CULBERTSON A N & CO INC
Holdings as of 2026-09-30, filed 2026-10-21 · recorded 2026-10-22 03:51:16.726 UTC
This is history, not a current position. These holdings describe 2026-09-30, and the report became public 21 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
137
Value reported by manager
$861.2M
Sum of our stored positions
$861.2M
should match the line above
Disclosure lag
21 d
quarter end to filing
Top 5 concentration
28.9%
of the positions shown
New positions
4
vs previous quarter
Exited
7
vs previous quarter
Option positions
0
puts and calls
Positions
137 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $66.9M | 134,392 | — | 084670702 |
| APPLE INC | COM | $58.3M | 175,047 | — | 037833100 |
| MICROSOFT CORP | COM | $44.3M | 86,331 | — | 594918104 |
| JOHNSON & JOHNSON | COM | $43.5M | 164,480 | — | 478160104 |
| JPMORGAN CHASE & CO | COM | $35.9M | 108,395 | — | 46625H100 |
| CATERPILLAR INC | COM | $29.5M | 36,412 | — | 149123101 |
| GOLDMAN SACHS GROUP INC | COM | $23.2M | 25,735 | — | 38141G104 |
| ALPHABET INC | CAP STK CL C | $21.8M | 64,014 | — | 02079K107 |
| ABBVIE INC | COM | $21M | 80,311 | — | 00287Y109 |
| ISHARES TR | RUS MID CAP ETF | $17.5M | 164,184 | — | 464287499 |
| CUMMINS INC | COM | $17.4M | 33,740 | — | 231021106 |
| MCKESSON CORP | COM | $17M | 19,896 | — | 58155Q103 |
| DEERE & CO | COM | $16.5M | 24,579 | — | 244199105 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $15.2M | 93,159 | — | 30233Q108 |
| CHEVRON CORPORATION | COM | $14.4M | 70,663 | — | 166764100 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $13.3M | 35,658 | — | 922908769 |
| ALPHABET INC | CAP STK CL A | $12.8M | 37,306 | — | 02079K305 |
| ORACLE CORP | COM | $11.6M | 84,320 | — | 68389X105 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $11.1M | 39,186 | — | 922908751 |
| MARKEL GROUP INC | COM | $11M | 6,428 | — | 570535104 |
| AMAZON COM INC | COM | $10.9M | 43,663 | — | 023135106 |
| BROOKFIELD CORP | CL A LTD VT SH | $10.6M | 290,719 | — | 11271J107 |
| ISHARES TR | RUSSELL 2000 ETF | $10.6M | 37,966 | — | 464287655 |
| CISCO SYS INC | COM | $9.6M | 89,576 | — | 17275R102 |
| VANGUARD WORLD FD | INF TECH ETF | $9.6M | 76,451 | — | 92204A702 |
| US BANCORP | COM NEW | $9.3M | 160,773 | — | 902973304 |
| ABBOTT LABORATORIES | COM | $8.9M | 90,195 | — | 002824100 |
| CORNING INC | COM | $8.8M | 57,374 | — | 219350105 |
| VISA INC | COM CL A | $8.6M | 24,069 | — | 92826C839 |
| MCDONALDS CORP | COM | $8.5M | 36,873 | — | 580135101 |
| PROCTER & GAMBLE CO | COM | $8.5M | 58,397 | — | 742718109 |
| PEPSICO INC | COM | $8.2M | 64,788 | — | 713448108 |
| FEDEX CORP | COM | $7.4M | 26,101 | — | 31428X106 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $7.4M | 94,520 | — | 922908629 |
| AIR PRODUCTS AND CHEMICALS I | COM | $7.3M | 26,400 | — | 009158106 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $7.2M | 94,206 | — | 921937827 |
| WELLS FARGO & CO | COM | $6.8M | 84,908 | — | 949746101 |
| ISHARES TR | S&P 100 ETF | $6.4M | 16,662 | — | 464287101 |
| TRAVELERS COMPANIES INC | COM | $6.2M | 17,480 | — | 89417E109 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $6.2M | 68,661 | — | 922908736 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | $6M | 26,017 | — | 922908611 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $5.9M | 102,619 | — | 92206C102 |
