CULLINAN ASSOCIATES INC: 13F holdings

CIK 11616702026Q2

Positions204
Reported value$1.3bn
Filed2026-07-29

Change since last quarter

Positions204 (-3 vs prior quarter)
Reported value$1.3bn (+7.0%)

Top 10 holdings

SecuritySharesValueWeight
AAPL Apple Inc382,145$110.6m8.4%
KO Coca-Cola Company1,132,980$92.1m7.0%
MSFT Microsoft Corp139,649$52.1m3.9%
SPGI S&P Global Inc.121,500$49.5m3.7%
JNJ Johnson & Johnson177,028$45.0m3.4%
GOOG Alphabet Class C118,397$41.8m3.2%
SPY SPDR S&P 500 Trust51,583$38.5m2.9%
AMAT Applied Materials46,437$33.6m2.5%
PG Procter & Gamble Co222,191$32.6m2.5%
AMZN Amazon126,253$30.1m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1161670")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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