Culbertson A N
Charlottesville, VAfiles as CULBERTSON A N & CO INC
$859m in 139 US stocks at the end of 30 June 2026. The top 10 are 41.8% of the money. It changed about 5.8% of the portfolio this quarter.
Value
$859m
Stocks
139
Top 10 share
41.8%
Turnover
5.8%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard Instl Index FDVBIL0.3% of the fund
- FedEx Freight Holding CompanyFDXF0.2% of the fund
- Ishares TRDVY<0.1% of the fund
- Marsh & McLennan CompaniesMRSH<0.1% of the fund
- Spdr Gold TRGLD<0.1% of the fund
- BroadcomAVGO<0.1% of the fund
- Vanguard Intl Equity Index FVWO<0.1% of the fund
- Orange County BancorpOBT<0.1% of the fund
- Ishares TRCMF<0.1% of the fund
- SyscoSYY<0.1% of the fund
Added
Bought more of a stock they already held.
- Berkshire HathawayBRK-B7.5% of the fund+7%
- MicrosoftMSFT3.7% of the fund+2%
- Ishares TRIWM1.3% of the fund+2%
- Markel GroupMKL1.2% of the fund+28%
- BrookfieldBN1.0% of the fund+5%
- Vanguard Index FDSVBR0.7% of the fund+5%
- Vanguard Index FDSVTV0.6% of the fund+2%
- Vanguard Scottsdale FDSVGSH0.6% of the fund+3%
- Capital One FinancialCOF0.5% of the fund+13%
- Vanguard Index FDSVOE0.5% of the fund+11%
- Vanguard MUN BD FDSVTEB0.3% of the fund+18%
- State STR Spdr S&P 500 ETF TSPY0.3% of the fund+17%
- Wisdomtree TRDLN0.2% of the fund+3%
- ZoetisZTS0.2% of the fund+194%
- BlackstoneBX0.2% of the fund+41%
- MastercardMA0.2% of the fund+16%
- Truist FinancialTFC0.2% of the fund+4%
- Vanguard Ultra-ShortVGUS0.2% of the fund+154%
- Eli LillyLLY0.1% of the fund+18%
- Meta PlatformsMETA0.1% of the fund+78%
- ProgressivePGR0.1% of the fund+21%
- Brookfield Asset ManagementBAM0.1% of the fund+91%
- Ishares TREFA<0.1% of the fund+19%
- Spdr Series TrustSPYM<0.1% of the fund+163%
- Vanguard Scottsdale FDSVCIT<0.1% of the fund+4%
Cut
Sold some of their stake.
- CaterpillarCAT4.7% of the fund-5%
- Goldman Sachs GroupGS3.0% of the fund-3%
- AlphabetGOOG2.7% of the fund-3%
- CorningGLW1.7% of the fund-12%
- Cisco SystemsCSCO1.2% of the fund-3%
- Vanguard World FDVGT1.2% of the fund-5%
- Procter & GamblePG1.0% of the fund-2%
- Abbott LaboratoriesABT1.0% of the fund-2%
- Air Products & ChemicalsAPD0.9% of the fund-2%
- Ishares TROEF0.7% of the fund-2%
- Vanguard Index FDSVUG0.7% of the fund-2%
- Travelers CompaniesTRV0.7% of the fund-3%
- Morgan StanleyMS0.6% of the fund-2%
- Automatic Data ProcessingADP0.6% of the fund-5%
- CVS HealthCVS0.4% of the fund-3%
- Spdr Series TrustBIL0.4% of the fund-14%
- Verizon CommunicationsVZ0.4% of the fund-5%
- Vanguard Index FDSVOO0.3% of the fund-6%
- International Business MachinesIBM0.3% of the fund-9%
- Dominion EnergyD0.3% of the fund-5%
- AmgenAMGN0.3% of the fund-5%
- 3MMMM0.3% of the fund-11%
- United Parcel ServiceUPS0.2% of the fund-4%
- HersheyHSY0.2% of the fund-24%
- StarbucksSBUX0.1% of the fund-4%
Sold out
Sold their entire stake.
