Filed: 8/11/2025ACC: 0001172661-25-002996
📋 What this filing means
CULBERTSON A N & CO INC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $651.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$651.31M
Total AUM (reported)
4.01M
Total Shares
Allocation by class
COM$403.33M61.9%
CL B NEW$53.51M8.2%
RUS MID CAP ETF$15.63M2.4%
COM NEW$13.16M2.0%
CAP STK CL C$12.14M1.9%
TOTAL STK MKT$12.09M1.9%
SMALL CP ETF$9.22M1.4%
Portfolio Concentration
Top 3$132.79M20.4%
4–10$129.67M19.9%
11–25$152.06M23.3%
Rest$236.78M36.4%
Top 3 weight
20.4%
Top 10 weight
40.3%
Voting Authority Distribution
Total shares with voting rights: 4.01M
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
4.01M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole127
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings127
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares110.15K
TypeSH
Market value$53.51M
8.22%
Sole
0.00
Shared
0.00
None
110.15K
MICROSOFT CORP
SOLEShares84.29K
TypeSH
Market value$41.93M
6.44%
Sole
0.00
Shared
0.00
None
84.29K
APPLE INC
SOLEShares182.07K
TypeSH
Market value$37.35M
5.74%
Sole
0.00
Shared
0.00
None
182.07K
JPMORGAN CHASE & CO.
SOLEShares115.89K
TypeSH
Market value$33.60M
5.16%
Sole
0.00
Shared
0.00
None
115.89K
GOLDMAN SACHS GROUP INC
SOLEShares27.43K
TypeSH
Market value$19.41M
2.98%
Sole
0.00
Shared
0.00
None
27.43K
ORACLE CORP
SOLEShares77.70K
TypeSH
Market value$16.99M
2.61%
Sole
0.00
Shared
0.00
None
77.70K
CATERPILLAR INC
SOLEShares41.12K
TypeSH
Market value$15.96M
2.45%
Sole
0.00
Shared
0.00
None
41.12K
ISHARES TR
SOLEShares169.92K
TypeSH
Market value$15.63M
2.40%
Sole
0.00
Shared
0.00
None
169.92K
MCKESSON CORP
SOLEShares21.02K
TypeSH
Market value$15.40M
2.36%
Sole
0.00
Shared
0.00
None
21.02K
ABBVIE INC
SOLEShares68.36K
TypeSH
Market value$12.69M
1.95%
Sole
0.00
Shared
0.00
None
68.36K
ABBOTT LABS
SOLEShares92.03K
TypeSH
Market value$12.52M
1.92%
Sole
0.00
Shared
0.00
None
92.03K
DEERE & CO
SOLEShares24.02K
TypeSH
Market value$12.22M
1.88%
Sole
0.00
Shared
0.00
None
24.02K
ALPHABET INC
SOLEShares68.46K
TypeSH
Market value$12.14M
1.86%
Sole
0.00
Shared
0.00
None
68.46K
VANGUARD INDEX FDS
SOLEShares39.78K
TypeSH
Market value$12.09M
1.86%
Sole
0.00
Shared
0.00
None
39.78K
CUMMINS INC
SOLEShares35.25K
TypeSH
Market value$11.55M
1.77%
Sole
0.00
Shared
0.00
None
35.25K
JOHNSON & JOHNSON
SOLEShares75K
TypeSH
Market value$11.46M
1.76%
Sole
0.00
Shared
0.00
None
75K
MCDONALDS CORP
SOLEShares37.37K
TypeSH
Market value$10.92M
1.68%
Sole
0.00
Shared
0.00
None
37.37K
PROCTER AND GAMBLE CO
SOLEShares60.93K
TypeSH
Market value$9.71M
1.49%
Sole
0.00
Shared
0.00
None
60.93K
CHEVRON CORP NEW
SOLEShares64.50K
TypeSH
Market value$9.24M
1.42%
Sole
0.00
Shared
0.00
None
64.50K
VANGUARD INDEX FDS
SOLEShares38.92K
