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CULLINAN ASSOCIATES INC

Q1 2025 · 13F-HR

CULLINAN ASSOCIATES INCholdings as filed

Filed 2025-04-22 · accession 0001161670-25-000003

$1.41B
Reported value
216
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$102.3M7.23%460,720CommonNONE
191216100KOCoca-Cola Company$97.6M6.90%1,362,063CommonNONE
594918104MSFTMicrosoft Corp$66.1M4.67%176,015CommonNONE
78409V104SPGIS&P Global Inc.$62.6M4.42%123,140CommonNONE
19260Q107COINCoinbase Global Inc.$52.1M3.69%302,725CommonNONE
931142103WMTWal-Mart Stores Inc$50.8M3.59%578,143CommonNONE
742718109PGProcter & Gamble Co$44.8M3.16%262,664CommonNONE
78462F103SPYSPDR S&P 500 Trust$34.7M2.45%62,046CommonNONE
478160104JNJJohnson & Johnson$32.1M2.27%193,703CommonNONE
30231G102XOMExxon Mobil$31.0M2.19%260,798CommonNONE
459200101IBMIntl Business Machines Corp$30.9M2.19%124,385CommonNONE
92532F100VRTXVertex Pharmaceutical$25.7M1.82%53,112CommonNONE
023135106AMZNAmazon$24.2M1.71%127,393CommonNONE
92826C839VVisa Inc Cl A$24.0M1.70%68,473CommonNONE
166764100CVXChevron Corp$23.0M1.63%137,426CommonNONE
580135101MCDMcDonalds Corp$21.4M1.51%68,501CommonNONE
548661107LOWLowes Companies Inc$20.2M1.43%86,572CommonNONE
02079K305GOOGLAlphabet Class A$19.9M1.41%128,717CommonNONE
46625H100JPMJ P Morgan Chase & Co$19.7M1.39%80,383CommonNONE
00287Y109ABBVAbbVie Inc$19.2M1.36%91,716CommonNONE
68389X105ORCLOracle Corp$16.9M1.19%120,776CommonNONE
882508104TXNTexas Instruments$16.3M1.15%90,759CommonNONE
285512109EAElectronic Arts$15.6M1.10%108,134CommonNONE
025816109AXPAmerican Express Co$14.5M1.02%53,766CommonNONE
009066101ABNBAirbnb Inc$14.0M0.99%116,936CommonNONE
001055102AFLAFLAC Inc$13.9M0.98%125,259CommonNONE
30303M102METAMeta Platforms Inc$13.5M0.96%23,490CommonNONE
02079K107GOOGAlphabet Class C$13.5M0.95%86,121CommonNONE
67066G104NVDANvidia Corp$13.4M0.95%123,424CommonNONE
74758T303QLYSQualys Inc$12.9M0.92%102,800CommonNONE
22160K105COSTCostco Wholesale Corp$12.8M0.90%13,483CommonNONE
149123101CATCaterpillar$11.6M0.82%35,022CommonNONE
437076102HDHome Depot$11.4M0.80%31,020CommonNONE
031162100AMGNAmgen Inc$10.8M0.76%34,523CommonNONE
842587107SOSouthern Co$10.6M0.75%115,609CommonNONE
539830109LMTLockheed Martin$9.6M0.68%21,528CommonNONE
244199105DEDeere & Company$9.5M0.67%20,281CommonNONE
038222105AMATApplied Materials$9.4M0.67%64,980CommonNONE
872540109TJXTJX Companies$9.1M0.65%74,961CommonNONE
911312106UPSUnited Parcel Service Inc Cl B$8.6M0.61%78,019CommonNONE
291011104EMREmerson Electric Company$8.1M0.57%73,831CommonNONE
113809107Berkshire Hathaway Cl B$8.0M0.57%15,037CommonNONE
38141G104GSGoldman Sachs$7.9M0.56%14,401CommonNONE
90353T100UBERUber Technologies Inc$7.8M0.55%107,519CommonNONE
532457108LLYEli Lilly & Company$7.7M0.55%9,370CommonNONE
254687106DISWalt Disney Company$7.6M0.53%76,552CommonNONE
91324P102UNHUnitedHealth$7.5M0.53%14,388CommonNONE
650111107NYTNew York Times Company$7.3M0.51%146,272CommonNONE
718172109PMPhilip Morris$7.1M0.50%44,570CommonNONE
512807108LRCXEURLam Research Corp$7.1M0.50%97,000CommonNONE
