Cubic Asset Management
Latest statistics and disclosures from Cubic Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, PNC, GOOG, ALL, BRK.B, and represent 14.15% of Cubic Asset Management's stock portfolio.
- Added to shares of these 10 stocks: WHR, GNRC, BC, CAT, APA, PDCO, PKG, NDAQ, EEM, AGG.
- Started 9 new stock positions in NDAQ, WHR, BC, PKG, APA, EEM, GNRC, CAT, PDCO.
- Reduced shares in these 10 stocks: CMC, GPC, KGC, LKQ, ROCC, ITT, AFL, BRK.B, PFE, UNH.
- Sold out of its positions in AAWW, Brookfield Asset Management, HSII, KGC, MED, ROCC, UEIC.
- Cubic Asset Management was a net seller of stock by $-26M.
- Cubic Asset Management has $350M in assets under management (AUM), dropping by 4.11%.
- Central Index Key (CIK): 0001424322
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Portfolio Holdings for Cubic Asset Management
Cubic Asset Management holds 196 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 3.6 | $13M | -3% | 53k | 239.82 | |
PNC Financial Services (PNC) | 2.8 | $9.9M | 63k | 157.94 | ||
Alphabet Inc Class C cs (GOOG) | 2.6 | $9.1M | -3% | 103k | 88.73 | |
Allstate Corporation (ALL) | 2.6 | $9.0M | -4% | 66k | 135.60 | |
Berkshire Hathaway (BRK.B) | 2.5 | $8.8M | -4% | 29k | 308.90 | |
Pfizer (PFE) | 2.3 | $7.9M | -5% | 155k | 51.24 | |
LKQ Corporation (LKQ) | 2.3 | $7.9M | -7% | 148k | 53.41 | |
CVS Caremark Corporation (CVS) | 2.2 | $7.9M | -3% | 84k | 93.19 | |
AFLAC Incorporated (AFL) | 2.2 | $7.8M | -5% | 109k | 71.94 | |
UnitedHealth (UNH) | 2.2 | $7.8M | -5% | 15k | 530.18 | |
Abbvie (ABBV) | 2.2 | $7.7M | 48k | 161.61 | ||
Genuine Parts Company (GPC) | 2.1 | $7.3M | -7% | 42k | 173.51 | |
Johnson & Johnson (JNJ) | 2.1 | $7.3M | -4% | 41k | 176.65 | |
Goldman Sachs (GS) | 2.1 | $7.2M | -3% | 21k | 343.38 | |
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Omni (OMC) | 1.9 | $6.6M | -4% | 81k | 81.57 | |
Lowe's Companies (LOW) | 1.8 | $6.4M | -5% | 32k | 199.24 | |
American Express Company (AXP) | 1.8 | $6.3M | -4% | 43k | 147.75 | |
Boeing Company (BA) | 1.7 | $6.1M | -4% | 32k | 190.49 | |
Citigroup (C) | 1.6 | $5.5M | -5% | 121k | 45.23 | |
FedEx Corporation (FDX) | 1.5 | $5.2M | -6% | 30k | 173.20 | |
Cigna Corp (CI) | 1.3 | $4.5M | 14k | 331.34 | ||
Kimberly-Clark Corporation (KMB) | 1.3 | $4.4M | -2% | 33k | 135.75 | |
Analog Devices (ADI) | 1.3 | $4.4M | -2% | 27k | 164.03 | |
Delta Air Lines (DAL) | 1.2 | $4.3M | 130k | 32.86 | ||
Cisco Systems (CSCO) | 1.1 | $4.0M | -6% | 84k | 47.64 | |
Walt Disney Company (DIS) | 1.1 | $3.9M | -6% | 45k | 86.88 | |
Bristol Myers Squibb (BMY) | 1.0 | $3.6M | -5% | 50k | 71.95 | |
International Business Machines (IBM) | 1.0 | $3.6M | -6% | 26k | 140.89 | |
Raytheon Technologies Corp (RTX) | 1.0 | $3.6M | -6% | 35k | 100.92 | |
Intel Corporation (INTC) | 1.0 | $3.5M | 134k | 26.43 | ||
