Cullinan Associates as of June 30, 2026
Portfolio Holdings for Cullinan Associates
Cullinan Associates holds 204 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.4 | $111M | 382k | 289.36 | |
| Coca-Cola Company (KO) | 7.0 | $92M | 1.1M | 81.27 | |
| Microsoft Corporation (MSFT) | 3.9 | $52M | 140k | 373.02 | |
| S&p Global (SPGI) | 3.7 | $50M | 122k | 407.26 | |
| Johnson & Johnson (JNJ) | 3.4 | $45M | 177k | 253.97 | |
| Alphabet Inc Class C cs (GOOG) | 3.2 | $42M | 118k | 353.33 | |
| Spdr S&p 500 Etf (SPY) | 2.9 | $39M | 52k | 746.78 | |
| Applied Materials (AMAT) | 2.5 | $34M | 46k | 723.01 | |
| Procter & Gamble Company (PG) | 2.5 | $33M | 222k | 146.64 | |
| Amazon (AMZN) | 2.3 | $30M | 126k | 238.34 | |
| Alphabet Inc Class A cs (GOOGL) | 2.3 | $30M | 84k | 357.37 | |
| Exxon Mobil Corp | 2.2 | $29M | 211k | 136.72 | |
| Lam Research Corporation | 2.1 | $28M | 65k | 433.33 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $26M | 52k | 496.73 | |
| International Business Machines (IBM) | 1.9 | $25M | 90k | 281.21 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $24M | 74k | 327.33 | |
| Texas Instruments Incorporated (TXN) | 1.4 | $19M | 63k | 298.07 | |
| NVIDIA Corporation (NVDA) | 1.4 | $18M | 91k | 200.09 | |
| KLA-Tencor Corporation (KLAC) | 1.4 | $18M | 60k | 301.71 | |
| Abbvie (ABBV) | 1.3 | $17M | 69k | 251.64 | |
| Wal-Mart Stores (WMT) | 1.2 | $16M | 143k | 113.26 | |
| AFLAC Incorporated (AFL) | 1.2 | $16M | 138k | 117.25 | |
| Caterpillar (CAT) | 1.2 | $16M | 15k | 1064.92 | |
| Qualys (QLYS) | 1.1 | $14M | 103k | 137.49 | |
| McDonald's Corporation (MCD) | 1.0 | $13M | 49k | 270.31 | |
| American Express Company (AXP) | 1.0 | $13M | 39k | 338.25 | |
| Lowe's Companies (LOW) | 1.0 | $13M | 57k | 220.49 | |
| Deere & Company (DE) | 0.9 | $12M | 20k | 634.33 | |
| Chevron Corporation (CVX) | 0.9 | $12M | 72k | 165.76 | |
| Oracle Corporation (ORCL) | 0.9 | $12M | 81k | 146.55 | |
| Facebook Inc cl a (META) | 0.9 | $12M | 21k | 563.29 | |
| Cisco Systems (CSCO) | 0.9 | $12M | 98k | 117.46 | |
| Visa (V) | 0.8 | $11M | 32k | 343.09 | |
| Southern Company (SO) | 0.7 | $9.9M | 103k | 95.71 | |
| Home Depot (HD) | 0.7 | $9.8M | 28k | 352.68 | |
| Qualcomm (QCOM) | 0.7 | $9.2M | 50k | 184.79 | |
| Costco Wholesale Corporation (COST) | 0.7 | $9.2M | 9.8k | 935.47 | |
| Uber Technologies (UBER) | 0.7 | $9.2M | 127k | 72.16 | |
| Amgen (AMGN) | 0.7 | $8.8M | 24k | 362.12 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $8.5M | 17k | 509.48 | |
| Eli Lilly & Co. (LLY) | 0.6 | $8.2M | 6.9k | 1199.36 | |
| Ecolab (ECL) | 0.6 | $8.1M | 29k | 278.61 | |
| Berkshire Hathaway Cl B | 0.6 | $7.9M | 16k | 496.00 | |
| TJX Companies (TJX) | 0.6 | $7.9M | 52k | 151.50 | |
| Travelers Companies (TRV) | 0.6 | $7.8M | 24k | 330.12 | |
| Bank of America Corporation (BAC) | 0.6 | $7.7M | 135k | 56.98 | |
| Walt Disney Company (DIS) | 0.6 | $7.4M | 77k | 96.25 | |
| Intel Corporation (INTC) | 0.6 | $7.4M | 53k | 139.63 | |
| New York Times Company (NYT) | 0.5 | $7.2M | 103k | 69.98 | |
| Emerson Electric (EMR) | 0.5 | $7.0M | 49k | 143.15 | |
