Filed: 5/1/2026ACC: 0001161670-26-000002
📋 What this filing means
CULLINAN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 207 equity positions with a total reported market value of $1.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
207
Positions
$1.24B
Total AUM (reported)
8.14M
Total Shares
Allocation by class
COM$1.24B100.0%
Portfolio Concentration
Top 3$259.50M21.0%
4–10$258.25M20.9%
11–25$257.01M20.8%
Rest$461.65M37.3%
Top 3 weight
21.0%
Top 10 weight
41.9%
Voting Authority Distribution
Total shares with voting rights: 8.14M
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
8.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole207
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings207
Rows:
Apple Inc
SOLEShares400.91K
TypeSH
Market value$101.75M
8.23%
Sole
0.00
Shared
0.00
None
400.91K
Coca-Cola Company
SOLEShares1.31M
TypeSH
Market value$99.85M
8.08%
Sole
0.00
Shared
0.00
None
1.31M
Microsoft Corp
SOLEShares156.41K
TypeSH
Market value$57.90M
4.68%
Sole
0.00
Shared
0.00
None
156.41K
S&P Global Inc.
SOLEShares121.90K
TypeSH
Market value$51.85M
4.19%
Sole
0.00
Shared
0.00
None
121.90K
Johnson & Johnson
SOLEShares183.04K
TypeSH
Market value$44.74M
3.62%
Sole
0.00
Shared
0.00
None
183.04K
Exxon Mobil
SOLEShares225.93K
TypeSH
Market value$38.33M
3.10%
Sole
0.00
Shared
0.00
None
225.93K
SPDR S&P 500 Trust
SOLEShares51.19K
TypeSH
Market value$33.29M
2.69%
Sole
0.00
Shared
0.00
None
51.19K
Procter & Gamble Co
SOLEShares225.71K
TypeSH
Market value$32.60M
2.64%
Sole
0.00
Shared
0.00
None
225.71K
Alphabet Class A
SOLEShares103.75K
TypeSH
Market value$29.84M
2.41%
Sole
0.00
Shared
0.00
None
103.75K
Alphabet Class C
SOLEShares96.21K
TypeSH
Market value$27.60M
2.23%
Sole
0.00
Shared
0.00
None
96.21K
Amazon
SOLEShares117.75K
TypeSH
Market value$24.52M
1.98%
Sole
0.00
Shared
0.00
None
117.75K
Intl Business Machines Corp
SOLEShares96.64K
TypeSH
Market value$23.43M
1.89%
Sole
0.00
Shared
0.00
None
96.64K
Vertex Pharmaceutical
SOLEShares51.76K
TypeSH
Market value$23.11M
1.87%
Sole
0.00
Shared
0.00
None
51.76K
J P Morgan Chase & Co
SOLEShares64.63K
TypeSH
Market value$19.01M
1.54%
Sole
0.00
Shared
0.00
None
64.63K
Wal-Mart Stores Inc
SOLEShares142.22K
TypeSH
Market value$17.68M
1.43%
Sole
0.00
Shared
0.00
None
142.22K
McDonalds Corp
SOLEShares56.65K
TypeSH
Market value$17.61M
1.42%
Sole
0.00
Shared
0.00
None
56.65K
Applied Materials
SOLEShares51.46K
TypeSH
Market value$17.59M
1.42%
Sole
0.00
Shared
0.00
None
51.46K
Chevron Corp
SOLEShares80.41K
TypeSH
Market value$16.64M
1.35%
Sole
0.00
Shared
0.00
None
80.41K
AbbVie Inc
SOLEShares73.45K
TypeSH
Market value$15.98M
1.29%
Sole
0.00
Shared
0.00
None
73.45K
AFLAC Inc
SOLEShares138.36K
TypeSH
