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Culbertson A N & Co Inc Top Holdings and 13F Report (2025)

About Culbertson A N & Co Inc

Investment Activity

  • Culbertson A N & Co Inc has $651.31 million in total holdings as of June 30, 2025.
  • Culbertson A N & Co Inc owns shares of 127 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
  • Approximately 1.24% of the portfolio was purchased this quarter.
  • About 2.11% of the portfolio was sold this quarter.
  • This quarter, Culbertson A N & Co Inc has purchased 124 new stocks and bought additional shares in 34 stocks.
  • Culbertson A N & Co Inc sold shares of 70 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Berkshire Hathaway
$53,506,354
Microsoft
$41,927,848
Apple
$37,354,576

Largest New Holdings this Quarter

30303M102 - Meta Platforms
$380,854 Holding
78464A854 - SPDR Portfolio S&P 500 ETF
$208,911 Holding
68417L107 - Orange County Bancorp
$201,552 Holding
654106103 - NIKE
$200,972 Holding

Largest Purchases this Quarter

Markel Group
1,039 shares (about $2.08M)
U.S. Bancorp
12,630 shares (about $571.51K)
Vanguard Mid-Cap Value ETF
2,578 shares (about $423.98K)
Union Pacific
1,680 shares (about $386.53K)
Meta Platforms
516 shares (about $380.85K)

