A.N. Culbertson & Company
Latest statistics and disclosures from Culbertson A N & Co's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AAPL, JNJ, JPM, MSFT, and represent 26.84% of Culbertson A N & Co's stock portfolio.
- Added to shares of these 10 stocks: JNJ (+$23M), WMT, TJX, XOM, ORCL, ABBV, STT, AMZN, MKL, AMGN.
- Started 16 new stock positions in SPIP, PSKY, ZTS, TJX, BA, GWX, EFV, OMC, CMCSA, NKE. Liberty Media 4.000 11/15/29 deb 4.000%, PGR, PAYX, IEFA, GEV, VGUS.
- Reduced shares in these 10 stocks: GLW, CB, BLK, DIS, MDLZ, JPM, , IVW, CAT, .
- Sold out of its positions in ADBE, BUD, BLK, DIS, IVW, LSTR, MKC.V, OBT, SJM, UNH. ZBH, CB.
- Culbertson A N & Co was a net buyer of stock by $49M.
- Culbertson A N & Co has $771M in assets under management (AUM), dropping by 5.76%.
- Central Index Key (CIK): 0001224890
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Portfolio Holdings for Culbertson A N & Co
Culbertson A N & Co holds 132 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.4 | $57M | +2% | 120k | 479.20 |
|
| Apple (AAPL) | 5.9 | $46M | +3% | 179k | 253.79 |
|
| Johnson & Johnson (JNJ) | 5.3 | $41M | +123% | 167k | 244.44 |
|
| JPMorgan Chase & Co. (JPM) | 4.2 | $32M | -3% | 110k | 294.16 |
|
| Microsoft Corporation (MSFT) | 4.0 | $31M | +2% | 84k | 370.17 |
|
| Caterpillar (CAT) | 3.6 | $28M | -2% | 40k | 708.45 |
|
| Goldman Sachs (GS) | 2.9 | $23M | -2% | 27k | 846.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $19M | 67k | 286.86 |
|
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| Cummins (CMI) | 2.4 | $18M | 34k | 538.02 |
|
|
| Abbvie (ABBV) | 2.3 | $18M | +19% | 80k | 217.49 |
|
| McKesson Corporation (MCK) | 2.2 | $17M | -3% | 20k | 865.36 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.1 | $16M | 165k | 97.23 |
|
|
| Exxon Mobil Corporation (XOM) | 2.1 | $16M | +27% | 94k | 169.66 |
|
| Chevron Corporation (CVX) | 1.9 | $15M | +2% | 70k | 206.90 |
|
| Deere & Company (DE) | 1.8 | $14M | -2% | 25k | 563.30 |
|
| Oracle Corporation (ORCL) | 1.8 | $14M | +29% | 94k | 147.11 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $12M | -3% | 37k | 320.81 |
|
| McDonald's Corporation (MCD) | 1.4 | $11M | -2% | 36k | 310.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $11M | 37k | 287.56 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $10M | 40k | 261.92 |
|
|
| Pepsi (PEP) | 1.3 | $10M | -3% | 66k | 155.29 |
|
| Abbott Laboratories (ABT) | 1.2 | $9.5M | 92k | 102.67 |
|
|
| FedEx Corporation (FDX) | 1.2 | $9.4M | 26k | 356.18 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $9.3M | -2% | 37k | 248.00 |
|
| Corning Incorporated (GLW) | 1.2 | $9.0M | -24% | 67k | 135.97 |
|
| Amazon (AMZN) | 1.1 | $8.6M | +36% | 42k | 208.27 |
|
| Procter & Gamble Company (PG) | 1.1 | $8.5M | 59k | 144.44 |
|
|
| Us Bancorp Com New (USB) | 1.1 | $8.4M | +12% | 162k | 52.01 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.0 | $8.0M | +22% | 199k | 40.47 |
|
| Air Products & Chemicals (APD) | 1.0 | $7.9M | +6% | 27k | 290.48 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $7.8M | +3% | 99k | 78.41 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.0 | $7.7M | 11k | 697.72 |
|
|
| Markel Corporation (MKL) | 1.0 | $7.6M | +31% | 4.0k | 1914.07 |
|
| Visa Com Cl A (V) | 0.9 | $7.2M | +13% | 24k | 302.24 |
|
| Cisco Systems (CSCO) | 0.9 | $7.2M | -8% | 93k | 77.59 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $6.8M | 24k | 287.18 |
|
|
| Wells Fargo & Company (WFC) | 0.9 | $6.7M | 85k | 79.61 |
|
|
| EOG Resources (EOG) | 0.8 | $6.0M | +21% | 42k | 144.57 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.7 | $5.6M | 18k | 318.07 |
|
|
| Wal-Mart Stores (WMT) | 0.7 | $5.4M | +405% | 43k | 124.28 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $5.3M | -5% | 12k | 436.79 |
|
| Travelers Companies (TRV) | 0.7 | $5.3M | -9% | 18k | 291.68 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $5.1M | +5% | 24k | 217.25 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $4.7M | 81k | 58.54 |