| Goldman Sachs (GS) | 0.5 | $6.6M | 6.5k | 1011.38 | |
| Airbnb (ABNB) | 0.5 | $6.3M | 44k | 143.10 | |
| Cme (CME) | 0.5 | $6.2M | 28k | 220.83 | |
| Norfolk Southern (NSC) | 0.5 | $6.1M | 19k | 314.59 | |
| Merck & Co (MRK) | 0.5 | $6.0M | 47k | 128.50 | |
| Wells Fargo & Company (WFC) | 0.4 | $5.8M | 70k | 82.64 | |
| Fastenal Company (FAST) | 0.4 | $5.7M | 118k | 48.03 | |
| Philip Morris International (PM) | 0.4 | $5.3M | 29k | 180.91 | |
| Asml Holding (ASML) | 0.4 | $5.2M | 2.6k | 1989.44 | |
| Prudential Financial (PRU) | 0.4 | $4.8M | 45k | 107.93 | |
| United Parcel Service (UPS) | 0.4 | $4.8M | 45k | 107.50 | |
| CVS Caremark Corporation (CVS) | 0.4 | $4.8M | 46k | 103.45 | |
| Duke Energy (DUK) | 0.4 | $4.7M | 37k | 126.58 | |
| Broadcom (AVGO) | 0.3 | $4.5M | 12k | 377.74 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.3 | $4.5M | 6.5k | 686.81 | |
| Colgate-Palmolive Company (CL) | 0.3 | $4.4M | 48k | 91.68 | |
| Pepsi (PEP) | 0.3 | $4.3M | 32k | 135.40 | |
| Atlas Energy Solutions Inc Com Class A (AESI) | 0.3 | $4.2M | 252k | 16.61 | |
| Hp (HPQ) | 0.3 | $4.2M | 189k | 21.94 | |
| Union Pacific Corporation (UNP) | 0.3 | $4.2M | 15k | 272.00 | |
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $4.0M | 18k | 229.57 | |
| MasterCard Incorporated (MA) | 0.3 | $3.9M | 7.6k | 513.60 | |
| Yum! Brands (YUM) | 0.3 | $3.7M | 23k | 159.86 | |
| Paypal Holdings (PYPL) | 0.3 | $3.5M | 82k | 43.18 | |
| iShares Russell 1000 Growth Index (IWF) | 0.3 | $3.4M | 28k | 124.17 | |
| Medtronic (MDT) | 0.3 | $3.4M | 43k | 78.23 | |
| Prologis (PLD) | 0.2 | $3.2M | 23k | 135.47 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $3.0M | 16k | 189.73 | |
| Morgan Stanley (MS) | 0.2 | $2.8M | 14k | 209.03 | |
| Okta Inc cl a (OKTA) | 0.2 | $2.8M | 21k | 136.45 | |
| Truist Financial Corp equities (TFC) | 0.2 | $2.6M | 53k | 49.82 | |
| Comcast Corporation (CMCSA) | 0.2 | $2.6M | 106k | 24.55 | |
| Illinois Tool Works (ITW) | 0.2 | $2.5M | 9.1k | 270.47 | |
| Abbott Laboratories (ABT) | 0.2 | $2.4M | 26k | 90.74 | |
| Bristol Myers Squibb (BMY) | 0.2 | $2.3M | 40k | 57.62 | |
| Stanley Black & Decker (SWK) | 0.2 | $2.3M | 25k | 94.12 | |
| Automatic Data Processing (ADP) | 0.2 | $2.3M | 10k | 223.95 | |
| ConocoPhillips (COP) | 0.2 | $2.2M | 21k | 103.96 | |
| Analog Devices (ADI) | 0.2 | $2.2M | 5.4k | 397.20 | |
| Advanced Micro Devices (AMD) | 0.2 | $2.2M | 3.7k | 580.91 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $2.1M | 4.2k | 509.31 | |
| U.S. Bancorp (USB) | 0.2 | $2.1M | 35k | 60.40 | |
| Ubs Group (UBS) | 0.2 | $2.0M | 40k | 49.56 | |
| Electronic Arts (EA) | 0.2 | $2.0M | 9.8k | 205.04 | |
| Carrier Global Corporation (CARR) | 0.1 | $2.0M | 27k | 73.35 | |
| Intuitive Surgical (ISRG) | 0.1 | $1.9M | 4.9k | 397.68 | |
| General Electric (GE) | 0.1 | $1.9M | 5.2k | 373.74 | |
| Cummins (CMI) | 0.1 | $1.9M | 2.7k | 713.33 | |
| Nextera Energy (NEE) | 0.1 | $1.9M | 21k | 87.77 | |
| Stryker Corporation (SYK) | 0.1 | $1.8M | 5.8k | 314.84 | |
| Palo Alto Networks (PANW) | 0.1 | $1.8M | 5.3k | 341.02 | |
| Mondelez Int (MDLZ) | 0.1 | $1.7M | 30k | 57.84 | |
