2.49% 67,013 SH
9 CUMMINS INC CMI 231021106 $18.4M 2.39% 34,260 SH
10 ABBVIE INC ABBV 00287Y109 $17.5M 2.27% 80,406 SH
11 MCKESSON CORP MCK 58155Q103 $17.2M 2.23% 19,898 SH
12 ISHARES TR IWR 464287499 $16.0M 2.08% 164,662 SH
13 EXXON MOBIL CORP XOM 30231G102 $15.9M 2.06% 93,604 SH
14 CHEVRON CORPORATION CVX 166764100 $14.5M 1.88% 69,966 SH
15 DEERE & CO DE 244199105 $13.9M 1.81% 24,722 SH
16 ORACLE CORP ORCL 68389X105 $13.8M 1.78% 93,518 SH
17 VANGUARD INDEX FDS VTI 922908769 $11.9M 1.55% 37,184 SH
18 MCDONALDS CORP MCD 580135101 $11.1M 1.45% 35,873 SH
19 ALPHABET INC GOOGL 02079K305 $10.5M 1.36% 36,526 SH
20 VANGUARD INDEX FDS VB 922908751 $10.4M 1.35% 39,650 SH
21 PEPSICO INC PEP 713448108 $10.2M 1.33% 65,836 SH
22 ABBOTT LABORATORIES ABT 002824100 $9.5M 1.23% 92,218 SH
23 FEDEX CORP FDX 31428X106 $9.4M 1.22% 26,312 SH
24 ISHARES TR IWM 464287655 $9.3M 1.20% 37,383 SH
25 CORNING INC GLW 219350105 $9.0M 1.17% 66,541 SH
26 AMAZON COM INC AMZN 023135106 $8.6M 1.12% 41,515 SH
27 PROCTER & GAMBLE CO PG 742718109 $8.5M 1.10% 58,922 SH
28 US BANCORP USB 902973304 $8.4M 1.09% 161,603 SH
29 BROOKFIELD CORP BN 11271J107 $8.0M 1.04% 198,648 SH
30 AIR PRODUCTS AND CHEMICALS I APD 009158106 $7.9M 1.02% 27,117 SH
31 VANGUARD BD INDEX FDS BSV 921937827 $7.8M 1.01% 99,061 SH
32 VANGUARD WORLD FD VGT 92204A702 $7.7M 1.00% 11,065 SH
33 MARKEL GROUP INC MKL 570535104 $7.6M 0.98% 3,952 SH
34 VISA INC V 92826C839 $7.2M 0.94% 23,961 SH
35 CISCO SYS INC CSCO 17275R102 $7.2M 0.94% 92,994 SH
36 VANGUARD INDEX FDS VO 922908629 $6.8M 0.88% 23,732 SH
37 WELLS FARGO & CO WFC 949746101 $6.7M 0.87% 84,621 SH
38 EOG RES INC EOG 26875P101 $6.0M 0.78% 41,649 SH
39 ISHARES TR OEF 464287101 $5.6M 0.72% 17,567 SH
40 WALMART INC WMT 931142103 $5.4M 0.70% 43,172 SH
41 VANGUARD INDEX FDS VUG 922908736 $5.3M 0.69% 12,191 SH
42 TRAVELERS COMPANIES INC TRV 89417E109 $5.3M 0.69% 18,113 SH
43 VANGUARD INDEX FDS VBR 922908611 $5.1M 0.66% 23,452 SH
44 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $4.7M 0.61% 80,906 SH
45 AUTOMATIC DATA PROCESSING IN ADP 053015103 $4.7M 0.61% 23,113 SH
46 VANGUARD INDEX FDS VTV 922908744 $4.6M 0.59% 23,373 SH
47 CITIGROUP INC C 172967424 $4.4M 0.57% 38,723 SH
48 MORGAN STANLEY MS 617446448 $4.2M 0.55% 25,673 SH
49 TEXAS INSTRS INC TXN 882508104 $4.0M 0.52% 20,686 SH
50 BANK AMERICA CORP BAC 060505104 $4.0M 0.52% 81,642 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $770.9M 132 0001172661-26-001729
2025-12-31 2026-01-21 $728.9M 128 0001172661-26-000244
2025-09-30 2025-10-24 $706.6M 128 0001172661-25-004421
2021-03-31 2021-04-22 $454.2K 111 0001224890-21-000002
2020-12-31 2021-01-27 $420.7K 111 0001224890-21-000001