Q1 2026 · 13F-HR
CULLINAN ASSOCIATES INCholdings as filed
Filed 2026-05-01 · accession 0001161670-26-000002
$1.24B
Reported value
207
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | Apple Inc | $101.7M | 8.23% | 400,906 | Common | NONE |
| 191216100 | KO | Coca-Cola Company | $99.9M | 8.08% | 1,312,987 | Common | NONE |
| 594918104 | MSFT | Microsoft Corp | $57.9M | 4.68% | 156,407 | Common | NONE |
| 78409V104 | SPGI | S&P Global Inc. | $51.8M | 4.19% | 121,900 | Common | NONE |
| 478160104 | JNJ | Johnson & Johnson | $44.7M | 3.62% | 183,038 | Common | NONE |
| 30231G102 | XOM | Exxon Mobil | $38.3M | 3.10% | 225,933 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 Trust | $33.3M | 2.69% | 51,188 | Common | NONE |
| 742718109 | PG | Procter & Gamble Co | $32.6M | 2.64% | 225,713 | Common | NONE |
| 02079K305 | GOOGL | Alphabet Class A | $29.8M | 2.41% | 103,754 | Common | NONE |
| 02079K107 | GOOG | Alphabet Class C | $27.6M | 2.23% | 96,214 | Common | NONE |
| 023135106 | AMZN | Amazon | $24.5M | 1.98% | 117,753 | Common | NONE |
| 459200101 | IBM | Intl Business Machines Corp | $23.4M | 1.89% | 96,645 | Common | NONE |
| 92532F100 | VRTX | Vertex Pharmaceutical | $23.1M | 1.87% | 51,762 | Common | NONE |
| 46625H100 | JPM | J P Morgan Chase & Co | $19.0M | 1.54% | 64,633 | Common | NONE |
| 931142103 | WMT | Wal-Mart Stores Inc | $17.7M | 1.43% | 142,221 | Common | NONE |
| 580135101 | MCD | McDonalds Corp | $17.6M | 1.42% | 56,651 | Common | NONE |
| 038222105 | AMAT | Applied Materials | $17.6M | 1.42% | 51,461 | Common | NONE |
| 166764100 | CVX | Chevron Corp | $16.6M | 1.35% | 80,408 | Common | NONE |
| 00287Y109 | ABBV | AbbVie Inc | $16.0M | 1.29% | 73,455 | Common | NONE |
| 001055102 | AFL | AFLAC Inc | $15.2M | 1.23% | 138,359 | Common | NONE |
| 548661107 | LOW | Lowes Companies Inc | $14.6M | 1.18% | 61,687 | Common | NONE |
| 512807108 | LRCXEUR | Lam Research Corp | $13.8M | 1.11% | 64,500 | Common | NONE |
| 882508104 | TXN | Texas Instruments | $13.0M | 1.05% | 67,117 | Common | NONE |
| 68389X105 | ORCL | Oracle Corp | $12.6M | 1.02% | 85,809 | Common | NONE |
| 025816109 | AXP | American Express Co | $12.3M | 0.99% | 40,540 | Common | NONE |
| 149123101 | CAT | Caterpillar | $11.9M | 0.96% | 16,793 | Common | NONE |
| 244199105 | DE | Deere & Company | $11.7M | 0.95% | 20,804 | Common | NONE |
| 30303M102 | META | Meta Platforms Inc | $11.4M | 0.92% | 19,883 | Common | NONE |
| 539830109 | LMT | Lockheed Martin | $10.9M | 0.88% | 17,974 | Common | NONE |
| 482480100 | KLAC | KLA Corporation | $10.6M | 0.86% | 7,191 | Common | NONE |
| 67066G104 | NVDA | Nvidia Corp | $10.4M | 0.84% | 59,425 | Common | NONE |
| 22160K105 | COST | Costco Wholesale Corp | $10.0M | 0.81% | 10,048 | Common | NONE |
| 842587107 | SO | Southern Co | $10.0M | 0.81% | 103,284 | Common | NONE |
