CULLINAN ASSOCIATES INC
CIK 1161670
13F filing for Q2 2026・No. 2,155
- Holdings
- US$1.32B
- Quarter change
- +US$86.77M
- Entries
- 204
- Net bought (estimate)
- −US$56.67M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 10
- Cut 74
- Added 37
- Corporate actions 0
- Unchanged 86
Largest holdings
204 stocks worth US$1.32B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 382,145 | US$110.58M | 8.36% |
| KOCoca-Cola CompanyCOM | Cut | 1,132,980 | US$92.08M | 6.96% |
| MSFTMicrosoftCOM | Cut | 139,649 | US$52.09M | 3.94% |
| SPGIS&P Global Inc.COM | Cut | 121,500 | US$49.48M | 3.74% |
| JNJJohnson & JohnsonCOM | Cut | 177,028 | US$44.96M | 3.40% |
| GOOGAlphabet Class CCOM | Added | 118,397 | US$41.83M | 3.16% |
| SPYSPDR S&P 500 TrustCOM | Added | 51,583 | US$38.52M | 2.91% |
| AMATApplied MaterialsCOM | Cut | 46,437 | US$33.57M | 2.54% |
| PGProcter & Gamble CoCOM | Cut | 222,191 | US$32.58M | 2.46% |
| AMZNAmazonCOM | Added | 126,253 | US$30.09M | 2.27% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.