TypeSH
Market value$9.22M
1.42%
Sole
0.00
Shared
0.00
None
38.92K
PEPSICO INC
SOLEShares68.63K
TypeSH
Market value$9.06M
1.39%
Sole
0.00
Shared
0.00
None
68.63K
ISHARES TR
SOLEShares38.76K
TypeSH
Market value$8.36M
1.28%
Sole
0.00
Shared
0.00
None
38.76K
EXXON MOBIL CORP
SOLEShares73.03K
TypeSH
Market value$7.87M
1.21%
Sole
0.00
Shared
0.00
None
73.03K
VANGUARD WORLD FD
SOLEShares11.85K
TypeSH
Market value$7.86M
1.21%
Sole
0.00
Shared
0.00
None
11.85K
VANGUARD BD INDEX FDS
SOLEShares99.73K
TypeSH
Market value$7.85M
1.21%
Sole
0.00
Shared
0.00
None
99.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 110.15K | SH | $53.51M 8.22% | 0.00 | 0.00 | 110.15K |
MICROSOFT CORPSOLE | COM | 84.29K | SH | $41.93M 6.44% | 0.00 | 0.00 | 84.29K |
APPLE INCSOLE | COM | 182.07K | SH | $37.35M 5.74% | 0.00 | 0.00 | 182.07K |
JPMORGAN CHASE & CO.SOLE | COM | 115.89K | SH | $33.60M 5.16% | 0.00 | 0.00 | 115.89K |
GOLDMAN SACHS GROUP INCSOLE | COM | 27.43K | SH | $19.41M 2.98% | 0.00 | 0.00 | 27.43K |
ORACLE CORPSOLE | COM | 77.70K | SH | $16.99M 2.61% | 0.00 | 0.00 | 77.70K |
CATERPILLAR INCSOLE | COM | 41.12K | SH | $15.96M 2.45% | 0.00 | 0.00 | 41.12K |
ISHARES TRSOLE | RUS MID CAP ETF | 169.92K | SH | $15.63M 2.40% | 0.00 | 0.00 | 169.92K |
MCKESSON CORPSOLE | COM | 21.02K | SH | $15.40M 2.36% | 0.00 | 0.00 | 21.02K |
ABBVIE INCSOLE | COM | 68.36K | SH | $12.69M 1.95% | 0.00 | 0.00 | 68.36K |
ABBOTT LABSSOLE | COM | 92.03K | SH | $12.52M 1.92% | 0.00 | 0.00 | 92.03K |
DEERE & COSOLE | COM | 24.02K | SH | $12.22M 1.88% | 0.00 | 0.00 | 24.02K |
ALPHABET INCSOLE | CAP STK CL C | 68.46K | SH | $12.14M 1.86% | 0.00 | 0.00 | 68.46K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 39.78K | SH | $12.09M 1.86% | 0.00 | 0.00 | 39.78K |
CUMMINS INCSOLE | COM | 35.25K | SH | $11.55M 1.77% | 0.00 | 0.00 | 35.25K |
JOHNSON & JOHNSONSOLE | COM | 75K | SH | $11.46M 1.76% | 0.00 | 0.00 | 75K |
MCDONALDS CORPSOLE | COM | 37.37K | SH | $10.92M 1.68% | 0.00 | 0.00 | 37.37K |
PROCTER AND GAMBLE COSOLE | COM | 60.93K | SH | $9.71M 1.49% | 0.00 | 0.00 | 60.93K |
CHEVRON CORP NEWSOLE | COM | 64.50K | SH | $9.24M 1.42% | 0.00 | 0.00 | 64.50K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 38.92K | SH | $9.22M 1.42% | 0.00 | 0.00 | 38.92K |
PEPSICO INCSOLE | COM | 68.63K | SH | $9.06M 1.39% | 0.00 | 0.00 | 68.63K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 38.76K | SH | $8.36M 1.28% | 0.00 | 0.00 | 38.76K |
EXXON MOBIL CORPSOLE | COM | 73.03K | SH | $7.87M 1.21% | 0.00 | 0.00 | 73.03K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 11.85K | SH | $7.86M 1.21% | 0.00 | 0.00 | 11.85K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 99.73K | SH | $7.85M 1.21% | 0.00 | 0.00 | 99.73K |
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