CULLINAN ASSOCIATES INC

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Institutional

CIK 0001161670

$1.32B

Reported AUM

204

Positions

Q2 2026

Period

2026-07-29

Filed

Editorial summary

Summary for CULLINAN ASSOCIATES INC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	AAPL	Apple Inc	$333.11	-1.50%	67.77%	128.17%	$110.6M	8.36%	—	HELD
2	KO	Coca-Cola Company	$87.89	-1.33%	30.56%	80.02%	$92.1M	6.96%	—	HELD
3	MSFT	Microsoft Corp	$435.17	11.43%	-24.89%	34.54%	$52.1M	3.94%	—	HELD
4	SPGI	S&P Global Inc.	$418.01	-0.39%	-18.03%	4.03%	$49.5M	3.74%	—	HELD
5	JNJ	Johnson & Johnson	$258.72	-2.56%	56.99%	69.37%	$45.0M	3.40%	—	HELD
6	GOOG	Alphabet Class C	$334.00	-0.52%	77.27%	132.86%	$41.8M	3.16%	—	HELD
7	SPY	SPDR S&P 500 Trust	$735.40	0.81%	18.63%	72.84%	$38.5M	2.91%	—	HELD
8	AMAT	Applied Materials	$483.27	10.73%	179.14%	284.62%	$33.6M	2.54%	—	HELD
9	PG	Procter & Gamble Co	$144.20	-1.30%	-0.17%	16.67%	$32.6M	2.46%	—	HELD
10	AMZN	Amazon	$233.09	2.84%	5.54%	30.60%	$30.1M	2.27%	—	HELD
11	GOOGL	Alphabet Class A	$335.21	-0.45%	76.18%	131.67%	$30.1M	2.27%	—	HELD
12	XOM	Exxonmobil Holdings	$155.24	-0.96%	47.33%	239.93%	$28.8M	2.18%	—	HELD
13	LRCXEUR	Lam Research Corp	—	—	—	—	$27.9M	2.11%	—	HELD
14	VRTX	Vertex Pharmaceutical	$479.86	-0.72%	4.59%	141.32%	$25.7M	1.94%	—	HELD
15	IBM	Intl Business Machines Corp	$222.71	-1.65%	-7.13%	102.90%	$25.4M	1.92%	—	HELD
16	JPM	J P Morgan Chase & Co	$348.31	1.04%	21.40%	144.23%	$24.1M	1.82%	—	HELD
17	TXN	Texas Instruments	$276.52	1.92%	53.11%	62.90%	$18.7M	1.41%	—	HELD
18	NVDA	Nvidia Corp	$192.21	1.16%	9.52%	751.61%	$18.2M	1.38%	—	HELD
19	KLAC	KLA Corporation	$183.80	8.00%	93.19%	424.97%	$18.0M	1.36%	—	HELD
20	ABBV	AbbVie Inc	$257.17	-2.33%	40.72%	165.04%	$17.3M	1.31%	—	HELD
21	WMT	Wal-Mart Stores Inc	$112.44	-1.55%	16.94%	145.72%	$16.2M	1.22%	—	HELD
22	AFL	AFLAC Inc	$128.67	-0.68%	33.97%	152.92%	$16.2M	1.22%	—	HELD
23	CAT	Caterpillar	$808.80	3.33%	84.23%	304.51%	$16.1M	1.22%	—	HELD
24	QLYS	Qualys Inc	$133.97	-0.86%	5.86%	17.72%	$14.1M	1.07%	—	HELD
25	MCD	McDonalds Corp	$271.05	-0.17%	-9.83%	25.28%	$13.1M	0.99%	—	HELD
26	AXP	American Express Co	$331.86	0.11%	13.86%	112.26%	$13.1M	0.99%	—	HELD
27	LOW	Lowes Companies Inc	$213.14	-1.18%	-2.78%	16.54%	$12.6M	0.96%	—	HELD
28	DE	Deere & Company	$594.22	-2.74%	23.48%	72.59%	$12.4M	0.94%	—	HELD
29	CVX	Chevron Corp	$189.91	-1.02%	31.24%	138.73%	$11.9M	0.90%	—	HELD
30	ORCL	Oracle Corp	$122.03	3.64%	-51.28%	41.31%	$11.8M	0.89%	—	HELD