| Crown Castle International | 0.1 | $1.7M | 23k | 75.73 | |
| Roper Industries (ROP) | 0.1 | $1.7M | 5.0k | 338.39 | |
| Eaton (ETN) | 0.1 | $1.7M | 3.9k | 426.10 | |
| Phillips 66 (PSX) | 0.1 | $1.7M | 9.8k | 169.05 | |
| UnitedHealth (UNH) | 0.1 | $1.6M | 4.0k | 415.64 | |
| Tesla Motors (TSLA) | 0.1 | $1.6M | 3.8k | 420.60 | |
| Gitlab (GTLB) | 0.1 | $1.4M | 47k | 30.53 | |
| Ge Vernova (GEV) | 0.1 | $1.4M | 1.2k | 1174.86 | |
| Boeing Company (BA) | 0.1 | $1.4M | 6.5k | 216.47 | |
| Dominion Resources (D) | 0.1 | $1.4M | 20k | 68.29 | |
| salesforce (CRM) | 0.1 | $1.3M | 8.4k | 156.66 | |
| Pfizer (PFE) | 0.1 | $1.2M | 51k | 24.08 | |
| Netflix (NFLX) | 0.1 | $1.2M | 17k | 71.40 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.2M | 2.3k | 501.36 | |
| Edwards Lifesciences (EW) | 0.1 | $1.1M | 13k | 90.46 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | 5.5k | 205.02 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | 12k | 92.27 | |
| Boston Scientific Corporation (BSX) | 0.1 | $1.0M | 24k | 42.68 | |
| Trane Technologies (TT) | 0.1 | $982k | 2.0k | 491.16 | |
| Honeywell International | 0.1 | $973k | 4.3k | 223.90 | |
| Fifth Third Ban (FITB) | 0.1 | $964k | 17k | 56.37 | |
| Honeywell Aerospace (HONA) | 0.1 | $961k | 4.3k | 221.08 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $930k | 7.0k | 132.83 | |
| Micron Technology (MU) | 0.1 | $923k | 800.00 | 1154.29 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $913k | 1.2k | 736.40 | |
| Altria (MO) | 0.1 | $907k | 13k | 71.95 | |
| General Dynamics Corporation (GD) | 0.1 | $903k | 2.5k | 354.24 | |
| Robinhood Mkts (HOOD) | 0.1 | $893k | 8.9k | 100.28 | |
| Progressive Corporation (PGR) | 0.1 | $874k | 4.0k | 218.45 | |
| Nucor Corporation (NUE) | 0.1 | $866k | 3.9k | 222.75 | |
| CSX Corporation (CSX) | 0.1 | $837k | 18k | 47.53 | |
| Procore Technologies (PCOR) | 0.1 | $812k | 20k | 40.62 | |
| AstraZeneca | 0.1 | $761k | 4.0k | 189.62 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $754k | 6.4k | 117.67 | |
| Novartis (NVS) | 0.1 | $737k | 4.7k | 156.72 | |
| Lincoln National Corporation (LNC) | 0.1 | $735k | 21k | 35.35 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $725k | 2.9k | 249.98 | |
| Genuine Parts Company (GPC) | 0.1 | $696k | 5.9k | 117.98 | |
| Ross Stores (ROST) | 0.1 | $695k | 3.3k | 212.85 | |
| Equifax (EFX) | 0.1 | $675k | 4.3k | 158.72 | |
| PNC Financial Services (PNC) | 0.1 | $671k | 2.7k | 246.22 | |
| Quantum Scape Corp | 0.0 | $649k | 86k | 7.56 | |
| Humana (HUM) | 0.0 | $636k | 1.6k | 397.22 | |
| Baidu (BIDU) | 0.0 | $617k | 5.4k | 114.29 | |
| Rockwell Automation (ROK) | 0.0 | $594k | 1.2k | 495.08 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $578k | 2.3k | 255.67 | |
| Microchip Technology (MCHP) | 0.0 | $565k | 6.2k | 91.20 | |
| Keysight Technologies (KEYS) | 0.0 | $560k | 1.6k | 350.07 | |
| Huntington Ingalls Inds (HII) | 0.0 | $560k | 2.0k | 279.89 | |
| 3M Company (MMM) | 0.0 | $551k | 3.4k | 161.91 | |
| Verizon Communications (VZ) | 0.0 | $538k | 13k | 42.34 | |
