Culbertson A N & Co. Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Culbertson A N & Co. Inc. reported 139 stock positions worth $858.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.5% of the portfolio, followed by Apple (AAPL, 6.0%) and Johnson & Johnson (JNJ, 4.9%). Compared with Q1 2026, it opened 9 new positions, sold out of 2, added to 47 and reduced 66. The biggest buy was a new position in Vanguard 0-3M T-Bill ETF (VBIL) and the biggest sale Exxon Mobil (XOM, shares −0%).

Most Recent 13F
Q2 2026
Location
Charlottesville, VA
CIK
0001224890
Portfolio Value
$858.7M (Q2 2026)
SEC Filing
0001172661-26-002903 ↗ filed Jul 29, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $579.3M Q1 2024 Q2 2024: $572.6M Q2 2024 Q3 2024: $621.1M Q3 2024 Q4 2024: $628.7M Q4 2024 Q1 2025: $626.0M Q1 2025 Q2 2025: $651.3M Q2 2025 Q3 2025: $706.6M Q3 2025 Q4 2025: $728.9M Q4 2025 Q1 2026: $770.9M Q1 2026 Q2 2026: $858.7M $858.7M Q2 2026

Holdings 139 stocks · $858.7M

BRK.B Berkshire Hathaway Inc. Class B 7.48% 128,286 $64.2M Add +7.2%
AAPL Apple Inc. 6.00% 178,001 $51.5M Reduce -0.7%
JNJ Johnson & Johnson 4.90% 165,525 $42.0M Reduce -0.9%
CAT Caterpillar Inc. 4.69% 37,820 $40.3M Reduce -4.7%
JPM JPMorgan Chase & Co. 4.15% 108,791 $35.6M Reduce -0.6%
MSFT Microsoft Corp. 3.72% 85,564 $31.9M Add +2.0%
GS Goldman Sachs Group Inc. 3.04% 25,851 $26.1M Reduce -2.6%
CMI Cummins Inc. 2.81% 33,794 $24.1M Reduce -1.4%
GOOG Alphabet Inc. Class C 2.67% 64,958 $23.0M Reduce -3.1%
ABBV Abbvie Inc. 2.35% 80,166 $20.2M Reduce -0.3%
IWR iShares Russell Mid-Cap ETF 2.13% 165,548 $18.3M Add +0.5%
DE Deere & Co. 1.82% 24,668 $15.6M Reduce -0.2%
MCK McKesson Corp. 1.76% 19,954 $15.1M Add +0.3%
GLW Corning Inc. 1.73% 58,307 $14.9M Reduce -12.4%
ORCL Oracle Corp. 1.58% 92,830 $13.6M Reduce -0.7%
VTI VG Morningstar TS MKT ETF-US 1.58% 36,726 $13.6M Reduce -1.2%
GOOGL Alphabet Inc. Class A 1.52% 36,433 $13.0M Reduce -0.3%
XOM Exxon Mobil Corp. 1.48% 93,216 $12.7M Reduce -0.4%
VB Vanguard Most SM-Cap ETF-Usd 1.39% 39,471 $12.0M Reduce -0.5%
CVX Chevron Corp. 1.35% 70,189 $11.6M Add +0.3%
IWM iShares Russell 2000 ETF 1.34% 38,312 $11.5M Add +2.5%
CSCO Cisco Systems Inc. 1.23% 90,244 $10.6M Reduce -3.0%
VGT Vanguard Info Tech ETF 1.17% 84,082 $10.0M Reduce -5.0%
