Filed: 4/22/2025ACC: 0001161670-25-000003
📋 What this filing means
CULLINAN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 216 equity positions with a total reported market value of $1.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
216
Positions
$1.41B
Total AUM (reported)
10.16M
Total Shares
Allocation by class
COM$1.41B100.0%
Portfolio Concentration
Top 3$265.96M18.8%
4–10$308.07M21.8%
11–25$305.59M21.6%
Rest$534.93M37.8%
Top 3 weight
18.8%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 10.16M
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
10.16M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole216
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings216
Rows:
Apple Inc
SOLEShares460.72K
TypeSH
Market value$102.34M
7.23%
Sole
0.00
Shared
0.00
None
460.72K
Coca-Cola Company
SOLEShares1.36M
TypeSH
Market value$97.55M
6.90%
Sole
0.00
Shared
0.00
None
1.36M
Microsoft Corp
SOLEShares176.01K
TypeSH
Market value$66.07M
4.67%
Sole
0.00
Shared
0.00
None
176.01K
S&P Global Inc.
SOLEShares123.14K
TypeSH
Market value$62.57M
4.42%
Sole
0.00
Shared
0.00
None
123.14K
Coinbase Global Inc.
SOLEShares302.73K
TypeSH
Market value$52.14M
3.69%
Sole
0.00
Shared
0.00
None
302.73K
Wal-Mart Stores Inc
SOLEShares578.14K
TypeSH
Market value$50.76M
3.59%
Sole
0.00
Shared
0.00
None
578.14K
Procter & Gamble Co
SOLEShares262.66K
TypeSH
Market value$44.76M
3.16%
Sole
0.00
Shared
0.00
None
262.66K
SPDR S&P 500 Trust
SOLEShares62.05K
TypeSH
Market value$34.71M
2.45%
Sole
0.00
Shared
0.00
None
62.05K
Johnson & Johnson
SOLEShares193.70K
TypeSH
Market value$32.12M
2.27%
Sole
0.00
Shared
0.00
None
193.70K
Exxon Mobil
SOLEShares260.80K
TypeSH
Market value$31.02M
2.19%
Sole
0.00
Shared
0.00
None
260.80K
Intl Business Machines Corp
SOLEShares124.39K
TypeSH
Market value$30.93M
2.19%
Sole
0.00
Shared
0.00
None
124.39K
Vertex Pharmaceutical
SOLEShares53.11K
TypeSH
Market value$25.75M
1.82%
Sole
0.00
Shared
0.00
None
53.11K
Amazon
SOLEShares127.39K
TypeSH
Market value$24.24M
1.71%
Sole
0.00
Shared
0.00
None
127.39K
Visa Inc Cl A
SOLEShares68.47K
TypeSH
Market value$24.00M
1.70%
Sole
0.00
Shared
0.00
None
68.47K
Chevron Corp
SOLEShares137.43K
TypeSH
Market value$22.99M
1.63%
Sole
0.00
Shared
0.00
None
137.43K
McDonalds Corp
SOLEShares68.50K
TypeSH
Market value$21.40M
1.51%
Sole
0.00
Shared
0.00
None
68.50K
Lowes Companies Inc
SOLEShares86.57K
TypeSH
Market value$20.19M
1.43%
Sole
0.00
Shared
0.00
None
86.57K
Alphabet Class A
SOLEShares128.72K
TypeSH
Market value$19.90M
1.41%
Sole
0.00
Shared
0.00
None
128.72K
J P Morgan Chase & Co
SOLEShares80.38K
TypeSH
Market value$19.72M
1.39%
Sole
0.00
Shared
0.00
None
80.38K
AbbVie Inc
SOLEShares91.72K
TypeSH
Market value$19.22M
