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Culbertson A N & Co Inc Portfolio
$861.2M across 137 positions as of 2026-09-30, with 42% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+11.1%
-3.4% a year vs the S&P 500
3 years
+17.2%
-4.1% a year vs the S&P 500
5 years
+10.1%
-2.1% a year vs the S&P 500
Quarters ahead
8 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.2% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.7% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +8.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.1% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.4% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +1.2% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | $66.9M | 7.8% | 134,392 |
| AAPLApple Inc | $58.3M | 6.8% | 175,047 |
| MSFTMicrosoft Corp | $44.3M | 5.1% | 86,331 |
| JNJJohnson & Johnson | $43.5M | 5.1% | 164,480 |
| JPMJPMorgan Chase & Co | $35.9M | 4.2% | 108,395 |
| CATCaterpillar Inc | $29.5M | 3.4% | 36,412 |
| GSGoldman Sachs Group Inc | $23.2M | 2.7% | 25,735 |
| GOOGAlphabet Inc | $21.8M | 2.5% | 64,014 |
| ABBVAbbVie Inc | $21M | 2.4% | 80,311 |
| IWRiShares Russell Mid-Cap ETF | $17.5M | 2.0% | 164,184 |
| CMICummins Inc | $17.4M | 2.0% | 33,740 |
| MCKMcKesson Corp | $17M | 2.0% | 19,896 |
| DEDeere & Co | $16.5M | 1.9% | 24,579 |
| XOMExxonmobil Holdings Corp | $15.2M | 1.8% | 93,159 |
| CVXChevron Corp | $14.4M | 1.7% | 70,663 |
| VTIVanguard Total Stock Market ETF | $13.3M | 1.5% | 35,658 |
| GOOGLAlphabet Inc | $12.8M | 1.5% | 37,306 |
| ORCLOracle Corp | $11.6M | 1.3% | 84,320 |
| VBVanguard Small-Cap ETF | $11.1M | 1.3% | 39,186 |
| MKLMarkel Group Inc | $11M | 1.3% | 6,428 |
| AMZNAmazon.com Inc | $10.9M | 1.3% | 43,663 |
| BNBrookfield Corporation Class A Limited Voting Shares | $10.6M | 1.2% | 290,719 |
| IWMiShares Russell 2000 Index Fund | $10.6M | 1.2% | 37,966 |
| CSCOCisco Systems Inc | $9.6M | 1.1% | 89,576 |
| VGTVanguard Information Tech ETF | $9.6M | 1.1% | 76,451 |
| USBUS Bancorp | $9.3M | 1.1% | 160,773 |
| ABTAbbott Laboratories | $8.9M | 1.0% | 90,195 |
| GLWCorning Inc | $8.8M | 1.0% | 57,374 |
| VVisa Inc | $8.6M | 1.0% | 24,069 |
| MCDMcDonald's Corp | $8.5M | 1.0% | 36,873 |
| PGProcter & Gamble Co | $8.5M | 1.0% | 58,397 |
| PEPPepsiCo Inc | $8.2M | 1.0% | 64,788 |
| FDXFedEx Corp | $7.4M | 0.9% | 26,101 |
| VOVanguard Mid-Cap ETF | $7.4M | 0.9% | 94,520 |
| APDAir Products and Chemicals Inc | $7.3M | 0.9% | 26,400 |
| BSVVanguard Short-Term Bond ETF | $7.2M | 0.8% | 94,206 |
| WFCWells Fargo & Co | $6.8M | 0.8% | 84,908 |
| OEFiShares S&P 100 Fund | $6.4M | 0.7% | 16,662 |
| TRVTravelers Companies Inc | $6.2M | 0.7% | 17,480 |
