Cullinan Associates Inc
206 holdingsFiling period: 2026-06-30Current AUM: $1.43Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 382.1K | $110.6M | $131.4M | 9.19% | -18,761 | 2026-06-30 |
| 2 | KO | Coca-Cola Company | 1.13M | $92.1M | $105.0M | 7.35% | -180,007 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 139.6K | $52.1M | $74.4M | 5.20% | -16,758 | 2026-06-30 |
| 4 | SPGI | S&P Global Inc. | 121.5K | $49.5M | $54.8M | 3.83% | -400 | 2026-06-30 |
| 5 | JNJ | Johnson & Johnson | 177.0K | $45.0M | $47.1M | 3.30% | -6,010 | 2026-06-30 |
| 6 | GOOG | Alphabet Class C | 118.4K | $41.8M | $37.2M | 2.60% | +22.2K | 2026-06-30 |
| 7 | SPY | SPDR S&P 500 Trust | 51.6K | $38.5M | $39.5M | 2.76% | +395 | 2026-06-30 |
| 8 | AMAT | Applied Materials | 46.4K | $33.6M | $18.0M | 1.26% | -5,024 | 2026-06-30 |
| 9 | PG | Procter & Gamble Co | 222.2K | $32.6M | $35.5M | 2.49% | -3,522 | 2026-06-30 |
| 10 | AMZN | Amazon | 126.3K | $30.1M | $31.4M | 2.20% | +8.5K | 2026-06-30 |
| 11 | GOOGL | Alphabet Class A | 84.2K | $30.1M | $26.7M | 1.87% | -19,580 | 2026-06-30 |
| 12 | XOM | Exxonmobil Holdings | 210.5K | $28.8M | $38.8M | 2.72% | -- | 2026-06-30 |
| 13 | XOM | Exxonmobil Holdings | 210.5K | $28.8M | $38.8M | 2.72% | -- | 2026-06-30 |
| 14 | LRCX | Lam Research Corp | 64.5K | $27.9M | $15.3M | 1.07% | -- | 2026-06-30 |
| 15 | VRTX | Vertex Pharmaceutical | 51.8K | $25.7M | $26.8M | 1.87% | -- | 2026-06-30 |
| 16 | IBM | Intl Business Machines Corp | 90.2K | $25.4M | $22.8M | 1.60% | -6,495 | 2026-06-30 |
| 17 | JPM | J P Morgan Chase & Co | 73.6K | $24.1M | $24.6M | 1.72% | +9.0K | 2026-06-30 |
| 18 | TXN | Texas Instruments | 62.7K | $18.7M | $18.7M | 1.31% | -4,434 | 2026-06-30 |
| 19 | NVDA | Nvidia Corp | 91.0K | $18.2M | $19.7M | 1.37% | +31.6K | 2026-06-30 |
| 20 | KLAC | KLA Corporation | 59.6K | $18.0M | $8.9M | 0.62% | +52.5K | 2026-06-30 |
| 21 | ABBV | AbbVie Inc | 68.8K | $17.3M | $19.7M | 1.38% | -4,655 | 2026-06-30 |
| 22 | WMT | Wal-Mart Stores Inc | 143.1K | $16.2M | $17.2M | 1.20% | +867 | 2026-06-30 |
| 23 | AFL | AFLAC Inc | 138.0K | $16.2M | $16.7M | 1.17% | -353 | 2026-06-30 |
| 24 | CAT | Caterpillar | 15.1K | $16.1M | $10.5M | 0.73% | -1,665 | 2026-06-30 |
| 25 | QLYS | Qualys Inc | 102.8K | $14.1M | $23.1M | 1.62% | -- | 2026-06-30 |
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