CULLINAN ASSOCIATES INC
Holdings as of 2026-06-30, filed 2026-07-29 · recorded 2026-08-06 04:02:01.873 UTC
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 29 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
204
Value reported by manager
$1.3B
Sum of our stored positions
$1.3B
should match the line above
Disclosure lag
29 d
quarter end to filing
Top 5 concentration
26.4%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| Apple Inc | COM | $110.6M | 382,145 | — | 037833100 |
| Coca-Cola Company | COM | $92.1M | 1,132,980 | — | 191216100 |
| Microsoft Corp | COM | $52.1M | 139,649 | — | 594918104 |
| S&P Global Inc. | COM | $49.5M | 121,500 | — | 78409V104 |
| Johnson & Johnson | COM | $45M | 177,028 | — | 478160104 |
| Alphabet Class C | COM | $41.8M | 118,397 | — | 02079K107 |
| SPDR S&P 500 Trust | COM | $38.5M | 51,583 | — | 78462F103 |
| Applied Materials | COM | $33.6M | 46,437 | — | 038222105 |
| Procter & Gamble Co | COM | $32.6M | 222,191 | — | 742718109 |
| Amazon | COM | $30.1M | 126,253 | — | 023135106 |
| Alphabet Class A | COM | $30.1M | 84,174 | — | 02079K305 |
| Exxonmobil Holdings | COM | $28.8M | 210,525 | — | 30233Q108 |
| Lam Research Corp | COM | $27.9M | 64,500 | — | 512807108 |
| Vertex Pharmaceutical | COM | $25.7M | 51,762 | — | 92532F100 |
| Intl Business Machines Corp | COM | $25.4M | 90,150 | — | 459200101 |
| J P Morgan Chase & Co | COM | $24.1M | 73,638 | — | 46625H100 |
| Texas Instruments | COM | $18.7M | 62,683 | — | 882508104 |
| Nvidia Corp | COM | $18.2M | 90,984 | — | 67066G104 |
| KLA Corporation | COM | $18M | 59,643 | — | 482480100 |
| AbbVie Inc | COM | $17.3M | 68,800 | — | 00287Y109 |
| Wal-Mart Stores Inc | COM | $16.2M | 143,088 | — | 931142103 |
| AFLAC Inc | COM | $16.2M | 138,006 | — | 001055102 |
| Caterpillar | COM | $16.1M | 15,128 | — | 149123101 |
| Qualys Inc | COM | $14.1M | 102,800 | — | 74758T303 |
| McDonalds Corp | COM | $13.1M | 48,623 | — | 580135101 |
| American Express Co | COM | $13.1M | 38,796 | — | 025816109 |
| Lowes Companies Inc | COM | $12.6M | 57,334 | — | 548661107 |
| Deere & Company | COM | $12.4M | 19,576 | — | 244199105 |
| Chevron Corp | COM | $11.9M | 71,525 | — | 166764100 |
| Oracle Corp | COM | $11.8M | 80,480 | — | 68389X105 |
| Meta Platforms Inc | COM | $11.6M | 20,521 | — | 30303M102 |
| Cisco Systems Inc | COM | $11.5M | 97,679 | — | 17275R102 |
| Visa Inc Cl A | COM | $10.8M | 31,575 | — | 92826C839 |
| Southern Co | COM | $9.9M | 102,972 | — | 842587107 |
| Home Depot | COM | $9.8M | 27,706 | — | 437076102 |
| Qualcomm Inc | COM | $9.2M | 49,744 | — | 747525103 |
| Costco Wholesale Corp | COM | $9.2M | 9,805 | — | 22160K105 |
| Uber Technologies Inc | COM | $9.2M | 126,824 | — | 90353T100 |
| Amgen Inc | COM | $8.8M | 24,288 | — | 031162100 |
| Lockheed Martin | COM | $8.5M | 16,616 | — | 539830109 |
| Eli Lilly & Company | COM | $8.2M | 6,866 | — | 532457108 |
| Ecolab Inc | COM | $8.1M | 28,979 | — | 278865100 |
| Berkshire Hathaway Cl B | COM | $7.9M | 15,940 | — | 113809107 |
| TJX Companies | COM | $7.9M | 51,825 | — | 872540109 |
| The Travelers Companies | COM | $7.8M | 23,657 | — | 89417E109 |
