MondegarAI
CULBERTSON A N & CO INC

Q2 2025 · 13F-HR

CULBERTSON A N & CO INCholdings as filed

Filed 2025-08-11 · accession 0001172661-25-002996

$651.3M
Reported value
127
Positions
2025-06-30
Period end
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The Brief · CULBERTSON A N & CO INC · Q2 2025

AI · grounded in 13F

CULBERTSON A N & CO INC established a new position in BRK/B valued at $53.5M. The fund also initiated new stakes in MSFT for $41.9M and AAPL for $37.4M. Additional new positions include JPM at $33.6M and GS at $19.4M. The fund ended the period with 127 positions and total AUM of $651.3M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$53.5M8.22%110,148CommonNONE
594918104MSFTMICROSOFT CORP$41.9M6.44%84,292CommonNONE
037833100AAPLAPPLE INC$37.4M5.74%182,066CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$33.6M5.16%115,887CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$19.4M2.98%27,429CommonNONE
68389X105ORCLORACLE CORP$17.0M2.61%77,697CommonNONE
149123101CATCATERPILLAR INC$16.0M2.45%41,121CommonNONE
464287499IWRISHARES TR$15.6M2.40%169,916CommonNONE
58155Q103MCKMCKESSON CORP$15.4M2.36%21,015CommonNONE
00287Y109ABBVABBVIE INC$12.7M1.95%68,356CommonNONE
002824100ABTABBOTT LABS$12.5M1.92%92,033CommonNONE
244199105DEDEERE & CO$12.2M1.88%24,025CommonNONE
02079K107GOOGALPHABET INC$12.1M1.86%68,463CommonNONE
922908769VTIVANGUARD INDEX FDS$12.1M1.86%39,776CommonNONE
231021106CMICUMMINS INC$11.5M1.77%35,253CommonNONE
478160104JNJJOHNSON & JOHNSON$11.5M1.76%75,002CommonNONE
580135101MCDMCDONALDS CORP$10.9M1.68%37,368CommonNONE
742718109PGPROCTER AND GAMBLE CO$9.7M1.49%60,930CommonNONE
166764100CVXCHEVRON CORP NEW$9.2M1.42%64,502CommonNONE
922908751VBVANGUARD INDEX FDS$9.2M1.42%38,918CommonNONE
713448108PEPPEPSICO INC$9.1M1.39%68,627CommonNONE
464287655IWMISHARES TR$8.4M1.28%38,755CommonNONE
30231G102XOMEXXON MOBIL CORP$7.9M1.21%73,032CommonNONE
92204A702VGTVANGUARD WORLD FD$7.9M1.21%11,854CommonNONE
921937827BSVVANGUARD BD INDEX FDS$7.8M1.21%99,731CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$7.6M1.16%24,503CommonNONE
92826C839VVISA INC$7.5M1.15%21,099CommonNONE
009158106APDAIR PRODS & CHEMS INC$7.3M1.12%25,940CommonNONE
17275R102CSCOCISCO SYS INC$7.2M1.10%103,621CommonNONE
31428X106FDXFEDEX CORP$7.0M1.08%31,012CommonNONE
922908629VOVANGUARD INDEX FDS$6.6M1.01%23,482CommonNONE
02079K305GOOGLALPHABET INC$6.3M0.97%35,810CommonNONE
023135106AMZNAMAZON COM INC$6.1M0.94%27,957CommonNONE
949746101WMT2WELLS FARGO CO NEW$6.0M0.92%75,096CommonNONE
11271J107BNBROOKFIELD CORP$5.9M0.91%96,186CommonNONE
922908736VUGVANGUARD INDEX FDS$5.7M0.87%12,914CommonNONE
464287101OEFISHARES TR$5.5M0.85%18,117CommonNONE
902973304USBUS BANCORP DEL$5.4M0.84%120,441CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$5.4M0.83%20,193CommonNONE
882508104TXNTEXAS INSTRS INC$5.4M0.83%25,924CommonNONE
609207105MDLZMONDELEZ INTL INC$5.2M0.81%77,809CommonNONE
570535104MKLMARKEL GROUP INC$5.0M0.77%2,519CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$4.8M0.74%82,071CommonNONE
219350105GLWCORNING INC$4.7M0.73%90,141CommonNONE
922908744VTVVANGUARD INDEX FDS$4.2M0.65%23,954CommonNONE
922908611VBRVANGUARD INDEX FDS$4.1M0.62%20,869CommonNONE
26875P101EOGEOG RES INC$3.9M0.60%32,461CommonNONE
060505104BACBANK AMERICA CORP$3.8M0.58%79,552CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3.7M0.57%27,903CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.6M0.55%12,105CommonNONE
617446448MSMORGAN STANLEY$3.5M0.54%25,123CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3.5M0.54%43,847CommonNONE
172967424CCITIGROUP INC$3.4M0.53%40,269CommonNONE
55261F104MTBM & T BK CORP$3.3M0.51%17,169CommonNONE
97717W562EESWISDOMTREE TR$3.2M0.49%62,454CommonNONE
97717W570EZMWISDOMTREE TR$2.9M0.44%46,413CommonNONE
922908512VOEVANGUARD INDEX FDS$2.7M0.41%16,208CommonNONE
427866108HSYHERSHEY CO$2.5M0.39%15,277CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.5M0.39%58,540CommonNONE
88579Y101MMM3M CO$2.5M0.38%16,232CommonNONE