31	META	Meta Platforms Inc	$532.52	-9.07%	—	—	$11.6M	0.87%	—	HELD
32	CSCO	Cisco Systems Inc	$111.87	-0.54%	—	—	$11.5M	0.87%	—	HELD
33	V	Visa Inc Cl A	$365.00	-1.01%	—	—	$10.8M	0.82%	—	HELD
34	SO	Southern Co	$96.27	0.23%	—	—	$9.9M	0.74%	—	HELD
35	HD	Home Depot	$335.69	-0.76%	—	—	$9.8M	0.74%	—	HELD
36	QCOM	Qualcomm Inc	$149.08	-4.24%	—	—	$9.2M	0.69%	—	HELD
37	COST	Costco Wholesale Corp	$955.56	-1.90%	—	—	$9.2M	0.69%	—	HELD
38	UBER	Uber Technologies Inc	$69.67	-2.15%	—	—	$9.2M	0.69%	—	HELD
39	AMGN	Amgen Inc	$380.52	-1.84%	—	—	$8.8M	0.66%	—	HELD
40	LMT	Lockheed Martin	$564.51	-0.82%	—	—	$8.5M	0.64%	—	HELD
41	LLY	Eli Lilly & Company	$1210.02	-0.87%	—	—	$8.2M	0.62%	—	HELD
42	ECL	Ecolab Inc	$282.36	-0.47%	—	—	$8.1M	0.61%	—	HELD
43	—	Berkshire Hathaway Cl B	—	—	—	—	$7.9M	0.60%	—	HELD
44	TJX	TJX Companies	$159.29	-1.45%	—	—	$7.9M	0.59%	—	HELD
45	TRV	The Travelers Companies	$385.39	-0.93%	—	—	$7.8M	0.59%	—	HELD
46	BAC	Bank Of America	$61.56	0.80%	—	—	$7.7M	0.58%	—	HELD
47	DIS	Walt Disney Company	$98.48	-0.41%	—	—	$7.4M	0.56%	—	HELD
48	INTC	Intel Corp	$87.57	6.95%	—	—	$7.4M	0.56%	—	HELD
49	NYT	New York Times Company	$75.00	-3.46%	—	—	$7.2M	0.55%	—	HELD
50	EMR	Emerson Electric Company	$149.38	2.50%	—	—	$7.0M	0.53%	—	HELD
51	GS	Goldman Sachs	$1008.00	2.78%	—	—	$6.6M	0.50%	—	HELD
52	ABNB	Airbnb Inc	$151.37	-1.08%	—	—	$6.3M	0.47%	—	HELD
53	CME	CME Group	$261.60	-1.45%	—	—	$6.2M	0.47%	—	HELD
54	NSC	Norfolk Southern	$335.18	-0.17%	—	—	$6.1M	0.46%	—	HELD
55	MRK	Merck & Company Inc	$127.67	-2.06%	—	—	$6.0M	0.45%	—	HELD
56	WMT2	Wells Fargo & Co	—	—	—	—	$5.8M	0.44%	—	HELD
57	FAST	Fastenal Company	$47.13	-1.37%	—	—	$5.7M	0.43%	—	HELD
58	PM	Philip Morris	$195.15	-1.66%	—	—	$5.3M	0.40%	—	HELD
59	ASML	ASML Holding NV	$1635.79	5.49%	—	—	$5.2M	0.39%	—	HELD
60	PRU	Prudential Financial	$123.25	0.51%	—	—	$4.8M	0.37%	—	HELD
61	UPS	United Parcel Service Inc Cl B	$104.71	0.15%	—	—	$4.8M	0.37%	—	HELD
62	CVS	CVS Health Corp	$103.56	-2.23%	—	—	$4.8M	0.36%	—	HELD
63	DUK	Duke Energy Hldg	$128.91	-0.13%	—	—	$4.7M	0.35%	—	HELD
64	AVGO	Broadcom Ltd	$379.11	2.37%	—	—	$4.5M	0.34%	—	HELD
65	VOO	Vanguard S&P 500 ETF	$676.22	0.83%	—	—	$4.5M	0.34%	—	HELD
66	CL	Colgate-Palmolive Company	$92.39	-1.18%	—	—	$4.4M	0.33%	—	HELD
67	PEP	PepsiCo	$141.70	-1.25%	—	—	$4.3M	0.33%	—	HELD
68	AESI	New Atlas Holdco Inc	$10.54	3.54%	—	—	$4.2M	0.32%	—	HELD
69	HPQ	HP Inc	$26.85	-5.47%	—	—	$4.2M	0.31%	—	HELD
70	UNP	Union Pacific Corp	$292.40	0.07%	—	—	$4.2M	0.31%	—	HELD