Group 1 Automotive (GPI) | 1.0 | $3.5M | -9% | 20k | 180.37 | |
Facebook Inc cl a (META) | 1.0 | $3.4M | -3% | 28k | 120.34 | |
Te Connectivity Ltd for (TEL) | 0.9 | $3.2M | -7% | 28k | 114.80 | |
Ares Capital Corporation (ARCC) | 0.9 | $3.2M | -9% | 171k | 18.47 | |
Merck & Co (MRK) | 0.9 | $3.1M | -9% | 28k | 110.95 | |
Applied Materials (AMAT) | 0.9 | $3.0M | -2% | 31k | 97.38 | |
Dow (DOW) | 0.8 | $3.0M | 59k | 50.39 | ||
3M Company (MMM) | 0.8 | $2.9M | -6% | 24k | 119.92 | |
Abbott Laboratories (ABT) | 0.8 | $2.9M | -2% | 26k | 109.79 | |
Novartis (NVS) | 0.8 | $2.9M | -6% | 32k | 90.72 | |
Commercial Metals Company (CMC) | 0.8 | $2.8M | -48% | 59k | 48.30 | |
Verizon Communications (VZ) | 0.8 | $2.8M | -10% | 72k | 39.40 | |
Comcast Corporation (CMCSA) | 0.8 | $2.8M | -7% | 79k | 34.97 | |
International Paper Company (IP) | 0.8 | $2.7M | -9% | 78k | 34.63 | |
Visa (V) | 0.8 | $2.7M | +3% | 13k | 207.76 | |
Spdr S&p 500 Etf (SPY) | 0.8 | $2.7M | 6.9k | 382.43 | ||
Suncor Energy (SU) | 0.7 | $2.6M | -4% | 81k | 31.73 | |
At&t (T) | 0.7 | $2.4M | -6% | 129k | 18.41 | |
Bank of New York Mellon Corporation (BK) | 0.7 | $2.3M | -7% | 50k | 45.52 | |
Snap-on Incorporated (SNA) | 0.7 | $2.3M | -14% | 10k | 228.49 | |
U.S. Bancorp (USB) | 0.7 | $2.3M | -10% | 52k | 43.61 | |
Medtronic (MDT) | 0.6 | $2.3M | -4% | 29k | 77.72 | |
Amcor (AMCR) | 0.6 | $2.2M | -9% | 188k | 11.91 | |
Exxon Mobil Corporation (XOM) | 0.5 | $1.9M | -11% | 17k | 110.30 | |
Medical Properties Trust (MPW) | 0.5 | $1.8M | -15% | 165k | 11.14 | |
Gilead Sciences (GILD) | 0.5 | $1.8M | +2% | 21k | 85.85 | |
ConocoPhillips (COP) | 0.5 | $1.8M | -14% | 15k | 118.00 | |
Apple (AAPL) | 0.5 | $1.7M | 13k | 129.93 | ||
Baxter International (BAX) | 0.5 | $1.7M | -9% | 33k | 50.97 | |
MetLife (MET) | 0.5 | $1.7M | -15% | 23k | 72.37 | |
iShares MSCI EAFE Index Fund (EFA) | 0.5 | $1.6M | -5% | 25k | 65.64 | |
Itt (ITT) | 0.5 | $1.6M | -22% | 20k | 81.10 | |
Avnet (AVT) | 0.5 | $1.6M | -3% | 38k | 41.58 | |
Leggett & Platt (LEG) | 0.4 | $1.5M | +6% | 47k | 32.23 | |
Amazon (AMZN) | 0.4 | $1.5M | 17k | 84.00 | ||
Spectrum Brands Holding (SPB) | 0.4 | $1.4M | -20% | 24k | 60.92 | |
Iron Mountain (IRM) | 0.4 | $1.4M | 28k | 49.85 | ||
Procter & Gamble Company (PG) | 0.4 | $1.3M | -4% | 8.8k | 151.56 | |
Travelers Companies (TRV) | 0.3 | $1.2M | 6.4k | 187.49 | ||
TJX Companies (TJX) | 0.3 | $1.2M | 15k | 79.60 | ||
General Mills (GIS) | 0.3 | $1.2M | 14k | 83.85 | ||
Landstar System (LSTR) | 0.3 | $1.2M | -17% | 7.3k | 162.90 | |
Lci Industries (LCII) | 0.3 | $1.2M | -14% | 13k | 92.45 | |
ConAgra Foods (CAG) | 0.3 | $1.2M | -15% | 30k | 38.70 | |
Schlumberger (SLB) | 0.3 | $1.2M | 22k | 53.46 | ||
Aon | 0.3 | $1.2M | 3.8k | 300.14 | ||
Coherent Corp (COHR) | 0.3 | $1.2M | -8% | 33k | 35.10 | |
Crane Holdings (CR) | 0.3 | $1.1M | -23% | 11k | 100.45 | |
