CULLEN INVESTMENT GROUP, LTD.

Holdings as of 2026-06-30, filed 2026-07-09

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 9 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
181
Value reported by manager
$826.5M
Sum of our stored positions
$826.5M
should match the line above
Disclosure lag
9 d
quarter end to filing
Top 5 concentration
25.3%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

181 largest shown
IssuerClassValueSharesTypeCUSIP
APPLE INCORPORATEDEquities$53.5M185,063037833100
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWEquities$52.8M105,501084670702
ALPHABET INCORPORATED CAP STK CLASS CEquities$39.6M112,02902079K107
MICROSOFT CORPORATIONEquities$32M85,710594918104
WALMART INCEquities$31.6M278,912931142103
JPMORGAN CHASE & COMPANYEquities$29.2M89,07346625H100
NVIDIA CORPORATIONEquities$21.5M107,68367066G104
BROADCOM INCORPORATEDEquities$21M55,46911135F101
EATON CORPORATION PLC SHSEquities$20.9M49,144G29183103
AMAZON COM INCORPORATEDEquities$19.2M80,525023135106
PHILIP MORRIS INTERNATIONAL INCORPORATEDEquities$17.3M95,506718172109
CORNING INCORPORATEDEquities$17.1M66,874219350105
EXXON MOBIL CORPORATIONEquities$14.8M108,08430231G102
MERCK & COMPANY INCORPORATEDEquities$14.3M110,98258933Y105
APPLIED MATLS INCORPORATEDEquities$14M19,353038222105
ELI LILLY & COMPANYEquities$14M11,647532457108
DEERE & COMPANYEquities$13.5M21,302244199105
ANALOG DEVICES INCORPORATEDEquities$13.4M33,624032654105
META PLATFORMS INCORPORATED CLASS AEquities$11.4M20,30130303M102
VISA INCORPORATED COM CLASS AEquities$11M32,14892826C839
JOHNSON CONTROLS INTERNATION SHSEquities$10.7M73,236G51502105
GENERAL DYNAMICS CORPORATIONEquities$10.6M29,859369550108
CUMMINS INCORPORATEDEquities$9.9M13,868231021106
SCHWAB CHARLES CORPORATIONEquities$9.8M106,747808513105
MEDTRONIC PLC SHSEquities$9.7M123,864G5960L103
WELLS FARGO & COMPANYEquities$9.6M115,732949746101
ENTERPRISE PRODUCTS PARTNERS L PEquities$9.4M254,883293792107
CATERPILLAR INCORPORATEDEquities$9.1M8,562149123101
NOVARTIS AG SPONSORED ADREquities$8.7M55,53466987V109
BOOKING HOLDINGS INCORPORATEDEquities$8.5M47,78009857L108
TRANE TECHNOLOGIES PLC SHSEquities$8.3M16,986G8994E103
ADVANCED MICRO DEVICES INCORPORATEDEquities$8M13,736007903107
REALTY INCOME CORPORATION REITEquities$7.9M126,784756109104
COMCAST CORPORATION NEW CLASS AEquities$7.8M318,68320030N101
BANK OF NY MELLON CORPORATIONEquities$7.7M53,216064058100
UNION PAC CORPORATIONEquities$7.7M28,129907818108
UNILEVER PLC SPON ADR NEWEquities$7.3M121,295904767803
STARBUCKS CORPORATIONEquities$6.7M65,984855244109
JOHNSON & JOHNSONEquities$6.3M24,881478160104
GARMIN LIMITED SHSEquities$6.2M26,307H2906T109
CONOCOPHILLIPSEquities$6.2M60,02020825C104
MCKESSON CORPORATIONEquities$5.8M7,68758155Q103
ALPHABET INCORPORATED CAP STK CLASS AEquities$5.2M14,64102079K305
BECTON DICKINSON & COMPANYEquities$5.1M33,869075887109
LOWES COMPANIES INCORPORATEDEquities$4.7M21,347548661107
PEPSICO INCEquities$4.5M33,286713448108
IQVIA HLDGS INCORPORATEDEquities$3.9M20,12346266C105
AMRIZE LIMITED SHSEquities$3.9M72,513H2927K103
MOTOROLA SOLUTIONS INCORPORATED COM NEWEquities$3.7M8,931620076307
RAYMOND JAMES FINL INCORPORATEDEquities$3.6M24,000754730109
AMERICAN EXPRESS COMPANYEquities$3.6M10,628025816109
CHEVRON CORPORATIONEquities$3.6M21,573166764100
SOUTHERN COMPANYEquities$3.5M36,892842587107
CME GROUP INCORPORATEDEquities$3.4M15,54012572Q105
FERGUSON ENTERPRISES INCORPORATED COMMON STOCK NEWEquities$3.3M14,09031488V107
ABBVIE INCORPORATEDEquities$3.2M12,86500287Y109
PROCTER & GAMBLE COMPANYEquities$3.2M21,951742718109