| EOG RES INC | COM | $5.8M | 42,225 | — | 26875P101 |
| TEXAS INSTRS INC | COM | $5.8M | 20,576 | — | 882508104 |
| AUTOMATIC DATA PROCESSING IN | COM | $5.6M | 21,877 | — | 053015103 |
| CAPITAL ONE FINL CORP | COM | $5.2M | 26,685 | — | 14040H105 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $5.1M | 23,720 | — | 922908744 |
| CITIGROUP INC | COM NEW | $4.9M | 37,987 | — | 172967424 |
| STATE STR CORP | COM | $4.7M | 27,018 | — | 857477103 |
| MORGAN STANLEY | COM NEW | $4.7M | 24,987 | — | 617446448 |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | $4.6M | 23,605 | — | 922908512 |
| BANK OF AMER CORP | COM | $4.5M | 82,474 | — | 060505104 |
| WALMART INC | COM | $4.5M | 42,972 | — | 931142103 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $4.3M | 47,375 | — | 78468R663 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $4.1M | 54,265 | — | 922040845 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $4M | 25,713 | — | 921946406 |
| M & T BK CORP | COM | $3.9M | 18,104 | — | 55261F104 |
| WISDOMTREE TR | US SMALLCAP FUND | $3.9M | 60,520 | — | 97717W562 |
| CHUBB LIMITED | COM | $3.6M | 11,143 | — | H1467J104 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.6M | 46,325 | — | 92206C409 |
| WISDOMTREE TR | US MIDCAP FUND | $3.2M | 44,045 | — | 97717W570 |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.1M | 36,755 | — | 921909768 |
| TJX COS INC NEW | COM | $3.1M | 23,441 | — | 872540109 |
| ISHARES TR | CORE S&P SCP ETF | $2.9M | 21,336 | — | 464287804 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.9M | 4,137 | — | 922908363 |
| ZOETIS INC | CL A | $2.9M | 41,491 | — | 98978V103 |
| VERIZON COMMUNICATIONS INC | COM | $2.8M | 60,751 | — | 92343V104 |
| AMGEN INC | COM | $2.7M | 6,452 | — | 031162100 |
| CVS HEALTH CORP | COM | $2.7M | 31,620 | — | 126650100 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.5M | 53,650 | — | 922907746 |
| MONDELEZ INTL INC | CL A | $2.5M | 42,721 | — | 609207105 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.4M | 3,208 | — | 78462F103 |
| 3M CO | COM | $2.2M | 13,114 | — | 88579Y101 |
| WISDOMTREE TR | US LARGECAP DIVD | $2.1M | 22,093 | — | 97717W307 |
| UNION PAC CORP | COM | $1.9M | 6,914 | — | 907818108 |
| MASTERCARD INCORPORATED | CL A | $1.8M | 3,286 | — | 57636Q104 |
| DOMINION ENERGY INC | COM | $1.8M | 29,359 | — | 25746U109 |
| META PLATFORMS INC | CL A | $1.7M | 2,406 | — | 30303M102 |
| COCA COLA CO | COM | $1.7M | 20,256 | — | 191216100 |
| JOHNSON CONTROLS INTERNATION | SHS | $1.7M | 11,669 | — | G51502105 |
| INTERNATIONAL BUSINESS MACHS | COM | $1.7M | 7,822 | — | 459200101 |
| BLACKSTONE INC | COM | $1.7M | 15,128 | — | 09260D107 |
| UNITED PARCEL SVCS INC | CL B | $1.7M | 17,679 | — | 911312106 |
| ISHARES TR | CORE S&P MCP ETF | $1.6M | 22,887 | — | 464287507 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.6M | 22,871 | — | 921937835 |
| WISDOMTREE TR | US MIDCAP DIVID | $1.5M | 28,270 | — | 97717W505 |
| DEVON ENERGY CORP NEW | COM | $1.5M | 32,782 | — | 25179M103 |
| VANGUARD INSTL INDEX FD | ULTR SHOR TR ETF | $1.5M | 19,872 | — | 922040852 |
| AT&T INC | COM | $1.5M | 60,757 | — | 00206R102 |