1.36%
Sole
0.00
Shared
0.00
None
91.72K
Oracle Corp
SOLEShares120.78K
TypeSH
Market value$16.89M
1.19%
Sole
0.00
Shared
0.00
None
120.78K
Texas Instruments
SOLEShares90.76K
TypeSH
Market value$16.31M
1.15%
Sole
0.00
Shared
0.00
None
90.76K
Electronic Arts
SOLEShares108.13K
TypeSH
Market value$15.63M
1.10%
Sole
0.00
Shared
0.00
None
108.13K
American Express Co
SOLEShares53.77K
TypeSH
Market value$14.47M
1.02%
Sole
0.00
Shared
0.00
None
53.77K
Airbnb Inc
SOLEShares116.94K
TypeSH
Market value$13.97M
0.99%
Sole
0.00
Shared
0.00
None
116.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 460.72K | SH | $102.34M 7.23% | 0.00 | 0.00 | 460.72K |
Coca-Cola CompanySOLE | COM | 1.36M | SH | $97.55M 6.90% | 0.00 | 0.00 | 1.36M |
Microsoft CorpSOLE | COM | 176.01K | SH | $66.07M 4.67% | 0.00 | 0.00 | 176.01K |
S&P Global Inc.SOLE | COM | 123.14K | SH | $62.57M 4.42% | 0.00 | 0.00 | 123.14K |
Coinbase Global Inc.SOLE | COM | 302.73K | SH | $52.14M 3.69% | 0.00 | 0.00 | 302.73K |
Wal-Mart Stores IncSOLE | COM | 578.14K | SH | $50.76M 3.59% | 0.00 | 0.00 | 578.14K |
Procter & Gamble CoSOLE | COM | 262.66K | SH | $44.76M 3.16% | 0.00 | 0.00 | 262.66K |
SPDR S&P 500 TrustSOLE | COM | 62.05K | SH | $34.71M 2.45% | 0.00 | 0.00 | 62.05K |
Johnson & JohnsonSOLE | COM | 193.70K | SH | $32.12M 2.27% | 0.00 | 0.00 | 193.70K |
Exxon MobilSOLE | COM | 260.80K | SH | $31.02M 2.19% | 0.00 | 0.00 | 260.80K |
Intl Business Machines CorpSOLE | COM | 124.39K | SH | $30.93M 2.19% | 0.00 | 0.00 | 124.39K |
Vertex PharmaceuticalSOLE | COM | 53.11K | SH | $25.75M 1.82% | 0.00 | 0.00 | 53.11K |
AmazonSOLE | COM | 127.39K | SH | $24.24M 1.71% | 0.00 | 0.00 | 127.39K |
Visa Inc Cl ASOLE | COM | 68.47K | SH | $24.00M 1.70% | 0.00 | 0.00 | 68.47K |
Chevron CorpSOLE | COM | 137.43K | SH | $22.99M 1.63% | 0.00 | 0.00 | 137.43K |
McDonalds CorpSOLE | COM | 68.50K | SH | $21.40M 1.51% | 0.00 | 0.00 | 68.50K |
Lowes Companies IncSOLE | COM | 86.57K | SH | $20.19M 1.43% | 0.00 | 0.00 | 86.57K |
Alphabet Class ASOLE | COM | 128.72K | SH | $19.90M 1.41% | 0.00 | 0.00 | 128.72K |
J P Morgan Chase & CoSOLE | COM | 80.38K | SH | $19.72M 1.39% | 0.00 | 0.00 | 80.38K |
AbbVie IncSOLE | COM | 91.72K | SH | $19.22M 1.36% | 0.00 | 0.00 | 91.72K |
Oracle CorpSOLE | COM | 120.78K | SH | $16.89M 1.19% | 0.00 | 0.00 | 120.78K |
Texas InstrumentsSOLE | COM | 90.76K | SH | $16.31M 1.15% | 0.00 | 0.00 | 90.76K |
Electronic ArtsSOLE | COM | 108.13K | SH | $15.63M 1.10% | 0.00 | 0.00 | 108.13K |
American Express CoSOLE | COM | 53.77K | SH | $14.47M 1.02% | 0.00 | 0.00 | 53.77K |
Airbnb IncSOLE | COM | 116.94K | SH | $13.97M 0.99% | 0.00 | 0.00 | 116.94K |
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