Investor
CULLINAN ASSOCIATES INC
CIK 0001161670 · filed 2026-05-01 · SEC filing
13F book
$1.24B
Positions
207
6 new · 10 sold
Largest name
8.2%
Apple Inc. · AAPL
Est. mark
−$31M
Price effect on 201 names still held. Flow −$208M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 400.9K | $101.7M | 8.2% | −$7.24M | Cut−$19.7M |
| Coca Cola Co | KO | 1.31M | $99.9M | 8.1% | $8.06M | Cut$4.37M |
| Microsoft Corp | MSFT | 156.4K | $57.9M | 4.7% | −$17.7M | Cut−$28.1M |
| S&P Global Inc. | SPGI | 121.9K | $51.8M | 4.2% | −$11.9M | Cut−$11.9M |
| Johnson & Johnson | JNJ | 183K | $44.7M | 3.6% | $6.86M | Cut$4.57M |
| Exxon Mobil Corp | — | 225.9K | $38.3M | 3.1% | $11.1M | Cut$8.05M |
| Spdr S&P 500 Etf Tr | — | 51.2K | $33.3M | 2.7% | −$1.62M | Cut−$5.48M |
| Procter And Gamble Co | PG | 225.7K | $32.6M | 2.6% | $255.1K | Cut−$4.52M |
| Alphabet Inc | — | 103.8K | $29.8M | 2.4% | −$2.64M | Cut−$9.83M |
| Alphabet Inc | — | 96.2K | $27.6M | 2.2% | −$2.59M | Cut−$4.22M |
| Amazon Com Inc | AMZN | 117.8K | $24.5M | 2.0% | −$2.66M | Cut−$5.65M |
| International Business Machs | — | 96.6K | $23.4M | 1.9% | −$5.2M | Cut−$11.9M |
| Vertex Pharmaceuticals Inc | — | 51.8K | $23.1M | 1.9% | −$349.9K | Added−$149K |
| Jpmorgan Chase & Co. | — | 64.6K | $19M | 1.5% | −$1.81M | Cut−$3.42M |
| Walmart Inc. | WMT | 142.2K | $17.7M | 1.4% | $1.83M | Cut−$40.4M |
| Mcdonalds Corp | MCD | 56.7K | $17.6M | 1.4% | $292.3K | Cut−$2.04M |
| Applied Matls Inc | — | 51.5K | $17.6M | 1.4% | $4.36M | Cut$2.43M |
| Chevron Corp New | CVX | 80.4K | $16.6M | 1.3% | $4.38M | Cut$524.1K |
| AbbVie Inc. | ABBV | 73.5K | $16M | 1.3% | −$808K | Cut−$3.07M |
| Aflac Inc | AFL | 138.4K | $15.2M | 1.2% | −$77.5K | Cut−$498.2K |
| Lowes Cos Inc | — | 61.7K | $14.6M | 1.2% | −$301K | Cut−$1.59M |
| Lam Research Corp | LRCX | 64.5K | $13.8M | 1.1% | $2.74M | Cut−$2.82M |
| Texas Instrs Inc | — | 67.1K | $13M | 1.1% | $1.39M | Cut−$207.5K |
| Oracle Corp | — | 85.8K | $12.6M | 1.0% | −$4.1M | Cut−$9.45M |
| American Express Co | AXP | 40.5K | $12.3M | 1.0% | −$2.74M | Cut−$3.75M |
| Caterpillar Inc | CAT | 16.8K | $11.9M | 1.0% | $2.28M | Cut−$5.45M |
| Deere & Co | DE | 20.8K | $11.7M | 0.9% | $2.03M | Cut$1.09M |
| Meta Platforms, Inc. | META | 19.9K | $11.4M | 0.9% | −$1.75M | Cut−$2.57M |
| Lockheed Martin Corp | LMT | 18K | $10.9M | 0.9% | $2.17M | Cut$1.22M |
| Kla Corp | KLAC | 7.19K | $10.6M | 0.9% | $1.85M | Cut$234.5K |
| Nvidia Corp | NVDA | 59.4K | $10.4M | 0.8% | −$719K | Cut−$5.02M |
