Q2 2026 · 13F-HR
CULLINAN ASSOCIATES INCholdings as filed
Filed 2026-07-29 · accession 0001161670-26-000003
$1.32B
Reported value
204
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | Apple Inc | $110.6M | 8.36% | 382,145 | Common | NONE |
| 191216100 | KO | Coca-Cola Company | $92.1M | 6.96% | 1,132,980 | Common | NONE |
| 594918104 | MSFT | Microsoft Corp | $52.1M | 3.94% | 139,649 | Common | NONE |
| 78409V104 | SPGI | S&P Global Inc. | $49.5M | 3.74% | 121,500 | Common | NONE |
| 478160104 | JNJ | Johnson & Johnson | $45.0M | 3.40% | 177,028 | Common | NONE |
| 02079K107 | GOOG | Alphabet Class C | $41.8M | 3.16% | 118,397 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 Trust | $38.5M | 2.91% | 51,583 | Common | NONE |
| 038222105 | AMAT | Applied Materials | $33.6M | 2.54% | 46,437 | Common | NONE |
| 742718109 | PG | Procter & Gamble Co | $32.6M | 2.46% | 222,191 | Common | NONE |
| 023135106 | AMZN | Amazon | $30.1M | 2.27% | 126,253 | Common | NONE |
| 02079K305 | GOOGL | Alphabet Class A | $30.1M | 2.27% | 84,174 | Common | NONE |
| 30233Q108 | XOM | Exxonmobil Holdings | $28.8M | 2.18% | 210,525 | Common | NONE |
| 512807108 | LRCXEUR | Lam Research Corp | $27.9M | 2.11% | 64,500 | Common | NONE |
| 92532F100 | VRTX | Vertex Pharmaceutical | $25.7M | 1.94% | 51,762 | Common | NONE |
| 459200101 | IBM | Intl Business Machines Corp | $25.4M | 1.92% | 90,150 | Common | NONE |
| 46625H100 | JPM | J P Morgan Chase & Co | $24.1M | 1.82% | 73,638 | Common | NONE |
| 882508104 | TXN | Texas Instruments | $18.7M | 1.41% | 62,683 | Common | NONE |
| 67066G104 | NVDA | Nvidia Corp | $18.2M | 1.38% | 90,984 | Common | NONE |
| 482480100 | KLAC | KLA Corporation | $18.0M | 1.36% | 59,643 | Common | NONE |
| 00287Y109 | ABBV | AbbVie Inc | $17.3M | 1.31% | 68,800 | Common | NONE |
| 931142103 | WMT | Wal-Mart Stores Inc | $16.2M | 1.22% | 143,088 | Common | NONE |
| 001055102 | AFL | AFLAC Inc | $16.2M | 1.22% | 138,006 | Common | NONE |
| 149123101 | CAT | Caterpillar | $16.1M | 1.22% | 15,128 | Common | NONE |
| 74758T303 | QLYS | Qualys Inc | $14.1M | 1.07% | 102,800 | Common | NONE |
| 580135101 | MCD | McDonalds Corp | $13.1M | 0.99% | 48,623 | Common | NONE |
| 025816109 | AXP | American Express Co | $13.1M | 0.99% | 38,796 | Common | NONE |
| 548661107 | LOW | Lowes Companies Inc | $12.6M | 0.96% | 57,334 | Common | NONE |
| 244199105 | DE | Deere & Company | $12.4M | 0.94% | 19,576 | Common | NONE |
| 166764100 | CVX | Chevron Corp | $11.9M | 0.90% | 71,525 | Common | NONE |
| 68389X105 | ORCL | Oracle Corp | $11.8M | 0.89% | 80,480 | Common | NONE |
| 30303M102 | META | Meta Platforms Inc | $11.6M | 0.87% | 20,521 | Common | NONE |
| 17275R102 | CSCO | Cisco Systems Inc | $11.5M | 0.87% | 97,679 | Common | NONE |