|
|
| Automatic Data Processing (ADP) | 0.6 | $4.7M | -3% | 23k | 203.18 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $4.6M | -2% | 23k | 196.20 |
|
| Citigroup Com New (C) | 0.6 | $4.4M | -3% | 39k | 113.41 |
|
| Morgan Stanley Com New (MS) | 0.5 | $4.2M | 26k | 164.57 |
|
|
| Texas Instruments Incorporated (TXN) | 0.5 | $4.0M | 21k | 194.14 |
|
|
| Bank of America Corporation (BAC) | 0.5 | $4.0M | 82k | 48.75 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $3.9M | -5% | 26k | 148.10 |
|
| Verizon Communications (VZ) | 0.5 | $3.8M | +24% | 76k | 50.20 |
|
| TJX Companies (TJX) | 0.5 | $3.7M | NEW | 23k | 159.70 |
|
| Capital One Financial (COF) | 0.5 | $3.7M | +82% | 20k | 182.43 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $3.7M | +9% | 20k | 184.28 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.5 | $3.7M | +7% | 40k | 91.64 |
|
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.5 | $3.6M | 62k | 58.05 |
|
|
| M&T Bank Corporation (MTB) | 0.5 | $3.5M | -2% | 17k | 206.72 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $3.5M | -2% | 44k | 79.27 |
|
| State Street Corporation (STT) | 0.4 | $3.5M | +242% | 27k | 126.56 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.4 | $3.1M | 46k | 67.22 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $2.9M | +14% | 38k | 77.11 |
|
| International Business Machines (IBM) | 0.4 | $2.7M | -4% | 11k | 242.40 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $2.7M | 22k | 124.31 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.7M | +17% | 4.5k | 597.55 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $2.6M | -31% | 46k | 57.64 |
|
| Hershey Company (HSY) | 0.3 | $2.6M | -4% | 13k | 207.89 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $2.5M | -10% | 35k | 71.82 |
|
| Amgen (AMGN) | 0.3 | $2.4M | +253% | 6.8k | 351.85 |
|
| Dominion Resources (D) | 0.3 | $2.4M | +19% | 38k | 61.82 |
|
| At&t (T) | 0.3 | $2.3M | 79k | 28.99 |
|
|
| 3M Company (MMM) | 0.3 | $2.2M | -5% | 15k | 145.23 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $2.1M | +12% | 43k | 49.89 |
|
| United Parcel Svcs CL B (UPS) | 0.3 | $2.0M | +27% | 20k | 98.38 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $1.9M | -3% | 22k | 89.33 |
|
| Devon Energy Corporation (DVN) | 0.2 | $1.8M | -2% | 36k | 50.32 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $1.8M | -2% | 2.8k | 650.34 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.8M | 24k | 73.64 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $1.7M | +15% | 6.9k | 242.62 |
|
| Johnson Controls Internation SHS (JCI) | 0.2 | $1.6M | -4% | 12k | 130.95 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.6M | -2% | 16k | 99.27 |
|
| Coca-Cola Company (KO) | 0.2 | $1.6M | +6% | 20k | 76.05 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.6M | 23k | 67.53 |
|
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $1.5M | 28k | 52.54 |
|
|
| Spdr Series Trust State Street Spd (SPIP) | 0.2 | $1.5M | NEW | 57k | 26.01 |
|
| Home Depot (HD) | 0.2 | $1.4M | 4.2k | 328.89 |
|
|
| Truist Financial Corp equities (TFC) | 0.2 | $1.4M | +161% | 30k | 45.97 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | 2.7k | 499.66 |
|
|
| American Express Company (AXP) | 0.2 | $1.2M | 3.9k | 302.48 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.2M | +279% | 10k | 114.99 |
|
| Paychex (PAYX) | 0.1 | $1.2M | NEW | 13k | 92.12 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.1M | +7% | 5.8k | 191.92 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.1M | -4% | 12k | 89.59 |
|
| Spdr Index Shs Fds State Street Spd (GWX) | 0.1 | $1.0M | NEW | 24k | 42.23 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $979k | 32k | 30.32 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $977k | 5.2k | 189.59 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $967k | NEW | 8.2k | 118.21 |