- Vanguard Index FDSVOT-100%
- PfizerPFE-100%
Holdings
- Ishares TRIWR
- Share
- 2.1%
- Value
- $18m
- Shares
- 165,548
Held
- Vanguard Index FDSVTI
- Share
- 1.6%
- Value
- $14m
- Shares
- 36,726
Held
- Vanguard Index FDSVB
- Share
- 1.4%
- Value
- $12m
- Shares
- 39,471
Held
- Ishares TRIWM
- Share
- 1.3%
- Value
- $12m
- Shares
- 38,312
+2%
- Vanguard World FDVGT
- Share
- 1.2%
- Value
- $10m
- Shares
- 84,082
-5%
- BrookfieldBN
- Share
- 1.0%
- Value
- $9m
- Shares
- 209,496
+5%
- Vanguard Index FDSVO
- Share
- 0.9%
- Value
- $8m
- Shares
- 94,528
Held
- Vanguard BD Index FDSBSV
- Share
- 0.9%
- Value
- $8m
- Shares
- 97,226
Held
- Ishares TROEF
- Share
- 0.7%
- Value
- $6m
- Shares
- 17,210
-2%
- Vanguard Index FDSVUG
- Share
- 0.7%
- Value
- $6m
- Shares
- 71,325
-2%
- Vanguard Index FDSVBR
- Share
- 0.7%
- Value
- $6m
- Shares
- 24,732
+5%
- Vanguard Index FDSVTV
- Share
- 0.6%
- Value
- $5m
- Shares
- 23,920
+2%
- Vanguard Scottsdale FDSVGSH
- Share
- 0.6%
- Value
- $5m
- Shares
- 83,496
+3%
- Vanguard Index FDSVOE
- Share
- 0.5%
- Value
- $4m
- Shares
- 22,379
+11%
- Wisdomtree TREES
- Share
- 0.5%
- Value
- $4m
- Shares
- 61,043
Held
- Vanguard Whitehall FDSVYM
- Share
- 0.5%
- Value
- $4m
- Shares
- 26,008
Held
- Vanguard Scottsdale FDSVCSH
- Share
- 0.4%
- Value
- $3m
- Shares
- 44,268
Held
- Wisdomtree TREZM
- Share
- 0.4%
- Value
- $3m
- Shares
- 45,015
Held
- Ishares TRIJR
- Share
- 0.4%
- Value
- $3m
- Shares
- 21,741
Held
- Vanguard Star FDSVXUS
- Share
- 0.4%
- Value
- $3m
- Shares
- 37,010
Held
- Spdr Series TrustBIL
- Share
- 0.4%
- Value
- $3m
- Shares
- 34,327
-14%
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $3m
- Shares
- 4,253
-6%
- Vanguard MUN BD FDSVTEB
- Share
- 0.3%
- Value
- $3m
- Shares
- 50,570
+18%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $2m
- Shares
- 3,249
+17%
- Vanguard Instl Index FDVBIL
- Share
- 0.3%
- Value
- $2m
- Shares
- 28,753
New
- Wisdomtree TRDLN
- Share
- 0.2%
- Value
- $2m
- Shares
- 22,133
+3%
- Vanguard BD Index FDSBND
- Share
- 0.2%
- Value
- $2m
- Shares
- 24,179
Held
- Ishares TRIJH
- Share
- 0.2%
- Value
- $2m
- Shares
- 22,829
Held
- Wisdomtree TRDON
- Share
- 0.2%
- Value
- $2m
- Shares
- 28,441
Held
- Ishares TRAGG
- Share
- 0.2%
- Value
- $2m
- Shares
- 15,642
Held
- Vanguard Ultra-ShortVGUS
- Share
- 0.2%
- Value
- $1m
- Shares
- 19,588
+154%
- Spdr Series TrustSPIP
- Share
- 0.2%
- Value
- $1m
- Shares
- 56,780
Held
- Ishares TRIWN
- Share
- 0.1%
- Value
- $1m
- Shares
- 5,151
Held
- Invesco Exchange Traded FD TRSP
- Share
- 0.1%
- Value
- $1m
- Shares
- 5,236
-9%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire HathawayBRK-B | 7.5% | $64m | 128,286 | +7% |