| Costco Whsl Corp New | — | 10K | $10M | 0.8% | $1.35M | Cut−$1.82M |
| Southern Co | — | 103.3K | $9.97M | 0.8% | $962.6K | Cut−$1.35M |
| United Parcel Service Inc | UPS | 92.8K | $9.13M | 0.7% | −$63.4K | Added$1.36M |
| Uber Technologies, Inc | UBER | 126.8K | $9.12M | 0.7% | −$1.21M | Added−$970.7K |
| Cme Group Inc. | CME | 30.7K | $9.06M | 0.7% | $683.4K | Cut−$1.52M |
| Qualys, Inc. | QLYS | 102.8K | $9.03M | 0.7% | −$4.63M | Held |
| Amgen Inc | AMGN | 25.5K | $8.98M | 0.7% | $626.2K | Cut−$1.22M |
| Home Depot, Inc. | HD | 27.3K | $8.97M | 0.7% | −$414.9K | Cut−$1.35M |
| New York Times Co | NYT | 102.7K | $8.6M | 0.7% | $1.47M | Cut−$1.49M |
| Visa Inc. | V | 27.5K | $8.33M | 0.7% | −$1.31M | Added−$1.16M |
| Tjx Cos Inc New | — | 51.3K | $8.19M | 0.7% | $312.3K | Cut−$249.3K |
| Disney Walt Co | — | 83K | $8M | 0.6% | −$1.44M | Cut−$1.69M |
| Cisco Sys Inc | — | 101.1K | $7.84M | 0.6% | $53.5K | Added$476.3K |
| Travelers Companies, Inc. | TRV | 25.1K | $7.32M | 0.6% | $40.7K | Cut−$185.6K |
| Bank America Corp | — | 146.7K | $7.15M | 0.6% | −$917K | Cut−$1.45M |
| Qualcomm Inc | — | 53.5K | $6.89M | 0.6% | −$1.87M | Added−$690.4K |
| Emerson Elec Co | — | 51.9K | $6.8M | 0.5% | −$88.2K | Cut−$1.69M |
| Airbnb, Inc. | ABNB | 53.6K | $6.77M | 0.5% | −$506.2K | Cut−$560.5K |
| Goldman Sachs Group Inc | — | 7.78K | $6.58M | 0.5% | −$256.9K | Cut−$4.43M |
| Berkshire Hathaway Cl B | — | 13.4K | $6.44M | 0.5% | −$311.6K | Added−$239.7K |
| Eli Lilly & Co | LLY | 6.98K | $6.42M | 0.5% | −$1.08M | Cut−$2.16M |
| Ecolab Inc. | ECL | 22.3K | $5.94M | 0.5% | $78.1K | Cut−$676.3K |
| Wells Fargo Co New | — | 73.3K | $5.84M | 0.5% | −$675K | Added$1.21M |
| Merck & Co., Inc. | MRK | 48K | $5.78M | 0.5% | $722.1K | Cut$460.1K |
| Fastenal Co | FAST | 123.2K | $5.72M | 0.5% | $763.6K | Added$829.2K |
| Norfolk Southn Corp | — | 19.4K | $5.57M | 0.4% | −$33.4K | Held |
| Paypal Hldgs Inc | — | 110.8K | $5.01M | 0.4% | −$1.23M | Added−$464.4K |
| Pepsico Inc | PEP | 32K | $4.98M | 0.4% | $377.1K | Cut$255.2K |
| Philip Morris Intl Inc | — | 29.4K | $4.85M | 0.4% | $145K | Cut−$2.27M |
| Prudential Finl Inc | — | 45.1K | $4.41M | 0.4% | −$685.7K | Cut−$958.4K |
| Colgate Palmolive Co | CL | 48.2K | $4.11M | 0.3% | $292.1K | Added$394.4K |
| Duke Energy Corp New | — | 30.7K | $4.02M | 0.3% | $407.1K | Added$543.2K |
| Vanguard Index Fds | — | 6.5K | $3.88M | 0.3% | −$192.3K | Held |
| Yum Brands Inc | YUM | 24.6K | $3.82M | 0.3% | $103.1K | Cut−$1.08M |