| Bank Of America | COM | $7.7M | 134,769 | — | 060505104 |
| Walt Disney Company | COM | $7.4M | 77,267 | — | 254687106 |
| Intel Corp | COM | $7.4M | 52,789 | — | 458140100 |
| New York Times Company | COM | $7.2M | 103,367 | — | 650111107 |
| Emerson Electric Company | COM | $7M | 48,750 | — | 291011104 |
| Goldman Sachs | COM | $6.6M | 6,491 | — | 38141G104 |
| Airbnb Inc | COM | $6.3M | 43,820 | — | 009066101 |
| CME Group | COM | $6.2M | 27,897 | — | 12572Q105 |
| Norfolk Southern | COM | $6.1M | 19,400 | — | 655844108 |
| Merck & Company Inc | COM | $6M | 46,620 | — | 58933Y105 |
| Wells Fargo & Co | COM | $5.8M | 70,375 | — | 949746101 |
| Fastenal Company | COM | $5.7M | 117,702 | — | 311900104 |
| Philip Morris | COM | $5.3M | 29,355 | — | 718172109 |
| ASML Holding NV | COM | $5.2M | 2,600 | — | N07059210 |
| Prudential Financial | COM | $4.8M | 44,904 | — | 744320102 |
| United Parcel Service Inc Cl B | COM | $4.8M | 44,927 | — | 911312106 |
| CVS Health Corp | COM | $4.8M | 46,424 | — | 126650100 |
| Duke Energy Hldg | COM | $4.7M | 36,953 | — | 26441C204 |
| Broadcom Ltd | COM | $4.5M | 11,976 | — | 11135F101 |
| Vanguard S&P 500 ETF | COM | $4.5M | 6,500 | — | 922908363 |
| Colgate-Palmolive Company | COM | $4.4M | 48,289 | — | 194162103 |
| PepsiCo | COM | $4.3M | 32,121 | — | 713448108 |
| New Atlas Holdco Inc | COM | $4.2M | 252,000 | — | 642045108 |
| HP Inc | COM | $4.2M | 189,327 | — | 40434L105 |
| Union Pacific Corp | COM | $4.2M | 15,260 | — | 907818108 |
| Arthur J. Gallagher & Co. | COM | $4M | 17,500 | — | 363576109 |
| Mastercard | COM | $3.9M | 7,600 | — | 57636Q104 |
| YUM Brands | COM | $3.7M | 23,306 | — | 988498101 |
| PayPal Hldg Inc | COM | $3.5M | 82,073 | — | 70450Y103 |
| iShares Russ 1000 Growth ETF | COM | $3.4M | 27,460 | — | 464287614 |
| Medtronic Plc | COM | $3.4M | 43,157 | — | G5960L103 |
| ProLogis Inc | COM | $3.2M | 23,303 | — | 74340W103 |
| RTX Corporation | COM | $3M | 15,558 | — | 75513E101 |
| Morgan Stanley | COM | $2.8M | 13,585 | — | 617446448 |
| Okta Inc | COM | $2.8M | 20,800 | — | 679295105 |
| Truist Financial Corporation | COM | $2.6M | 52,475 | — | 89832Q109 |
| Comcast Corp | COM | $2.6M | 106,088 | — | 20030N101 |
| Illinois Tool Works | COM | $2.5M | 9,147 | — | 452308109 |
| Abbott Laboratories | COM | $2.4M | 26,400 | — | 002824100 |
| Bristol Myers Squibb Company | COM | $2.3M | 40,190 | — | 110122108 |
| Stanley Black & Decker | COM | $2.3M | 24,600 | — | 854502101 |
| Automatic Data | COM | $2.3M | 10,300 | — | 053015103 |
| ConocoPhillips | COM | $2.2M | 21,432 | — | 20825C104 |
| Analog Devices | COM | $2.2M | 5,449 | — | 032654105 |
| Advanced Micro | COM | $2.2M | 3,719 | — | 007903107 |
| Northrop Grumman Corp | COM | $2.1M | 4,170 | — | 666807102 |
| U S Bancorp | COM | $2.1M | 34,950 | — | 902973304 |
| UBS AG | COM | $2M | 40,407 | — | H42097107 |
| Electronic Arts | COM | $2M | 9,764 | — | 285512109 |
| Carrier Global | COM | $2M | 27,045 | — | 14448C104 |
| Intuitive Surgical Inc | COM | $1.9M | 4,900 | — | 46120E602 |
| GE Aerospace | COM | $1.9M | 5,176 | — | 369604301 |