Cardinal Health (CAH) | 0.3 | $1.1M | 14k | 76.87 | ||
Motorola Solutions (MSI) | 0.3 | $1.1M | 4.2k | 257.71 | ||
Bank of America Corporation (BAC) | 0.3 | $1.0M | +7% | 31k | 33.12 | |
M/I Homes (MHO) | 0.3 | $1.0M | -6% | 22k | 46.18 | |
Progressive Corporation (PGR) | 0.3 | $1.0M | 7.8k | 129.71 | ||
Pioneer Natural Resources (PXD) | 0.3 | $997k | -6% | 4.4k | 228.39 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $974k | 7.3k | 134.10 | ||
Ufp Industries (UFPI) | 0.3 | $968k | -16% | 12k | 79.25 | |
Whirlpool Corporation (WHR) | 0.3 | $947k | NEW | 6.7k | 141.46 | |
Johnson Controls International Plc equity (JCI) | 0.3 | $941k | 15k | 64.00 | ||
Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $924k | 3.2k | 288.78 | ||
Manpower (MAN) | 0.3 | $923k | -16% | 11k | 83.21 | |
Oracle Corporation (ORCL) | 0.3 | $896k | -7% | 11k | 81.74 | |
D.R. Horton (DHI) | 0.3 | $891k | -9% | 10k | 89.14 | |
Sensient Technologies Corporation (SXT) | 0.2 | $834k | -33% | 11k | 72.92 | |
EOG Resources (EOG) | 0.2 | $829k | 6.4k | 129.52 | ||
Zimmer Holdings (ZBH) | 0.2 | $828k | -21% | 6.5k | 127.50 | |
Gentex Corporation (GNTX) | 0.2 | $774k | -9% | 28k | 27.27 | |
Standard Motor Products (SMP) | 0.2 | $735k | -30% | 21k | 34.80 | |
Apollo Investment Corp. (MFIC) | 0.2 | $728k | -19% | 64k | 11.40 | |
New York Community Ban (NYCB) | 0.2 | $728k | -19% | 85k | 8.60 | |
Laboratory Corp. of America Holdings (LH) | 0.2 | $725k | -26% | 3.1k | 235.48 | |
iShares Russell 2000 Value Index (IWN) | 0.2 | $716k | 5.2k | 138.67 | ||
Advansix (ASIX) | 0.2 | $672k | -26% | 18k | 38.02 | |
Consolidated Edison (ED) | 0.2 | $660k | 6.9k | 95.31 | ||
Eli Lilly & Co. (LLY) | 0.2 | $657k | 1.8k | 365.84 | ||
Coca-Cola Company (KO) | 0.2 | $647k | 10k | 63.61 | ||
Pepsi (PEP) | 0.2 | $643k | 3.6k | 180.66 | ||
Assurant (AIZ) | 0.2 | $638k | 5.1k | 125.06 | ||
Argan (AGX) | 0.2 | $631k | -18% | 17k | 36.88 | |
Taylor Morrison Hom (TMHC) | 0.2 | $622k | -10% | 21k | 30.35 | |
Devon Energy Corporation (DVN) | 0.2 | $622k | 10k | 61.51 | ||
NVIDIA Corporation (NVDA) | 0.2 | $612k | -17% | 4.2k | 146.14 | |
Chevron Corporation (CVX) | 0.2 | $609k | 3.4k | 179.49 | ||
iShares Russell Midcap Value Index (IWS) | 0.2 | $595k | 5.6k | 105.34 | ||
iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $584k | 5.5k | 106.44 | ||
Viacomcbs (PARA) | 0.2 | $584k | -12% | 35k | 16.88 | |
Associated Banc- (ASB) | 0.2 | $582k | -24% | 25k | 23.09 | |
General Motors Company (GM) | 0.2 | $567k | -25% | 17k | 33.64 | |
America's Car-Mart (CRMT) | 0.2 | $552k | -26% | 7.6k | 72.26 | |
Lennar Corporation (LEN) | 0.2 | $552k | 6.1k | 90.50 | ||
Territorial Ban (TBNK) | 0.2 | $549k | -26% | 23k | 24.01 | |
Jefferies Finl Group (JEF) | 0.2 | $539k | -33% | 16k | 34.28 | |
Alliance Data Systems Corporation (BFH) | 0.1 | $507k | -2% | 14k | 37.66 | |