| 92826C839 | V | Visa Inc Cl A | $10.8M | 0.82% | 31,575 | Common | NONE |
| 842587107 | SO | Southern Co | $9.9M | 0.74% | 102,972 | Common | NONE |
| 437076102 | HD | Home Depot | $9.8M | 0.74% | 27,706 | Common | NONE |
| 747525103 | QCOM | Qualcomm Inc | $9.2M | 0.69% | 49,744 | Common | NONE |
| 22160K105 | COST | Costco Wholesale Corp | $9.2M | 0.69% | 9,805 | Common | NONE |
| 90353T100 | UBER | Uber Technologies Inc | $9.2M | 0.69% | 126,824 | Common | NONE |
| 031162100 | AMGN | Amgen Inc | $8.8M | 0.66% | 24,288 | Common | NONE |
| 539830109 | LMT | Lockheed Martin | $8.5M | 0.64% | 16,616 | Common | NONE |
| 532457108 | LLY | Eli Lilly & Company | $8.2M | 0.62% | 6,866 | Common | NONE |
| 278865100 | ECL | Ecolab Inc | $8.1M | 0.61% | 28,979 | Common | NONE |
| 113809107 | — | Berkshire Hathaway Cl B | $7.9M | 0.60% | 15,940 | Common | NONE |
| 872540109 | TJX | TJX Companies | $7.9M | 0.59% | 51,825 | Common | NONE |
| 89417E109 | TRV | The Travelers Companies | $7.8M | 0.59% | 23,657 | Common | NONE |
| 060505104 | BAC | Bank Of America | $7.7M | 0.58% | 134,769 | Common | NONE |
| 254687106 | DIS | Walt Disney Company | $7.4M | 0.56% | 77,267 | Common | NONE |
| 458140100 | INTC | Intel Corp | $7.4M | 0.56% | 52,789 | Common | NONE |
| 650111107 | NYT | New York Times Company | $7.2M | 0.55% | 103,367 | Common | NONE |
| 291011104 | EMR | Emerson Electric Company | $7.0M | 0.53% | 48,750 | Common | NONE |
| 38141G104 | GS | Goldman Sachs | $6.6M | 0.50% | 6,491 | Common | NONE |
| 009066101 | ABNB | Airbnb Inc | $6.3M | 0.47% | 43,820 | Common | NONE |
| 12572Q105 | CME | CME Group | $6.2M | 0.47% | 27,897 | Common | NONE |
| 655844108 | NSC | Norfolk Southern | $6.1M | 0.46% | 19,400 | Common | NONE |
| 58933Y105 | MRK | Merck & Company Inc | $6.0M | 0.45% | 46,620 | Common | NONE |
| 949746101 | WMT2 | Wells Fargo & Co | $5.8M | 0.44% | 70,375 | Common | NONE |
| 311900104 | FAST | Fastenal Company | $5.7M | 0.43% | 117,702 | Common | NONE |
| 718172109 | PM | Philip Morris | $5.3M | 0.40% | 29,355 | Common | NONE |
| N07059210 | ASML | ASML Holding NV | $5.2M | 0.39% | 2,600 | Common | NONE |
| 744320102 | PRU | Prudential Financial | $4.8M | 0.37% | 44,904 | Common | NONE |
| 911312106 | UPS | United Parcel Service Inc Cl B | $4.8M | 0.37% | 44,927 | Common | NONE |
| 126650100 | CVS | CVS Health Corp | $4.8M | 0.36% | 46,424 | Common | NONE |
| 26441C204 | DUK | Duke Energy Hldg | $4.7M | 0.35% | 36,953 | Common | NONE |
| 11135F101 | AVGO | Broadcom Ltd | $4.5M | 0.34% | 11,976 | Common | NONE |
| 922908363 | VOO | Vanguard S&P 500 ETF | $4.5M | 0.34% | 6,500 | Common | NONE |
| 194162103 | CL | Colgate-Palmolive Company | $4.4M | 0.33% | 48,289 | Common | NONE |
| 713448108 | PEP | PepsiCo | $4.3M | 0.33% | 32,121 | Common | NONE |