| AppleAAPL | 6.0% | $52m | 178,001 | Held |
| Johnson & JohnsonJNJ | 4.9% | $42m | 165,525 | Held |
| CaterpillarCAT | 4.7% | $40m | 37,820 | -5% |
| JPMorgan ChaseJPM | 4.1% | $36m | 108,791 | Held |
| MicrosoftMSFT | 3.7% | $32m | 85,564 | +2% |
| Goldman Sachs GroupGS | 3.0% | $26m | 25,851 | -3% |
| CumminsCMI | 2.8% | $24m | 33,794 | Held |
| AlphabetGOOG | 2.7% | $23m | 64,958 | -3% |
| AbbVieABBV | 2.3% | $20m | 80,166 | Held |
| Ishares TRIWR | 2.1% | $18m | 165,548 | Held |
| DeereDE | 1.8% | $16m | 24,668 | Held |
| MckessonMCK | 1.8% | $15m | 19,954 | Held |
| CorningGLW | 1.7% | $15m | 58,307 | -12% |
| OracleORCL | 1.6% | $14m | 92,830 | Held |
| Vanguard Index FDSVTI | 1.6% | $14m | 36,726 | Held |
| AlphabetGOOGL | 1.5% | $13m | 36,433 | Held |
| ExxonMobil HoldingsXOM | 1.5% | $13m | 93,216 | Held |
| Vanguard Index FDSVB | 1.4% | $12m | 39,471 | Held |
| ChevronCVX | 1.4% | $12m | 70,189 | Held |
| Ishares TRIWM | 1.3% | $12m | 38,312 | +2% |
| Cisco SystemsCSCO | 1.2% | $11m | 90,244 | -3% |
| Vanguard World FDVGT | 1.2% | $10m | 84,082 | -5% |
| Amazon.comAMZN | 1.2% | $10m | 41,825 | Held |
| Markel GroupMKL | 1.2% | $10m | 5,071 | +28% |
| US BancorpUSB | 1.1% | $10m | 161,453 | Held |
| McDonald'sMCD | 1.1% | $10m | 35,877 | Held |
| BrookfieldBN | 1.0% | $9m | 209,496 | +5% |
| PepsiCoPEP | 1.0% | $9m | 65,277 | Held |
| Procter & GamblePG | 1.0% | $8m | 57,507 | -2% |
| VisaV | 1.0% | $8m | 24,086 | Held |
| FedExFDX | 1.0% | $8m | 26,361 | Held |
| Abbott LaboratoriesABT | 1.0% | $8m | 89,925 | -2% |
| Air Products & ChemicalsAPD | 0.9% | $8m | 26,542 | -2% |
| Vanguard Index FDSVO | 0.9% | $8m | 94,528 | Held |
| Vanguard BD Index FDSBSV | 0.9% | $8m | 97,226 | Held |
| Wells Fargo & CompanyWFC | 0.8% | $7m | 84,621 | Held |
| Ishares TROEF | 0.7% | $6m | 17,210 | -2% |
| Vanguard Index FDSVUG | 0.7% | $6m | 71,325 | -2% |
| Texas InstrumentsTXN | 0.7% | $6m | 20,576 | Held |
| Vanguard Index FDSVBR | 0.7% | $6m | 24,732 | +5% |
| Travelers CompaniesTRV | 0.7% | $6m | 17,555 | -3% |
| EOG ResourcesEOG | 0.6% | $5m | 41,229 | Held |
| CitigroupC | 0.6% | $5m | 38,178 | Held |
| Morgan StanleyMS | 0.6% | $5m | 25,073 | -2% |
| Vanguard Index FDSVTV | 0.6% | $5m | 23,920 | +2% |
| Automatic Data ProcessingADP | 0.6% | $5m | 22,042 | -5% |
| WalmartWMT | 0.6% | $5m | 43,072 | Held |
| Vanguard Scottsdale FDSVGSH | 0.6% | $5m | 83,496 | +3% |
| Bank of AmericaBAC | 0.5% | $5m | 82,474 | Held |
| State StreetSTT | 0.5% | $5m | 27,343 | Held |
| Capital One FinancialCOF | 0.5% | $5m | 23,078 | +13% |
| Vanguard Index FDSVOE | 0.5% | $4m | 22,379 | +11% |
| Wisdomtree TREES | 0.5% | $4m | 61,043 | Held |
| Vanguard Whitehall FDSVYM | 0.5% | $4m | 26,008 | Held |