BP (BP) | 0.1 | $497k | -11% | 14k | 34.93 | |
Fifth Third Ban (FITB) | 0.1 | $496k | 15k | 32.81 | ||
Stryker Corporation (SYK) | 0.1 | $493k | -19% | 2.0k | 244.49 | |
Nomad Foods (NOMD) | 0.1 | $491k | -23% | 29k | 17.24 | |
Federated Investors (FHI) | 0.1 | $487k | -21% | 13k | 36.31 | |
UFP Technologies (UFPT) | 0.1 | $484k | -35% | 4.1k | 117.89 | |
Miller Industries (MLR) | 0.1 | $483k | -26% | 18k | 26.66 | |
NCR Corporation (NCR) | 0.1 | $476k | -7% | 20k | 23.41 | |
Berkshire Hathaway (BRK.A) | 0.1 | $469k | 1.00 | 468711.00 | ||
Algonquin Power & Utilities equs (AQN) | 0.1 | $462k | +25% | 71k | 6.52 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $438k | +31% | 4.5k | 96.99 | |
MKS Instruments (MKSI) | 0.1 | $431k | -26% | 5.1k | 84.73 | |
Fnf (FNF) | 0.1 | $423k | -39% | 11k | 37.62 | |
Berkshire Hills Ban (BHLB) | 0.1 | $418k | -14% | 14k | 29.90 | |
Becton, Dickinson and (BDX) | 0.1 | $415k | 1.6k | 254.30 | ||
0.1 | $413k | 4.7k | 88.23 | |||
Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $404k | 2.9k | 141.25 | ||
Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $399k | 7.0k | 56.95 | ||
Knowles (KN) | 0.1 | $398k | -32% | 24k | 16.42 | |
Akamai Technologies (AKAM) | 0.1 | $394k | +5% | 4.7k | 84.30 | |
Honeywell International (HON) | 0.1 | $389k | -8% | 1.8k | 214.30 | |
Onemain Holdings (OMF) | 0.1 | $384k | -37% | 12k | 33.31 | |
Affiliated Managers (AMG) | 0.1 | $376k | -38% | 2.4k | 158.43 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $369k | 7.1k | 51.72 | ||
Schwab Strategic Tr 0 (SCHP) | 0.1 | $366k | 7.1k | 51.79 | ||
Deluxe Corporation (DLX) | 0.1 | $365k | -10% | 22k | 16.98 | |
Compass Minerals International (CMP) | 0.1 | $346k | -23% | 8.4k | 41.00 | |
Huntsman Corporation (HUN) | 0.1 | $345k | -22% | 13k | 27.48 | |
Generac Holdings (GNRC) | 0.1 | $337k | NEW | 3.4k | 100.66 | |
Automatic Data Processing (ADP) | 0.1 | $336k | 1.4k | 238.86 | ||
Canadian Pacific Railway (CP) | 0.1 | $321k | 4.3k | 74.59 | ||
Clorox Company (CLX) | 0.1 | $320k | -4% | 2.3k | 140.33 | |
Nutrien (NTR) | 0.1 | $304k | 4.2k | 73.03 | ||
Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $303k | 5.5k | 55.56 | ||
Brunswick Corporation (BC) | 0.1 | $294k | NEW | 4.1k | 72.08 | |
Helen Of Troy (HELE) | 0.1 | $293k | -24% | 2.6k | 110.91 | |
Stag Industrial (STAG) | 0.1 | $290k | -11% | 9.0k | 32.31 | |
Modine Manufacturing (MOD) | 0.1 | $290k | -19% | 15k | 19.86 | |
Cleveland-cliffs (CLF) | 0.1 | $287k | +4% | 18k | 16.11 | |
Hillenbrand (HI) | 0.1 | $281k | -15% | 6.6k | 42.67 | |
Acme United Corporation (ACU) | 0.1 | $273k | -13% | 13k | 21.90 | |
Mohawk Industries (MHK) | 0.1 | $271k | -33% | 2.7k | 102.22 | |
Park Hotels & Resorts Inc-wi (PK) | 0.1 | $271k | -33% | 23k | 11.79 | |
Goldman Sachs Group I preferr (GS.PA) | 0.1 | $267k | 14k | 18.63 | ||
