Filed: 5/15/2025ACC: 0001172661-25-002005
📋 What this filing means
CULBERTSON A N & CO INC filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $626.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$626.04M
Total AUM (reported)
4.07M
Total Shares
Allocation by class
COM$386.73M61.8%
CL B NEW$58.49M9.3%
RUS MID CAP ETF$14.57M2.3%
COM NEW$11.48M1.8%
TOTAL STK MKT$11.09M1.8%
CAP STK CL C$10.82M1.7%
SMALL CP ETF$8.63M1.4%
Portfolio Concentration
Top 3$132.14M21.1%
4–10$113.80M18.2%
11–25$151.84M24.3%
Rest$228.26M36.5%
Top 3 weight
21.1%
Top 10 weight
39.3%
Voting Authority Distribution
Total shares with voting rights: 4.07M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.07M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole124
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings124
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares109.82K
TypeSH
Market value$58.49M
9.34%
Sole
0.00
Shared
0.00
None
109.82K
APPLE INC
SOLEShares186.66K
TypeSH
Market value$41.46M
6.62%
Sole
0.00
Shared
0.00
None
186.66K
MICROSOFT CORP
SOLEShares85.75K
TypeSH
Market value$32.19M
5.14%
Sole
0.00
Shared
0.00
None
85.75K
JPMORGAN CHASE & CO.
SOLEShares117.89K
TypeSH
Market value$28.92M
4.62%
Sole
0.00
Shared
0.00
None
117.89K
GOLDMAN SACHS GROUP INC
SOLEShares27.61K
TypeSH
Market value$15.08M
2.41%
Sole
0.00
Shared
0.00
None
27.61K
ABBVIE INC
SOLEShares70.41K
TypeSH
Market value$14.75M
2.36%
Sole
0.00
Shared
0.00
None
70.41K
ISHARES TR
SOLEShares171.25K
TypeSH
Market value$14.57M
2.33%
Sole
0.00
Shared
0.00
None
171.25K
MCKESSON CORP
SOLEShares21.06K
TypeSH
Market value$14.17M
2.26%
Sole
0.00
Shared
0.00
None
21.06K
CATERPILLAR INC
SOLEShares41.75K
TypeSH
Market value$13.77M
2.20%
Sole
0.00
Shared
0.00
None
41.75K
JOHNSON & JOHNSON
SOLEShares75.60K
TypeSH
Market value$12.54M
2.00%
Sole
0.00
Shared
0.00
None
75.60K
ABBOTT LABS
SOLEShares92.76K
TypeSH
Market value$12.30M
1.97%
Sole
0.00
Shared
0.00
None
92.76K
MCDONALDS CORP
SOLEShares37.90K
TypeSH
Market value$11.84M
1.89%
Sole
0.00
Shared
0.00
None
37.90K
DEERE & CO
SOLEShares24.18K
TypeSH
Market value$11.35M
1.81%
Sole
0.00
Shared
0.00
None
24.18K
CUMMINS INC
SOLEShares35.72K
TypeSH
Market value$11.19M
1.79%
Sole
0.00
Shared
0.00
None
35.72K
VANGUARD INDEX FDS
SOLEShares40.35K
TypeSH
Market value$11.09M
1.77%
Sole
0.00
Shared
0.00
None
40.35K
ORACLE CORP
SOLEShares78.47K
TypeSH
Market value$10.97M
1.75%
Sole
0.00
Shared
0.00
None
78.47K
ALPHABET INC
SOLEShares69.27K
TypeSH
Market value$10.82M
1.73%
Sole
0.00
Shared
0.00
None
69.27K
PROCTER AND GAMBLE CO
SOLEShares62.42K
TypeSH
Market value$10.64M
1.70%
Sole
0.00
Shared
0.00
None
62.42K
CHEVRON CORP NEW
SOLEShares63.40K
TypeSH
Market value$10.61M
1.69%
Sole
0.00
Shared
0.00
None
63.40K
PEPSICO INC
SOLEShares67.79K
TypeSH