| Mastercard Inc | MA | 7.6K | $3.8M | 0.3% | −$541.3K | Held |
| Medtronic Plc | MDT | 43.1K | $3.74M | 0.3% | −$405.7K | Cut−$422.5K |
| Union Pac Corp | — | 15.3K | $3.7M | 0.3% | $172.4K | Cut−$452.1K |
| Cvs Health Corp | CVS | 51.2K | $3.68M | 0.3% | −$357.3K | Added−$81.2K |
| Broadcom Inc. | AVGO | 11.8K | $3.64M | 0.3% | −$325K | Added$570.2K |
| Hp Inc | HPQ | 188.8K | $3.63M | 0.3% | −$468.9K | Added$223.9K |
| Asml Holding N V | — | 2.6K | $3.43M | 0.3% | $652.5K | Held |
| Atlas Energy Solutions Inc. | AESI | 252K | $3.31M | 0.3% | $932.4K | Held |
| Prologis Inc. | — | 24.5K | $3.23M | 0.3% | $101.5K | Added$367.1K |
| Comcast Corp New | — | 106.1K | $3.05M | 0.2% | −$125.2K | Held |
| RTX Corp | RTX | 15.5K | $2.98M | 0.2% | $146.9K | Cut−$255.2K |
| Ishares Tr | — | 6.92K | $2.95M | 0.2% | −$324.3K | Held |
| Northrop Grumman Corp | — | 4.17K | $2.84M | 0.2% | $467.2K | Cut−$286.7K |
| Conocophillips | COP | 21.4K | $2.83M | 0.2% | $822.8K | Held |
| Illinois Tool Wks Inc | — | 10.5K | $2.74M | 0.2% | $147.3K | Cut−$709.9K |
| Abbott Labs | ABT | 26.5K | $2.72M | 0.2% | −$599.4K | Cut−$1.36M |
| Bristol-Myers Squibb Co | — | 42.2K | $2.56M | 0.2% | $283.3K | Cut−$190K |
| Truist Finl Corp | — | 55.4K | $2.55M | 0.2% | −$179.6K | Cut−$278K |
| Intel Corp | INTC | 57.5K | $2.54M | 0.2% | $407.7K | Added$456.2K |
| Morgan Stanley | — | 15.3K | $2.52M | 0.2% | −$198.2K | Cut−$2.23M |
| Cummins Inc | CMI | 4.33K | $2.33M | 0.2% | $119.5K | Cut−$2.42M |
| Intuitive Surgical Inc | ISRG | 4.9K | $2.26M | 0.2% | −$516.3K | Held |
| Okta, Inc. | OKTA | 28.3K | $2.23M | 0.2% | −$219.6K | Held |
| Stryker Corp | SYK | 6.59K | $2.17M | 0.2% | −$150.9K | Cut−$836.3K |
| Automatic Data Processing In | — | 10.3K | $2.09M | 0.2% | −$556.7K | Held |
| Electronic Arts Inc. | EA | 10.2K | $2.08M | 0.2% | −$4.68K | Cut−$12.4M |
| Dynatrace, Inc. | DT | 54.5K | $2.02M | 0.2% | −$346.6K | Cut−$2.71M |
| Nextera Energy Inc | — | 21.3K | $1.98M | 0.2% | $268.8K | Held |
| Honeywell Intl Inc | — | 8.39K | $1.9M | 0.2% | $259.6K | Held |
| Crown Castle Inc. | CCI | 22.9K | $1.86M | 0.1% | −$172.9K | Held |
| Us Bancorp Del | — | 35K | $1.82M | 0.1% | −$47.2K | Held |
| Roper Technologies Inc | ROP | 5K | $1.77M | 0.1% | −$456.3K | Held |
| Phillips 66 | PSX | 9.64K | $1.76M | 0.1% | $512.2K | Held |
| Stanley Black & Decker, Inc. | SWK | 24.6K | $1.75M | 0.1% | −$79.2K | Held |
| Analog Devices Inc | ADI | 5.47K | $1.74M | 0.1% | $257K | Cut−$549K |
| Mondelez Intl Inc | — | 30.1K | $1.73M | 0.1% | $114.7K | Cut−$616.9K |