| 911312106 | UPS | United Parcel Service Inc Cl B | $9.1M | 0.74% | 92,789 | Common | NONE |
| 90353T100 | UBER | Uber Technologies Inc | $9.1M | 0.74% | 126,824 | Common | NONE |
| 12572Q105 | CME | CME Group | $9.1M | 0.73% | 30,687 | Common | NONE |
| 74758T303 | QLYS | Qualys Inc | $9.0M | 0.73% | 102,800 | Common | NONE |
| 031162100 | AMGN | Amgen Inc | $9.0M | 0.73% | 25,516 | Common | NONE |
| 437076102 | HD | Home Depot | $9.0M | 0.73% | 27,278 | Common | NONE |
| 650111107 | NYT | New York Times Company | $8.6M | 0.70% | 102,672 | Common | NONE |
| 92826C839 | V | Visa Inc Cl A | $8.3M | 0.67% | 27,545 | Common | NONE |
| 872540109 | TJX | TJX Companies | $8.2M | 0.66% | 51,281 | Common | NONE |
| 254687106 | DIS | Walt Disney Company | $8.0M | 0.65% | 82,982 | Common | NONE |
| 17275R102 | CSCO | Cisco Systems Inc | $7.8M | 0.63% | 101,073 | Common | NONE |
| 89417E109 | TRV | The Travelers Companies | $7.3M | 0.59% | 25,096 | Common | NONE |
| 060505104 | BAC | Bank Of America | $7.2M | 0.58% | 146,725 | Common | NONE |
| 747525103 | QCOM | Qualcomm Inc | $6.9M | 0.56% | 53,472 | Common | NONE |
| 291011104 | EMR | Emerson Electric Company | $6.8M | 0.55% | 51,897 | Common | NONE |
| 009066101 | ABNB | Airbnb Inc | $6.8M | 0.55% | 53,622 | Common | NONE |
| 38141G104 | GS | Goldman Sachs | $6.6M | 0.53% | 7,782 | Common | NONE |
| 113809107 | — | Berkshire Hathaway Cl B | $6.4M | 0.52% | 13,437 | Common | NONE |
| 532457108 | LLY | Eli Lilly & Company | $6.4M | 0.52% | 6,978 | Common | NONE |
| 278865100 | ECL | Ecolab Inc | $5.9M | 0.48% | 22,326 | Common | NONE |
| 949746101 | WMT2 | Wells Fargo & Co | $5.8M | 0.47% | 73,346 | Common | NONE |
| 58933Y105 | MRK | Merck & Company Inc | $5.8M | 0.47% | 48,045 | Common | NONE |
| 311900104 | FAST | Fastenal Company | $5.7M | 0.46% | 123,196 | Common | NONE |
| 655844108 | NSC | Norfolk Southern | $5.6M | 0.45% | 19,400 | Common | NONE |
| 70450Y103 | PYPL | PayPal Hldg Inc | $5.0M | 0.41% | 110,820 | Common | NONE |
| 713448108 | PEP | PepsiCo | $5.0M | 0.40% | 32,043 | Common | NONE |
| 718172109 | PM | Philip Morris | $4.9M | 0.39% | 29,355 | Common | NONE |
| 744320102 | PRU | Prudential Financial | $4.4M | 0.36% | 45,138 | Common | NONE |
| 194162103 | CL | Colgate-Palmolive Company | $4.1M | 0.33% | 48,239 | Common | NONE |
| 26441C204 | DUK | Duke Energy Hldg | $4.0M | 0.32% | 30,688 | Common | NONE |
| 922908363 | VOO | Vanguard S&P 500 ETF | $3.9M | 0.31% | 6,500 | Common | NONE |
| 988498101 | YUM | YUM Brands | $3.8M | 0.31% | 24,556 | Common | NONE |
| 57636Q104 | MA | Mastercard | $3.8M | 0.31% | 7,600 | Common | NONE |
| G5960L103 | MDT | Medtronic Plc | $3.7M | 0.30% | 43,117 | Common | NONE |
| 907818108 | UNP | Union Pacific Corp | $3.7M | 0.30% | 15,260 | Common | NONE |
