Institutional Fund
Cullen Investment Group, Ltd.
Lafayette, LACIK 7972035 filings on record
Portfolio Value
$757.59M
Q1 2026
Holdings
179
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-1.8%
from $771.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del6.4%
- Apple Inc6.3%
- Walmart Inc4.7%
- Alphabet Inc4.4%
- Microsoft Corp4.2%
- Jpmorgan Chase & Co.3.5%
- Other70.6%
Portfolio Holdings
179 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 101.4K | $48.60M | 6.4% | +685 | Added |
| 2 | Apple Inc | 187.8K | $47.67M | 6.3% | −8.1K | Reduced |
| 3 | Walmart Inc | 284.9K | $35.40M | 4.7% | −15.7K | Reduced |
| 4 | Alphabet Inc | 115.7K | $33.18M | 4.4% | +5.9K | Added |
| 5 | Microsoft Corp | 85.6K | $31.68M | 4.2% | +2.1K | Added |
| 6 | Jpmorgan Chase & Co. | 90.4K | $26.57M | 3.5% | −6.8K | Reduced |
| 7 | Nvidia Corporation | 107.7K | $18.78M | 2.5% | −300 | Reduced |
| 8 | Exxon Mobil Corp | 109.1K | $18.52M | 2.4% | −226 | Reduced |
| 9 | Eaton Corp PLC | 51.7K | $18.51M | 2.4% | −7.8K | Reduced |
| 10 | Broadcom Inc | 58.9K | $18.23M | 2.4% | −10.2K | Reduced |
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