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CULLINAN ASSOCIATES INC

Q4 2024 · 13F-HR

CULLINAN ASSOCIATES INCholdings as filed

Filed 2025-01-24 · accession 0001161670-25-000001

$1.56B
Reported value
217
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$164.5M10.6%656,812CommonNONE
191216100KOCoca-Cola Company$85.4M5.48%1,371,065CommonNONE
19260Q107COINCoinbase Global Inc.$75.2M4.82%302,725CommonNONE
594918104MSFTMicrosoft Corp$73.8M4.74%175,128CommonNONE
931142103WMTWal-Mart Stores Inc$72.0M4.62%796,400CommonNONE
78409V104SPGIS&P Global Inc.$62.7M4.03%125,945CommonNONE
742718109PGProcter & Gamble Co$43.9M2.82%262,014CommonNONE
78462F103SPYSPDR S&P 500 Trust$39.0M2.51%66,589CommonNONE
023135106AMZNAmazon$29.6M1.90%134,844CommonNONE
30231G102XOMExxon Mobil$28.0M1.80%260,590CommonNONE
478160104JNJJohnson & Johnson$28.0M1.80%193,458CommonNONE
459200101IBMIntl Business Machines Corp$27.0M1.73%122,755CommonNONE
02079K305GOOGLAlphabet Class A$26.0M1.67%137,422CommonNONE
02079K107GOOGAlphabet Class C$22.1M1.42%115,861CommonNONE
92826C839VVisa Inc Cl A$21.6M1.39%68,314CommonNONE
92532F100VRTXVertex Pharmaceutical$21.4M1.37%53,162CommonNONE
548661107LOWLowes Companies Inc$21.0M1.35%84,966CommonNONE
285512109EAElectronic Arts$20.3M1.30%138,943CommonNONE
166764100CVXChevron Corp$20.3M1.30%140,017CommonNONE
580135101MCDMcDonalds Corp$20.1M1.29%69,304CommonNONE
46625H100JPMJ P Morgan Chase & Co$19.9M1.28%83,142CommonNONE
68389X105ORCLOracle Corp$19.7M1.26%117,927CommonNONE
67066G104NVDANvidia Corp$17.5M1.12%130,154CommonNONE
882508104TXNTexas Instruments$16.7M1.07%89,290CommonNONE
00287Y109ABBVAbbVie Inc$16.7M1.07%93,777CommonNONE
025816109AXPAmerican Express Co$15.8M1.01%53,101CommonNONE
009066101ABNBAirbnb Inc$15.5M0.99%117,683CommonNONE
30303M102METAMeta Platforms Inc$15.1M0.97%25,725CommonNONE
74758T303QLYSQualys Inc$14.4M0.93%102,800CommonNONE
001055102AFLAFLAC Inc$13.1M0.84%126,357CommonNONE
149123101CATCaterpillar$12.7M0.82%35,043CommonNONE
22160K105COSTCostco Wholesale Corp$11.8M0.76%12,883CommonNONE
038222105AMATApplied Materials$11.2M0.72%68,574CommonNONE
437076102HDHome Depot$10.9M0.70%27,931CommonNONE
911312106UPSUnited Parcel Service Inc Cl B$10.5M0.68%83,426CommonNONE
539830109LMTLockheed Martin$10.5M0.67%21,542CommonNONE
88160R101TSLATesla Motors Inc$10.2M0.65%25,200CommonNONE
291011104EMREmerson Electric Company$9.9M0.63%79,813CommonNONE
38141G104GSGoldman Sachs$9.9M0.63%17,204CommonNONE
955306105WSTWest Pharmaceutical Services$9.8M0.63%30,000CommonNONE
031162100AMGNAmgen Inc$9.4M0.60%36,034CommonNONE
91324P102UNHUnitedHealth$9.4M0.60%18,498CommonNONE
244199105DEDeere & Company$8.8M0.57%20,839CommonNONE
254687106DISWalt Disney Company$8.2M0.53%73,522CommonNONE
872540109TJXTJX Companies$7.7M0.49%63,701CommonNONE
650111107NYTNew York Times Company$7.2M0.46%137,457CommonNONE
512807108LRCXEURLam Research Corp$7.0M0.45%97,000CommonNONE
113809107Berkshire Hathaway Cl B$7.0M0.45%15,437CommonNONE
532457108LLYEli Lilly & Company$7.0M0.45%9,055CommonNONE
40434L105HPQHP Inc$6.9M0.44%210,864CommonNONE