| 126650100 | CVS | CVS Health Corp | $3.7M | 0.30% | 51,231 | Common | NONE |
| 11135F101 | AVGO | Broadcom Ltd | $3.6M | 0.29% | 11,772 | Common | NONE |
| 40434L105 | HPQ | HP Inc | $3.6M | 0.29% | 188,787 | Common | NONE |
| N07059210 | ASML | ASML Holding NV | $3.4M | 0.28% | 2,600 | Common | NONE |
| 642045108 | AESI | New Atlas Holdco Inc | $3.3M | 0.27% | 252,000 | Common | NONE |
| 74340W103 | PLD | ProLogis Inc | $3.2M | 0.26% | 24,457 | Common | NONE |
| 20030N101 | CMCSA | Comcast Corp | $3.0M | 0.25% | 106,088 | Common | NONE |
| 75513E101 | RTX | RTX Corporation | $3.0M | 0.24% | 15,458 | Common | NONE |
| 464287614 | IWF | iShares Russ 1000 Growth ETF | $2.9M | 0.24% | 6,915 | Common | NONE |
| 666807102 | NOC | Northrop Grumman Corp | $2.8M | 0.23% | 4,170 | Common | NONE |
| 20825C104 | COP | ConocoPhillips | $2.8M | 0.23% | 21,432 | Common | NONE |
| 452308109 | ITW | Illinois Tool Works | $2.7M | 0.22% | 10,526 | Common | NONE |
| 002824100 | ABT | Abbott Laboratories | $2.7M | 0.22% | 26,500 | Common | NONE |
| 110122108 | BMY | Bristol Myers Squibb Company | $2.6M | 0.21% | 42,219 | Common | NONE |
| 89832Q109 | TFC | Truist Financial Corporation | $2.5M | 0.21% | 55,435 | Common | NONE |
| 458140100 | INTC | Intel Corp | $2.5M | 0.21% | 57,489 | Common | NONE |
| 617446448 | MS | Morgan Stanley | $2.5M | 0.20% | 15,295 | Common | NONE |
| 231021106 | CMI | Cummins | $2.3M | 0.19% | 4,329 | Common | NONE |
| 46120E602 | ISRG | Intuitive Surgical Inc | $2.3M | 0.18% | 4,900 | Common | NONE |
| 679295105 | OKTA | Okta Inc | $2.2M | 0.18% | 28,300 | Common | NONE |
| 863667101 | SYK | Stryker | $2.2M | 0.18% | 6,595 | Common | NONE |
| 053015103 | ADP | Automatic Data | $2.1M | 0.17% | 10,300 | Common | NONE |
| 285512109 | EA | Electronic Arts | $2.1M | 0.17% | 10,189 | Common | NONE |
| 268150109 | DT | Dynatrace Holdings LLC | $2.0M | 0.16% | 54,500 | Common | NONE |
| 65339F101 | NEE | NextEra Energy | $2.0M | 0.16% | 21,335 | Common | NONE |
| 438516106 | HON | Honeywell | $1.9M | 0.15% | 8,390 | Common | NONE |
| 228227104 | — | Crown Castle | $1.9M | 0.15% | 22,872 | Common | NONE |
| 902973304 | USB | U S Bancorp | $1.8M | 0.15% | 34,950 | Common | NONE |
| 776696106 | ROP | Roper Technologies | $1.8M | 0.14% | 5,000 | Common | NONE |
| 718546104 | PSX | Phillips 66 | $1.8M | 0.14% | 9,639 | Common | NONE |
| 854502101 | SWK | Stanley Black & Decker | $1.7M | 0.14% | 24,600 | Common | NONE |
| 032654105 | ADI | Analog Devices | $1.7M | 0.14% | 5,474 | Common | NONE |
| 609207105 | MDLZ | Mondelez Intl | $1.7M | 0.14% | 30,097 | Common | NONE |
| 64110L106 | NFLX | Netflix | $1.7M | 0.13% | 17,200 | Common | NONE |
| 14448C104 | CARR | Carrier Global | $1.6M | 0.13% | 28,700 | Common | NONE |