| VUGVanguard Growth ETF | $6.2M | 0.7% | 68,661 |
| VBRVanguard Small-Cap Value ETF | $6M | 0.7% | 26,017 |
| VGSHVanguard Short-Term Treasury ETF | $5.9M | 0.7% | 102,619 |
| EOGEOG Resources Inc | $5.8M | 0.7% | 42,225 |
| TXNTexas Instruments Inc | $5.8M | 0.7% | 20,576 |
| ADPAutomatic Data Processing Inc | $5.6M | 0.7% | 21,877 |
| COFCapital One Financial Corp | $5.2M | 0.6% | 26,685 |
| VTVVanguard Value ETF | $5.1M | 0.6% | 23,720 |
| CCitigroup Inc | $4.9M | 0.6% | 37,987 |
| STTState Street Corp | $4.7M | 0.5% | 27,018 |
| MSMorgan Stanley | $4.7M | 0.5% | 24,987 |
| VOEVanguard Mid-Cap Value ETF | $4.6M | 0.5% | 23,605 |
| BACBank of America Corp | $4.5M | 0.5% | 82,474 |
| WMTWalmart Inc | $4.5M | 0.5% | 42,972 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $4.3M | 0.5% | 47,375 |
| VANGUARD INSTL INDEX FD | $4.1M | 0.5% | 54,265 |
| VYMVanguard High Dividend Yield ETF | $4M | 0.5% | 25,713 |
| MTBM&T Bank Corp | $3.9M | 0.5% | 18,104 |
| WISDOMTREE TR | $3.9M | 0.5% | 60,520 |
| CHUBB LIMITED | $3.6M | 0.4% | 11,143 |
| VCSHVanguard Short-Term Corporate Bond ETF | $3.6M | 0.4% | 46,325 |
| WISDOMTREE TR | $3.2M | 0.4% | 44,045 |
| VXUSVanguard Total International Stock ETF | $3.1M | 0.4% | 36,755 |
| TJXTJX Companies Inc | $3.1M | 0.4% | 23,441 |
| IJRiShares Core S&P Small-Cap ETF | $2.9M | 0.3% | 21,336 |
| VOOVanguard S&P 500 ETF | $2.9M | 0.3% | 4,137 |
| ZTSZoetis Inc | $2.9M | 0.3% | 41,491 |
| VZVerizon Communications Inc | $2.8M | 0.3% | 60,751 |
| AMGNAmgen Inc | $2.7M | 0.3% | 6,452 |
| CVSCVS Health Corp | $2.7M | 0.3% | 31,620 |
| VTEBVanguard Tax-Exempt Bond ETF | $2.5M | 0.3% | 53,650 |
| MDLZMondelez International Inc | $2.5M | 0.3% | 42,721 |
| SPYState Street SPDR S&P 500 ETF Trust | $2.4M | 0.3% | 3,208 |
| MMM3M Co | $2.2M | 0.2% | 13,114 |
| WISDOMTREE TR | $2.1M | 0.2% | 22,093 |
| UNPUnion Pacific Corp | $1.9M | 0.2% | 6,914 |
| MAMastercard Inc | $1.8M | 0.2% | 3,286 |
| DDominion Energy Inc | $1.8M | 0.2% | 29,359 |
| METAMeta Platforms Inc | $1.7M | 0.2% | 2,406 |
| KOCoca-Cola Co | $1.7M | 0.2% | 20,256 |
| JOHNSON CONTROLS INTERNATION | $1.7M | 0.2% | 11,669 |
| IBMInternational Business Machines Corp | $1.7M | 0.2% | 7,822 |
| BXBlackstone Inc | $1.7M | 0.2% | 15,128 |
| UPSUnited Parcel Service Inc | $1.7M | 0.2% | 17,679 |
| IJHiShares Core S&P Mid-Cap ETF | $1.6M | 0.2% | 22,887 |
| BNDVanguard Total Bond Market ETF | $1.6M | 0.2% | 22,871 |
| DONWisdomTree U.S. MidCap Dividend Fund | $1.5M | 0.2% | 28,270 |
| DVNDevon Energy Corp | $1.5M | 0.2% | 32,782 |
| VANGUARD INSTL INDEX FD | $1.5M | 0.2% | 19,872 |
| TAT&T Inc | $1.5M | 0.2% | 60,757 |