Market value$15.18M
1.23%
Sole
0.00
Shared
0.00
None
138.36K
Lowes Companies Inc
SOLEShares61.69K
TypeSH
Market value$14.58M
1.18%
Sole
0.00
Shared
0.00
None
61.69K
Lam Research Corp
SOLEShares64.50K
TypeSH
Market value$13.78M
1.11%
Sole
0.00
Shared
0.00
None
64.50K
Texas Instruments
SOLEShares67.12K
TypeSH
Market value$13.03M
1.05%
Sole
0.00
Shared
0.00
None
67.12K
Oracle Corp
SOLEShares85.81K
TypeSH
Market value$12.62M
1.02%
Sole
0.00
Shared
0.00
None
85.81K
American Express Co
SOLEShares40.54K
TypeSH
Market value$12.26M
0.99%
Sole
0.00
Shared
0.00
None
40.54K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 400.91K | SH | $101.75M 8.23% | 0.00 | 0.00 | 400.91K |
Coca-Cola CompanySOLE | COM | 1.31M | SH | $99.85M 8.08% | 0.00 | 0.00 | 1.31M |
Microsoft CorpSOLE | COM | 156.41K | SH | $57.90M 4.68% | 0.00 | 0.00 | 156.41K |
S&P Global Inc.SOLE | COM | 121.90K | SH | $51.85M 4.19% | 0.00 | 0.00 | 121.90K |
Johnson & JohnsonSOLE | COM | 183.04K | SH | $44.74M 3.62% | 0.00 | 0.00 | 183.04K |
Exxon MobilSOLE | COM | 225.93K | SH | $38.33M 3.10% | 0.00 | 0.00 | 225.93K |
SPDR S&P 500 TrustSOLE | COM | 51.19K | SH | $33.29M 2.69% | 0.00 | 0.00 | 51.19K |
Procter & Gamble CoSOLE | COM | 225.71K | SH | $32.60M 2.64% | 0.00 | 0.00 | 225.71K |
Alphabet Class ASOLE | COM | 103.75K | SH | $29.84M 2.41% | 0.00 | 0.00 | 103.75K |
Alphabet Class CSOLE | COM | 96.21K | SH | $27.60M 2.23% | 0.00 | 0.00 | 96.21K |
AmazonSOLE | COM | 117.75K | SH | $24.52M 1.98% | 0.00 | 0.00 | 117.75K |
Intl Business Machines CorpSOLE | COM | 96.64K | SH | $23.43M 1.89% | 0.00 | 0.00 | 96.64K |
Vertex PharmaceuticalSOLE | COM | 51.76K | SH | $23.11M 1.87% | 0.00 | 0.00 | 51.76K |
J P Morgan Chase & CoSOLE | COM | 64.63K | SH | $19.01M 1.54% | 0.00 | 0.00 | 64.63K |
Wal-Mart Stores IncSOLE | COM | 142.22K | SH | $17.68M 1.43% | 0.00 | 0.00 | 142.22K |
McDonalds CorpSOLE | COM | 56.65K | SH | $17.61M 1.42% | 0.00 | 0.00 | 56.65K |
Applied MaterialsSOLE | COM | 51.46K | SH | $17.59M 1.42% | 0.00 | 0.00 | 51.46K |
Chevron CorpSOLE | COM | 80.41K | SH | $16.64M 1.35% | 0.00 | 0.00 | 80.41K |
AbbVie IncSOLE | COM | 73.45K | SH | $15.98M 1.29% | 0.00 | 0.00 | 73.45K |
AFLAC IncSOLE | COM | 138.36K | SH | $15.18M 1.23% | 0.00 | 0.00 | 138.36K |
Lowes Companies IncSOLE | COM | 61.69K | SH | $14.58M 1.18% | 0.00 | 0.00 | 61.69K |
Lam Research CorpSOLE | COM | 64.50K | SH | $13.78M 1.11% | 0.00 | 0.00 | 64.50K |
Texas InstrumentsSOLE | COM | 67.12K | SH | $13.03M 1.05% | 0.00 | 0.00 | 67.12K |
Oracle CorpSOLE | COM | 85.81K | SH | $12.62M 1.02% | 0.00 | 0.00 | 85.81K |
American Express CoSOLE | COM | 40.54K | SH | $12.26M 0.99% | 0.00 | 0.00 | 40.54K |
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