| H42097107 | UBS | UBS AG | $1.6M | 0.13% | 40,407 | Common | NONE |
| 79466L302 | CRM | Salesforce.com Inc | $1.6M | 0.13% | 8,455 | Common | NONE |
| 101137107 | BSX | Boston Scientific | $1.5M | 0.12% | 23,799 | Common | NONE |
| 369604301 | GE | GE Aerospace | $1.5M | 0.12% | 5,226 | Common | NONE |
| 336433107 | FSLR | First Solar Inc | $1.5M | 0.12% | 7,500 | Common | NONE |
| G29183103 | ETN | Eaton Corp | $1.4M | 0.11% | 3,974 | Common | NONE |
| 00724F101 | ADBE | Adobe | $1.4M | 0.11% | 5,820 | Common | NONE |
| 717081103 | PFE | Pfizer Inc | $1.3M | 0.10% | 46,101 | Common | NONE |
| 097023105 | BA | Boeing | $1.3M | 0.10% | 6,475 | Common | NONE |
| 25746U109 | D | Dominion Energy | $1.3M | 0.10% | 20,378 | Common | NONE |
| 88160R101 | TSLA | Tesla Motors Inc | $1.2M | 0.09% | 3,100 | Common | NONE |
| 74275K108 | PCOR | Procore Technologies Inc | $1.1M | 0.09% | 20,000 | Common | NONE |
| 883556102 | TMO | Thermo Fisher Scientific | $1.1M | 0.09% | 2,300 | Common | NONE |
| 91324P102 | UNH | UnitedHealth | $1.1M | 0.09% | 4,154 | Common | NONE |
| 808513105 | SCHW | Charles Schwab Corp | $1.1M | 0.09% | 11,900 | Common | NONE |
| 36828A101 | GEV | GE Vernova Inc | $1.1M | 0.09% | 1,215 | Common | NONE |
| 37637K108 | GTLB | Gitlab Inc Cl A | $1.0M | 0.08% | 47,000 | Common | NONE |
| 28176E108 | EW | Edwards Lifesciences | $1.0M | 0.08% | 12,600 | Common | NONE |
| 697435105 | PANW | Palo Alto Networks Inc | $977,952 | 0.08% | 6,100 | Common | NONE |
| 81762P102 | NOW | ServiceNow | $940,950 | 0.08% | 9,000 | Common | NONE |
| 369550108 | GD | General Dynamics | $858,050 | 0.07% | 2,500 | Common | NONE |
| G8994E103 | TT | Trane Tech PLC | $833,480 | 0.07% | 2,000 | Common | NONE |
| 02209S103 | MO | Altria Group | $831,474 | 0.07% | 12,600 | Common | NONE |
| 316773100 | FITB | Fifth Third Bancorp | $813,050 | 0.07% | 17,500 | Common | NONE |
| 00846U101 | A | Agilent | $797,860 | 0.06% | 7,000 | Common | NONE |
| 743315103 | PGR | Progressive Corp | $792,960 | 0.06% | 4,000 | Common | NONE |
| 046353108 | AZNN | AstraZeneca PLC | $791,444 | 0.06% | 4,013 | Common | NONE |
| 294429105 | EFX | Equifax Inc | $765,297 | 0.06% | 4,250 | Common | NONE |
| 446413106 | HII | Huntington Ingalls Industries | $759,800 | 0.06% | 2,000 | Common | NONE |
| 007903107 | AMD | Advanced Micro | $756,556 | 0.06% | 3,719 | Common | NONE |
| 534187109 | LNC | Lincoln National Corporation | $738,400 | 0.06% | 20,800 | Common | NONE |
| 09260D107 | BX | Blackstone Group | $737,086 | 0.06% | 6,410 | Common | NONE |
| 126408103 | CSX | CSX Corp | $722,480 | 0.06% | 17,600 | Common | NONE |
| 66987V109 | NVS | Novartis AG | $717,925 | 0.06% | 4,700 | Common | NONE |
| 46090E103 | QQQ | Invesco QQQ Tr Unit Ser 1 | $715,703 | 0.06% | 1,240 | Common | NONE |
| 778296103 | ROST | Ross Stores | $707,730 | 0.06% | 3,267 | Common | NONE |
