StockDriftsStockDriftsTop 50 Culbertson A N & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.48% | 128.3K | $64.2M | +7.24%(+8.66K) | $204.34(+145.35%) | 2026-06-30 | |
| AAPL | APPLE INC | 6% | 178.0K | $51.5M | -0.68%(-1.22K) | $35.58(+758.26%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 4.9% | 165.5K | $42.0M | -0.87%(-1.46K) | $163.62(+59.19%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 4.69% | 37.8K | $40.3M | -4.69%(-1.86K) | $116.74(+644.82%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.15% | 108.8K | $35.6M | -0.63%(-694) | $67.09(+443.61%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.72% | 85.6K | $31.9M | +2.01%(+1.69K) | $51.84(+837.62%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 3.04% | 25.9K | $26.1M | -2.65%(-704) | $200.22(+423.13%) | 2026-06-30 | |
| CMI | CUMMINS INC | 2.81% | 33.8K | $24.1M | -1.36%(-466) | $130.46(+392.96%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.67% | 65.0K | $23.0M | -3.07%(-2.06K) | $43.32(+691.04%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.35% | 80.2K | $20.2M | -0.30%(-240) | $79.83(+212.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.14% | +69.10% | +12.69% | +81.71% |
| Top 20 Holdings Unweighted | +19.87% | +72.23% | +12.69% | +81.70% |
Culbertson A N & CO INC reports $858.69M in US-listed equity holdings across 140 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (7.5%), AAPL (6.0%) and JNJ (4.9%). The top 20 holdings account for 58.15% of reported assets. Its disclosed equity book has returned +69.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Culbertson A N & CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1224890). View Culbertson A N & CO INC’s 13F filings on SEC