71	AJG	Arthur J. Gallagher & Co.	$263.45	-2.03%	—	—	$4.0M	0.30%	—	HELD
72	MA	Mastercard	$578.95	2.77%	—	—	$3.9M	0.29%	—	HELD
73	YUM	YUM Brands	$160.43	5.60%	—	—	$3.7M	0.28%	—	HELD
74	PYPL	PayPal Hldg Inc	$57.59	-1.30%	—	—	$3.5M	0.27%	—	HELD
75	IWF	iShares Russ 1000 Growth ETF	$115.79	1.52%	—	—	$3.4M	0.26%	—	HELD
76	MDT	Medtronic Plc	$86.51	-1.18%	—	—	$3.4M	0.26%	—	HELD
77	PLD	ProLogis Inc	$145.74	0.18%	—	—	$3.2M	0.24%	—	HELD
78	RTX	RTX Corporation	$212.94	-1.07%	—	—	$3.0M	0.22%	—	HELD
79	MS	Morgan Stanley	$206.89	1.85%	—	—	$2.8M	0.21%	—	HELD
80	OKTA	Okta Inc	$136.67	-0.18%	—	—	$2.8M	0.21%	—	HELD
81	TFC	Truist Financial Corporation	$52.38	0.14%	—	—	$2.6M	0.20%	—	HELD
82	CMCSA	Comcast Corp	$24.04	-2.32%	—	—	$2.6M	0.20%	—	HELD
83	ITW	Illinois Tool Works	$291.11	-0.46%	—	—	$2.5M	0.19%	—	HELD
84	ABT	Abbott Laboratories	$105.50	-2.31%	—	—	$2.4M	0.18%	—	HELD
85	BMY	Bristol Myers Squibb Company	$62.74	-0.56%	—	—	$2.3M	0.18%	—	HELD
86	SWK	Stanley Black & Decker	$92.54	-0.54%	—	—	$2.3M	0.17%	—	HELD
87	ADP	Automatic Data	$265.17	-3.00%	—	—	$2.3M	0.17%	—	HELD
88	COP	ConocoPhillips	$116.88	-1.00%	—	—	$2.2M	0.17%	—	HELD
89	ADI	Analog Devices	$364.57	3.17%	—	—	$2.2M	0.16%	—	HELD
90	AMD	Advanced Micro	$461.22	7.37%	—	—	$2.2M	0.16%	—	HELD
91	NOC	Northrop Grumman Corp	$531.20	-0.72%	—	—	$2.1M	0.16%	—	HELD
92	USB	U S Bancorp	$63.18	0.57%	—	—	$2.1M	0.16%	—	HELD
93	UBS	UBS AG	$52.81	1.95%	—	—	$2.0M	0.15%	—	HELD
94	EA	Electronic Arts	$208.78	-0.06%	—	—	$2.0M	0.15%	—	HELD
95	CARR	Carrier Global	$61.30	2.31%	—	—	$2.0M	0.15%	—	HELD
96	ISRG	Intuitive Surgical Inc	$349.21	-1.10%	—	—	$1.9M	0.15%	—	HELD
97	GE	GE Aerospace	$350.51	-0.03%	—	—	$1.9M	0.15%	—	HELD
98	CMI	Cummins	$627.06	3.48%	—	—	$1.9M	0.15%	—	HELD
99	NEE	NextEra Energy	$88.96	0.56%	—	—	$1.9M	0.14%	—	HELD
100	SYK	Stryker	$350.83	-0.40%	—	—	$1.8M	0.14%	—	HELD
101	PANW	Palo Alto Networks Inc	$316.62	0.79%	—	—	$1.8M	0.14%	—	HELD
102	MDLZ	Mondelez Intl	—	—	—	—	$1.7M	0.13%	—	HELD
103	—	Crown Castle	—	—	—	—	$1.7M	0.13%	—	HELD
104	ROP	Roper Technologies	—	—	—	—	$1.7M	0.13%	—	HELD
105	ETN	Eaton Corp	—	—	—	—	$1.7M	0.13%	—	HELD
106	PSX	Phillips 66	—	—	—	—	$1.7M	0.12%	—	HELD
107	UNH	UnitedHealth	—	—	—	—	$1.6M	0.12%	—	HELD
108	TSLA	Tesla Motors Inc	—	—	—	—	$1.6M	0.12%	—	HELD
109	GTLB	Gitlab Inc Cl A	—	—	—	—	$1.4M	0.11%	—	HELD
110	GEV	GE Vernova Inc	—	—	—	—	$1.4M	0.11%	—	HELD
111	BA	Boeing	—	—	—	—	$1.4M	0.11%	—	HELD
112	D	Dominion Energy	—	—	—	—	$1.4M	0.11%	—	HELD