Apogee Enterprises (APOG) | 0.1 | $263k | -36% | 5.9k | 44.46 | |
Amgen (AMGN) | 0.1 | $260k | 990.00 | 262.64 | ||
Safety Insurance (SAFT) | 0.1 | $258k | -27% | 3.1k | 84.26 | |
Schwab U S Broad Market ETF (SCHB) | 0.1 | $258k | 5.7k | 44.81 | ||
Warner Bros. Discovery (WBD) | 0.1 | $257k | -26% | 27k | 9.48 | |
Puretech Health Plc Ordinary | 0.1 | $257k | -20% | 80k | 3.21 | |
JPMORGAN CHASE & CO 4.20 percent DP PFD MM (JPM.PM) | 0.1 | $255k | 14k | 17.77 | ||
iShares Russell 3000 Index (IWV) | 0.1 | $253k | 1.1k | 220.68 | ||
Otter Tail Power | 0.1 | $247k | 4.2k | 58.71 | ||
Caterpillar (CAT) | 0.1 | $240k | NEW | 1.0k | 239.56 | |
salesforce (CRM) | 0.1 | $239k | 1.8k | 132.59 | ||
Tenet Healthcare Corporation (THC) | 0.1 | $238k | -9% | 4.9k | 48.79 | |
Dover Corporation (DOV) | 0.1 | $236k | 1.7k | 135.41 | ||
Carter's (CRI) | 0.1 | $235k | -16% | 3.1k | 74.61 | |
Paychex (PAYX) | 0.1 | $231k | 2.0k | 115.56 | ||
Apa Corporation (APA) | 0.1 | $229k | NEW | 4.9k | 46.68 | |
Patterson Companies (PDCO) | 0.1 | $228k | NEW | 8.2k | 28.03 | |
Duke Energy (DUK) | 0.1 | $227k | 2.2k | 102.99 | ||
Packaging Corporation of America (PKG) | 0.1 | $217k | NEW | 1.7k | 127.91 | |
Nasdaq Omx (NDAQ) | 0.1 | $216k | NEW | 3.5k | 61.35 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $209k | NEW | 5.5k | 37.90 | |
Kinder Morgan (KMI) | 0.1 | $204k | +2% | 11k | 18.08 | |
Sabra Health Care REIT (SBRA) | 0.0 | $137k | +6% | 11k | 12.43 | |
Astronics Corporation (ATRO) | 0.0 | $132k | -15% | 13k | 10.30 | |
Cohen & Steers Quality Income Realty (RQI) | 0.0 | $122k | 11k | 11.50 | ||
PennantPark Investment (PNNT) | 0.0 | $111k | 19k | 5.75 | ||
Lightning Emotors (ZEV) | 0.0 | $86k | 233k | 0.37 | ||
Frequency Therapeutics (FREQ) | 0.0 | $42k | 11k | 3.85 | ||
Nymox Pharmaceutical (NYMX) | 0.0 | $4.5k | 14k | 0.32 | ||
Iconic Brands Ord (ICNB) | 0.0 | $1.4k | 18k | 0.07 |
Past Filings by Cubic Asset Management
SEC 13F filings are viewable for Cubic Asset Management going back to 2011
- Cubic Asset Management 2022 Q4 filed Jan. 30, 2023
- Cubic Asset Management 2022 Q3 filed Oct. 24, 2022
- Cubic Asset Management 2022 Q2 filed July 25, 2022
- Cubic Asset Management 2022 Q1 filed April 25, 2022
- Cubic Asset Management 2021 Q4 filed Jan. 24, 2022
- Cubic Asset Management 2021 Q3 restated filed Nov. 12, 2021
- Cubic Asset Management 2021 Q3 filed Oct. 25, 2021
- Cubic Asset Management 2021 Q2 filed July 23, 2021
- Cubic Asset Management 2021 Q1 filed April 26, 2021
- Cubic Asset Management 2020 Q4 filed Jan. 28, 2021
- Cubic Asset Management 2020 Q3 filed Oct. 27, 2020
- Cubic Asset Management 2020 Q2 filed July 24, 2020
- Cubic Asset Management 2020 Q1 filed April 27, 2020
- Cubic Asset Management 2019 Q4 filed Jan. 24, 2020
- Cubic Asset Management 2019 Q3 filed Oct. 28, 2019
- Cubic Asset Management 2019 Q2 filed July 29, 2019