Market value$10.17M
1.62%
Sole
0.00
Shared
0.00
None
67.79K
VANGUARD INDEX FDS
SOLEShares38.90K
TypeSH
Market value$8.63M
1.38%
Sole
0.00
Shared
0.00
None
38.90K
EXXON MOBIL CORP
SOLEShares72.50K
TypeSH
Market value$8.62M
1.38%
Sole
0.00
Shared
0.00
None
72.50K
VANGUARD BD INDEX FDS
SOLEShares102.41K
TypeSH
Market value$8.02M
1.28%
Sole
0.00
Shared
0.00
None
102.41K
ISHARES TR
SOLEShares39.19K
TypeSH
Market value$7.82M
1.25%
Sole
0.00
Shared
0.00
None
39.19K
AIR PRODS & CHEMS INC
SOLEShares26.35K
TypeSH
Market value$7.77M
1.24%
Sole
0.00
Shared
0.00
None
26.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 109.82K | SH | $58.49M 9.34% | 0.00 | 0.00 | 109.82K |
APPLE INCSOLE | COM | 186.66K | SH | $41.46M 6.62% | 0.00 | 0.00 | 186.66K |
MICROSOFT CORPSOLE | COM | 85.75K | SH | $32.19M 5.14% | 0.00 | 0.00 | 85.75K |
JPMORGAN CHASE & CO.SOLE | COM | 117.89K | SH | $28.92M 4.62% | 0.00 | 0.00 | 117.89K |
GOLDMAN SACHS GROUP INCSOLE | COM | 27.61K | SH | $15.08M 2.41% | 0.00 | 0.00 | 27.61K |
ABBVIE INCSOLE | COM | 70.41K | SH | $14.75M 2.36% | 0.00 | 0.00 | 70.41K |
ISHARES TRSOLE | RUS MID CAP ETF | 171.25K | SH | $14.57M 2.33% | 0.00 | 0.00 | 171.25K |
MCKESSON CORPSOLE | COM | 21.06K | SH | $14.17M 2.26% | 0.00 | 0.00 | 21.06K |
CATERPILLAR INCSOLE | COM | 41.75K | SH | $13.77M 2.20% | 0.00 | 0.00 | 41.75K |
JOHNSON & JOHNSONSOLE | COM | 75.60K | SH | $12.54M 2.00% | 0.00 | 0.00 | 75.60K |
ABBOTT LABSSOLE | COM | 92.76K | SH | $12.30M 1.97% | 0.00 | 0.00 | 92.76K |
MCDONALDS CORPSOLE | COM | 37.90K | SH | $11.84M 1.89% | 0.00 | 0.00 | 37.90K |
DEERE & COSOLE | COM | 24.18K | SH | $11.35M 1.81% | 0.00 | 0.00 | 24.18K |
CUMMINS INCSOLE | COM | 35.72K | SH | $11.19M 1.79% | 0.00 | 0.00 | 35.72K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 40.35K | SH | $11.09M 1.77% | 0.00 | 0.00 | 40.35K |
ORACLE CORPSOLE | COM | 78.47K | SH | $10.97M 1.75% | 0.00 | 0.00 | 78.47K |
ALPHABET INCSOLE | CAP STK CL C | 69.27K | SH | $10.82M 1.73% | 0.00 | 0.00 | 69.27K |
PROCTER AND GAMBLE COSOLE | COM | 62.42K | SH | $10.64M 1.70% | 0.00 | 0.00 | 62.42K |
CHEVRON CORP NEWSOLE | COM | 63.40K | SH | $10.61M 1.69% | 0.00 | 0.00 | 63.40K |
PEPSICO INCSOLE | COM | 67.79K | SH | $10.17M 1.62% | 0.00 | 0.00 | 67.79K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 38.90K | SH | $8.63M 1.38% | 0.00 | 0.00 | 38.90K |
EXXON MOBIL CORPSOLE | COM | 72.50K | SH | $8.62M 1.38% | 0.00 | 0.00 | 72.50K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 102.41K | SH | $8.02M 1.28% | 0.00 | 0.00 | 102.41K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 39.19K | SH | $7.82M 1.25% | 0.00 | 0.00 | 39.19K |
AIR PRODS & CHEMS INCSOLE | COM | 26.35K | SH | $7.77M 1.24% | 0.00 | 0.00 | 26.35K |
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