113	CRM	Salesforce.com Inc	—	—	—	—	$1.3M	0.10%	—	HELD
114	PFE	Pfizer Inc	—	—	—	—	$1.2M	0.09%	—	HELD
115	NFLX	Netflix	—	—	—	—	$1.2M	0.09%	—	HELD
116	TMO	Thermo Fisher Scientific	—	—	—	—	$1.2M	0.09%	—	HELD
117	EW	Edwards Lifesciences	—	—	—	—	$1.1M	0.09%	—	HELD
118	ADBE	Adobe	—	—	—	—	$1.1M	0.09%	—	HELD
119	SCHW	Charles Schwab Corp	—	—	—	—	$1.1M	0.08%	—	HELD
120	BSX	Boston Scientific	—	—	—	—	$1.0M	0.08%	—	HELD
121	TT	Trane Tech PLC	—	—	—	—	$982K	0.07%	—	HELD
122	HON	Honeywell	—	—	—	—	$973K	0.07%	—	HELD
123	FITB	Fifth Third Bancorp	—	—	—	—	$964K	0.07%	—	HELD
124	HONA	Honeywell Aerospace Inc	—	—	—	—	$961K	0.07%	—	HELD
125	A	Agilent	—	—	—	—	$930K	0.07%	—	HELD
126	MU	Micron Technology	—	—	—	—	$923K	0.07%	—	HELD
127	QQQ	Invesco QQQ Tr Unit Ser 1	—	—	—	—	$913K	0.07%	—	HELD
128	MO	Altria Group	—	—	—	—	$907K	0.07%	—	HELD
129	GD	General Dynamics	—	—	—	—	$903K	0.07%	—	HELD
130	HOOD	Robinhood Markets Inc	—	—	—	—	$892K	0.07%	—	HELD
131	PGR	Progressive Corp	—	—	—	—	$874K	0.07%	—	HELD
132	NUE	Nucor Corp	—	—	—	—	$866K	0.07%	—	HELD
133	CSX	CSX Corp	—	—	—	—	$837K	0.06%	—	HELD
134	PCOR	Procore Technologies Inc	—	—	—	—	$812K	0.06%	—	HELD
135	AZNN	AstraZeneca PLC	—	—	—	—	$761K	0.06%	—	HELD
136	BX	Blackstone Group	—	—	—	—	$754K	0.06%	—	HELD
137	NVS	Novartis AG	—	—	—	—	$737K	0.06%	—	HELD
138	LNC	Lincoln National Corporation	—	—	—	—	$735K	0.06%	—	HELD
139	TTWO	Take Two	—	—	—	—	$725K	0.05%	—	HELD
140	GPC	Genuine Parts Company	—	—	—	—	$696K	0.05%	—	HELD
141	ROST	Ross Stores	—	—	—	—	$695K	0.05%	—	HELD
142	EFX	Equifax Inc	—	—	—	—	$675K	0.05%	—	HELD
143	PNC	PNC Finl	—	—	—	—	$671K	0.05%	—	HELD
144	—	Quantum Scape Corp	—	—	—	—	$649K	0.05%	—	HELD
145	HUM	Humana	—	—	—	—	$636K	0.05%	—	HELD
146	BIDU	Baidu Inc	—	—	—	—	$617K	0.05%	—	HELD
147	ROK	Rockwell	—	—	—	—	$594K	0.04%	—	HELD
148	MPC	Marathon Petroleum Corp	—	—	—	—	$578K	0.04%	—	HELD
149	MCHP	Microchip	—	—	—	—	$565K	0.04%	—	HELD
150	KEYS	Keysight Technologies	—	—	—	—	$560K	0.04%	—	HELD
151	HII	Huntington Ingalls Industries	—	—	—	—	$560K	0.04%	—	HELD
152	MMM	3M Company	—	—	—	—	$550K	0.04%	—	HELD
153	VZ	Verizon Communications Inc	—	—	—	—	$538K	0.04%	—	HELD
154	NOW	ServiceNow	—	—	—	—	$496K	0.04%	—	HELD
155	PAGP	Plains GP Holdings	—	—	—	—	$485K	0.04%	—	HELD
156	GILD	Gilead Sciences	—	—	—	—	$485K	0.04%	—	HELD
157	VTWG	Vanguard Russ 2000 Growth ETF	—	—	—	—	$478K	0.04%	—	HELD
158	WELL	Welltower Inc	—	—	—	—	$469K	0.04%	—	HELD
159	VLO	Valero Energy	—	—	—	—	$443K	0.03%	—	HELD