452308109ITWIllinois Tool Works$6.9M0.48%27,639CommonNONE
40434L105HPQHP Inc$6.9M0.48%247,423CommonNONE
482480100KLACKLA Corporation$6.8M0.48%10,052CommonNONE
17275R102CSCOCisco Systems Inc$6.3M0.44%101,738CommonNONE
744320102PRUPrudential Financial$6.3M0.44%56,133CommonNONE
89417E109TRVThe Travelers Companies$5.7M0.40%21,502CommonNONE
278865100ECLEcolab Inc$5.3M0.38%21,011CommonNONE
268150109DTDynatrace Holdings LLC$5.1M0.36%109,000CommonNONE
79466L302CRMSalesforce.com Inc$5.1M0.36%18,846CommonNONE
12572Q105CMECME Group$5.0M0.36%18,954CommonNONE
988498101YUMYUM Brands$4.9M0.35%31,304CommonNONE
002824100ABTAbbott Laboratories$4.9M0.35%37,094CommonNONE
194162103CLColgate-Palmolive Company$4.7M0.33%50,439CommonNONE
747525103QCOMQualcomm Inc$4.7M0.33%30,430CommonNONE
20030N101CMCSAComcast Corp$4.6M0.33%124,690CommonNONE
655844108NSCNorfolk Southern$4.6M0.32%19,400CommonNONE
642045108AESINew Atlas Holdco Inc$4.5M0.32%252,000CommonNONE
00724F101ADBEAdobe$4.5M0.31%11,612CommonNONE
311900104FASTFastenal Company$4.3M0.31%55,777CommonNONE
617446448MSMorgan Stanley$4.3M0.31%37,052CommonNONE
110122108BMYBristol Myers Squibb Company$4.3M0.30%69,920CommonNONE
89832Q109TFCTruist Financial Corporation$4.2M0.30%103,235CommonNONE
907818108UNPUnion Pacific Corp$4.2M0.30%17,770CommonNONE
G5960L103MDTMedtronic Plc$4.2M0.29%46,326CommonNONE
713448108PEPPepsiCo$4.1M0.29%27,493CommonNONE
58933Y105MRKMerck & Company Inc$4.1M0.29%45,319CommonNONE
922908363VOOVanguard S&P 500 ETF$4.0M0.28%7,830CommonNONE
12541W209CHRWC H Robinsin Worldwide$3.9M0.28%38,000CommonNONE
049468101TEAMAtlassian Corp CL A$3.8M0.27%18,017CommonNONE
03027X100AMTAmerican Tower REIT$3.8M0.27%17,321CommonNONE
74340W103PLDProLogis Inc$3.7M0.26%33,202CommonNONE
679295105OKTAOkta Inc$3.6M0.26%34,450CommonNONE
053015103ADPAutomatic Data$3.3M0.23%10,800CommonNONE
231021106CMICummins$3.2M0.22%10,066CommonNONE
609207105MDLZMondelez Intl$3.1M0.22%46,387CommonNONE
949746101WMT2Wells Fargo & Co$3.1M0.22%42,946CommonNONE
26441C204DUKDuke Energy Hldg$3.0M0.21%24,912CommonNONE
126650100CVSCVS Health Corp$3.0M0.21%44,459CommonNONE
776696106ROPRoper Technologies$2.9M0.21%5,000CommonNONE
228227104Crown Castle$2.9M0.21%28,159CommonNONE
88160R101TSLATesla Motors Inc$2.9M0.21%11,200CommonNONE
666807102NOCNorthrop Grumman Corp$2.9M0.20%5,592CommonNONE
863667101SYKStryker$2.8M0.20%7,625CommonNONE
060505104BACBank Of America$2.8M0.20%67,325CommonNONE
464287614IWFiShares Russell 1000 Growth ET$2.6M0.18%7,200CommonNONE
101137107BSXBoston Scientific$2.6M0.18%25,700CommonNONE
G1151C101ACNAccenture PLC$2.6M0.18%8,234CommonNONE
57636Q104MAMastercard$2.5M0.18%4,575CommonNONE
46120E602ISRGIntuitive Surgical Inc$2.4M0.17%4,900CommonNONE
75513E101RTXRTX Corporation$2.4M0.17%18,133CommonNONE
20825C104COPConocoPhillips$2.3M0.17%22,332CommonNONE
37637K108GTLBGitlab Inc Cl A$2.2M0.16%47,000CommonNONE
438516106HONHoneywell$2.0M0.14%9,290CommonNONE
854502101SWKStanley Black & Decker$1.9M0.14%25,000CommonNONE
02209S103MOAltria Group$1.9M0.13%31,427CommonNONE
032654105ADIAnalog Devices$1.9M0.13%9,307CommonNONE