452308109ITWIllinois Tool Works$6.8M0.44%26,927CommonNONE
89832Q109TFCTruist Financial Corporation$6.6M0.43%153,037CommonNONE
482480100KLACKLA Corporation$6.4M0.41%10,120CommonNONE
744320102PRUPrudential Financial$6.4M0.41%53,743CommonNONE
842587107SOSouthern Co$6.3M0.41%76,814CommonNONE
79466L302CRMSalesforce.com Inc$6.2M0.40%18,586CommonNONE
90353T100UBERUber Technologies Inc$6.1M0.39%100,519CommonNONE
268150109DTDynatrace Holdings LLC$5.9M0.38%109,000CommonNONE
278865100ECLEcolab Inc$5.6M0.36%23,914CommonNONE
642045108AESINew Atlas Holdco Inc$5.6M0.36%252,000CommonNONE
718172109PMPhilip Morris$5.3M0.34%44,220CommonNONE
17275R102CSCOCisco Systems Inc$5.2M0.33%87,712CommonNONE
00724F101ADBEAdobe$5.2M0.33%11,597CommonNONE
617446448MSMorgan Stanley$4.9M0.32%39,193CommonNONE
20030N101CMCSAComcast Corp$4.7M0.30%125,690CommonNONE
969904101WSMWilliams-Sonoma$4.7M0.30%25,400CommonNONE
194162103CLColgate-Palmolive Company$4.6M0.29%50,439CommonNONE
655844108NSCNorfolk Southern$4.6M0.29%19,500CommonNONE
58933Y105MRKMerck & Company Inc$4.5M0.29%44,878CommonNONE
002824100ABTAbbott Laboratories$4.4M0.28%38,994CommonNONE
049468101TEAMAtlassian Corp CL A$4.4M0.28%18,017CommonNONE
89417E109TRVThe Travelers Companies$4.3M0.28%17,849CommonNONE
922908363VOOVanguard S&P 500 ETF$4.2M0.27%7,830CommonNONE
907818108UNPUnion Pacific Corp$4.1M0.27%18,170CommonNONE
12572Q105CMECME Group$4.1M0.26%17,647CommonNONE
110122108BMYBristol Myers Squibb Company$4.0M0.26%71,604CommonNONE
12541W209CHRWC H Robinsin Worldwide$4.0M0.26%39,050CommonNONE
713448108PEPPepsiCo$4.0M0.26%26,393CommonNONE
988498101YUMYUM Brands$4.0M0.26%29,837CommonNONE
G5960L103MDTMedtronic Plc$3.8M0.25%48,186CommonNONE
311900104FASTFastenal Company$3.8M0.25%53,376CommonNONE
231021106CMICummins$3.7M0.24%10,570CommonNONE
747525103QCOMQualcomm Inc$3.6M0.23%23,721CommonNONE
03027X100AMTAmerican Tower REIT$3.5M0.23%19,321CommonNONE
74340W103PLDProLogis Inc$3.4M0.22%32,505CommonNONE
053015103ADPAutomatic Data$3.2M0.20%10,800CommonNONE
949746101WMT2Wells Fargo & Co$3.0M0.19%42,245CommonNONE
G1151C101ACNAccenture PLC$2.9M0.19%8,324CommonNONE
594972408MSTRMicrostrategy Inc New$2.9M0.19%10,000CommonNONE
464287614IWFiShares Russell 1000 Growth ET$2.9M0.19%7,200CommonNONE
26441C204DUKDuke Energy Hldg$2.9M0.18%26,541CommonNONE
75513E101RTXRTX Corporation$2.8M0.18%24,533CommonNONE
060505104BACBank Of America$2.8M0.18%63,425CommonNONE
679295105OKTAOkta Inc$2.8M0.18%34,900CommonNONE
609207105MDLZMondelez Intl$2.7M0.18%45,734CommonNONE
37637K108GTLBGitlab Inc Cl A$2.6M0.17%47,000CommonNONE
666807102NOCNorthrop Grumman Corp$2.6M0.17%5,550CommonNONE
776696106ROPRoper Technologies$2.6M0.17%5,000CommonNONE
57636Q104MAMastercard$2.6M0.17%4,900CommonNONE
46120E602ISRGIntuitive Surgical Inc$2.6M0.16%4,900CommonNONE
228227104Crown Castle$2.6M0.16%28,159CommonNONE
101137107BSXBoston Scientific$2.4M0.16%27,400CommonNONE
11135F101AVGOBroadcom Ltd$2.2M0.14%9,500CommonNONE
20825C104COPConocoPhillips$2.2M0.14%22,132CommonNONE
863667101SYKStryker$2.1M0.14%5,925CommonNONE
438516106HONHoneywell$2.1M0.14%9,408CommonNONE