| 642045108 | AESI | New Atlas Holdco Inc | $4.2M | 0.32% | 252,000 | Common | NONE |
| 40434L105 | HPQ | HP Inc | $4.2M | 0.31% | 189,327 | Common | NONE |
| 907818108 | UNP | Union Pacific Corp | $4.2M | 0.31% | 15,260 | Common | NONE |
| 363576109 | AJG | Arthur J. Gallagher & Co. | $4.0M | 0.30% | 17,500 | Common | NONE |
| 57636Q104 | MA | Mastercard | $3.9M | 0.29% | 7,600 | Common | NONE |
| 988498101 | YUM | YUM Brands | $3.7M | 0.28% | 23,306 | Common | NONE |
| 70450Y103 | PYPL | PayPal Hldg Inc | $3.5M | 0.27% | 82,073 | Common | NONE |
| 464287614 | IWF | iShares Russ 1000 Growth ETF | $3.4M | 0.26% | 27,460 | Common | NONE |
| G5960L103 | MDT | Medtronic Plc | $3.4M | 0.26% | 43,157 | Common | NONE |
| 74340W103 | PLD | ProLogis Inc | $3.2M | 0.24% | 23,303 | Common | NONE |
| 75513E101 | RTX | RTX Corporation | $3.0M | 0.22% | 15,558 | Common | NONE |
| 617446448 | MS | Morgan Stanley | $2.8M | 0.21% | 13,585 | Common | NONE |
| 679295105 | OKTA | Okta Inc | $2.8M | 0.21% | 20,800 | Common | NONE |
| 89832Q109 | TFC | Truist Financial Corporation | $2.6M | 0.20% | 52,475 | Common | NONE |
| 20030N101 | CMCSA | Comcast Corp | $2.6M | 0.20% | 106,088 | Common | NONE |
| 452308109 | ITW | Illinois Tool Works | $2.5M | 0.19% | 9,147 | Common | NONE |
| 002824100 | ABT | Abbott Laboratories | $2.4M | 0.18% | 26,400 | Common | NONE |
| 110122108 | BMY | Bristol Myers Squibb Company | $2.3M | 0.18% | 40,190 | Common | NONE |
| 854502101 | SWK | Stanley Black & Decker | $2.3M | 0.17% | 24,600 | Common | NONE |
| 053015103 | ADP | Automatic Data | $2.3M | 0.17% | 10,300 | Common | NONE |
| 20825C104 | COP | ConocoPhillips | $2.2M | 0.17% | 21,432 | Common | NONE |
| 032654105 | ADI | Analog Devices | $2.2M | 0.16% | 5,449 | Common | NONE |
| 007903107 | AMD | Advanced Micro | $2.2M | 0.16% | 3,719 | Common | NONE |
| 666807102 | NOC | Northrop Grumman Corp | $2.1M | 0.16% | 4,170 | Common | NONE |
| 902973304 | USB | U S Bancorp | $2.1M | 0.16% | 34,950 | Common | NONE |
| H42097107 | UBS | UBS AG | $2.0M | 0.15% | 40,407 | Common | NONE |
| 285512109 | EA | Electronic Arts | $2.0M | 0.15% | 9,764 | Common | NONE |
| 14448C104 | CARR | Carrier Global | $2.0M | 0.15% | 27,045 | Common | NONE |
| 46120E602 | ISRG | Intuitive Surgical Inc | $1.9M | 0.15% | 4,900 | Common | NONE |
| 369604301 | GE | GE Aerospace | $1.9M | 0.15% | 5,176 | Common | NONE |
| 231021106 | CMI | Cummins | $1.9M | 0.15% | 2,702 | Common | NONE |
| 65339F101 | NEE | NextEra Energy | $1.9M | 0.14% | 21,445 | Common | NONE |
| 863667101 | SYK | Stryker | $1.8M | 0.14% | 5,780 | Common | NONE |
| 697435105 | PANW | Palo Alto Networks Inc | $1.8M | 0.14% | 5,300 | Common | NONE |
| 609207105 | MDLZ | Mondelez Intl | $1.7M | 0.13% | 30,097 | Common | NONE |
