CULBERTSON A N & CO INC
•CIK: 1224890•Filing: Q4 2025
**CULBERTSON A N & CO INC** manages $729M across a diversified portfolio of 128 positions. The fund exhibits significant concentration in mega-cap technology and financial sectors, highlighted by top holdings including BRK/B at $58.5M and AAPL at $47.0M. Further substantial allocations are directed toward MSFT ($39.6M), JPM ($36.6M), and GS ($23.9M). This structure suggests a core investment thesis focused on established market leaders across industrials, technology, and finance.
Total AUM
$728.9M
QoQ Performance
+3.2%
Positions
99
Top 10 Concentration
41.3%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
AAPL
MSFT
JPM
BRK/B8.0%
AAPL6.5%
MSFT5.4%
JPM5.0%
GS3.3%
CAT3.2%
GOOG2.9%
CMI2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other34.9%
Financial21.9%
Technology20.5%
Industrial6.8%
Healthcare6.6%
Consumer3.2%
Consumer Staples2.0%
Energy1.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑31 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023