CULBERTSON A N & CO INC
Holdings as of 2026-06-30, filed 2026-07-29 · recorded 2026-08-06 04:02:01.236 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
140
Value reported by manager
$858.7M
Sum of our stored positions
$858.7M
should match the line above
Disclosure lag
29 d
quarter end to filing
Top 5 concentration
27.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
140 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $64.2M | 128,286 | — | 084670702 |
| APPLE INC | COM | $51.5M | 178,001 | — | 037833100 |
| JOHNSON & JOHNSON | COM | $42M | 165,525 | — | 478160104 |
| CATERPILLAR INC | COM | $40.3M | 37,820 | — | 149123101 |
| JPMORGAN CHASE & CO | COM | $35.6M | 108,791 | — | 46625H100 |
| MICROSOFT CORP | COM | $31.9M | 85,564 | — | 594918104 |
| GOLDMAN SACHS GROUP INC | COM | $26.1M | 25,851 | — | 38141G104 |
| CUMMINS INC | COM | $24.1M | 33,794 | — | 231021106 |
| ALPHABET INC | CAP STK CL C | $23M | 64,958 | — | 02079K107 |
| ABBVIE INC | COM | $20.2M | 80,166 | — | 00287Y109 |
| ISHARES TR | RUS MID CAP ETF | $18.3M | 165,548 | — | 464287499 |
| DEERE & CO | COM | $15.6M | 24,668 | — | 244199105 |
| MCKESSON CORP | COM | $15.1M | 19,954 | — | 58155Q103 |
| CORNING INC | COM | $14.9M | 58,307 | — | 219350105 |
| ORACLE CORP | COM | $13.6M | 92,830 | — | 68389X105 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $13.6M | 36,726 | — | 922908769 |
| ALPHABET INC | CAP STK CL A | $13M | 36,433 | — | 02079K305 |
| EXXON MOBIL CORP | COM | $12.7M | 93,216 | — | 30231G102 |
| VANGUARD INDEX FDS | SMALL CP ETF | $12M | 39,471 | — | 922908751 |
| CHEVRON CORPORATION | COM | $11.6M | 70,189 | — | 166764100 |
| ISHARES TR | RUSSELL 2000 ETF | $11.5M | 38,312 | — | 464287655 |
| CISCO SYS INC | COM | $10.6M | 90,244 | — | 17275R102 |
| VANGUARD WORLD FD | INF TECH ETF | $10M | 84,082 | — | 92204A702 |
| AMAZON COM INC | COM | $10M | 41,825 | — | 023135106 |
| MARKEL GROUP INC | COM | $9.9M | 5,071 | — | 570535104 |
| US BANCORP | COM NEW | $9.8M | 161,453 | — | 902973304 |
| MCDONALDS CORP | COM | $9.7M | 35,877 | — | 580135101 |
| BROOKFIELD CORP | CL A LTD VT SH | $8.9M | 209,496 | — | 11271J107 |
| PEPSICO INC | COM | $8.8M | 65,277 | — | 713448108 |
| PROCTER & GAMBLE CO | COM | $8.4M | 57,507 | — | 742718109 |
| VISA INC | COM CL A | $8.3M | 24,086 | — | 92826C839 |
| FEDEX CORP | COM | $8.3M | 26,361 | — | 31428X106 |
| ABBOTT LABORATORIES | COM | $8.2M | 89,925 | — | 002824100 |
| AIR PRODUCTS AND CHEMICALS I | COM | $7.8M | 26,542 | — | 009158106 |
| VANGUARD INDEX FDS | MID CAP ETF | $7.6M | 94,528 | — | 922908629 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $7.6M | 97,226 | — | 921937827 |
| WELLS FARGO & CO | COM | $7M | 84,621 | — | 949746101 |
| ISHARES TR | S&P 100 ETF | $6.3M | 17,210 | — | 464287101 |
| VANGUARD INDEX FDS | GROWTH ETF | $6.1M | 71,325 | — | 922908736 |
| TEXAS INSTRS INC | COM | $6.1M | 20,576 | — | 882508104 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $6M | 24,732 | — | 922908611 |
| TRAVELERS COMPANIES INC | COM | $5.8M | 17,555 | — | 89417E109 |
| EOG RES INC | COM | $5.3M | 41,229 | — | 26875P101 |
| CITIGROUP INC | COM NEW | $5.3M | 38,178 | — | 172967424 |
| MORGAN STANLEY | COM NEW | $5.2M | 25,073 | — | 617446448 |