| 228227104 | — | Crown Castle | $1.7M | 0.13% | 22,872 | Common | NONE |
| 776696106 | ROP | Roper Technologies | $1.7M | 0.13% | 5,000 | Common | NONE |
| G29183103 | ETN | Eaton Corp | $1.7M | 0.13% | 3,943 | Common | NONE |
| 718546104 | PSX | Phillips 66 | $1.7M | 0.12% | 9,762 | Common | NONE |
| 91324P102 | UNH | UnitedHealth | $1.6M | 0.12% | 3,950 | Common | NONE |
| 88160R101 | TSLA | Tesla Motors Inc | $1.6M | 0.12% | 3,800 | Common | NONE |
| 37637K108 | GTLB | Gitlab Inc Cl A | $1.4M | 0.11% | 47,000 | Common | NONE |
| 36828A101 | GEV | GE Vernova Inc | $1.4M | 0.11% | 1,200 | Common | NONE |
| 097023105 | BA | Boeing | $1.4M | 0.11% | 6,475 | Common | NONE |
| 25746U109 | D | Dominion Energy | $1.4M | 0.11% | 20,378 | Common | NONE |
| 79466L302 | CRM | Salesforce.com Inc | $1.3M | 0.10% | 8,430 | Common | NONE |
| 717081103 | PFE | Pfizer Inc | $1.2M | 0.09% | 51,301 | Common | NONE |
| 64110L106 | NFLX | Netflix | $1.2M | 0.09% | 17,200 | Common | NONE |
| 883556102 | TMO | Thermo Fisher Scientific | $1.2M | 0.09% | 2,300 | Common | NONE |
| 28176E108 | EW | Edwards Lifesciences | $1.1M | 0.09% | 12,600 | Common | NONE |
| 00724F101 | ADBE | Adobe | $1.1M | 0.09% | 5,495 | Common | NONE |
| 808513105 | SCHW | Charles Schwab Corp | $1.1M | 0.08% | 11,900 | Common | NONE |
| 101137107 | BSX | Boston Scientific | $1.0M | 0.08% | 24,299 | Common | NONE |
| G8994E103 | TT | Trane Tech PLC | $982,320 | 0.07% | 2,000 | Common | NONE |
| 438516106 | HON | Honeywell | $972,845 | 0.07% | 4,345 | Common | NONE |
| 316773100 | FITB | Fifth Third Bancorp | $963,927 | 0.07% | 17,100 | Common | NONE |
| 43849R105 | HONA | Honeywell Aerospace Inc | $960,593 | 0.07% | 4,345 | Common | NONE |
| 00846U101 | A | Agilent | $929,810 | 0.07% | 7,000 | Common | NONE |
| 595112103 | MU | Micron Technology | $923,432 | 0.07% | 800 | Common | NONE |
| 46090E103 | QQQ | Invesco QQQ Tr Unit Ser 1 | $913,136 | 0.07% | 1,240 | Common | NONE |
| 02209S103 | MO | Altria Group | $906,570 | 0.07% | 12,600 | Common | NONE |
| 369550108 | GD | General Dynamics | $902,604 | 0.07% | 2,548 | Common | NONE |
| 770700102 | HOOD | Robinhood Markets Inc | $892,492 | 0.07% | 8,900 | Common | NONE |
| 743315103 | PGR | Progressive Corp | $873,800 | 0.07% | 4,000 | Common | NONE |
| 670346105 | NUE | Nucor Corp | $866,052 | 0.07% | 3,888 | Common | NONE |
| 126408103 | CSX | CSX Corp | $836,528 | 0.06% | 17,600 | Common | NONE |
| 74275K108 | PCOR | Procore Technologies Inc | $812,400 | 0.06% | 20,000 | Common | NONE |
| 046353108 | AZNN | AstraZeneca PLC | $760,945 | 0.06% | 4,013 | Common | NONE |
| 09260D107 | BX | Blackstone Group | $754,265 | 0.06% | 6,410 | Common | NONE |
| 66987V109 | NVS | Novartis AG | $736,584 | 0.06% | 4,700 | Common | NONE |