AMZN Amazon.com Inc. 1.16% 41,825 $10.0M Add +0.8%
MKL Markel Group Inc. 1.15% 5,071 $9.9M Add +28.3%
USB US Bancorp 1.14% 161,453 $9.8M Reduce -0.1%
MCD McDonald's Corp. 1.13% 35,877 $9.7M Add +0.0%
BN Brookfield Corp. 1.04% 209,496 $8.9M Add +5.5%
PEP Pepsico Inc. 1.03% 65,277 $8.8M Reduce -0.8%
PG The Procter & Gamble Co. 0.98% 57,507 $8.4M Reduce -2.4%
V Visa Inc. Class A 0.96% 24,086 $8.3M Add +0.5%
FDX FedEx Corp. 0.96% 26,361 $8.3M Add +0.2%
ABT Abbott Laboratories 0.95% 89,925 $8.2M Reduce -2.5%
APD Air Products & Chemicals Inc. 0.91% 26,542 $7.8M Reduce -2.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.89% 94,528 $7.6M Reduce -0.4%
BSV Vanguard Short-Term Bond ETF 0.88% 97,226 $7.6M Reduce -1.9%
WFC Wells Fargo & Co. 0.81% 84,621 $7.0M No change
OEF iShares S&P 100 ETF 0.73% 17,210 $6.3M Reduce -2.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.72% 71,325 $6.1M Reduce -2.5%
TXN Texas Instruments Inc. 0.71% 20,576 $6.1M Reduce -0.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.70% 24,732 $6.0M Add +5.5%
TRV The Travelers Cos Inc. 0.67% 17,555 $5.8M Reduce -3.1%
EOG EOG Resources Inc. 0.62% 41,229 $5.3M Reduce -1.0%
C Citigroup Inc. 0.62% 38,178 $5.3M Reduce -1.4%
MS Morgan Stanley 0.61% 25,073 $5.2M Reduce -2.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.61% 23,920 $5.2M Add +2.3%
ADP Automatic Data Processing 0.57% 22,042 $4.9M Reduce -4.6%
WMT Walmart Inc. 0.57% 43,072 $4.9M Reduce -0.2%
VGSH Vanguard Short-Term Treasury 0.57% 83,496 $4.9M Add +3.2%
BAC Bank of America Corp. 0.55% 82,474 $4.7M Add +1.0%
STT State Street Corp. 0.54% 27,343 $4.6M Add +0.3%
COF Capital One Financial Corp. 0.54% 23,078 $4.6M Add +13.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.52% 22,379 $4.4M Add +10.9%
EES Wisdomtree US Smallcap Fund 0.48% 61,043 $4.1M Reduce -1.1%
VYM Vanguard High DVD Yield ETF 0.48% 26,008 $4.1M Reduce -0.2%
MTB M & T Bank Corp. filed as M & T BK CORP 0.48% 17,144 $4.1M Add +0.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.41% 23,441 $3.6M No change
VCSH Vanguard S/T Corp. Bond ETF 0.41% 44,268 $3.5M Add +0.7%
CVS CVS Health Corp. 0.41% 33,648 $3.5M Reduce -3.0%
EZM Wisdomtree US Midcap Fund 0.40% 45,015 $3.4M Reduce -1.3%
IJR iShares Core S&P Small-Cap E 0.38% 21,741 $3.2M Reduce -0.3%
