CULBERTSON A N & CO INC — 13F Holdings & Portfolio
CIK 1224890 · latest 13F-HR filed 2026-07-29
CULBERTSON A N & CO INC manages $858.7M in 13F-reported U.S. long-equity assets across 140 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (7.48%), AAPL (6.00%), JNJ (4.90%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 2, added to 82, and trimmed 24.
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.
CHARLOTTESVILLE, VA 22903
$858.7M
Long-equity book
140
Distinct positions
2026-06-30
Filed 2026-07-29
+10 / −2 / ↑82 / ↓24
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CATERPILLAR INC$12.2M +43.3%
- BERKSHIRE HATHAWAY INC DEL$6.9M +12.0%
- APPLE INC$6.0M +13.2%
- CORNING INC$5.8M +64.6%
- CUMMINS INC$5.7M +30.8%
Top Trims
- EXXON MOBIL CORP-$3.1M -19.7%
- CHEVRON CORPORATION-$2.8M -19.6%
- MCKESSON CORP-$2.1M -12.4%
- MCDONALDS CORP-$1.5M -13.0%
- PEPSICO INC-$1.4M -13.5%
New Positions
- VANGUARD INSTL INDEX FD$2.2M
- FEDEX FGHT HLDG CO INC$1.9M
- ISHARES TR$458.9K
- MARSH & MCLENNAN COS INC$450.5K
- SPDR GOLD TR$289.2K
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 | $64.2M | 7.48% | 128,286 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $51.5M | 6.00% | 178,001 | SH |
| 3 | JOHNSON & JOHNSON | JNJ | 478160104 | $42.0M | 4.90% | 165,525 | SH |
| 4 | CATERPILLAR INC | CAT | 149123101 | $40.3M | 4.69% | 37,820 | SH |
| 5 | JPMORGAN CHASE & CO | JPM | 46625H100 | $35.6M | 4.15% | 108,791 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $31.9M | 3.72% | 85,564 | SH |
| 7 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $26.1M | 3.04% | 25,851 | SH |
| 8 | CUMMINS INC | CMI | 231021106 | $24.1M | 2.81% | 33,794 | SH |
| 9 | ALPHABET INC | GOOG | 02079K107 | $23.0M | 2.67% | 64,958 | SH |
| 10 | ABBVIE INC | ABBV | 00287Y109 | $20.2M | 2.35% | 80,166 | SH |
| 11 | ISHARES TR | IWR | 464287499 | $18.3M | 2.13% | 165,548 | SH |
| 12 | DEERE & CO | DE | 244199105 | $15.6M | 1.82% | 24,668 | SH |
| 13 | MCKESSON CORP | MCK | 58155Q103 | $15.1M | 1.76% | 19,954 | SH |
| 14 | CORNING INC | GLW | 219350105 | $14.9M | 1.73% | 58,307 | SH |
| 15 | ORACLE CORP | ORCL | 68389X105 | $13.6M | 1.58% | 92,830 | SH |
| 16 | VANGUARD INDEX FDS | VTI | 922908769 | $13.6M | 1.58% | 36,726 | SH |
| 17 | ALPHABET INC | GOOGL | 02079K305 | $13.0M | 1.52% | 36,433 | SH |
| 18 | EXXON MOBIL CORP | XOM | 30231G102 | $12.7M | 1.48% | 93,216 | SH |
| 19 | VANGUARD INDEX FDS | VB | 922908751 | $12.0M | 1.39% | 39,471 | SH |
| 20 | CHEVRON CORPORATION | CVX | 166764100 | $11.6M | 1.35% | 70,189 | SH |
| 21 | ISHARES TR | IWM | 464287655 | $11.5M | 1.34% | 38,312 | SH |
| 22 | CISCO SYS INC | CSCO | 17275R102 | $10.6M | 1.23% | 90,244 | SH |
| 23 | VANGUARD WORLD FD | VGT | 92204A702 | $10.0M | 1.17% | 84,082 | SH |
| 24 | AMAZON COM INC | AMZN | 023135106 | $10.0M | 1.16% | 41,825 | SH |
| 25 | MARKEL GROUP INC | MKL | 570535104 | $9.9M | 1.15% | 5,071 | SH |
| 26 | US BANCORP | USB | 902973304 | $9.8M | 1.14% | 161,453 | SH |
| 27 | MCDONALDS CORP | MCD | 580135101 | $9.7M | 1.13% | 35,877 | SH |
| 28 | BROOKFIELD CORP | BN | 11271J107 | $8.9M | 1.04% | 209,496 | SH |
| 29 | PEPSICO INC | PEP | 713448108 | $8.8M | 1.03% | 65,277 | SH |
| 30 | PROCTER & GAMBLE CO | PG | 742718109 | $8.4M | 0.98% | 57,507 | SH |
| 31 | VISA INC | V | 92826C839 | $8.3M | 0.96% | 24,086 | SH |
| 32 | FEDEX CORP | FDX | 31428X106 | $8.3M | 0.96% | 26,361 | SH |
| 33 | ABBOTT LABORATORIES | ABT | 002824100 | $8.2M | 0.95% | 89,925 | SH |
| 34 | AIR PRODUCTS AND CHEMICALS I | APD | 009158106 | $7.8M | 0.91% | 26,542 | SH |
| 35 | VANGUARD INDEX FDS | VO | 922908629 | $7.6M | 0.89% | 94,528 | SH |
| 36 | VANGUARD BD INDEX FDS | BSV | 921937827 | $7.6M | 0.88% | 97,226 | SH |
| 37 | WELLS FARGO & CO | WFC | 949746101 | $7.0M | 0.81% | 84,621 | SH |
| 38 | ISHARES TR | OEF | 464287101 | $6.3M | 0.73% | 17,210 | SH |
| 39 | VANGUARD INDEX FDS | VUG | 922908736 | $6.1M | 0.72% | 71,325 | SH |
| 40 | TEXAS INSTRS INC | TXN | 882508104 | $6.1M | 0.71% | 20,576 | SH |
| 41 | VANGUARD INDEX FDS | VBR | 922908611 | $6.0M | 0.70% | 24,732 | SH |
| 42 | TRAVELERS COMPANIES INC | TRV | 89417E109 | $5.8M | 0.67% | 17,555 | SH |
| 43 | EOG RES INC | EOG | 26875P101 | $5.3M | 0.62% | 41,229 | SH |
| 44 | CITIGROUP INC | C | 172967424 | $5.3M | 0.62% | 38,178 | SH |
| 45 | MORGAN STANLEY | MS | 617446448 | $5.2M | 0.61% | 25,073 | SH |
| 46 | VANGUARD INDEX FDS | VTV | 922908744 | $5.2M | 0.61% | 23,920 | SH |
| 47 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $4.9M | 0.57% | 22,042 | SH |
| 48 | WALMART INC | WMT | 931142103 | $4.9M | 0.57% | 43,072 | SH |
| 49 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $4.9M | 0.57% | 83,496 | SH |
| 50 | BANK OF AMER CORP | BAC | 060505104 | $4.7M | 0.55% | 82,474 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | $858.7M | 140 | 0001172661-26-002903 |
| 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 |