| M&T BankMTB | 0.5% | $4m | 17,144 | Held |
| TJX CompaniesTJX | 0.4% | $4m | 23,441 | Held |
| Vanguard Scottsdale FDSVCSH | 0.4% | $3m | 44,268 | Held |
| CVS HealthCVS | 0.4% | $3m | 33,648 | -3% |
| Wisdomtree TREZM | 0.4% | $3m | 45,015 | Held |
| Ishares TRIJR | 0.4% | $3m | 21,741 | Held |
| Vanguard Star FDSVXUS | 0.4% | $3m | 37,010 | Held |
| Spdr Series TrustBIL | 0.4% | $3m | 34,327 | -14% |
| Verizon CommunicationsVZ | 0.4% | $3m | 72,322 | -5% |
| Vanguard Index FDSVOO | 0.3% | $3m | 4,253 | -6% |
| International Business MachinesIBM | 0.3% | $3m | 10,228 | -9% |
| Mondelez InternationalMDLZ | 0.3% | $3m | 45,213 | Held |
| Vanguard MUN BD FDSVTEB | 0.3% | $3m | 50,570 | +18% |
| Dominion EnergyD | 0.3% | $2m | 36,229 | -5% |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $2m | 3,249 | +17% |
| AmgenAMGN | 0.3% | $2m | 6,452 | -5% |
| 3MMMM | 0.3% | $2m | 13,576 | -11% |
| Vanguard Instl Index FDVBIL | 0.3% | $2m | 28,753 | New |
| Wisdomtree TRDLN | 0.2% | $2m | 22,133 | +3% |
| United Parcel ServiceUPS | 0.2% | $2m | 19,264 | -4% |
| FedEx Freight Holding CompanyFDXF | 0.2% | $2m | 12,864 | New |
| Union PacificUNP | 0.2% | $2m | 6,944 | Held |
| Vanguard BD Index FDSBND | 0.2% | $2m | 24,179 | Held |
| Johnson Controls InternationalJCI | 0.2% | $2m | 12,086 | Held |
| Ishares TRIJH | 0.2% | $2m | 22,829 | Held |
| ZoetisZTS | 0.2% | $2m | 24,028 | +194% |
| HersheyHSY | 0.2% | $2m | 9,559 | -24% |
| BlackstoneBX | 0.2% | $2m | 14,193 | +41% |
| Coca-ColaKO | 0.2% | $2m | 20,336 | Held |
| AT&TT | 0.2% | $2m | 78,420 | Held |
| Wisdomtree TRDON | 0.2% | $2m | 28,441 | Held |
| MastercardMA | 0.2% | $2m | 3,097 | +16% |
| Ishares TRAGG | 0.2% | $2m | 15,642 | Held |
| Truist FinancialTFC | 0.2% | $2m | 30,681 | +4% |
| Vanguard Ultra-ShortVGUS | 0.2% | $1m | 19,588 | +154% |
| Home DepotHD | 0.2% | $1m | 4,161 | Held |
| Spdr Series TrustSPIP | 0.2% | $1m | 56,780 | Held |
| American ExpressAXP | 0.2% | $1m | 3,922 | Held |
| Eli LillyLLY | 0.1% | $1m | 1,035 | +18% |
| PaychexPAYX | 0.1% | $1m | 12,513 | Held |
| StarbucksSBUX | 0.1% | $1m | 11,826 | -4% |
| Meta PlatformsMETA | 0.1% | $1m | 2,143 | +78% |
| ProgressivePGR | 0.1% | $1m | 5,235 | +21% |
| Ishares TRIWN | 0.1% | $1m | 5,151 | Held |
| Invesco Exchange Traded FD TRSP | 0.1% | $1m | 5,236 | -9% |
Showing the largest 100 of 139.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 31.8% since 30 June 2025.
Where the money is
Financial services23.9%
Technology15.3%
Industrials12.2%
Health care11.0%
Media & telecom5.0%
Energy3.7%
Everyday goods3.5%
Retail & consumer3.1%
Real estate1.0%
Materials0.9%
Utilities0.3%
Other20.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.