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CULLINAN ASSOCIATES INC
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,332,763,838
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Apple Inc · COM · 037833100 · shares: $123,426,607
- Coca-Cola Company · COM · 191216100 · shares: $94,184,504
- Microsoft Corp · COM · 594918104 · shares: $73,332,902
- S&P Global Inc. · COM · 78409V104 · shares: $47,928,105
- Johnson & Johnson · COM · 478160104 · shares: $46,753,766
- Alphabet Class C · COM · 02079K107 · shares: $46,128,816
- SPDR S&P 500 Trust · COM · 78462F103 · shares: $39,517,518
- Alphabet Class A · COM · 02079K305 · shares: $36,031,560
- Exxonmobil Holdings · COM · 30233Q108 · shares: $33,169,553
- Procter & Gamble Co · COM · 742718109 · shares: $32,650,018
Reported holdings
210 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| UBS AG | COM | H42097107 | — | 36,407 shares | $1,752,269 |
| Roper Technologies | COM | 776696106 | — | 5,000 shares | $1,747,050 |
| Mondelez Intl | COM | 609207105 | — | 30,097 shares | $1,740,209 |
| GE Aerospace | COM | 369604301 | — | 5,462 shares | $1,705,766 |
| NextEra Energy | COM | 65339F101 | — | 21,537 shares | $1,631,212 |
| Thermo Fisher Scientific | COM | 883556102 | — | 2,312 shares | $1,560,716 |
| Pfizer Inc | COM | 717081103 | — | 53,801 shares | $1,534,405 |
| Crown Castle | COM | 228227104 | — | 22,872 shares | $1,524,419 |
| Stryker | COM | 863667101 | — | 4,956 shares | $1,364,833 |
| Trane Tech PLC | COM | G8994E103 | — | 2,979 shares | $1,346,545 |
| Adobe | COM | 00724F101 | — | 5,495 shares | $1,318,470 |
| Cummins | COM | 231021106 | — | 2,514 shares | $1,298,884 |
| UnitedHealth | COM | 91324P102 | — | 3,396 shares | $1,246,630 |
| Agilent | COM | 00846U101 | — | 7,048 shares | $1,214,441 |
| Boeing | COM | 097023105 | — | 6,475 shares | $1,204,674 |
| Dominion Energy | COM | 25746U109 | — | 18,878 shares | $1,142,497 |
| Charles Schwab Corp | COM | 808513105 | — | 11,500 shares | $1,124,010 |
| Edwards Lifesciences | COM | 28176E108 | — | 12,684 shares | $1,094,883 |
| Boston Scientific | COM | 101137107 | — | 24,463 shares | $1,067,810 |
| Welltower Inc | COM | 95040Q104 | — | 4,585 shares | $1,055,650 |
| Procore Technologies Inc | COM | 74275K108 | — | 20,000 shares | $1,034,400 |
| Netflix | COM | 64110L106 | — | 14,500 shares | $1,008,910 |
| Mobility Global Inc | COM | 60744M106 | — | 58,400 shares | $1,001,560 |
| Robinhood Markets Inc | COM | 770700102 | — | 8,900 shares | $1,001,250 |
| Micron Technology | COM | 595112103 | — | 908 shares | $967,120 |
| Invesco QQQ Tr Unit Ser 1 | COM | 46090E103 | — | 1,240 shares | $917,315 |
| Honeywell | COM | 438516106 | — | 4,331 shares | $913,581 |
| Nucor Corp | COM | 670346105 | — | 3,888 shares | $908,820 |
| Fifth Third Bancorp | COM | 316773100 | — | 17,000 shares | $859,860 |
| General Dynamics | COM | 369550108 | — | 2,548 shares | $845,503 |
| Altria Group | COM | 02209S103 | — | 12,500 shares | $841,750 |
| Lincoln National Corporation | COM | 534187109 | — | 20,800 shares | $837,408 |
| Progressive Corp | COM | 743315103 | — | 4,000 shares | $829,240 |
| CSX Corp | COM | 126408103 | — | 17,600 shares | $818,576 |
| Marathon Petroleum Corp | COM | 56585A102 | — | 2,060 shares | $814,565 |
| Kinder Morgan | COM | 49456B101 | — | 26,860 shares | $809,829 |
| Motorola Solutions, Inc. | COM | 620076307 | — | 1,741 shares | $776,434 |
| Taiwan Semiconductor ADR | COM | 874039100 | — | 1,653 shares | $754,126 |
| Genuine Parts Company | COM | 372460105 | — | 5,900 shares | $741,866 |
| Ross Stores | COM | 778296103 | — | 3,177 shares | $741,512 |
| Palantir Technologies Inc | COM | 69608A108 | — | 3,741 shares | $699,754 |
| ServiceNow | COM | 81762P102 | — | 5,000 shares | $670,050 |
| Honeywell Aerospace Inc | COM | 43849R105 | — | 4,295 shares | $665,596 |