VXUS Vanguard Total Intl Stock 0.37% 37,010 $3.2M Reduce -1.4%
BIL SS SPDR BB 1-3M T-Bill ETF 0.37% 34,327 $3.1M Reduce -14.2%
VZ Verizon Communications Inc. 0.36% 72,322 $3.1M Reduce -5.0%
VOO Vanguard S&P 500 ETF 0.34% 4,253 $2.9M Reduce -6.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.34% 10,228 $2.9M Reduce -9.4%
MDLZ Mondelez International Inc. Class A 0.30% 45,213 $2.6M Reduce -1.6%
VTEB Vanguard Tax-Exempt Bond ETF 0.30% 50,570 $2.6M Add +17.8%
D Dominion Energy Inc. 0.29% 36,229 $2.5M Reduce -5.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 3,249 $2.4M Add +17.4%
AMGN Amgen Inc. 0.27% 6,452 $2.3M Reduce -5.5%
MMM 3M Co. 0.26% 13,576 $2.2M Reduce -10.6%
VBIL Vanguard 0-3M T-Bill ETF 0.25% 28,753 $2.2M New
DLN Wisdomtree US Largecap Divid 0.25% 22,133 $2.1M Add +2.7%
UPS United Parcel Service Class B 0.24% 19,264 $2.1M Reduce -4.0%
FDXF FedEx Freight Holding Co. 0.23% 12,864 $1.9M Reduce -2.2%
UNP Union Pacific Corp. 0.22% 6,944 $1.9M Add +0.6%
BND Vanguard Total Bond Market 0.21% 24,179 $1.8M Add +0.4%
JCI Johnson Controls Internation 0.21% 12,086 $1.8M No change
IJH iShares Core S&P Midcap ETF 0.20% 22,829 $1.8M Reduce -0.7%
ZTS Zoetis Inc. 0.20% 24,028 $1.7M Add +193.7%
HSY The Hershey Co. 0.20% 9,559 $1.7M Reduce -23.9%
BX Blackstone Inc. 0.19% 14,193 $1.7M Add +40.7%
KO The Coca-Cola Co. 0.19% 20,336 $1.7M Reduce -0.4%
T AT&T Inc. 0.19% 78,420 $1.6M Reduce -0.5%
DON Wisdomtree US Midcap Dividen 0.19% 28,441 $1.6M Add +0.7%
MA Mastercard Inc. Class A 0.19% 3,097 $1.6M Add +16.2%
AGG iShares Core U.S. Aggregate 0.18% 15,642 $1.5M Reduce -1.4%
TFC Truist Financial Corp. 0.18% 30,681 $1.5M Add +4.0%
VGUS Vanguard Ultra SHRT Treasury 0.17% 19,588 $1.5M Add +154.4%
HD Home Depot Inc. 0.17% 4,161 $1.5M Reduce -0.6%
SPIP SS SPDR P Tips ETF 0.17% 56,780 $1.5M No change
AXP American Express Co. 0.15% 3,922 $1.3M Add +0.2%
LLY Eli Lilly & Co. 0.14% 1,035 $1.2M Add +17.6%
PAYX Paychex Inc. 0.14% 12,513 $1.2M No change
SBUX Starbucks Corp. 0.14% 11,826 $1.2M Reduce -3.8%
META Meta Platforms Inc. Class A 0.14% 2,143 $1.2M Add +77.8%
PGR Progressive Corp. 0.13% 5,235 $1.1M Add +20.9%
IWN iShares Russell 2000 Value E 0.13% 5,151 $1.1M No change
RSP Invesco S&P 500 Equal Weight 0.13% 5,236 $1.1M Reduce -9.3%