81762P102NOWServiceNow$2.1M0.14%2,000CommonNONE
65339F101NEENextEra Energy$2.1M0.13%28,604CommonNONE
032654105ADIAnalog Devices$2.0M0.13%9,326CommonNONE
854502101SWKStanley Black & Decker$2.0M0.13%24,600CommonNONE
70450Y103PYPLPayPal Hldg Inc$1.8M0.12%21,415CommonNONE
902973304USBU S Bancorp$1.8M0.12%37,918CommonNONE
126650100CVSCVS Health Corp$1.8M0.11%39,618CommonNONE
09260D107BXBlackstone Group$1.7M0.11%10,100CommonNONE
461202103INTUIntuit$1.7M0.11%2,770CommonNONE
95040Q104WELLWelltower Inc$1.7M0.11%13,517CommonNONE
717081103PFEPfizer Inc$1.7M0.11%63,254CommonNONE
02209S103MOAltria Group$1.6M0.11%31,427CommonNONE
458140100INTCIntel Corp$1.6M0.10%80,138CommonNONE
433000106HIMSHims and Hers Health$1.5M0.10%63,100CommonNONE
375558103GILDGilead Sciences$1.4M0.09%15,141CommonNONE
G29183103ETNEaton Corp$1.4M0.09%4,175CommonNONE
115236101BROBrown & Brown Inc$1.3M0.09%13,000CommonNONE
336433107FSLRFirst Solar Inc$1.3M0.08%7,500CommonNONE
883556102TMOThermo Fisher Scientific$1.2M0.08%2,300CommonNONE
25809K105DASHDoordash Inc$1.2M0.08%7,000CommonNONE
097023105BABoeing$1.2M0.07%6,575CommonNONE
64110L106NFLXNetflix$1.2M0.07%1,300CommonNONE
25746U109DDominion Energy$1.1M0.07%21,078CommonNONE
718546104PSXPhillips 66$1.1M0.07%9,739CommonNONE
294429105EFXEquifax Inc$1.1M0.07%4,250CommonNONE
369604301GEGE Aerospace$1.0M0.07%6,214CommonNONE
743315103PGRProgressive Corp$958,4400.06%4,000CommonNONE
00846U101AAgilent$940,3800.06%7,000CommonNONE
09247X101BLKCHFBlackrock Inc$939,0010.06%916CommonNONE
693475105PNCPNC Finl$937,6370.06%4,862CommonNONE
28176E108EWEdwards Lifesciences$932,7780.06%12,600CommonNONE
H42097107UBSUBS AG$879,2800.06%29,000CommonNONE
046353108AZNNAstraZeneca PLC$853,4640.05%13,026CommonNONE
808513105SCHWCharles Schwab Corp$851,1150.05%11,500CommonNONE
871829107SYYSysco Corp$841,0600.05%11,000CommonNONE
98978V103ZTSZoetis Inc$798,3570.05%4,900CommonNONE
260557103DOWDow Inc$793,4360.05%19,772CommonNONE
316773100FITBFifth Third Bancorp$777,9520.05%18,400CommonNONE
G8994E103TTTrane Tech PLC$775,6350.05%2,100CommonNONE
92343V104VZVerizon Communications Inc$761,8090.05%19,050CommonNONE
654106103NKENike Inc Cl B$758,2130.05%10,020CommonNONE
670100205NVONovo Nordisk ADR$746,2230.05%8,675CommonNONE
670346105NUENucor Corp$743,3260.05%6,369CommonNONE
141788109CARGCarGurus Inc$708,8760.05%19,400CommonNONE
302491303FMCFMC Corporation$702,3170.05%14,448CommonNONE
372460105GPCGenuine Parts Company$688,8840.04%5,900CommonNONE
369550108GDGeneral Dynamics$679,5410.04%2,579CommonNONE
494368103KMBKimberly-Clark$668,3040.04%5,100CommonNONE
534187109LNCLincoln National Corporation$659,5680.04%20,800CommonNONE
00206R102TAT&T Inc$657,0280.04%28,855CommonNONE
14448C104CARRCarrier Global$648,4700.04%9,500CommonNONE
824348106SHWSherwin-Williams$645,8670.04%1,900CommonNONE
88579Y101MMM3M Company$632,5410.04%4,900CommonNONE
595017104MCHPMicrochip$625,1150.04%10,900CommonNONE
36828A101GEVGE Vernova Inc$592,0740.04%1,800CommonNONE
007903107AMDAdvanced Micro$582,0870.04%4,819CommonNONE
525327102LDOSLeidos Holdings Inc.$576,2400.04%4,000CommonNONE