| 534187109 | LNC | Lincoln National Corporation | $735,280 | 0.06% | 20,800 | Common | NONE |
| 874054109 | TTWO | Take Two | $724,942 | 0.05% | 2,900 | Common | NONE |
| 372460105 | GPC | Genuine Parts Company | $696,082 | 0.05% | 5,900 | Common | NONE |
| 778296103 | ROST | Ross Stores | $695,381 | 0.05% | 3,267 | Common | NONE |
| 294429105 | EFX | Equifax Inc | $674,560 | 0.05% | 4,250 | Common | NONE |
| 693475105 | PNC | PNC Finl | $670,949 | 0.05% | 2,725 | Common | NONE |
| 71467V109 | — | Quantum Scape Corp | $649,404 | 0.05% | 85,900 | Common | NONE |
| 444859102 | HUM | Humana | $635,552 | 0.05% | 1,600 | Common | NONE |
| 056752108 | BIDU | Baidu Inc | $617,166 | 0.05% | 5,400 | Common | NONE |
| 773903109 | ROK | Rockwell | $594,096 | 0.04% | 1,200 | Common | NONE |
| 56585A102 | MPC | Marathon Petroleum Corp | $577,814 | 0.04% | 2,260 | Common | NONE |
| 595017104 | MCHP | Microchip | $565,440 | 0.04% | 6,200 | Common | NONE |
| 49338L103 | KEYS | Keysight Technologies | $560,112 | 0.04% | 1,600 | Common | NONE |
| 446413106 | HII | Huntington Ingalls Industries | $559,780 | 0.04% | 2,000 | Common | NONE |
| 88579Y101 | MMM | 3M Company | $550,494 | 0.04% | 3,400 | Common | NONE |
| 92343V104 | VZ | Verizon Communications Inc | $537,759 | 0.04% | 12,701 | Common | NONE |
| 81762P102 | NOW | ServiceNow | $496,400 | 0.04% | 5,000 | Common | NONE |
| 72651A207 | PAGP | Plains GP Holdings | $485,400 | 0.04% | 20,000 | Common | NONE |
| 375558103 | GILD | Gilead Sciences | $485,272 | 0.04% | 3,841 | Common | NONE |
| 92206C623 | VTWG | Vanguard Russ 2000 Growth ETF | $478,413 | 0.04% | 1,663 | Common | NONE |
| 95040Q104 | WELL | Welltower Inc | $468,693 | 0.04% | 2,065 | Common | NONE |
| 91913Y100 | VLO | Valero Energy | $442,748 | 0.03% | 1,700 | Common | NONE |
| 922908736 | VUG | Vanguard Index Funds Growth ET | $430,011 | 0.03% | 4,992 | Common | NONE |
| 461202103 | INTU | Intuit | $426,735 | 0.03% | 1,635 | Common | NONE |
| 22052L104 | CTVA | Corteva Inc | $424,061 | 0.03% | 5,007 | Common | NONE |
| 494368103 | KMB | Kimberly-Clark | $417,126 | 0.03% | 3,800 | Common | NONE |
| 92345Y106 | VRSK | Verisk Analytics, Inc. | $416,510 | 0.03% | 2,320 | Common | NONE |
| 253868103 | DLR | Digital Realty Trust | $416,446 | 0.03% | 2,319 | Common | NONE |
| 92206C680 | VONG | Vanguard Russ 1000 Growth | $416,277 | 0.03% | 3,257 | Common | NONE |
| 670100205 | NVO | Novo Nordisk ADR | $415,879 | 0.03% | 8,675 | Common | NONE |
| 464287309 | IVW | iShare S&P 500 Growth ETF | $413,176 | 0.03% | 3,004 | Common | NONE |
| 525327102 | LDOS | Leidos Holdings Inc. | $411,880 | 0.03% | 4,000 | Common | NONE |
| 09247X101 | BLKCHF | Blackrock Inc | $406,740 | 0.03% | 423 | Common | NONE |