| Servicenow (NOW) | 0.0 | $496k | 5.0k | 99.28 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 0.0 | $485k | 20k | 24.27 | |
| Gilead Sciences (GILD) | 0.0 | $485k | 3.8k | 126.34 | |
| Vanguard Scottsdale Fds vng rus2000grw (VTWG) | 0.0 | $478k | 1.7k | 287.68 | |
| Welltower Inc Com reit (WELL) | 0.0 | $469k | 2.1k | 226.97 | |
| Valero Energy Corporation (VLO) | 0.0 | $443k | 1.7k | 260.44 | |
| Vanguard Growth ETF (VUG) | 0.0 | $430k | 5.0k | 86.14 | |
| Intuit (INTU) | 0.0 | $427k | 1.6k | 261.00 | |
| Corteva (CTVA) | 0.0 | $424k | 5.0k | 84.69 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $417k | 3.8k | 109.77 | |
| Verisk Analytics (VRSK) | 0.0 | $417k | 2.3k | 179.53 | |
| Digital Realty Trust (DLR) | 0.0 | $416k | 2.3k | 179.58 | |
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.0 | $416k | 3.3k | 127.81 | |
| Novo Nordisk A/S (NVO) | 0.0 | $416k | 8.7k | 47.94 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $413k | 3.0k | 137.54 | |
| Leidos Holdings (LDOS) | 0.0 | $412k | 4.0k | 102.97 | |
| BlackRock | 0.0 | $407k | 423.00 | 961.56 | |
| Kinder Morgan (KMI) | 0.0 | $403k | 13k | 31.97 | |
| Fulton Financial (FULT) | 0.0 | $402k | 17k | 24.19 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $396k | 5.1k | 77.54 | |
| Accenture (ACN) | 0.0 | $390k | 3.1k | 124.43 | |
| Science App Int'l (SAIC) | 0.0 | $386k | 3.5k | 110.41 | |
| Insulet Corporation (PODD) | 0.0 | $381k | 2.5k | 152.25 | |
| Cargurus (CARG) | 0.0 | $368k | 11k | 34.09 | |
| Applovin Corp Class A (APP) | 0.0 | $361k | 700.00 | 515.23 | |
| Coinbase Global (COIN) | 0.0 | $355k | 2.4k | 146.19 | |
| Delphi Automotive Inc international | 0.0 | $350k | 5.7k | 61.38 | |
| Vulcan Materials Company (VMC) | 0.0 | $325k | 1.1k | 295.01 | |
| Constellation Energy (CEG) | 0.0 | $323k | 1.3k | 248.37 | |
| Nike (NKE) | 0.0 | $321k | 7.8k | 41.05 | |
| Chubb (CB) | 0.0 | $318k | 932.00 | 340.74 | |
| Doordash (DASH) | 0.0 | $312k | 1.7k | 184.53 | |
| T. Rowe Price (TROW) | 0.0 | $296k | 2.6k | 113.69 | |
| Ingersoll Rand (IR) | 0.0 | $295k | 3.6k | 81.99 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $292k | 5.8k | 50.42 | |
| Vanguard Scottsdale Fds cmn (VTWV) | 0.0 | $289k | 1.5k | 195.44 | |
| Atlassian Corporation Cl A (TEAM) | 0.0 | $288k | 3.7k | 77.79 | |
| Allstate Corporation (ALL) | 0.0 | $286k | 1.2k | 237.94 | |
| BP (BP) | 0.0 | $281k | 7.6k | 36.95 | |
| Axon Enterprise (AXON) | 0.0 | $280k | 500.00 | 560.61 | |
| Motorola Solutions (MSI) | 0.0 | $270k | 650.00 | 415.29 | |
| Fidelity National Information Services (FIS) | 0.0 | $263k | 6.8k | 38.88 | |
| Linde | 0.0 | $243k | 469.00 | 518.94 | |
| Energy Transfer Equity (ET) | 0.0 | $235k | 12k | 19.12 | |
| FedEx Corporation (FDX) | 0.0 | $235k | 750.00 | 313.13 | |
| Danaher Corporation (DHR) | 0.0 | $229k | 1.2k | 190.48 | |
| Baxter International (BAX) | 0.0 | $228k | 11k | 21.32 | |
| Capital One Financial (COF) | 0.0 | $225k | 1.1k | 200.62 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $221k | 2.0k | 110.32 | |
| Exelon Corporation (EXC) | 0.0 | $210k | 4.5k | 46.62 | |
| FMC Corporation (FMC) | 0.0 | $166k | 14k | 11.50 |