461202103INTUIntuit$1.7M0.12%2,770CommonNONE
433000106HIMSHims and Hers Health$1.7M0.12%56,200CommonNONE
458140100INTCIntel Corp$1.7M0.12%72,889CommonNONE
717081103PFEPfizer Inc$1.6M0.12%64,654CommonNONE
902973304USBU S Bancorp$1.6M0.11%38,218CommonNONE
81762P102NOWServiceNow$1.6M0.11%2,000CommonNONE
115236101BROBrown & Brown Inc$1.6M0.11%12,500CommonNONE
65339F101NEENextEra Energy$1.5M0.11%21,383CommonNONE
70450Y103PYPLPayPal Hldg Inc$1.5M0.10%22,715CommonNONE
11135F101AVGOBroadcom Ltd$1.5M0.10%8,700CommonNONE
369604301GEGE Aerospace$1.3M0.09%6,679CommonNONE
74275K108PCORProcore Technologies Inc$1.3M0.09%20,000CommonNONE
95040Q104WELLWelltower Inc$1.3M0.09%8,465CommonNONE
64110L106NFLXNetflix$1.2M0.09%1,300CommonNONE
718546104PSXPhillips 66$1.2M0.08%9,639CommonNONE
25746U109DDominion Energy$1.2M0.08%21,078CommonNONE
883556102TMOThermo Fisher Scientific$1.1M0.08%2,300CommonNONE
G29183103ETNEaton Corp$1.1M0.08%4,175CommonNONE
743315103PGRProgressive Corp$1.1M0.08%4,000CommonNONE
097023105BABoeing$1.1M0.07%6,175CommonNONE
294429105EFXEquifax Inc$1.0M0.07%4,250CommonNONE
046353108AZNNAstraZeneca PLC$957,4110.07%13,026CommonNONE
336433107FSLRFirst Solar Inc$948,2250.07%7,500CommonNONE
808513105SCHWCharles Schwab Corp$931,5320.07%11,900CommonNONE
28176E108EWEdwards Lifesciences$913,2480.06%12,600CommonNONE
H42097107UBSUBS AG$888,2700.06%29,000CommonNONE
693475105PNCPNC Finl$854,5940.06%4,862CommonNONE
92343V104VZVerizon Communications Inc$854,3100.06%18,834CommonNONE
375558103GILDGilead Sciences$847,9010.06%7,567CommonNONE
871829107SYYSysco Corp$825,4400.06%11,000CommonNONE
00846U101AAgilent$818,8600.06%7,000CommonNONE
00206R102TAT&T Inc$816,0190.06%28,855CommonNONE
09260D107BXBlackstone Group$810,7240.06%5,800CommonNONE
670346105NUENucor Corp$766,4450.05%6,369CommonNONE
534187109LNCLincoln National Corporation$746,9280.05%20,800CommonNONE
494368103KMBKimberly-Clark$725,3220.05%5,100CommonNONE
316773100FITBFifth Third Bancorp$721,2800.05%18,400CommonNONE
G8994E103TTTrane Tech PLC$707,5320.05%2,100CommonNONE
369550108GDGeneral Dynamics$702,9840.05%2,579CommonNONE
372460105GPCGenuine Parts Company$702,9260.05%5,900CommonNONE
25809K105DASHDoordash Inc$699,0950.05%3,825CommonNONE
09247X101BLKCHFBlackrock Inc$677,6800.05%716CommonNONE
654106103NKENike Inc Cl B$667,8100.05%10,520CommonNONE
824348106SHWSherwin-Williams$663,4610.05%1,900CommonNONE
071813109BAXBaxter Intl$640,1010.05%18,700CommonNONE
302491303FMCFMC Corporation$609,5610.04%14,448CommonNONE
670100205NVONovo Nordisk ADR$602,3920.04%8,675CommonNONE
874054109TTWOTake Two$601,0250.04%2,900CommonNONE
260557103DOWDow Inc$594,3940.04%17,022CommonNONE
14448C104CARRCarrier Global$570,6000.04%9,000CommonNONE
141788109CARGCarGurus Inc$565,1220.04%19,400CommonNONE
525327102LDOSLeidos Holdings Inc.$539,7600.04%4,000CommonNONE
66987V109NVSNovartis AG$523,9560.04%4,700CommonNONE
126408103CSXCSX Corp$517,9680.04%17,600CommonNONE
92537N108VRTVertiv Holdings Co$506,9880.04%7,022CommonNONE
59156R108METMetlife Inc$501,3310.04%6,244CommonNONE
88579Y101MMM3M Company$499,3240.04%3,400CommonNONE