| VANGUARD INDEX FDS | VALUE ETF | $5.2M | 23,920 | — | 922908744 |
| AUTOMATIC DATA PROCESSING IN | COM | $4.9M | 22,042 | — | 053015103 |
| WALMART INC | COM | $4.9M | 43,072 | — | 931142103 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $4.9M | 83,496 | — | 92206C102 |
| BANK OF AMER CORP | COM | $4.7M | 82,474 | — | 060505104 |
| STATE STR CORP | COM | $4.6M | 27,343 | — | 857477103 |
| CAPITAL ONE FINL CORP | COM | $4.6M | 23,078 | — | 14040H105 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $4.4M | 22,379 | — | 922908512 |
| WISDOMTREE TR | US SMALLCAP FUND | $4.1M | 61,043 | — | 97717W562 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $4.1M | 26,008 | — | 921946406 |
| M & T BK CORP | COM | $4.1M | 17,144 | — | 55261F104 |
| TJX COS INC NEW | COM | $3.6M | 23,441 | — | 872540109 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.5M | 44,268 | — | 92206C409 |
| CVS HEALTH CORP | COM | $3.5M | 33,648 | — | 126650100 |
| WISDOMTREE TR | US MIDCAP FUND | $3.4M | 45,015 | — | 97717W570 |
| ISHARES TR | CORE S&P SCP ETF | $3.2M | 21,741 | — | 464287804 |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.2M | 37,010 | — | 921909768 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $3.1M | 34,327 | — | 78468R663 |
| VERIZON COMMUNICATIONS INC | COM | $3.1M | 72,322 | — | 92343V104 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.9M | 4,253 | — | 922908363 |
| INTERNATIONAL BUSINESS MACHS | COM | $2.9M | 10,228 | — | 459200101 |
| MONDELEZ INTL INC | CL A | $2.6M | 45,213 | — | 609207105 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.6M | 50,570 | — | 922907746 |
| DOMINION ENERGY INC | COM | $2.5M | 36,229 | — | 25746U109 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.4M | 3,249 | — | 78462F103 |
| AMGEN INC | COM | $2.3M | 6,452 | — | 031162100 |
| 3M CO | COM | $2.2M | 13,576 | — | 88579Y101 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $2.2M | 28,753 | — | 922040845 |
| WISDOMTREE TR | US LARGECAP DIVD | $2.1M | 22,133 | — | 97717W307 |
| UNITED PARCEL SVCS INC | CL B | $2.1M | 19,264 | — | 911312106 |
| FEDEX FGHT HLDG CO INC | COMMON STOCK | $1.9M | 12,864 | — | 314352105 |
| UNION PAC CORP | COM | $1.9M | 6,944 | — | 907818108 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.8M | 24,179 | — | 921937835 |
| JOHNSON CONTROLS INTERNATION | SHS | $1.8M | 12,086 | — | G51502105 |
| ISHARES TR | CORE S&P MCP ETF | $1.8M | 22,829 | — | 464287507 |
| ZOETIS INC | CL A | $1.7M | 24,028 | — | 98978V103 |
| HERSHEY CO | COM | $1.7M | 9,559 | — | 427866108 |
| BLACKSTONE INC | COM | $1.7M | 14,193 | — | 09260D107 |
| COCA COLA CO | COM | $1.7M | 20,336 | — | 191216100 |
| AT&T INC | COM | $1.6M | 78,420 | — | 00206R102 |
| WISDOMTREE TR | US MIDCAP DIVID | $1.6M | 28,441 | — | 97717W505 |
| MASTERCARD INCORPORATED | CL A | $1.6M | 3,097 | — | 57636Q104 |
| ISHARES TR | CORE US AGGBD ET | $1.5M | 15,642 | — | 464287226 |
| TRUIST FINL CORP | COM | $1.5M | 30,681 | — | 89832Q109 |
| VANGUARD INSTL INDEX FD | ULTR SHOR TR ETF | $1.5M | 19,588 | — | 922040852 |
| HOME DEPOT INC | COM | $1.5M | 4,161 | — | 437076102 |
| SPDR SERIES TRUST | ST STR TIPS ETF | $1.5M | 56,780 | — | 78464A656 |