MASTERCARD INCORPORATED CLASS AEquities$3.2M6,24457636Q104
BLACKROCK INCORPORATEDEquities$3.1M3,26509290D101
STRYKER CORPORATIONEquities$3M9,609863667101
AON PLC SHS CL AEquities$2.9M8,688G0403H108
AMGEN INCORPORATEDEquities$2.8M7,730031162100
ENBRIDGE INCORPORATEDEquities$2.8M51,31429250N105
DARDEN RESTAURANTS INCORPORATEDEquities$2.5M12,336237194105
HOWMET AEROSPACE INCORPORATEDEquities$2.5M9,345443201108
MARATHON PETE CORPORATIONEquities$2.5M9,61756585A102
UNITED PARCEL SVCS INCORPORATED CLASS BEquities$2.4M22,762911312106
HOME DEPOT INCORPORATEDEquities$2.4M6,765437076102
DISNEY WALT COMPANYEquities$2.3M23,649254687106
CANADIAN PACIFIC KANSAS CITYEquities$2.3M25,96713646K108
THERMO FISHER SCIENTIFIC INCORPORATEDEquities$2.1M4,175883556102
MCCORMICK & COMPANY INCORPORATED COM NON VTGEquities$2.1M41,460579780206
POOL CORPORATIONEquities$2.1M9,62373278L105
NATIONAL FUEL GAS COMPANYEquities$2M26,369636180101
QUALCOMM INCORPORATEDEquities$1.9M10,327747525103
STATE STREET SPDR PORTFOLIO S&P ETFEquities$1.8M20,61478464A854
DIAMONDBACK ENERGY INCORPORATEDEquities$1.8M10,19025278X109
RTX CORPORATIONEquities$1.8M9,32275513E101
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESEquities$1.8M6,492G25457105
VERIZON COMMUNICATIONS INCORPORATEDEquities$1.8M41,52292343V104
BANK OF AMER CORPORATIONEquities$1.7M29,797060505104
KINDER MORGAN INCORPORATED DELEquities$1.7M52,27249456B101
GE AEROSPACE COM NEWEquities$1.7M4,446369604301
PROGRESSIVE CORPORATIONEquities$1.6M7,504743315103
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEWEquities$1.6M2,373922908363
GILEAD SCIENCES INCORPORATEDEquities$1.6M12,730375558103
SUNCOR ENERGY INCORPORATED NEWEquities$1.6M29,334867224107
HOMEBANCORP INCORPORATEDEquities$1.4M21,09243689E107
TESLA INCORPORATEDEquities$1.4M3,39088160R101
OREILLY AUTOMOTIVE INCORPORATEDEquities$1.4M15,41567103H107
CSX CORPORATIONEquities$1.4M29,500126408103
SHELL PLC SPON ADSEquities$1.4M17,470780259305
L3HARRIS TECHNOLOGIES INCORPORATEDEquities$1.3M4,639502431109
ONEOK INCORPORATED NEWEquities$1.3M15,366682680103
ENERGY TRANSFER L P COM UT LTD PTNEquities$1.3M69,40029273V100
WARNER BROS DISCOVERY INCORPORATED COM SER AEquities$1.3M48,506934423104
IRIDIUM COMMUNICATIONS INCORPORATEDEquities$1.3M23,23546269C102
ECOLAB INCORPORATEDEquities$1.3M4,566278865100
ALLSTATE CORPORATIONEquities$1.3M5,285020002101
REPUBLIC SVCS INCORPORATEDEquities$1.2M5,823760759100
PRICE T ROWE GROUP INCORPORATEDEquities$1.2M10,51274144T108
GE VERNOVA INCORPORATEDEquities$1.2M99036828A101
MADISON SQUARE GRDN SPRT CORPORATION CLASS AEquities$1.1M2,82455825T103
UNITEDHEALTH GROUP INCORPORATEDEquities$1.1M2,72691324P102
AT&T INCORPORATEDEquities$1.1M51,84200206R102
ISHARES TR CORE S&P500 ETFEquities$1M1,394464287200
COCA COLA COMPANYEquities$1M12,739191216100
INTERNATIONAL BUSINESS MACHINESEquities$1M3,583459200101
PUBLIC SVC ENTERPRISE GROUPEquities$980.8K12,085744573106
NATHANS FAMOUS INCORPORATEDEquities$967.9K9,526632347100
VEEVA SYSTEMS INCORPORATED CLASS A COMEquities$958K5,398922475108
GREENBRIER COMPANIES INCORPORATEDEquities$939.2K19,164393657101
CENCORA INCORPORATEDEquities$881.4K3,11503073E105
RESTAURANT BRANDS INTERNATIONAL INCORPORATEDEquities$801.7K11,05676131D103
ORACLE CORPORATIONEquities$755.2K5,15468389X105
CVS HEALTH CORPORATIONEquities$735.7K7,112126650100
WEYERHAEUSER COMPANY COM NEW REITEquities$731.9K30,571962166104
DEVON ENERGY CORPORATION NEWEquities$729.4K17,65225179M103
MONDELEZ INTERNATIONAL INCORPORATED CLASS AEquities$688.1K11,897609207105
OCCIDENTAL PETE CORPORATIONEquities$657.6K13,540674599105