464287804IJRISHARES TR$2.5M0.38%22,435CommonNONE
14040H105COFCAPITAL ONE FINL CORP$2.4M0.37%11,365CommonNONE
126650100CVSCVS HEALTH CORP$2.4M0.37%34,991CommonNONE
922908363VOOVANGUARD INDEX FDS$2.4M0.36%4,164CommonNONE
921909768VXUSVANGUARD STAR FDS$2.2M0.34%32,360CommonNONE
00206R102TAT&T INC$2.2M0.34%76,648CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.0M0.31%6,498CommonNONE
254687106DISDISNEY WALT CO$1.9M0.29%15,219CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.8M0.28%2,967CommonNONE
97717W307DLNWISDOMTREE TR$1.8M0.28%22,260CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.8M0.27%36,500CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.8M0.27%24,299CommonNONE
189054109CLXCLOROX CO DEL$1.8M0.27%14,867CommonNONE
464287226AGGISHARES TR$1.8M0.27%17,870CommonNONE
855244109SBUXSTARBUCKS CORP$1.7M0.27%18,898CommonNONE
370334104GISGENERAL MLS INC$1.6M0.25%31,742CommonNONE
437076102HDHOME DEPOT INC$1.5M0.24%4,202CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.5M0.23%2,715CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.5M0.23%14,993CommonNONE
464287507IJHISHARES TR$1.4M0.22%23,244CommonNONE
97717W505DONWISDOMTREE TR$1.4M0.22%28,251CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$1.4M0.21%13,113CommonNONE
29530P102ERIEERIE INDTY CO$1.3M0.20%3,762CommonNONE
907818108UNPUNION PAC CORP$1.3M0.20%5,620CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$1.3M0.19%39,456CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.2M0.19%3,913CommonNONE
191216100KOCOCA COLA CO$1.2M0.19%17,446CommonNONE
464288687PFFISHARES TR$1.0M0.16%33,730CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$977,9430.15%5,381CommonNONE
931142103WMTWALMART INC$883,8330.14%9,039CommonNONE
464287200IVVISHARES TR$881,6780.14%1,420CommonNONE
857477103STTSTATE STR CORP$863,6400.13%8,122CommonNONE
25746U109DDOMINION ENERGY INC$857,2630.13%15,167CommonNONE
548661107LOWLOWES COS INC$822,6940.13%3,708CommonNONE
464287630IWNISHARES TR$822,0870.13%5,211CommonNONE
78468R663BILSPDR SERIES TRUST$813,1860.12%8,865CommonNONE
464287309IVWISHARES TR$811,6570.12%7,372CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$757,7780.12%13,708CommonNONE
832696405SJMSMUCKER J M CO$740,6240.11%7,542CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$683,0590.10%690CommonNONE
532457108LLYELI LILLY & CO$682,8680.10%876CommonNONE
00724F101ADBEADOBE INC$670,4630.10%1,733CommonNONE
464287465EFAISHARES TR$613,0370.09%6,858CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$566,3220.09%2,767CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$547,0780.08%5,998CommonNONE
46090E103QQQINVESCO QQQ TR$516,8870.08%937CommonNONE
89832Q109TFCTRUIST FINL CORP$504,1870.08%11,728CommonNONE
464287150ITOTISHARES TR$498,9730.08%3,695CommonNONE
031162100AMGNAMGEN INC$483,5920.07%1,732CommonNONE
487836108KKELLANOVA$469,7840.07%5,907CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$433,6720.07%5,230CommonNONE
806857108SLBSCHLUMBERGER LTD$404,2230.06%11,959CommonNONE
717081103PFEPFIZER INC$392,1300.06%16,177CommonNONE
30303M102METAMETA PLATFORMS INC$380,8540.06%516CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$358,7790.06%7,195CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$357,4500.05%15,000CommonNONE
922908538VOTVANGUARD INDEX FDS$338,4240.05%1,190CommonNONE
49177J102KVUEKENVUE INC$301,3920.05%14,400CommonNONE
09260D107BXBLACKSTONE INC$269,2440.04%1,800CommonNONE
92189F643MOATVANECK ETF TRUST$253,3270.04%2,701CommonNONE
579780107MKC/VMCCORMICK & CO INC$241,4870.04%3,185CommonNONE
515098101LSTRLANDSTAR SYS INC$236,3340.04%1,700CommonNONE
97717W703DWMWISDOMTREE TR$234,8540.04%3,695CommonNONE
78464A854SPYMSPDR SERIES TRUST$208,9110.03%2,874CommonNONE
68417L107OBTORANGE CNTY BANCORP INC$201,5520.03%7,800CommonNONE
654106103NKENIKE INC$200,9720.03%2,829CommonNONE
530715AG6LINTA 4 11/15/29LIBERTY MEDIA CORP DEL$3,2880.00%40,000CommonNONE

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.