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| Progressive Corporation (PGR) | 0.1 | $859k | NEW | 4.3k | 198.24 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $846k | -6% | 1.3k | 653.21 |
|
| Lowe's Companies (LOW) | 0.1 | $831k | +6% | 3.5k | 236.28 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $809k | 880.00 | 919.77 |
|
|
| Erie Indty Cl A (ERIE) | 0.1 | $704k | -14% | 2.8k | 251.31 |
|
| Meta Platforms Cl A (META) | 0.1 | $689k | +68% | 1.2k | 572.13 |
|
| SLB Com Stk (SLB) | 0.1 | $673k | +8% | 13k | 51.39 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $666k | 6.9k | 97.13 |
|
|
| Omni (OMC) | 0.1 | $660k | NEW | 8.8k | 75.31 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $595k | 2.8k | 215.06 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $593k | +9% | 1.0k | 577.18 |
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| Costco Wholesale Corporation (COST) | 0.1 | $583k | -12% | 585.00 | 996.43 |
|
| Vanguard Instl Index Ultra-short Trea (VGUS) | 0.1 | $583k | NEW | 7.7k | 75.66 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $574k | -2% | 13k | 44.45 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $526k | 3.7k | 142.43 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $523k | NEW | 18k | 28.71 |
|
| Nike CL B (NKE) | 0.1 | $498k | NEW | 9.4k | 52.82 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $433k | 5.2k | 82.75 |
|
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $377k | 15k | 25.10 |
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| Constellation Brands Cl A (STZ) | 0.0 | $343k | 2.3k | 150.00 |
|
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $342k | NEW | 4.6k | 74.35 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $331k | -5% | 6.7k | 49.78 |
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| Clorox Company (CLX) | 0.0 | $325k | -14% | 3.1k | 103.63 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $306k | NEW | 3.4k | 90.53 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $302k | 1.2k | 257.35 |
|
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| General Mills (GIS) | 0.0 | $294k | -59% | 7.9k | 37.22 |
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| Kenvue (KVUE) | 0.0 | $262k | -5% | 15k | 17.24 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $261k | 2.7k | 96.70 |
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| Wisdomtree Tr Intl Equity Fd (DWM) | 0.0 | $258k | 3.7k | 69.89 |
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| Ge Vernova (GEV) | 0.0 | $235k | NEW | 269.00 | 872.90 |
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| Boeing Company (BA) | 0.0 | $214k | NEW | 1.1k | 199.03 |
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| Pfizer (PFE) | 0.0 | $213k | -32% | 7.6k | 28.08 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $201k | 2.6k | 76.54 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $144k | NEW | 16k | 9.02 |
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| Liberty Media Corp Del Deb 4.000%11/1 (Principal) | 0.0 | $2.4k | NEW | 40k | 0.06 |
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Past Filings by Culbertson A N & Co
SEC 13F filings are viewable for Culbertson A N & Co going back to 2011
- Culbertson A N & Co 2026 Q1 filed May 12, 2026
- Culbertson A N & Co 2025 Q4 filed Jan. 21, 2026
- Culbertson A N & Co 2025 Q3 filed Oct. 24, 2025
- Culbertson A N & Co 2025 Q2 filed Aug. 11, 2025
- Culbertson A N & Co 2025 Q1 filed May 15, 2025
- Culbertson A N & Co 2024 Q4 filed Jan. 16, 2025
- Culbertson A N & Co 2024 Q3 filed Oct. 16, 2024
- Culbertson A N & Co 2024 Q2 filed July 30, 2024
- Culbertson A N & Co 2024 Q1 filed April 30, 2024
- Culbertson A N & Co 2023 Q4 filed Jan. 19, 2024
- Culbertson A N & Co 2023 Q3 filed Oct. 18, 2023
- Culbertson A N & Co 2023 Q2 filed July 18, 2023
- Culbertson A N & Co 2023 Q1 filed May 8, 2023
- Culbertson A N & Co 2022 Q4 filed Jan. 23, 2023
- Culbertson A N & Co 2022 Q3 filed Oct. 13, 2022
- Culbertson A N & Co 2022 Q2 filed July 21, 2022