056752108BIDUBaidu Inc$496,9620.04%5,400CommonNONE
007903107AMDAdvanced Micro$495,1040.04%4,819CommonNONE
579780206MKCMcCormick and Co$493,8600.03%6,000CommonNONE
46090E103QQQInvesco QQQ Tr Unit Ser 1$489,0840.03%1,043CommonNONE
71654V408PBRPetroleo Brasileiro$476,0880.03%33,200CommonNONE
778296103ROSTRoss Stores$443,0480.03%3,467CommonNONE
36828A101GEVGE Vernova Inc$442,0450.03%1,448CommonNONE
72651A207PAGPPlains GP Holdings$427,2000.03%20,000CommonNONE
969904101WSMWilliams-Sonoma$426,8700.03%2,700CommonNONE
71467V109Quantum Scape Corp$420,1600.03%101,000CommonNONE
98978V103ZTSZoetis Inc$411,6250.03%2,500CommonNONE
595017104MCHPMicrochip$411,4850.03%8,500CommonNONE
446413106HIIHuntington Ingalls Industries$408,0800.03%2,000CommonNONE
444859102HUMHumana$403,5150.03%1,525CommonNONE
78463V107GLDSPDR Gold Trust ETF$403,3960.03%1,400CommonNONE
808625107SAICScience Applications Intl Corp$392,9450.03%3,500CommonNONE
22052L104CTVACorteva Inc$391,9680.03%6,229CommonNONE
500754106KHCKraft Heinz Co$387,7390.03%12,742CommonNONE
770700102HOODRobinhood Markets Inc$387,0660.03%9,300CommonNONE
780087102RYRoyal Bank of Canada$383,2480.03%3,400CommonNONE
780259305SHELShell PLC$373,7280.03%5,100CommonNONE
G5494J103Linde PLC$372,9780.03%801CommonNONE
56585A102MPCMarathon Petroleum Corp$358,3970.03%2,460CommonNONE
G6095L109Aptiv PLC$339,1500.02%5,700CommonNONE
69608A108PLTRPalantir Technologies Inc$337,6000.02%4,000CommonNONE
773903109ROKRockwell$335,8940.02%1,300CommonNONE
253868103DLRDigital Realty Trust$332,2900.02%2,319CommonNONE
91913Y100VLOValero Energy$290,5540.02%2,200CommonNONE
360271100FULTFulton Financial$289,4400.02%16,000CommonNONE
45687V106IRIngersoll-Rand PLC$288,1880.02%3,601CommonNONE
697435105PANWPalo Alto Networks Inc$273,0240.02%1,600CommonNONE
136375102CNICanadian National Railway$272,8880.02%2,800CommonNONE
235851102DHRDanaher Corp$266,5000.02%1,300CommonNONE
H1467J104CBChubb Limited$266,3550.02%882CommonNONE
03783C100APPFAppFolio Inc$263,8800.02%1,200CommonNONE
05464C101AXONAxon Enterprise Inc$262,9750.02%500CommonNONE
81211K100SDASealed Air$257,2100.02%8,900CommonNONE
055622104BPBP PLC ADS$256,8040.02%7,600CommonNONE
929160109VMCVulcan Materials$256,6300.02%1,100CommonNONE
075887109BDXBecton Dickenson & Co$251,9660.02%1,100CommonNONE
020002101ALLAllstate Corp$248,4840.02%1,200CommonNONE
21037T109CEGConstl. Energy Corporation$241,9560.02%1,200CommonNONE
49338L103KEYSKeysight Technologies$239,6320.02%1,600CommonNONE
74144T108TROWT Rowe Price Grp Inc$238,8620.02%2,600CommonNONE
704326107PAYXPaychex Inc$237,0420.02%1,536CommonNONE
29273V100ETEnergy Transfer LP$228,6570.02%12,300CommonNONE
25243Q205DEODiageo PLC ADR$220,0590.02%2,100CommonNONE
460146103IPIntl Paper$219,0550.02%4,106CommonNONE
872590104TMUST Mobile US$213,3680.02%800CommonNONE
30161N101EXCExelon Corp$207,3600.01%4,500CommonNONE
68902V107OTISOtis Worldwide$206,4000.01%2,000CommonNONE
52736R102LEVILevi Strauss & Co$155,9000.01%10,000CommonNONE
83304A106SNAPSnap Inc$100,1650.01%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.