account_balance
Investment manager · 13F filer · SEC CIK 1161670
Cullinan Associates Inc
Reported value$1.33Bas of Sep 30, 2026
Positions210 11 new, 5 sold out
Top 10 weight43.0%AAPL alone is 9%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
9.3%Trimmed −3%
KOCoca-Cola Co
7.1%Trimmed −3%
MSFTMicrosoft Corp
5.5%Added +2%
SPGIS&P Global Inc.
3.6%
JNJJohnson & Johnson
3.5%
GOOGAlphabet Inc.
3.5%Added +14%
SPYSPDR S&P 500 ETF Trust
3.0%
GOOGLAlphabet Inc.
2.7%Added +24%
XOMExxonMobil Holdings Corp
2.5%Trimmed −3%
PGProcter & Gamble Co
2.4%
VRTXVertex Pharmaceuticals Inc
2.0%Trimmed −3%
AMZNAmazon.com Inc
1.9%Trimmed −19%
AAPLApple Inc.
9.3%Trimmed −3%
KOCoca-Cola Co
7.1%Trimmed −3%
MSFTMicrosoft Corp
5.5%Added +2%
SPGIS&P Global Inc.
3.6%
JNJ3.5%GOOGAlphabet Inc.
3.5%
SPYSPDR S&P 500 ETF Trust
3.0%
GOOGLAlphabet Inc.
2.7%
XOMExxonMobil Holdings Corp
2.5%
PG2.4%VRTX2.0%AMZN1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 9.3% Trimmed −3%KO Coca-Cola Co 7.1% Trimmed −3%MSFT Microsoft Corp 5.5% Added +2%SPGI S&P Global Inc. 3.6% HeldJNJ Johnson & Johnson 3.5% HeldGOOG Alphabet Inc. 3.5% Added +14%SPY SPDR S&P 500 ETF Trust 3.0% HeldGOOGL Alphabet Inc. 2.7% Added +24%XOM ExxonMobil Holdings Corp 2.5% Trimmed −3%PG Procter & Gamble Co 2.4% HeldVRTX Vertex Pharmaceuticals Inc 2.0% Trimmed −3%AMZN Amazon.com Inc 1.9% Trimmed −19%
What changed
Biggest moves since Jun 30, 2026
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