Institutional Fund
Culbertson A N & Co Inc
Charlottesville, VACIK 12248905 filings on record
Portfolio Value
$770.87M
Q1 2026
Holdings
131
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+5.8%
from $728.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del7.4%
- Apple Inc5.9%
- Johnson & Johnson5.3%
- Jpmorgan Chase & Co.4.2%
- Microsoft Corp4.0%
- Caterpillar Inc3.6%
- Other69.5%
Portfolio Holdings
131 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 119.6K | $57.32M | 7.4% | +3.2K | Added |
| 2 | Apple Inc | 179.2K | $45.48M | 5.9% | +6.2K | Added |
| 3 | Johnson & Johnson | 167.0K | $40.82M | 5.3% | +92.2K | Added |
| 4 | Jpmorgan Chase & Co. | 109.5K | $32.21M | 4.2% | −4.1K | Reduced |
| 5 | Microsoft Corp | 83.9K | $31.05M | 4.0% | +1.9K | Added |
| 6 | Caterpillar Inc | 39.7K | $28.11M | 3.6% | −1.2K | Reduced |
| 7 | Goldman Sachs Group Inc | 26.6K | $22.47M | 2.9% | −621 | Reduced |
| 8 | Alphabet Inc | 67.0K | $19.22M | 2.5% | −736 | Reduced |
| 9 | Cummins Inc | 34.3K | $18.43M | 2.4% | −481 | Reduced |
| 10 | Abbvie Inc | 80.4K | $17.49M | 2.3% | +13.3K | Added |
121 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio