CULLINAN ASSOCIATES INC

Est. AUM

$1.24B

13F long equity, this entity only

Positions

207

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Apple Inc	COM	$101.7M	400906	8.23%	SOLE
2	Coca-Cola Company	COM	$99.9M	1312987	8.08%	SOLE
3	Microsoft Corp	COM	$57.9M	156407	4.68%	SOLE
4	S&P Global Inc.	COM	$51.8M	121900	4.19%	SOLE
5	Johnson & Johnson	COM	$44.7M	183038	3.62%	SOLE
6	Exxon Mobil	COM	$38.3M	225933	3.10%	SOLE
7	SPDR S&P 500 Trust	COM	$33.3M	51188	2.69%	SOLE
8	Procter & Gamble Co	COM	$32.6M	225713	2.64%	SOLE
9	Alphabet Class A	COM	$29.8M	103754	2.41%	SOLE
10	Alphabet Class C	COM	$27.6M	96214	2.23%	SOLE
11	Amazon	COM	$24.5M	117753	1.98%	SOLE
12	Intl Business Machines Corp	COM	$23.4M	96645	1.89%	SOLE
13	Vertex Pharmaceutical	COM	$23.1M	51762	1.87%	SOLE
14	J P Morgan Chase & Co	COM	$19.0M	64633	1.54%	SOLE
15	Wal-Mart Stores Inc	COM	$17.7M	142221	1.43%	SOLE
16	McDonalds Corp	COM	$17.6M	56651	1.42%	SOLE
17	Applied Materials	COM	$17.6M	51461	1.42%	SOLE
18	Chevron Corp	COM	$16.6M	80408	1.35%	SOLE
19	AbbVie Inc	COM	$16.0M	73455	1.29%	SOLE
20	AFLAC Inc	COM	$15.2M	138359	1.23%	SOLE
21	Lowes Companies Inc	COM	$14.6M	61687	1.18%	SOLE
22	Lam Research Corp	COM	$13.8M	64500	1.11%	SOLE
23	Texas Instruments	COM	$13.0M	67117	1.05%	SOLE
24	Oracle Corp	COM	$12.6M	85809	1.02%	SOLE
25	American Express Co	COM	$12.3M	40540	0.99%	SOLE
26	Caterpillar	COM	$11.9M	16793	0.96%	SOLE
27	Deere & Company	COM	$11.7M	20804	0.95%	SOLE
28	Meta Platforms Inc	COM	$11.4M	19883	0.92%	SOLE
29	Lockheed Martin	COM	$10.9M	17974	0.88%	SOLE
30	KLA Corporation	COM	$10.6M	7191	0.86%	SOLE
31	Nvidia Corp	COM	$10.4M	59425	0.84%	SOLE
32	Costco Wholesale Corp	COM	$10.0M	10048	0.81%	SOLE
33	Southern Co	COM	$10.0M	103284	0.81%	SOLE
34	United Parcel Service Inc Cl B	COM	$9.1M	92789	0.74%	SOLE
35	Uber Technologies Inc	COM	$9.1M	126824	0.74%	SOLE
36	CME Group	COM	$9.1M	30687	0.73%	SOLE
37	Qualys Inc	COM	$9.0M	102800	0.73%	SOLE
38	Amgen Inc	COM	$9.0M	25516	0.73%	SOLE
39	Home Depot	COM	$9.0M	27278	0.73%	SOLE
40	New York Times Company	COM	$8.6M	102672	0.70%	SOLE
41	Visa Inc Cl A	COM	$8.3M	27545	0.67%	SOLE
42	TJX Companies	COM	$8.2M	51281	0.66%	SOLE
43	Walt Disney Company	COM	$8.0M	82982	0.65%	SOLE
44	Cisco Systems Inc	COM	$7.8M	101073	0.63%	SOLE
45	The Travelers Companies	COM	$7.3M	25096	0.59%	SOLE
46	Bank Of America	COM	$7.2M	146725	0.58%	SOLE
47	Qualcomm Inc	COM	$6.9M	53472	0.56%	SOLE
48	Emerson Electric Company	COM	$6.8M	51897	0.55%	SOLE
49	Airbnb Inc	COM	$6.8M	53622	0.55%	SOLE
50	Goldman Sachs	COM	$6.6M	7782	0.53%	SOLE

1–50 of 207

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.