| 49456B101 | KMI | Kinder Morgan | $402,822 | 0.03% | 12,600 | Common | NONE |
| 360271100 | FULT | Fulton Financial | $401,554 | 0.03% | 16,600 | Common | NONE |
| 780259305 | SHEL | Shell PLC | $395,454 | 0.03% | 5,100 | Common | NONE |
| G1151C101 | ACN | Accenture PLC | $390,342 | 0.03% | 3,137 | Common | NONE |
| 808625107 | SAIC | Science Applications Intl Corp | $386,435 | 0.03% | 3,500 | Common | NONE |
| 45784P101 | PODD | Insulet Corp | $380,625 | 0.03% | 2,500 | Common | NONE |
| 141788109 | CARG | CarGurus Inc | $368,172 | 0.03% | 10,800 | Common | NONE |
| 03831W108 | APP | Applovin Corp | $360,661 | 0.03% | 700 | Common | NONE |
| 19260Q107 | COIN | Coinbase Global Inc. | $354,511 | 0.03% | 2,425 | Common | NONE |
| G6095L109 | — | Aptiv PLC | $349,866 | 0.03% | 5,700 | Common | NONE |
| 929160109 | VMC | Vulcan Materials | $324,511 | 0.02% | 1,100 | Common | NONE |
| 21037T109 | CEG | Constl. Energy Corporation | $322,881 | 0.02% | 1,300 | Common | NONE |
| 654106103 | NKE | Nike Inc Cl B | $320,600 | 0.02% | 7,810 | Common | NONE |
| H1467J104 | CB | Chubb Limited | $317,570 | 0.02% | 932 | Common | NONE |
| 25809K105 | DASH | Doordash Inc | $311,856 | 0.02% | 1,690 | Common | NONE |
| 74144T108 | TROW | T Rowe Price Grp Inc | $295,594 | 0.02% | 2,600 | Common | NONE |
| 45687V106 | IR | Ingersoll-Rand PLC | $295,246 | 0.02% | 3,601 | Common | NONE |
| 579780206 | MKC | McCormick & Company | $292,436 | 0.02% | 5,800 | Common | NONE |
| 92206C649 | VTWV | Vanguard Russ 2000 Value Index | $289,447 | 0.02% | 1,481 | Common | NONE |
| 049468101 | TEAM | Atlassian Corp CL A | $287,823 | 0.02% | 3,700 | Common | NONE |
| 020002101 | ALL | Allstate Corp | $285,528 | 0.02% | 1,200 | Common | NONE |
| 055622104 | BP | BP PLC ADS | $280,820 | 0.02% | 7,600 | Common | NONE |
| 05464C101 | AXON | Axon Enterprise Inc | $280,305 | 0.02% | 500 | Common | NONE |
| 620076307 | MSI | Motorola Solutions, Inc. | $269,938 | 0.02% | 650 | Common | NONE |
| 31620M106 | FIS | Fidelity Nationl | $263,412 | 0.02% | 6,775 | Common | NONE |
| G5494J103 | — | Linde PLC | $243,383 | 0.02% | 469 | Common | NONE |
| 29273V100 | ET | Energy Transfer LP | $235,176 | 0.02% | 12,300 | Common | NONE |
| 31428X106 | FDX | FedEx | $234,847 | 0.02% | 750 | Common | NONE |
| 235851102 | DHR | Danaher Corp | $228,576 | 0.02% | 1,200 | Common | NONE |
| 071813109 | BAX | Baxter Intl | $228,124 | 0.02% | 10,700 | Common | NONE |
| 14040H105 | COF | Capital One Financial | $224,494 | 0.02% | 1,119 | Common | NONE |
| 464287499 | IWR | iShares Russell Midcap | $220,640 | 0.02% | 2,000 | Common | NONE |
| 30161N101 | EXC | Exelon Corp | $209,790 | 0.02% | 4,500 | Common | NONE |
| 302491303 | FMC | FMC Corporation | $166,152 | 0.01% | 14,448 | 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.