Show all 139 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
SecurityClassShares / PrincipalValueChange
LIBERTY INTERACTIVE LLC (LINTA 4 11/15/29) DEB 4.000%11/1 · principal 40,000$2KNo change

Total filed on the 13F, all lines: $858.7M.

Portfolio Sells Q1 2026 → Q2 2026

XOM Exxon Mobil Corp. Reduce -0.4% 1.48% −0.58
JNJ Johnson & Johnson Reduce -0.9% 4.90% −0.40
PEP Pepsico Inc. Reduce -0.8% 1.03% −0.30
ABT Abbott Laboratories Reduce -2.5% 0.95% −0.28
ORCL Oracle Corp. Reduce -0.7% 1.58% −0.20
EOG EOG Resources Inc. Reduce -1.0% 0.62% −0.16
HSY The Hershey Co. Reduce -23.9% 0.20% −0.14
VZ Verizon Communications Inc. Reduce -5.0% 0.36% −0.14
WMT Walmart Inc. Reduce -0.2% 0.57% −0.13
BSV Vanguard Short-Term Bond ETF Reduce -1.9% 0.88% −0.13
PG The Procter & Gamble Co. Reduce -2.4% 0.98% −0.12
APD Air Products & Chemicals Inc. Reduce -2.1% 0.91% −0.12
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -14.2% 0.37% −0.11
T AT&T Inc. Reduce -0.5% 0.19% −0.11
DVN Devon Energy Corp. Reduce -25.7% 0.13% −0.11
AMGN Amgen Inc. Reduce -5.5% 0.27% −0.04
MDLZ Mondelez International Inc. Class A Reduce -1.6% 0.30% −0.04
VOT Vngrd Mrngstr MC GRW ETF-Usd Sold out 0.00% −0.04
LOW Lowe's Cos Inc. Reduce -23.3% 0.07% −0.04
ADP Automatic Data Processing Reduce -4.6% 0.57% −0.03
FDXF FedEx Freight Holding Co. Reduce -2.2% 0.23% −0.03
JPM JPMorgan Chase & Co. Reduce -0.6% 4.15% −0.03
MMM 3M Co. Reduce -10.6% 0.26% −0.03
PFE Pfizer Inc. Sold out 0.00% −0.03
AGG iShares Core U.S. Aggregate Reduce -1.4% 0.18% −0.02
PFF iShares Preferred & Income S Reduce -9.6% 0.10% −0.02
VYM Vanguard High DVD Yield ETF Reduce -0.2% 0.48% −0.02
SLB SLB Ltd. Reduce -6.0% 0.07% −0.02
IBM Intl Business Machines Corp. Reduce -9.4% 0.34% −0.02
D Dominion Energy Inc. Reduce -5.3% 0.29% −0.02
COST Costco Wholesale Corp. Reduce -6.0% 0.06% −0.02
UPS United Parcel Service Class B Reduce -4.0% 0.24% −0.01
RSP Invesco S&P 500 Equal Weight Reduce -9.3% 0.13% −0.01
CLX Clorox Company Reduce -10.7% 0.03% −0.01
TRV The Travelers Cos Inc. Reduce -3.1% 0.67% −0.01
VOO Vanguard S&P 500 ETF Reduce -6.0% 0.34% −0.01
GIS General Mills Inc. Reduce -10.4% 0.03% −0.01
KO The Coca-Cola Co. Reduce -0.4% 0.19% −0.01
HD Home Depot Inc. Reduce -0.6% 0.17% −0.01
VXUS Vanguard Total Intl Stock Reduce -1.4% 0.37% −0.01
SBUX Starbucks Corp. Reduce -3.8% 0.14% −0.00
IVV iShares Core S&P 500 ETF Reduce -3.9% 0.11% −0.00
EZM Wisdomtree US Midcap Fund Reduce -1.3% 0.40% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.4% 0.89% +0.00
IJH iShares Core S&P Midcap ETF Reduce -0.7% 0.20% +0.00
QQQ Invesco QQQ Trust Series 1 Reduce -8.4% 0.08% +0.00
OEF iShares S&P 100 ETF Reduce -2.0% 0.73% +0.01
DE Deere & Co. Reduce -0.2% 1.82% +0.02
EES Wisdomtree US Smallcap Fund Reduce -1.1% 0.48% +0.02
IJR iShares Core S&P Small-Cap E Reduce -0.3% 0.38% +0.02