| Cummins | COM | $1.9M | 2,702 | — | 231021106 |
| NextEra Energy | COM | $1.9M | 21,445 | — | 65339F101 |
| Stryker | COM | $1.8M | 5,780 | — | 863667101 |
| Palo Alto Networks Inc | COM | $1.8M | 5,300 | — | 697435105 |
| Mondelez Intl | COM | $1.7M | 30,097 | — | 609207105 |
| Crown Castle | COM | $1.7M | 22,872 | — | 228227104 |
| Roper Technologies | COM | $1.7M | 5,000 | — | 776696106 |
| Eaton Corp | COM | $1.7M | 3,943 | — | G29183103 |
| Phillips 66 | COM | $1.7M | 9,762 | — | 718546104 |
| UnitedHealth | COM | $1.6M | 3,950 | — | 91324P102 |
| Tesla Motors Inc | COM | $1.6M | 3,800 | — | 88160R101 |
| Gitlab Inc Cl A | COM | $1.4M | 47,000 | — | 37637K108 |
| GE Vernova Inc | COM | $1.4M | 1,200 | — | 36828A101 |
| Boeing | COM | $1.4M | 6,475 | — | 097023105 |
| Dominion Energy | COM | $1.4M | 20,378 | — | 25746U109 |
| Salesforce.com Inc | COM | $1.3M | 8,430 | — | 79466L302 |
| Pfizer Inc | COM | $1.2M | 51,301 | — | 717081103 |
| Netflix | COM | $1.2M | 17,200 | — | 64110L106 |
| Thermo Fisher Scientific | COM | $1.2M | 2,300 | — | 883556102 |
| Edwards Lifesciences | COM | $1.1M | 12,600 | — | 28176E108 |
| Adobe | COM | $1.1M | 5,495 | — | 00724F101 |
| Charles Schwab Corp | COM | $1.1M | 11,900 | — | 808513105 |
| Boston Scientific | COM | $1M | 24,299 | — | 101137107 |
| Trane Tech PLC | COM | $982.3K | 2,000 | — | G8994E103 |
| Honeywell | COM | $972.8K | 4,345 | — | 438516106 |
| Fifth Third Bancorp | COM | $963.9K | 17,100 | — | 316773100 |
| Honeywell Aerospace Inc | COM | $960.6K | 4,345 | — | 43849R105 |
| Agilent | COM | $929.8K | 7,000 | — | 00846U101 |
| Micron Technology | COM | $923.4K | 800 | — | 595112103 |
| Invesco QQQ Tr Unit Ser 1 | COM | $913.1K | 1,240 | — | 46090E103 |
| Altria Group | COM | $906.6K | 12,600 | — | 02209S103 |
| General Dynamics | COM | $902.6K | 2,548 | — | 369550108 |
| Robinhood Markets Inc | COM | $892.5K | 8,900 | — | 770700102 |
| Progressive Corp | COM | $873.8K | 4,000 | — | 743315103 |
| Nucor Corp | COM | $866.1K | 3,888 | — | 670346105 |
| CSX Corp | COM | $836.5K | 17,600 | — | 126408103 |
| Procore Technologies Inc | COM | $812.4K | 20,000 | — | 74275K108 |
| AstraZeneca PLC | COM | $760.9K | 4,013 | — | 046353108 |
| Blackstone Group | COM | $754.3K | 6,410 | — | 09260D107 |
| Novartis AG | COM | $736.6K | 4,700 | — | 66987V109 |
| Lincoln National Corporation | COM | $735.3K | 20,800 | — | 534187109 |
| Take Two | COM | $724.9K | 2,900 | — | 874054109 |
| Genuine Parts Company | COM | $696.1K | 5,900 | — | 372460105 |
| Ross Stores | COM | $695.4K | 3,267 | — | 778296103 |
| Equifax Inc | COM | $674.6K | 4,250 | — | 294429105 |
| PNC Finl | COM | $670.9K | 2,725 | — | 693475105 |
| Quantum Scape Corp | COM | $649.4K | 85,900 | — | 71467V109 |
| Humana | COM | $635.6K | 1,600 | — | 444859102 |
| Baidu Inc | COM | $617.2K | 5,400 | — | 056752108 |
| Rockwell | COM | $594.1K | 1,200 | — | 773903109 |
| Marathon Petroleum Corp | COM | $577.8K | 2,260 | — | 56585A102 |
| Microchip | COM | $565.4K | 6,200 | — | 595017104 |
| Keysight Technologies | COM | $560.1K | 1,600 | — | 49338L103 |