126408103CSXCSX Corp$567,9520.04%17,600CommonNONE
778296103ROSTRoss Stores$554,7070.04%3,667CommonNONE
071813109BAXBaxter Intl$545,2920.04%18,700CommonNONE
874054109TTWOTake Two$533,8320.03%2,900CommonNONE
46090E103QQQInvesco QQQ Tr Unit Ser 1$533,2130.03%1,043CommonNONE
59156R108METMetlife Inc$516,8270.03%6,312CommonNONE
579780206MKCMcCormick and Co$457,4400.03%6,000CommonNONE
66987V109NVSNovartis AG$457,3570.03%4,700CommonNONE
056752108BIDUBaidu Inc$455,2740.03%5,400CommonNONE
71654V408PBRPetroleo Brasileiro$426,9520.03%33,200CommonNONE
91913Y100VLOValero Energy$419,2580.03%3,420CommonNONE
253868103DLRDigital Realty Trust$411,2280.03%2,319CommonNONE
780087102RYRoyal Bank of Canada$409,7340.03%3,400CommonNONE
22052L104CTVACorteva Inc$407,7480.03%7,159CommonNONE
595112103MUMicron Technology$395,5520.03%4,700CommonNONE
25243Q205DEODiageo PLC ADR$394,1030.03%3,100CommonNONE
500754106KHCKraft Heinz Co$391,3070.03%12,742CommonNONE
808625107SAICScience Applications Intl Corp$391,2300.03%3,500CommonNONE
444859102HUMHumana$386,9080.02%1,525CommonNONE
446413106HIIHuntington Ingalls Industries$377,9400.02%2,000CommonNONE
773903109ROKRockwell$371,5270.02%1,300CommonNONE
72651A207PAGPPlains GP Holdings$367,6000.02%20,000CommonNONE
G6095L109Aptiv PLC$344,7360.02%5,700CommonNONE
56585A102MPCMarathon Petroleum Corp$343,1700.02%2,460CommonNONE
G5494J103Linde PLC$341,6350.02%816CommonNONE
78463V107GLDSPDR Gold Trust ETF$338,9820.02%1,400CommonNONE
45687V106IRIngersoll-Rand PLC$325,7460.02%3,601CommonNONE
780259305SHELShell PLC$319,5150.02%5,100CommonNONE
360271100FULTFulton Financial$308,4800.02%16,000CommonNONE
69608A108PLTRPalantir Technologies Inc$302,5200.02%4,000CommonNONE
81211K100SDASealed Air$301,0870.02%8,900CommonNONE
235851102DHRDanaher Corp$298,4150.02%1,300CommonNONE
05464C101AXONAxon Enterprise Inc$297,1600.02%500CommonNONE
03783C100APPFAppFolio Inc$296,0640.02%1,200CommonNONE
74144T108TROWT Rowe Price Grp Inc$294,0340.02%2,600CommonNONE
21036P108STZConstellation Brands$293,9300.02%1,330CommonNONE
697435105PANWPalo Alto Networks Inc$291,1360.02%1,600CommonNONE
49456B101KMIKinder Morgan$287,7000.02%10,500CommonNONE
136375102CNICanadian National Railway$284,2280.02%2,800CommonNONE
929160109VMCVulcan Materials$282,9530.02%1,100CommonNONE
49338L103KEYSKeysight Technologies$257,0080.02%1,600CommonNONE
770700102HOODRobinhood Markets Inc$253,3680.02%6,800CommonNONE
460146103IPIntl Paper$250,4990.02%4,654CommonNONE
075887109BDXBecton Dickenson & Co$249,5570.02%1,100CommonNONE
29273V100ETEnergy Transfer LP$240,9570.02%12,300CommonNONE
704326107PAYXPaychex Inc$229,4610.01%1,636CommonNONE
761152107RMDResMed Inc$228,6900.01%1,000CommonNONE
055622104BPBP PLC ADS$224,6560.01%7,600CommonNONE
125509109Cigna$220,9120.01%800CommonNONE
34964C106FBINFortune Brands Innovations Inc$218,6560.01%3,200CommonNONE
31428X106FDXFedEx$210,9970.01%750CommonNONE
N07059210ASMLASML Holding NV$207,9240.01%300CommonNONE
52736R102LEVILevi Strauss & Co$173,0000.01%10,000CommonNONE
83304A106SNAPSnap Inc$123,8550.01%11,500CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.