| Vanguard Index Funds Growth ET | COM | 922908736 | — | 7,285 shares | $656,451 |
| Atlassian Corp CL A | COM | 049468101 | — | 3,600 shares | $645,444 |
| Vanguard Russ 1000 Growth | COM | 92206C680 | — | 4,854 shares | $625,826 |
| Valero Energy | COM | 91913Y100 | — | 1,600 shares | $620,176 |
| Vanguard Russ 2000 Growth ETF | COM | 92206C623 | — | 2,376 shares | $619,138 |
| Humana | COM | 444859102 | — | 1,600 shares | $610,512 |
| PNC Finl | COM | 693475105 | — | 2,725 shares | $605,658 |
| Take Two | COM | 874054109 | — | 2,900 shares | $601,750 |
| Novartis AG | COM | 66987V109 | — | 4,200 shares | $598,794 |
| Accenture PLC | COM | G1151C101 | — | 3,235 shares | $593,163 |
| AstraZeneca PLC | COM | 046353108 | — | 3,638 shares | $587,428 |
| Equifax Inc | COM | 294429105 | — | 4,250 shares | $583,270 |
| Keysight Technologies | COM | 49338L103 | — | 1,600 shares | $582,464 |
| Gilead Sciences | COM | 375558103 | — | 3,898 shares | $580,929 |
| Blackstone Group | COM | 09260D107 | — | 5,110 shares | $572,780 |
| 3M Company | COM | 88579Y101 | — | 3,400 shares | $558,110 |
| Huntington Ingalls Industries | COM | 446413106 | — | 2,000 shares | $534,140 |
| Verizon Communications Inc | COM | 92343V104 | — | 11,401 shares | $522,962 |
| Plains GP Holdings | COM | 72651A207 | — | 20,000 shares | $518,000 |
| Leidos Holdings Inc. | COM | 525327102 | — | 4,000 shares | $487,320 |
| Shell PLC | COM | 780259305 | — | 5,100 shares | $484,755 |
| Baidu Inc | COM | 056752108 | — | 5,400 shares | $469,098 |
| Science Applications Intl Corp | COM | 808625107 | — | 3,500 shares | $446,460 |
| Corteva Inc | COM | 22052L104 | — | 5,733 shares | $445,184 |
| Blackrock Inc | COM | 09247X101 | — | 410 shares | $433,899 |
| Intuit | COM | 461202103 | — | 1,555 shares | $428,729 |
| iShare S&P 500 Growth ETF | COM | 464287309 | — | 3,004 shares | $427,386 |
| Digital Realty Trust | COM | 253868103 | — | 2,360 shares | $414,251 |
| Quantum Scape Corp | COM | 71467V109 | — | 85,900 shares | $399,005 |
| Verisk Analytics, Inc. | COM | 92345Y106 | — | 2,320 shares | $389,412 |
| Vanguard Russ 2000 Value Index | COM | 92206C649 | — | 2,090 shares | $386,086 |
| Coinbase Global Inc. | COM | 19260Q107 | — | 2,040 shares | $380,276 |
| Kimberly-Clark | COM | 494368103 | — | 3,800 shares | $370,234 |
| CoreWeave Inc | COM | 80303D305 | — | 4,200 shares | $365,904 |
| Microchip | COM | 595017104 | — | 4,700 shares | $365,519 |
| Novo Nordisk ADR | COM | 670100205 | — | 8,849 shares | $335,466 |
| BP PLC ADS | COM | 055622104 | — | 7,600 shares | $334,324 |
| Rockwell | COM | 773903109 | — | 767 shares | $333,898 |
| Insulet Corp | COM | 45784P101 | — | 2,554 shares | $333,220 |
| Doordash Inc | COM | 25809K105 | — | 1,690 shares | $310,199 |
| Chubb Limited | COM | H1467J104 | — | 932 shares | $303,133 |
| Nike Inc Cl B | COM | 654106103 | — | 7,810 shares | $276,474 |
| CarGurus Inc | COM | 141788109 | — | 8,800 shares | $274,208 |
| Danaher Corp | COM | 235851102 | — | 1,235 shares | $273,614 |
| T Rowe Price Grp Inc | COM | 74144T108 | — | 2,600 shares | $270,530 |
| Ingersoll-Rand PLC | COM | 45687V106 | — | 3,601 shares | $270,471 |
| McCormick & Company | COM | 579780206 | — | 5,800 shares | $269,120 |
| Vulcan Materials | COM | 929160109 | — | 1,100 shares | $269,093 |
| Hubspot Inc | COM | 443573100 | — | 1,300 shares | $266,474 |
| Baxter Intl | COM | 071813109 | — | 10,700 shares | $256,800 |
| Aptiv PLC | COM | G6095L109 | — | 5,700 shares | $245,214 |
| Energy Transfer LP | COM | 29273V100 | — | 12,300 shares | $243,171 |
| AppFolio Inc | COM | 03783C100 | — | 1,200 shares | $240,624 |
| Dell | COM | 24702R101 | — | 415 shares | $223,249 |
| Fidelity Nationl | COM | 31620M106 | — | 6,775 shares | $222,897 |
| Linde PLC | COM | G5494J103 | — | 469 shares | $222,611 |
| Allstate Corp | COM | 020002101 | — | 1,000 shares | $221,860 |