| ISHARES TR | CORE US AGGBD ET | $1.5M | 15,455 | — | 464287226 |
| HERSHEY CO | COM | $1.5M | 9,214 | — | 427866108 |
| TRUIST FINL CORP | COM | $1.4M | 30,271 | — | 89832Q109 |
| SPDR SERIES TRUST | ST STR TIPS ETF | $1.4M | 56,780 | — | 78464A656 |
| AMERICAN EXPRESS CO | COM | $1.2M | 4,093 | — | 025816109 |
| PAYCHEX INC | COM | $1.2M | 12,513 | — | 704326107 |
| ELI LILLY & CO | COM | $1.2M | 1,040 | — | 532457108 |
| MARSH & MCLENNAN COS INC | COM | $1.2M | 7,005 | — | 571748102 |
| PROGRESSIVE CORP | COM | $1.2M | 5,717 | — | 743315103 |
| HOME DEPOT INC | COM | $1.2M | 4,161 | — | 437076102 |
| SPDR INDEX SHS FDS | ST INTL CAP ETF | $1.1M | 24,097 | — | 78463X871 |
| STARBUCKS CORP | COM | $1.1M | 11,616 | — | 855244109 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 5,236 | — | 46137V357 |
| ISHARES TR | RUS 2000 VAL ETF | $1.1M | 5,151 | — | 464287630 |
| FEDEX FGHT HLDG CO INC | COMMON STOCK | $1.1M | 9,714 | — | 314352105 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | $987K | 22,140 | — | 113004105 |
| ISHARES TR | CORE S&P500 ETF | $957.8K | 1,251 | — | 464287200 |
| ISHARES TR | MSCI EAFE ETF | $834.3K | 8,031 | — | 464287465 |
| ANHEUSER BUSCH INBEV SA NV | SPONSORED ADR | $798.3K | 10,865 | — | 03524A108 |
| INVESCO QQQ TR | UNIT SER 1 | $696.1K | 941 | — | 46090E103 |
| COPART INC | COM | $655.5K | 24,028 | — | 217204106 |
| OMNICOM GROUP INC | COM | $645.1K | 8,761 | — | 681919106 |
| SPDR SERIES TRUST | ST STR P500ETF | $619.3K | 6,900 | — | 78464A854 |
| ISHARES TR | CORE S&P TTL STK | $614.4K | 3,695 | — | 464287150 |
| ERIE INDTY CO | CL A | $614.3K | 2,803 | — | 29530P102 |
| SLB LIMITED | COM STK | $567.9K | 11,656 | — | 806857108 |
| LOWES COS INC | COM | $526.7K | 2,858 | — | 548661107 |
| COSTCO WHOLESALE CORPORATION | COM | $491.6K | 540 | — | 22160K105 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $482.3K | 2,067 | — | 921908844 |
| ORANGE CNTY BANCORP INC | COM | $475.9K | 12,880 | — | 68417L107 |
| ISHARES TR | SELECT DIVID ETF | $446.5K | 2,936 | — | 464287168 |
| COMCAST CORP NEW | CL A | $446.2K | 20,504 | — | 20030N101 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $439.7K | 15,000 | — | 808524102 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $425.2K | 5,430 | — | 92206C870 |
| ISHARES TR | EAFE VALUE ETF | $363.6K | 4,595 | — | 464288877 |
| ISHARES TR | CORE MSCI EAFE | $330.5K | 3,411 | — | 46432F842 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $328.5K | 6,630 | — | 92203C303 |
| NIKE INC | CL B | $325.6K | 9,199 | — | 654106103 |
| CONSTELLATION BRANDS INC | CL A | $320.9K | 2,838 | — | 21036P108 |
| SPDR GOLD TR | GOLD SHS | $299K | 785 | — | 78463V107 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $285.5K | 2,701 | — | 92189F643 |
| WISDOMTREE TR | INTL EQUITY FD | $272.1K | 3,695 | — | 97717W703 |
| BROADCOM INC | COM | $228.3K | 650 | — | 11135F101 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $214.8K | 3,622 | — | 922042858 |
| BOEING CO | COM | $211.9K | 1,139 | — | 097023105 |
| GE VERNOVA INC | COM | $209.1K | 220 | — | 36828A101 |
| KENVUE INC | COM | $176.6K | 10,000 | — | 49177J102 |
| PARAMOUNT SKYDANCE CORP | COM CL B | $165K | 15,973 | — | 69932A204 |
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 2026-10-21