160	VUG	Vanguard Index Funds Growth ET	—	—	—	—	$430K	0.03%	—	HELD
161	INTU	Intuit	—	—	—	—	$427K	0.03%	—	HELD
162	CTVA	Corteva Inc	—	—	—	—	$424K	0.03%	—	HELD
163	KMB	Kimberly-Clark	—	—	—	—	$417K	0.03%	—	HELD
164	VRSK	Verisk Analytics, Inc.	—	—	—	—	$417K	0.03%	—	HELD
165	DLR	Digital Realty Trust	—	—	—	—	$416K	0.03%	—	HELD
166	VONG	Vanguard Russ 1000 Growth	—	—	—	—	$416K	0.03%	—	HELD
167	NVO	Novo Nordisk ADR	—	—	—	—	$416K	0.03%	—	HELD
168	IVW	iShare S&P 500 Growth ETF	—	—	—	—	$413K	0.03%	—	HELD
169	LDOS	Leidos Holdings Inc.	—	—	—	—	$412K	0.03%	—	HELD
170	BLKCHF	Blackrock Inc	—	—	—	—	$407K	0.03%	—	HELD
171	KMI	Kinder Morgan	—	—	—	—	$403K	0.03%	—	HELD
172	FULT	Fulton Financial	—	—	—	—	$402K	0.03%	—	HELD
173	SHEL	Shell PLC	—	—	—	—	$395K	0.03%	—	HELD
174	ACN	Accenture PLC	—	—	—	—	$390K	0.03%	—	HELD
175	SAIC	Science Applications Intl Corp	—	—	—	—	$386K	0.03%	—	HELD
176	PODD	Insulet Corp	—	—	—	—	$381K	0.03%	—	HELD
177	CARG	CarGurus Inc	—	—	—	—	$368K	0.03%	—	HELD
178	APP	Applovin Corp	—	—	—	—	$361K	0.03%	—	HELD
179	COIN	Coinbase Global Inc.	—	—	—	—	$355K	0.03%	—	HELD
180	—	Aptiv PLC	—	—	—	—	$350K	0.03%	—	HELD
181	VMC	Vulcan Materials	—	—	—	—	$325K	0.02%	—	HELD
182	CEG	Constl. Energy Corporation	—	—	—	—	$323K	0.02%	—	HELD
183	NKE	Nike Inc Cl B	—	—	—	—	$321K	0.02%	—	HELD
184	CB	Chubb Limited	—	—	—	—	$318K	0.02%	—	HELD
185	DASH	Doordash Inc	—	—	—	—	$312K	0.02%	—	HELD
186	TROW	T Rowe Price Grp Inc	—	—	—	—	$296K	0.02%	—	HELD
187	IR	Ingersoll-Rand PLC	—	—	—	—	$295K	0.02%	—	HELD
188	MKC	McCormick & Company	—	—	—	—	$292K	0.02%	—	HELD
189	VTWV	Vanguard Russ 2000 Value Index	—	—	—	—	$289K	0.02%	—	HELD
190	TEAM	Atlassian Corp CL A	—	—	—	—	$288K	0.02%	—	HELD
191	ALL	Allstate Corp	—	—	—	—	$286K	0.02%	—	HELD
192	BP	BP PLC ADS	—	—	—	—	$281K	0.02%	—	HELD
193	AXON	Axon Enterprise Inc	—	—	—	—	$280K	0.02%	—	HELD
194	MSI	Motorola Solutions, Inc.	—	—	—	—	$270K	0.02%	—	HELD
195	FIS	Fidelity Nationl	—	—	—	—	$263K	0.02%	—	HELD
196	—	Linde PLC	—	—	—	—	$243K	0.02%	—	HELD
197	ET	Energy Transfer LP	—	—	—	—	$235K	0.02%	—	HELD
198	FDX	FedEx	—	—	—	—	$235K	0.02%	—	HELD
199	DHR	Danaher Corp	—	—	—	—	$229K	0.02%	—	HELD
200	BAX	Baxter Intl	—	—	—	—	$228K	0.02%	—	HELD
201	COF	Capital One Financial	—	—	—	—	$224K	0.02%	—	HELD
202	IWR	iShares Russell Midcap	—	—	—	—	$221K	0.02%	—	HELD
203	EXC	Exelon Corp	—	—	—	—	$210K	0.02%	—	HELD
204	FMC	FMC Corporation	—	—	—	—	$166K	0.01%	—	HELD

Source: SEC EDGAR · accession 0001161670-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.