| AMERICAN EXPRESS CO | COM | $1.3M | 3,922 | — | 025816109 |
| ELI LILLY & CO | COM | $1.2M | 1,035 | — | 532457108 |
| PAYCHEX INC | COM | $1.2M | 12,513 | — | 704326107 |
| STARBUCKS CORP | COM | $1.2M | 11,826 | — | 855244109 |
| META PLATFORMS INC | CL A | $1.2M | 2,143 | — | 30303M102 |
| PROGRESSIVE CORP | COM | $1.1M | 5,235 | — | 743315103 |
| ISHARES TR | RUS 2000 VAL ETF | $1.1M | 5,151 | — | 464287630 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 5,236 | — | 46137V357 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | $1.1M | 24,606 | — | 113004105 |
| DEVON ENERGY CORP NEW | COM | $1.1M | 26,699 | — | 25179M103 |
| SPDR INDEX SHS FDS | ST INTL CAP ETF | $1.1M | 24,097 | — | 78463X871 |
| ISHARES TR | CORE S&P500 ETF | $932.4K | 1,245 | — | 464287200 |
| ISHARES TR | PFD AND INCM SEC | $890.1K | 29,192 | — | 464288687 |
| ISHARES TR | MSCI EAFE ETF | $844.6K | 8,131 | — | 464287465 |
| INVESCO QQQ TR | UNIT SER 1 | $693K | 941 | — | 46090E103 |
| ERIE INDTY CO | CL A | $672K | 2,803 | — | 29530P102 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $654.7K | 2,767 | — | 921908844 |
| OMNICOM GROUP INC | COM | $638.1K | 8,761 | — | 681919106 |
| ISHARES TR | CORE S&P TTL STK | $607K | 3,695 | — | 464287150 |
| SPDR SERIES TRUST | ST STR P500ETF | $606.4K | 6,900 | — | 78464A854 |
| LOWES COS INC | COM | $594.9K | 2,698 | — | 548661107 |
| SLB LIMITED | COM STK | $572K | 12,303 | — | 806857108 |
| COSTCO WHOLESALE CORPORATION | COM | $514.5K | 550 | — | 22160K105 |
| ISHARES TR | SELECT DIVID ETF | $458.9K | 2,936 | — | 464287168 |
| COMCAST CORP NEW | CL A | $453.4K | 18,467 | — | 20030N101 |
| MARSH & MCLENNAN COS INC | COM | $450.5K | 2,703 | — | 571748102 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $448.8K | 5,430 | — | 92206C870 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $434.4K | 15,000 | — | 808524102 |
| NIKE INC | CL B | $400K | 9,744 | — | 654106103 |
| CONSTELLATION BRANDS INC | CL A | $364.1K | 2,618 | — | 21036P108 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $353.4K | 7,100 | — | 92203C303 |
| ISHARES TR | EAFE VALUE ETF | $351.7K | 4,595 | — | 464288877 |
| GE VERNOVA INC | COM | $331.3K | 282 | — | 36828A101 |
| ISHARES TR | CORE MSCI EAFE | $329.4K | 3,411 | — | 46432F842 |
| KENVUE INC | COM | $290.5K | 15,200 | — | 49177J102 |
| SPDR GOLD TR | GOLD SHS | $289.2K | 785 | — | 78463V107 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $280.8K | 2,701 | — | 92189F643 |
| WISDOMTREE TR | INTL EQUITY FD | $270.5K | 3,695 | — | 97717W703 |
| CLOROX CO DEL | COM | $267K | 2,798 | — | 189054109 |
| BROADCOM INC | COM | $259.9K | 688 | — | 11135F101 |
| GENERAL MILLS INC | COM | $246.7K | 7,090 | — | 370334104 |
| BOEING CO | COM | $246.6K | 1,139 | — | 097023105 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $222.2K | 3,722 | — | 922042858 |
| ORANGE CNTY BANCORP INC | COM | $213.3K | 5,800 | — | 68417L107 |
| ISHARES TR | CALIF MUN BD ETF | $204.6K | 3,550 | — | 464288356 |
| SYSCO CORP | COM | $202.7K | 2,425 | — | 871829107 |
| PARAMOUNT SKYDANCE CORP | COM CL B | $157.5K | 15,973 | — | 69932A204 |
| LIBERTY MEDIA CORP DEL | DEB 4.000%11/1 | $2.2K | 40,000 | — | 530715AG6 |
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