| Netflix Inc | NFLX | 17.2K | $1.65M | 0.1% | $32.7K | Added$369.3K |
| CARRIER GLOBAL Corp | CARR | 28.7K | $1.62M | 0.1% | $31.2K | Added$1.14M |
| UBS Group AG | UBS | 40.4K | $1.58M | 0.1% | −$210K | Added$235.7K |
| Salesforce, Inc. | CRM | 8.46K | $1.58M | 0.1% | −$661.6K | Cut−$1.57M |
| Boston Scientific Corp | BSX | 23.8K | $1.49M | 0.1% | −$404.2K | Added$311K |
| Ge Aerospace | — | 5.23K | $1.48M | 0.1% | −$126.8K | Cut−$145.9K |
| First Solar, Inc. | FSLR | 7.5K | $1.48M | 0.1% | −$479.8K | Held |
| Eaton Corp Plc | ETN | 3.97K | $1.42M | 0.1% | $155.6K | Cut$139.7K |
| Adobe Inc. | ADBE | 5.82K | $1.41M | 0.1% | −$622.2K | Cut−$1.61M |
| Pfizer Inc | PFE | 46.1K | $1.29M | 0.1% | $146.6K | Cut−$82.5K |
| Boeing Co | — | 6.47K | $1.29M | 0.1% | −$111.7K | Added−$52K |
| Dominion Energy, Inc | D | 20.4K | $1.26M | 0.1% | $65.8K | Held |
| Tesla, Inc. | TSLA | 3.1K | $1.15M | 0.1% | −$241.7K | Cut−$4.06M |
| Procore Technologies, Inc. | PCOR | 20K | $1.14M | 0.1% | −$314.8K | Held |
| Thermo Fisher Scientific Inc. | TMO | 2.3K | $1.13M | 0.1% | −$202.2K | Held |
| Unitedhealth Group Inc | UNH | 4.15K | $1.12M | 0.1% | −$247.2K | Cut−$1.03M |
| Schwab Charles Corp | — | 11.9K | $1.12M | 0.1% | −$70.6K | Held |
| GE Vernova Inc. | GEV | 1.22K | $1.06M | 0.1% | $266.5K | Cut$265.8K |
| Gitlab Inc. | GTLB | 47K | $1.02M | 0.1% | −$746.8K | Held |
| Edwards Lifesciences Corp | EW | 12.6K | $1.01M | 0.1% | −$65.1K | Held |
| Palo Alto Networks Inc | PANW | 6.1K | $978K | 0.1% | −$143.3K | Added−$127.2K |
| ServiceNow, Inc. | NOW | 9K | $941K | 0.1% | −$437.8K | Held |
| General Dynamics Corp | GD | 2.5K | $858K | 0.1% | $16.4K | Held |
| Trane Technologies Plc | TT | 2K | $833.5K | 0.1% | $55.1K | Cut$16.2K |
| Altria Group, Inc. | MO | 12.6K | $831.5K | 0.1% | $105K | Cut−$922.9K |
| Fifth Third Bancorp | — | 17.5K | $813K | 0.1% | −$6.13K | Cut−$48.3K |
| Agilent Technologies, Inc. | A | 7K | $797.9K | 0.1% | −$154.6K | Held |
| Progressive Corp | — | 4K | $793K | 0.1% | −$117.9K | Held |
| AstraZeneca PLC | AZN | 4.01K | $791.4K | 0.1% | $422.5K | Cut$53.6K |
| Equifax Inc | EFX | 4.25K | $765.3K | 0.1% | −$156.9K | Held |
| Huntington Ingalls Inds Inc | — | 2K | $759.8K | 0.1% | $79.7K | Held |
| Advanced Micro Devices Inc | AMD | 3.72K | $756.6K | 0.1% | −$39.9K | Held |
| Lincoln Natl Corp Ind | — | 20.8K | $738.4K | 0.1% | −$187.8K | Held |
| Blackstone Inc. | BX | 6.41K | $737.1K | 0.1% | −$251K | Held |
| Csx Corp | CSX | 17.6K | $722.5K | 0.1% | $84.5K | Held |