Portfolio Buys Q1 2026 → Q2 2026

VBIL Vanguard 0-3M T-Bill ETF New 0.25% +0.25
MKL Markel Group Inc. Add +28.3% 1.15% +0.17
IWM iShares Russell 2000 ETF Add +2.5% 1.34% +0.14
VGUS Vanguard Ultra SHRT Treasury Add +154.4% 0.17% +0.10
STT State Street Corp. Add +0.3% 0.54% +0.09
ZTS Zoetis Inc. Add +193.7% 0.20% +0.08
COF Capital One Financial Corp. Add +13.1% 0.54% +0.06
BAM Brookfield Asset Mgmt-A Add +90.5% 0.13% +0.05
DVY iShares Select Dividend ETF New 0.05% +0.05
MRSH Marsh & McLennan Cos New 0.05% +0.05
META Meta Platforms Inc. Class A Add +77.8% 0.14% +0.05
IWR iShares Russell Mid-Cap ETF Add +0.5% 2.13% +0.05
SPY SS SPDR S&P 500 ETF Trust-US Add +17.4% 0.28% +0.05
SPYM Ste STR SPDR PT S&P 500 ETF Add +163.0% 0.07% +0.04
BX Blackstone Inc. Add +40.7% 0.19% +0.04
LLY Eli Lilly & Co. Add +17.6% 0.14% +0.04
AMZN Amazon.com Inc. Add +0.8% 1.16% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +7.2% 7.48% +0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Add +5.5% 0.70% +0.04
GLD SPDR Gold Shares New 0.03% +0.03
VOE Vngrd Mrngstr MD-Cap Val ETF Add +10.9% 0.52% +0.03
BAC Bank of America Corp. Add +1.0% 0.55% +0.03
AVGO Broadcom Inc. New 0.03% +0.03
VWO Vanguard Ftse Emerging Marke New 0.03% +0.03
OBT Orange County Bancorp Inc. New 0.02% +0.02
CMF iShares California Muni Bond New 0.02% +0.02
SYY Sysco Corp. New 0.02% +0.02
V Visa Inc. Class A Add +0.5% 0.96% +0.02
PGR Progressive Corp. Add +20.9% 0.13% +0.02
VTEB Vanguard Tax-Exempt Bond ETF Add +17.8% 0.30% +0.02
MTB M & T Bank Corp. Add +0.1% 0.48% +0.02
MA Mastercard Inc. Class A Add +16.2% 0.19% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +2.3% 0.61% +0.01
EFA iShares MSCI Eafe ETF Add +18.6% 0.10% +0.01
GEV GE Vernova Inc. Add +4.8% 0.04% +0.01
UNP Union Pacific Corp. Add +0.6% 0.22% +0.00
TFC Truist Financial Corp. Add +4.0% 0.18% +0.00
AXP American Express Co. Add +0.2% 0.15% +0.00
BA The Boeing Co. Add +6.0% 0.03% +0.00
IEFA iShares Core MSCI Eafe ETF Add +1.0% 0.04% −0.00
DLN Wisdomtree US Largecap Divid Add +2.7% 0.25% −0.00
VUSB Vanguard Ultra Short Bond Et Add +6.8% 0.04% −0.00
STZ Constellation Brands Inc. Class A Add +14.4% 0.04% −0.00
BN Brookfield Corp. Add +5.5% 1.04% −0.00
VCIT Vanguard Int-Term Corporate Add +3.8% 0.05% −0.00
DON Wisdomtree US Midcap Dividen Add +0.7% 0.19% −0.01
CMCSA Comcast Corp. Class A Add +1.4% 0.05% −0.01
NKE Nike Inc. Class B Add +3.3% 0.05% −0.02
BND Vanguard Total Bond Market Add +0.4% 0.21% −0.02
VCSH Vanguard S/T Corp. Bond ETF Add +0.7% 0.41% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 139$858.7MBRK.B, AAPL, JNJ, CAT, JPM
Q1 2026 131$770.9MBRK.B, AAPL, JNJ, JPM, MSFT
Q4 2025 128$728.9MBRK.B, AAPL, MSFT, JPM, GS
Q3 2025 127$706.6MBRK.B, AAPL, MSFT, JPM, GS
Q2 2025 126$651.3MBRK.B, MSFT, AAPL, JPM, GS
Q1 2025 123$626.0MBRK.B, AAPL, MSFT, JPM, GS
Q4 2024 125$628.7MBRK.B, AAPL, MSFT, JPM, GS
Q3 2024 125$621.1MBRK.B, AAPL, MSFT, JPM, CAT
Q2 2024 120$572.6MBRK.B, AAPL, MSFT, JPM, IWR
Q1 2024 121$579.3MBRK.B, MSFT, AAPL, JPM, CAT