Cullinan Associates Inc

Cullinan Associates Inc reported 204 holdings worth US$1.32B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

Cullinan Associates Inc reported 204 holdings worth US$1.32B as of Jun 30, 2026. Largest: Apple Inc, Coca-cola Company (the) and Alphabet Inc (google) Class C. Filed Jul 29, 2026 (Form 13F).

Holdings
204
Value as reported
US$1.32B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc382KUS$111M8.4%
Coca-cola Company (the)1.13MUS$92.1M7.0%
Alphabet Inc (google) Class C201KUS$71.9M5.4%
Microsoft Corp.140KUS$52.1M3.9%
S&p Global Inc.122KUS$49.5M3.7%
Johnson & Johnson177KUS$45M3.4%
Applied Materials, Inc.46,437US$33.6M2.5%
Procter & Gamble Company (the)222KUS$32.6M2.5%
Amazon.com, Inc.126KUS$30.1M2.3%
Vertex Pharmaceuticals Incorporated51,762US$25.7M1.9%
International Business Machines Corporation90,150US$25.4M1.9%
Jp Morgan Chase & Co.73,638US$24.1M1.8%
Texas Instruments Incorporated62,683US$18.7M1.4%
Nvidia Corporation90,984US$18.2M1.4%
Kla Corporation59,643US$18M1.4%
Abbvie Inc.68,800US$17.3M1.3%
Walmart Inc.143KUS$16.2M1.2%
Aflac Incorporated138KUS$16.2M1.2%
Caterpillar, Inc.15,128US$16.1M1.2%
Qualys, Inc.103KUS$14.1M1.1%
Mcdonald's Corporation48,623US$13.1M0.99%
American Express Company38,796US$13.1M0.99%
Lowe's Companies, Inc.57,334US$12.6M0.96%
Deere & Company19,576US$12.4M0.94%
Chevron Corporation71,525US$11.9M0.90%
Oracle Corporation80,480US$11.8M0.89%
Meta Platforms, Inc.20,521US$11.6M0.87%
Cisco Systems, Inc.97,679US$11.5M0.87%
Visa Inc.31,575US$10.8M0.82%
Southern Company (the)103KUS$9.86M0.74%
Home Depot, Inc. (the)27,706US$9.77M0.74%
Qualcomm Incorporated49,744US$9.19M0.69%
Costco Wholesale Corporation9,805US$9.17M0.69%
Uber Technologies, Inc.127KUS$9.15M0.69%
Amgen Inc.24,288US$8.8M0.66%
Lockheed Martin Corporation16,616US$8.47M0.64%
Eli Lilly And Company6,866US$8.23M0.62%
Ecolab Inc.28,979US$8.07M0.61%
Tjx Companies, Inc. (the)51,825US$7.85M0.59%
The Travelers Companies, Inc.23,657US$7.81M0.59%
Bank Of America Corporation135KUS$7.68M0.58%
Walt Disney Company (the)77,267US$7.44M0.56%
Intel Corporation52,789US$7.37M0.56%
New York Times Company (the)103KUS$7.23M0.55%
Emerson Electric Company48,750US$6.98M0.53%
Goldman Sachs Group, Inc. (the)6,491US$6.56M0.50%
Airbnb, Inc.43,820US$6.27M0.47%
Cme Group Inc.27,897US$6.16M0.47%
Norfolk Southern Corporation19,400US$6.1M0.46%
Merck & Company, Inc.46,620US$5.99M0.45%
Wells Fargo & Company70,375US$5.82M0.44%
Fastenal Company118KUS$5.65M0.43%
Philip Morris International Inc29,355US$5.31M0.40%
Asml Holding Nv2,600US$5.17M0.39%
Prudential Financial, Inc.44,904US$4.85M0.37%
United Parcel Service, Inc.44,927US$4.83M0.37%
Cvs Health Corporation46,424US$4.8M0.36%
Duke Energy Corporation (holding Company)36,953US$4.68M0.35%
Broadcom Inc.11,976US$4.52M0.34%
Colgate-palmolive Company48,289US$4.43M0.33%
Pepsico, Inc.32,121US$4.35M0.33%
Atlas Energy Solutions Inc.252KUS$4.19M0.32%
Hp Inc.189KUS$4.15M0.31%
Union Pacific Corporation15,260US$4.15M0.31%
Arthur J. Gallagher & Co.17,500US$4.02M0.30%
Mastercard Incorporated7,600US$3.9M0.29%
Yum! Brands, Inc.23,306US$3.73M0.28%
Paypal Holdings, Inc.82,073US$3.54M0.27%
Prologis, Inc.23,303US$3.16M0.24%
Rtx Corporation15,558US$2.95M0.22%
Morgan Stanley13,585US$2.84M0.21%
Okta, Inc.20,800US$2.84M0.21%
Truist Financial Corporation52,475US$2.61M0.20%
Comcast Corporation106KUS$2.6M0.20%
Illinois Tool Works Inc.9,147US$2.47M0.19%
Abbott Laboratories26,400US$2.4M0.18%
Bristol-myers Squibb Company40,190US$2.32M0.18%
Stanley Black & Decker, Inc.24,600US$2.32M0.17%
Automatic Data Processing, Inc.10,300US$2.31M0.17%
Conocophillips21,432US$2.23M0.17%
Analog Devices, Inc.5,449US$2.16M0.16%
Advanced Micro Devices Inc3,719US$2.16M0.16%
Northrop Grumman Corporation4,170US$2.12M0.16%
U.s. Bancorp34,950US$2.11M0.16%
Electronic Arts Inc.9,764US$2M0.15%
Carrier Global Corporation27,045US$1.98M0.15%
Intuitive Surgical, Inc.4,900US$1.95M0.15%
Ge Aerospace5,176US$1.93M0.15%
Cummins Inc.2,702US$1.93M0.15%
Nextera Energy, Inc.21,445US$1.88M0.14%
Stryker Corporation5,780US$1.82M0.14%
Palo Alto Networks, Inc.5,300US$1.81M0.14%
Mondelez International, Inc.30,097US$1.74M0.13%
Roper Technologies, Inc.5,000US$1.69M0.13%
Phillips 669,762US$1.65M0.12%
Unitedhealth Group Incorporated3,950US$1.64M0.12%
Tesla, Inc.3,800US$1.6M0.12%
Gitlab Inc.47,000US$1.43M0.11%
Ge Vernova Inc.1,200US$1.41M0.11%
Boeing Company (the)6,475US$1.4M0.11%

Every holding of Cullinan Associates Inc

Source

View original at SEC

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