| Huntington Ingalls Industries | COM | $559.8K | 2,000 | — | 446413106 |
| 3M Company | COM | $550.5K | 3,400 | — | 88579Y101 |
| Verizon Communications Inc | COM | $537.8K | 12,701 | — | 92343V104 |
| ServiceNow | COM | $496.4K | 5,000 | — | 81762P102 |
| Plains GP Holdings | COM | $485.4K | 20,000 | — | 72651A207 |
| Gilead Sciences | COM | $485.3K | 3,841 | — | 375558103 |
| Vanguard Russ 2000 Growth ETF | COM | $478.4K | 1,663 | — | 92206C623 |
| Welltower Inc | COM | $468.7K | 2,065 | — | 95040Q104 |
| Valero Energy | COM | $442.7K | 1,700 | — | 91913Y100 |
| Vanguard Index Funds Growth ET | COM | $430K | 4,992 | — | 922908736 |
| Intuit | COM | $426.7K | 1,635 | — | 461202103 |
| Corteva Inc | COM | $424.1K | 5,007 | — | 22052L104 |
| Kimberly-Clark | COM | $417.1K | 3,800 | — | 494368103 |
| Verisk Analytics, Inc. | COM | $416.5K | 2,320 | — | 92345Y106 |
| Digital Realty Trust | COM | $416.4K | 2,319 | — | 253868103 |
| Vanguard Russ 1000 Growth | COM | $416.3K | 3,257 | — | 92206C680 |
| Novo Nordisk ADR | COM | $415.9K | 8,675 | — | 670100205 |
| iShare S&P 500 Growth ETF | COM | $413.2K | 3,004 | — | 464287309 |
| Leidos Holdings Inc. | COM | $411.9K | 4,000 | — | 525327102 |
| Blackrock Inc | COM | $406.7K | 423 | — | 09247X101 |
| Kinder Morgan | COM | $402.8K | 12,600 | — | 49456B101 |
| Fulton Financial | COM | $401.6K | 16,600 | — | 360271100 |
| Shell PLC | COM | $395.5K | 5,100 | — | 780259305 |
| Accenture PLC | COM | $390.3K | 3,137 | — | G1151C101 |
| Science Applications Intl Corp | COM | $386.4K | 3,500 | — | 808625107 |
| Insulet Corp | COM | $380.6K | 2,500 | — | 45784P101 |
| CarGurus Inc | COM | $368.2K | 10,800 | — | 141788109 |
| Applovin Corp | COM | $360.7K | 700 | — | 03831W108 |
| Coinbase Global Inc. | COM | $354.5K | 2,425 | — | 19260Q107 |
| Aptiv PLC | COM | $349.9K | 5,700 | — | G6095L109 |
| Vulcan Materials | COM | $324.5K | 1,100 | — | 929160109 |
| Constl. Energy Corporation | COM | $322.9K | 1,300 | — | 21037T109 |
| Nike Inc Cl B | COM | $320.6K | 7,810 | — | 654106103 |
| Chubb Limited | COM | $317.6K | 932 | — | H1467J104 |
| Doordash Inc | COM | $311.9K | 1,690 | — | 25809K105 |
| T Rowe Price Grp Inc | COM | $295.6K | 2,600 | — | 74144T108 |
| Ingersoll-Rand PLC | COM | $295.2K | 3,601 | — | 45687V106 |
| McCormick & Company | COM | $292.4K | 5,800 | — | 579780206 |
| Vanguard Russ 2000 Value Index | COM | $289.4K | 1,481 | — | 92206C649 |
| Atlassian Corp CL A | COM | $287.8K | 3,700 | — | 049468101 |
| Allstate Corp | COM | $285.5K | 1,200 | — | 020002101 |
| BP PLC ADS | COM | $280.8K | 7,600 | — | 055622104 |
| Axon Enterprise Inc | COM | $280.3K | 500 | — | 05464C101 |
| Motorola Solutions, Inc. | COM | $269.9K | 650 | — | 620076307 |
| Fidelity Nationl | COM | $263.4K | 6,775 | — | 31620M106 |
| Linde PLC | COM | $243.4K | 469 | — | G5494J103 |
| Energy Transfer LP | COM | $235.2K | 12,300 | — | 29273V100 |
| FedEx | COM | $234.8K | 750 | — | 31428X106 |
| Danaher Corp | COM | $228.6K | 1,200 | — | 235851102 |
| Baxter Intl | COM | $228.1K | 10,700 | — | 071813109 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-29