FIRST GTY BANCSHARES INCORPORATEDEquities$626.4K62,20932043P106
ISHARES TR CORE S&P TTL STKEquities$623K3,793464287150
BLACKSTONE INCORPORATEDEquities$613.3K5,21209260D107
ADAM NAT RES FD INCORPORATEDEquities$610.6K24,69900548F105
CNH INDL N V SHSEquities$598.4K53,283N20944109
CLEVELAND-CLIFFS INCORPORATED NEWEquities$582.8K62,069185899101
SMUCKER J M COMPANY COM NEWEquities$574.7K5,108832696405
CONRAD INDUSTRIES INCORPORATEDEquities$539.4K21,171208305102
TJX COMPANIES INCORPORATED NEWEquities$531K3,505872540109
TARGET CORPORATIONEquities$525.4K4,02387612E106
SALESFORCE INCORPORATEDEquities$521.6K3,32979466L302
NESTLE S A SPONSORED ADREquities$517.4K5,038641069406
WOODWARD INCORPORATEDEquities$511.5K1,202980745103
MCDONALDS CORPORATIONEquities$504.2K1,865580135101
FIRST HORIZON CORPORATIONEquities$501.2K19,549320517105
NXP SEMICONDUCTORS N VEquities$493.8K1,757N6596X109
NOVO-NORDISK A S ADREquities$479.4K10,000670100205
I3 VERTICALS INCORPORATED COM CLASS AEquities$470.6K22,03146571Y107
HALLIBURTON COMPANYEquities$465.4K13,707406216101
KEURIG DR PEPPER INCORPORATEDEquities$452.3K13,81849271V100
EBAY INCORPORATED.Equities$441.5K3,951278642103
THE COOPER COMPANIES INCEquities$430.3K6,000216648501
TRINITY INDUSTRIES INCORPORATEDEquities$429.2K12,411896522109
BORGWARNER INCORPORATEDEquities$407.5K6,137099724106
ILLINOIS TOOL WKS INCORPORATEDEquities$404.8K1,497452308109
LOCKHEED MARTIN CORPORATIONEquities$404.4K794539830109
BOEING COMPANYEquities$389.6K1,800097023105
PFIZER INCORPORATEDEquities$379.7K15,768717081103
ICON PUB LIMITED COMPANY SHSEquities$368.8K2,123G4705A100
FIDELITY NATL INFORMATION SVCSEquities$362.5K9,32531620M106
MADISON SQUARE GARDEN ENTERTAINMENT COM CLASS AEquities$355.9K4,400558256103
ST JOE COMPANYEquities$316.4K5,052790148100
APA CORPORATIONEquities$306.8K9,42003743Q108
NORFOLK SOUTHN CORPORATIONEquities$303.3K964655844108
WD 40 COMPANYEquities$300.3K1,233929236107
ATLANTA BRAVES HLDGS INCORPORATED COM SER AEquities$298.4K5,300047726104
SEI INVTS COMPANYEquities$297.6K3,393784117103
WILLIAMS SONOMA INCORPORATEDEquities$293.2K1,258969904101
PHILLIPS 66Equities$277.8K1,644718546104
XYLEM INCORPORATEDEquities$277.8K2,35098419M100
SHERWIN WILLIAMS COMPANYEquities$275.2K799824348106
SCOTTS MIRACLE-GRO COMPANY CLASS AEquities$271.4K3,984810186106
CANADIAN NATL RY COMPANYEquities$267.2K2,241136375102
ATMOS ENERGY CORPORATIONEquities$256.1K1,487049560105
ABBOTT LABORATORIESEquities$247.1K2,723002824100
COSTCO WHOLESALE CORPORATIONEquities$246.2K26322160K105
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSEquities$241.3K250G7997R103
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSEquities$240.3K503874039100
BLACK STONE MINERALS L P COM UNITEquities$238.6K17,08309225M101
BAKER HUGHES COMPANY CLASS AEquities$237.8K4,28405722G100
LIBERTY LATIN AMERICA LIMITED COM CLASS CEquities$234.5K30,100G9001E128
EMERSON ELEC COMPANYEquities$227.4K1,589291011104
INVESCO QQQ TRUSTEquities$226.6K30846090E103
KIMBERLY-CLARK CORPEquities$223K2,031494368103
YUM BRANDS INCORPORATEDEquities$222.1K1,389988498101
TRAVELERS COMPANIES INCORPORATEDEquities$216.9K65789417E109
TRACTOR SUPPLY COMPANYEquities$214.9K6,797892356106
AIR PRODUCTS AND CHEMICALS INCORPORATEDEquities$214.7K732009158106
BP PLC SPONSORED ADREquities$209.5K5,671055622104
ARCOSA INCORPORATEDEquities$206K1,418039653100
ANHEUSER BUSCH INBEV SA NV SPONSORED ADREquities$200.1K2,42803524A108
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 2026-07-09

CULLEN INVESTMENT GROUP, LTD. — 181 positions reported for 2026Q2 — Tapewire