| 461202103 | INTU | Intuit | $706,941 | 0.06% | 1,635 | Common | NONE |
| 670346105 | NUE | Nucor Corp | $657,461 | 0.05% | 3,888 | Common | NONE |
| 92343V104 | VZ | Verizon Communications Inc | $632,520 | 0.05% | 12,600 | Common | NONE |
| 372460105 | GPC | Genuine Parts Company | $623,925 | 0.05% | 5,900 | Common | NONE |
| 525327102 | LDOS | Leidos Holdings Inc. | $622,080 | 0.05% | 4,000 | Common | NONE |
| 049468101 | TEAM | Atlassian Corp CL A | $618,208 | 0.05% | 9,058 | Common | NONE |
| 770700102 | HOOD | Robinhood Markets Inc | $616,770 | 0.05% | 8,900 | Common | NONE |
| 871829107 | SYY | Sysco Corp | $606,305 | 0.05% | 8,500 | Common | NONE |
| 056752108 | BIDU | Baidu Inc | $601,668 | 0.05% | 5,400 | Common | NONE |
| 375558103 | GILD | Gilead Sciences | $597,273 | 0.05% | 4,286 | Common | NONE |
| 56585A102 | MPC | Marathon Petroleum Corp | $576,265 | 0.05% | 2,360 | Common | NONE |
| 874054109 | TTWO | Take Two | $572,750 | 0.05% | 2,900 | Common | NONE |
| 693475105 | PNC | PNC Finl | $567,045 | 0.05% | 2,725 | Common | NONE |
| 71467V109 | — | Quantum Scape Corp | $548,042 | 0.04% | 85,900 | Common | NONE |
| 45784P101 | PODD | Insulet Corp | $524,600 | 0.04% | 2,500 | Common | NONE |
| 03831W108 | APP | Applovin Corp | $522,176 | 0.04% | 1,312 | Common | NONE |
| 22052L104 | CTVA | Corteva Inc | $507,886 | 0.04% | 6,067 | Common | NONE |
| G1151C101 | ACN | Accenture PLC | $496,716 | 0.04% | 2,505 | Common | NONE |
| 88579Y101 | MMM | 3M Company | $493,782 | 0.04% | 3,400 | Common | NONE |
| 969904101 | WSM | Williams-Sonoma | $492,291 | 0.04% | 2,700 | Common | NONE |
| 72651A207 | PAGP | Plains GP Holdings | $485,600 | 0.04% | 20,000 | Common | NONE |
| 780259305 | SHEL | Shell PLC | $474,300 | 0.04% | 5,100 | Common | NONE |
| 49338L103 | KEYS | Keysight Technologies | $451,792 | 0.04% | 1,600 | Common | NONE |
| 95040Q104 | WELL | Welltower Inc | $449,790 | 0.04% | 2,275 | Common | NONE |
| 92345Y106 | VRSK | Verisk Analytics, Inc. | $440,220 | 0.04% | 2,320 | Common | NONE |
| 654106103 | NKE | Nike Inc Cl B | $439,462 | 0.04% | 8,320 | Common | NONE |
| 773903109 | ROK | Rockwell | $430,656 | 0.03% | 1,200 | Common | NONE |
| 19260Q107 | COIN | Coinbase Global Inc. | $423,429 | 0.03% | 2,425 | Common | NONE |
| 91913Y100 | VLO | Valero Energy | $420,036 | 0.03% | 1,700 | Common | NONE |
| 253868103 | DLR | Digital Realty Trust | $417,907 | 0.03% | 2,319 | Common | NONE |
| 595017104 | MCHP | Microchip | $400,582 | 0.03% | 6,200 | Common | NONE |
| G6095L109 | — | Aptiv PLC | $395,808 | 0.03% | 5,700 | Common | NONE |
| 09247X101 | BLKCHF | Blackrock Inc | $394,301 | 0.03% | 410 | Common | NONE |
| 141788109 | CARG | CarGurus Inc | $367,740 | 0.03% | 10,800 | Common | NONE |
| 494368103 | KMB | Kimberly-Clark | $366,586 | 0.03% | 3,800 | Common | NONE |