Largest Sales this Quarter

UnitedHealth Group
5,306 shares (about $1.66M)
Truist Financial
37,235 shares (about $1.60M)
United Parcel Service
14,883 shares (about $1.50M)
Apple
4,597 shares (about $943.17K)
Microsoft
1,456 shares (about $724.23K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCulbertson A N & Co Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$53,506,354$159,332 0.3%110,1488.2%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$41,927,848$724,232 -1.7%84,2926.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$37,354,576$943,169 -2.5%182,0665.7%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$33,596,754$581,269 -1.7%115,8875.2%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$19,413,110$128,104 -0.7%27,4293.0%Finance
Oracle Corporation stock logo
ORCL
Oracle
$16,986,895$169,657 -1.0%77,6972.6%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$15,963,389$244,569 -1.5%41,1212.5%Industrials
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$15,627,175$122,780 -0.8%169,9162.4%ETF
McKesson Corporation stock logo
MCK
McKesson
$15,399,372$32,975 -0.2%21,0152.4%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$12,688,241$382,006 -2.9%68,3561.9%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$12,517,340$99,287 -0.8%92,0331.9%Medical
Deere & Company stock logo
DE
Deere & Company
$12,216,472$81,358 -0.7%24,0251.9%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$12,144,652$142,799 -1.2%68,4631.9%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$12,089,120$175,672 -1.4%39,7761.9%ETF
Cummins Inc. stock logo
CMI
Cummins
$11,545,358$151,633 -1.3%35,2531.8%Auto/Tires/Trucks
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,456,580$90,734 -0.8%75,0021.8%Medical
McDonald's Corporation stock logo
MCD
McDonald's
$10,917,760$156,310 -1.4%37,3681.7%Retail/Wholesale
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$9,707,395$237,228 -2.4%60,9301.5%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$9,236,018$158,511 1.7%64,5021.4%Energy
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$9,222,788$4,740 0.1%38,9181.4%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$9,061,532$109,990 1.2%68,6271.4%Consumer Staples
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$8,362,941$94,516 -1.1%38,7551.3%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$7,872,843$57,565 0.7%73,0321.2%Energy
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$7,862,521$110,104 -1.4%11,8541.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$7,848,830$210,916 -2.6%99,7311.2%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$7,556,827$113,801 -1.5%24,5031.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$7,491,200$102,965 -1.4%21,0991.2%Business Services
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$7,316,495$115,642 -1.6%25,9401.1%Basic Materials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$7,189,225$141,188 -1.9%103,6211.1%Computer and Technology
FedEx Corporation stock logo
FDX
FedEx
$7,049,338$186,167 -2.6%31,0121.1%Transportation
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$6,570,968$13,991 -0.2%23,4821.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,310,796$89,877 -1.4%35,8101.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,133,486$39,490 0.6%27,9570.9%Retail/Wholesale
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$6,016,664$306,057 5.4%75,0960.9%Finance
Brookfield Corporation stock logo
BN
Brookfield
$5,949,104$320,074 5.7%96,1860.9%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$5,661,498$30,688 -0.5%12,9140.9%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$5,513,909$68,479 -1.2%18,1170.8%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$5,449,955$571,507 11.7%120,4410.8%Finance
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$5,402,435$115,042 -2.1%20,1930.8%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$5,382,341$4,152 -0.1%25,9240.8%Computer and Technology
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$5,247,439$123,415 -2.3%77,8090.8%Consumer Staples
Markel Group Inc. stock logo
MKL
Markel Group
$5,031,350$2,075,257 70.2%2,5190.8%Multi-Sector Conglomerates
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$4,824,125$323,877 7.2%82,0710.7%ETF
Corning Incorporated stock logo
GLW
Corning
$4,740,515$46,279 -1.0%90,1410.7%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$4,233,701$53,023 1.3%23,9540.7%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$4,069,664$203,395 5.3%20,8690.6%ETF
EOG Resources, Inc. stock logo
EOG
EOG Resources
$3,882,660$6,459 -0.2%32,4610.6%Energy
Bank of America Corporation stock logo
BAC
Bank of America
$3,764,394$153,790 -3.9%79,5520.6%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$3,719,749$19,997 -0.5%27,9030.6%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$3,568,4090.0%12,1050.5%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$3,538,826$94,517 -2.6%25,1230.5%Finance
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$3,485,837$177,285 5.4%43,8470.5%ETF
Citigroup Inc. stock logo
C
Citigroup
$3,427,697$67,245 2.0%40,2690.5%Financial Services
M&T Bank Corporation stock logo
MTB
M&T Bank
$3,330,614$357,136 12.0%17,1690.5%Finance
WisdomTree U.S. SmallCap Fund stock logo
EES
WisdomTree U.S. SmallCap Fund
$3,182,656$46,883 -1.5%62,4540.5%Finance
WisdomTree U.S. MidCap Fund stock logo
EZM
WisdomTree U.S. MidCap Fund
$2,866,931$2,780 0.1%46,4130.4%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$2,665,568$423,978 18.9%16,2080.4%ETF
Hershey Company (The) stock logo
HSY
Hershey
$2,535,218$214,075 -7.8%15,2770.4%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,533,026$102,247 4.2%58,5400.4%Computer and Technology
3M Company stock logo
MMM
3M
$2,471,160$88,908 -3.5%16,2320.4%Multi-Sector Conglomerates
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,451,921$86,230 3.6%22,4350.4%ETF
Capital One Financial Corporation stock logo
COF
Capital One Financial
$2,418,017$10,638 0.4%11,3650.4%Finance
CVS Health Corporation stock logo
CVS
CVS Health
$2,413,667$43,388 -1.8%34,9910.4%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,365,277$281,743 13.5%4,1640.4%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$2,235,752$12,782 -0.6%32,3600.3%ETF
AT&T Inc. stock logo
T
AT&T
$2,218,196$57,214 2.6%76,6480.3%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,027,181$1,655,313 -45.0%6,4980.3%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$1,887,308$709,585 -27.3%15,2190.3%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,833,161$17,918 -1.0%2,9670.3%Finance
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$1,828,436$49,284 -2.6%22,2600.3%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,789,595$186,314 11.6%36,5000.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,789,099$228,985 -11.3%24,2990.3%ETF
The Clorox Company stock logo
CLX
Clorox
$1,785,081$80,447 4.7%14,8670.3%Consumer Staples
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,772,704$15,872 -0.9%17,8700.3%Finance
Starbucks Corporation stock logo
SBUX
Starbucks
$1,731,624$52,687 -3.0%18,8980.3%Retail/Wholesale
General Mills, Inc. stock logo
GIS
General Mills
$1,644,553$22,796 -1.4%31,7420.3%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$1,540,6210.0%4,2020.2%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$1,525,667$44,955 -2.9%2,7150.2%Business Services
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,513,393$1,502,290 -49.8%14,9930.2%Transportation
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,441,593$85,278 6.3%23,2440.2%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$1,415,940$130,312 -8.4%28,2510.2%Finance
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$1,384,995$422 0.0%13,1130.2%Construction
Erie Indemnity Company stock logo
ERIE
Erie Indemnity
$1,304,6240.0%3,7620.2%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,293,050$386,535 42.6%5,6200.2%Transportation
Devon Energy Corporation stock logo
DVN
Devon Energy
$1,255,095$9,543 -0.8%39,4560.2%Energy
American Express Company stock logo
AXP
American Express
$1,248,1690.0%3,9130.2%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$1,234,3050.0%17,4460.2%Consumer Staples
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$1,034,836$82,836 -7.4%33,7300.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$977,943$48,706 5.2%5,3810.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$883,833$19,556 2.3%9,0390.1%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$881,678$9,934 1.1%1,4200.1%ETF
State Street Corporation stock logo
STT
State Street
$863,640$31,900 -3.6%8,1220.1%Finance
Dominion Energy Inc. stock logo
D
Dominion Energy
$857,263$10,343 -1.2%15,1670.1%Utilities
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$822,694$97,623 -10.6%3,7080.1%Retail/Wholesale
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$822,0870.0%5,2110.1%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$813,186$232,535 40.0%8,8650.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$811,6570.0%7,3720.1%ETF
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$757,778$21,946 -2.8%13,7080.1%Finance
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$740,624$181,179 -19.7%7,5420.1%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$683,059$19,799 -2.8%6900.1%Retail/Wholesale

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