| AGGiShares Core U.S. Aggregate Bond ETF | $1.5M | 0.2% | 15,455 |
| HSYHershey Co | $1.5M | 0.2% | 9,214 |
| TFCTruist Financial Corp | $1.4M | 0.2% | 30,271 |
| SPDR SERIES TRUST | $1.4M | 0.2% | 56,780 |
| AXPAmerican Express Co | $1.2M | 0.1% | 4,093 |
| PAYXPaychex Inc | $1.2M | 0.1% | 12,513 |
| LLYEli Lilly and Co | $1.2M | 0.1% | 1,040 |
| MRSHMarsh & McLennan Companies Inc | $1.2M | 0.1% | 7,005 |
| PGRProgressive Corp | $1.2M | 0.1% | 5,717 |
| HDHome Depot Inc | $1.2M | 0.1% | 4,161 |
| SPDR INDEX SHS FDS | $1.1M | 0.1% | 24,097 |
| SBUXStarbucks Corp | $1.1M | 0.1% | 11,616 |
| RSPInvesco S&P 500 Equal Weight ETF | $1.1M | 0.1% | 5,236 |
| IWNiShares Russell 2000 Value ETF | $1.1M | 0.1% | 5,151 |
| FEDEX FGHT HLDG CO INC | $1.1M | 0.1% | 9,714 |
| BAMBROOKFIELD ASSET MANAGEMENT LTD | $987K | 0.1% | 22,140 |
| IVViShares Core S&P 500 ETF | $957.8K | 0.1% | 1,251 |
| EFAiShares MSCI EAFE ETF | $834.3K | 0.1% | 8,031 |
| BUDAnheuser-Busch Inbev SA | $798.3K | 0.1% | 10,865 |
| QQQInvesco QQQ Trust, Series 1 | $696.1K | 0.1% | 941 |
| CPRTCopart Inc | $655.5K | 0.1% | 24,028 |
| OMCOmnicom Group Inc | $645.1K | 0.1% | 8,761 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $619.3K | 0.1% | 6,900 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $614.4K | 0.1% | 3,695 |
| ERIEErie Indemnity Co | $614.3K | 0.1% | 2,803 |
| SLBSLB NV | $567.9K | 0.1% | 11,656 |
| LOWLowe's Companies Inc | $526.7K | 0.1% | 2,858 |
| COSTCostco Wholesale Corp | $491.6K | 0.1% | 540 |
| VIGVanguard Div Appreciation ETF | $482.3K | 0.1% | 2,067 |
| ORANGE CNTY BANCORP INC | $475.9K | 0.1% | 12,880 |
| DVYISHARES TR | $446.5K | 0.1% | 2,936 |
| CMCSAComcast Corp | $446.2K | 0.1% | 20,504 |
| SCHBSchwab U.S. Broad Market ETF | $439.7K | 0.1% | 15,000 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $425.2K | 0.0% | 5,430 |
| EFViShares MSCI EAFE Value ETF | $363.6K | 0.0% | 4,595 |
| IEFAiShares Core MSCI EAFE ETF | $330.5K | 0.0% | 3,411 |
| VANGUARD BD INDEX FDS | $328.5K | 0.0% | 6,630 |
| NKENike Inc | $325.6K | 0.0% | 9,199 |
| STZConstellation Brands Inc | $320.9K | 0.0% | 2,838 |
| GLDSPDR Gold Shares | $299K | 0.0% | 785 |
| MOATVanEck Morningstar Wide Moat ETF | $285.5K | 0.0% | 2,701 |
| WISDOMTREE TR | $272.1K | 0.0% | 3,695 |
| AVGOBroadcom Inc | $228.3K | 0.0% | 650 |
| VWOVanguard FTSE Emerging Markets ETF | $214.8K | 0.0% | 3,622 |
| BABoeing Co | $211.9K | 0.0% | 1,139 |
| GEVGE Vernova Inc | $209.1K | 0.0% | 220 |
| KVUEKenvue Inc | $176.6K | 0.0% | 10,000 |
| PSKYParamount Skydance Corp | $165K | 0.0% | 15,973 |
Quarter ending 2026-09-30.
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