| 21037T109 | CEG | Constl. Energy Corporation | $363,025 | 0.03% | 1,300 | Common | NONE |
| 055622104 | BP | BP PLC ADS | $357,200 | 0.03% | 7,600 | Common | NONE |
| 360271100 | FULT | Fulton Financial | $337,644 | 0.03% | 16,600 | Common | NONE |
| 808625107 | SAIC | Science Applications Intl Corp | $332,220 | 0.03% | 3,500 | Common | NONE |
| 92206C623 | VTWG | Vanguard Russ 2000 Growth ETF | $322,257 | 0.03% | 1,407 | Common | NONE |
| 670100205 | NVO | Novo Nordisk ADR | $318,806 | 0.03% | 8,675 | Common | NONE |
| 31620M106 | FIS | Fidelity Nationl | $317,815 | 0.03% | 6,775 | Common | NONE |
| 922908736 | VUG | Vanguard Growth Indx ETF | $304,443 | 0.02% | 697 | Common | NONE |
| 929160109 | VMC | Vulcan Materials | $299,530 | 0.02% | 1,100 | Common | NONE |
| 92206C680 | VONG | Vanguard Russ 1000 Growth | $298,028 | 0.02% | 2,717 | Common | NONE |
| 98978V103 | ZTS | Zoetis Inc | $295,525 | 0.02% | 2,500 | Common | NONE |
| 579780206 | MKC | McCormick & Company | $292,552 | 0.02% | 5,800 | Common | NONE |
| 45687V106 | IR | Ingersoll-Rand PLC | $288,512 | 0.02% | 3,601 | Common | NONE |
| H1467J104 | CB | Chubb Limited | $287,470 | 0.02% | 882 | Common | NONE |
| 444859102 | HUM | Humana | $277,424 | 0.02% | 1,600 | Common | NONE |
| 25809K105 | DASH | Doordash Inc | $274,024 | 0.02% | 1,825 | Common | NONE |
| 31428X106 | FDX | FedEx | $267,135 | 0.02% | 750 | Common | NONE |
| 00206R102 | T | AT&T Inc | $258,011 | 0.02% | 8,900 | Common | NONE |
| 020002101 | ALL | Allstate Corp | $248,808 | 0.02% | 1,200 | Common | NONE |
| 302491303 | FMC | FMC Corporation | $248,795 | 0.02% | 14,448 | Common | NONE |
| 69608A108 | PLTR | Palantir Technologies Inc | $248,676 | 0.02% | 1,700 | Common | NONE |
| 008474108 | AEM | Agnico Eagle Mines Limit | $243,576 | 0.02% | 1,200 | Common | NONE |
| 29273V100 | ET | Energy Transfer LP | $237,390 | 0.02% | 12,300 | Common | NONE |
| 74144T108 | TROW | T Rowe Price Grp Inc | $234,364 | 0.02% | 2,600 | Common | NONE |
| 235851102 | DHR | Danaher Corp | $227,520 | 0.02% | 1,200 | Common | NONE |
| 620076307 | MSI | Motorola Solutions, Inc. | $223,495 | 0.02% | 515 | Common | NONE |
| 071813109 | BAX | Baxter Intl | $221,760 | 0.02% | 13,200 | Common | NONE |
| 30161N101 | EXC | Exelon Corp | $220,590 | 0.02% | 4,500 | Common | NONE |
| G5494J103 | — | Linde PLC | $215,160 | 0.02% | 434 | Common | NONE |
| 05464C101 | AXON | Axon Enterprise Inc | $212,345 | 0.02% | 500 | Common | NONE |
| 92206C649 | VTWV | Vanguard Russ 2000 Value Index | $211,533 | 0.02% | 1,265 | Common | NONE |
| 260557103 | DOW | Dow Inc | $204,418 | 0.02% | 4,908 | Common | NONE |
| 14040H105 | COF | Capital One Financial | $204,139 | 0.02% | 1,119 | Common | NONE |
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.