| Novartis Ag | — | 4.7K | $717.9K | 0.1% | $69.9K | Held |
| Invesco Qqq Tr | — | 1.24K | $715.7K | 0.1% | −$46K | Cut−$301.6K |
| Ross Stores, Inc. | ROST | 3.27K | $707.7K | 0.1% | $119.2K | Cut$83.2K |
| Intuit Inc. | INTU | 1.64K | $706.9K | 0.1% | −$376.1K | Cut−$1.05M |
| Nucor Corp | NUE | 3.89K | $657.5K | 0.1% | $23.3K | Held |
| Verizon Communications Inc | VZ | 12.6K | $632.5K | 0.1% | $119.3K | Held |
| Genuine Parts Co | GPC | 5.9K | $623.9K | 0.1% | −$101.5K | Held |
| Leidos Holdings, Inc. | LDOS | 4K | $622.1K | 0.1% | −$99.5K | Held |
| Atlassian Corp | TEAM | 9.06K | $618.2K | 0.1% | −$850.5K | Cut−$2.3M |
| Robinhood Mkts Inc | — | 8.9K | $616.8K | 0.1% | −$389.8K | Held |
| Sysco Corp | SYY | 8.5K | $606.3K | 0.0% | −$20.1K | Cut−$204.3K |
| Baidu Inc | — | 5.4K | $601.7K | 0.0% | −$103.9K | Held |
| Gilead Sciences, Inc. | GILD | 4.29K | $597.3K | 0.0% | $71.3K | Cut$25.1K |
| Marathon Pete Corp | — | 2.36K | $576.3K | 0.0% | $192.5K | Cut$176.2K |
| Take-Two Interactive Softwar | — | 2.9K | $572.8K | 0.0% | −$169.7K | Held |
| Pnc Finl Svcs Group Inc | — | 2.73K | $567K | 0.0% | −$1.74K | Cut−$361.4K |
| Quantum Scape Corp | — | 85.9K | $548K | 0.0% | −$347K | Held |
| Insulet Corp | PODD | 2.5K | $524.6K | 0.0% | — | New |
| Applovin Corp | APP | 1.31K | $522.2K | 0.0% | −$361.9K | Held |
| Corteva, Inc. | CTVA | 6.07K | $507.9K | 0.0% | $97.9K | Added$114.6K |
| Accenture Plc Ireland | — | 2.5K | $496.7K | 0.0% | −$175.4K | Cut−$962.6K |
| 3M CO | MMM | 3.4K | $493.8K | 0.0% | −$50.6K | Held |
| Williams Sonoma Inc | WSM | 2.7K | $492.3K | 0.0% | $10.1K | Held |
| Plains Gp Hldgs L P | — | 20K | $485.6K | 0.0% | $102.8K | Held |
| Shell Plc | — | 5.1K | $474.3K | 0.0% | $99.6K | Held |
| Keysight Technologies, Inc. | KEYS | 1.6K | $451.8K | 0.0% | $126.7K | Held |
| Welltower Inc. | WELL | 2.27K | $449.8K | 0.0% | $27.5K | Cut−$1.42M |
| Verisk Analytics, Inc. | VRSK | 2.32K | $440.2K | 0.0% | — | New |
| NIKE, Inc. | NKE | 8.32K | $439.5K | 0.0% | −$90.6K | Cut−$91.9K |
| Rockwell Automation, Inc | ROK | 1.2K | $430.7K | 0.0% | −$36.2K | Cut−$75.1K |
| Coinbase Global, Inc. | COIN | 2.42K | $423.4K | 0.0% | −$125K | Held |
| Valero Energy Corp | — | 1.7K | $420K | 0.0% | $143.3K | Held |
| Digital Rlty Tr Inc | — | 2.32K | $417.9K | 0.0% | $59.1K | Held |
| Microchip Technology Inc. | — | 6.2K | $400.6K | 0.0% | $5.52K | Held |
| Aptiv Plc | APTV | 5.7K | $395.8K | 0.0% | −$37.9K | Held |
| BlackRock, Inc. | BLK | 410 | $394.3K | 0.0% | −$21.7K | Added$180.2K |
| CarGurus, Inc. | CARG | 10.8K | $367.7K | 0.0% | −$46.4K | Held |
| Kimberly Clark Corp | KMB | 3.8K | $366.6K | 0.0% | −$16.8K | Held |
| Constellation Energy Corp | CEG | 1.3K | $363K | 0.0% | −$88.8K | Added−$60.9K |
| Bp Plc | — | 7.6K | $357.2K | 0.0% | $93.3K | Held |
| Fulton Finl Corp Pa | — | 16.6K | $337.6K | 0.0% | $14.1K | Added$67K |
| Science Applications Intl Co | — | 3.5K | $332.2K | 0.0% | −$20.1K | Held |
| Vanguard Scottsdale Fds | — | 1.41K | $322.3K | 0.0% | −$9.2K | Added$10K |
| Novo-Nordisk A S | — | 8.68K | $318.8K | 0.0% | −$122.6K | Held |
| Fidelity Natl Information Sv | — | 6.78K | $317.8K | 0.0% | −$132.5K | Held |
| Vanguard Growth Etf | — | 697 | $304.4K | 0.0% | −$33.3K | Added−$14.1K |
| Vulcan Matls Co | — | 1.1K | $299.5K | 0.0% | −$14.2K | Held |
| Vanguard Scottsdale Fds | — | 2.72K | $298K | 0.0% | −$30.6K | Added−$11.3K |
| Zoetis Inc. | ZTS | 2.5K | $295.5K | 0.0% | −$19K | Held |
| Mccormick & Co Inc | — | 5.8K | $292.6K | 0.0% | −$102.5K | Held |
| Ingersoll Rand Inc. | IR | 3.6K | $288.5K | 0.0% | $3.24K | Held |
| Chubb Limited | — | 882 | $287.5K | 0.0% | $12.2K | Held |
| Humana Inc | HUM | 1.6K | $277.4K | 0.0% | −$132.4K | Held |
| DoorDash, Inc. | DASH | 1.82K | $274K | 0.0% | −$139.3K | Held |
| Fedex Corp | FDX | 750 | $267.1K | 0.0% | $50.5K | Held |
| At&T Inc | — | 8.9K | $258K | 0.0% | $36.9K | Cut−$56.3K |
| Allstate Corp | — | 1.2K | $248.8K | 0.0% | −$972 | Held |
| Fmc Corp | FMC | 14.4K | $248.8K | 0.0% | $48.4K | Held |
| Palantir Technologies Inc. | PLTR | 1.7K | $248.7K | 0.0% | −$53.5K | Cut−$160.1K |
| Agnico Eagle Mines Ltd | AEM | 1.2K | $243.6K | 0.0% | $40.1K | Held |
| Energy Transfer L P | — | 12.3K | $237.4K | 0.0% | $34.6K | Held |
| Price T Rowe Group Inc | TROW | 2.6K | $234.4K | 0.0% | −$31.8K | Held |
| Danaher Corporation | — | 1.2K | $227.5K | 0.0% | −$47.2K | Held |
| Motorola Solutions, Inc. | MSI | 515 | $223.5K | 0.0% | — | New |
| Baxter Intl Inc | — | 13.2K | $221.8K | 0.0% | −$30.5K | Held |
| Exelon Corp | EXC | 4.5K | $220.6K | 0.0% | — | New |
| Linde Plc | LIN | 434 | $215.2K | 0.0% | $30.1K | Cut−$73.1K |
| Axon Enterprise, Inc. | AXON | 500 | $212.3K | 0.0% | −$71.6K | Held |
| Vanguard Scottsdale Fds | — | 1.26K | $211.5K | 0.0% | — | New |
| Dow Inc. | DOW | 4.91K | $204.4K | 0.0% | — | New |
| Capital One Finl Corp | — | 1.12K | $204.1K | 0.0% | −$61.1K | Added−$42.8K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.