Culbertson A N & Co. Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Culbertson A N & Co. Inc. reported 125 stock positions worth $628.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.9% of the portfolio, followed by Apple (AAPL, 7.6%) and Microsoft (MSFT, 5.8%). Compared with Q3 2024, it opened 2 new positions, sold out of 2, added to 43 and reduced 56. The biggest buy was Goldman Sachs (GS, shares +0%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Charlottesville, VA
- CIK
- 0001224890
- Portfolio Value
- $628.7M (Q4 2024)
- SEC Filing
- 0001172661-25-000223 ↗ filed Jan 16, 2025
Holdings Value
Holdings 125 stocks · $628.7M
| BRK.B Berkshire Hathaway Inc. Class B | 7.89% | 109,408 | $49.6M | Add +0.5% |
| AAPL Apple Inc. | 7.60% | 190,854 | $47.8M | Reduce -3.3% |
| MSFT Microsoft Corp. | 5.81% | 86,698 | $36.5M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 4.49% | 117,847 | $28.2M | Reduce -1.6% |
| GS Goldman Sachs Group Inc. | 2.56% | 28,062 | $16.1M | Add +0.2% |
| IWR iShares Russell Mid-Cap ETF | 2.41% | 171,706 | $15.2M | Reduce -0.0% |
| CAT Caterpillar Inc. | 2.41% | 41,760 | $15.1M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 2.11% | 69,722 | $13.3M | Reduce -0.7% |
| ORCL Oracle Corp. | 2.10% | 79,223 | $13.2M | Reduce -0.9% |
| ABBV Abbvie Inc. | 2.00% | 70,718 | $12.6M | Reduce -0.1% |
| CMI Cummins Inc. | 1.99% | 35,857 | $12.5M | Reduce -0.3% |
| MCK McKesson Corp. | 1.93% | 21,316 | $12.1M | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.89% | 41,014 | $11.9M | Add +0.3% |
| MCD McDonald's Corp. | 1.76% | 38,155 | $11.1M | Reduce -0.3% |
| JNJ Johnson & Johnson | 1.72% | 74,871 | $10.8M | Add +0.8% |
| PG The Procter & Gamble Co. | 1.69% | 63,291 | $10.6M | Reduce -0.2% |
| ABT Abbott Laboratories | 1.66% | 92,209 | $10.4M | Reduce -0.2% |
| DE Deere & Co. | 1.63% | 24,202 | $10.3M | Add +1.1% |
| PEP Pepsico Inc. | 1.58% | 65,245 | $9.9M | Add +4.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.51% | 39,470 | $9.5M | No change |
| CVX Chevron Corp. | 1.43% | 62,087 | $9.0M | Add +7.8% |
| FDX FedEx Corp. | 1.41% | 31,462 | $8.9M | Reduce -0.2% |
| IWM iShares Russell 2000 ETF | 1.38% | 39,344 | $8.7M | Reduce -0.1% |
| BSV Vanguard Short-Term Bond ETF | 1.25% | 101,996 | $7.9M | Add +1.4% |
| APD Air Products & Chemicals Inc. | 1.22% | 26,450 | $7.7M | Add +0.1% |
| XOM Exxon Mobil Corp. | 1.21% | 70,431 | $7.6M | Add +2.0% |
| VGT Vanguard Info Tech ETF | 1.20% | 12,165 | $7.6M | Reduce -5.7% |
| ADP Automatic Data Processing | 1.17% | 25,063 | $7.3M | Reduce -0.4% |
| V Visa Inc. Class A | 1.08% | 21,467 | $6.8M | No change |
| GOOGL Alphabet Inc. Class A | 1.04% | 34,390 | $6.5M | Add +5.6% |
| CSCO Cisco Systems Inc. | 1.00% | 106,437 | $6.3M | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.00% | 23,827 | $6.3M | Add +0.0% |
| UNH Unitedhealth Group Inc. | 0.97% | 12,009 | $6.1M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.96% | 27,462 | $6.0M | Add +1.1% |
| OEF iShares S&P 100 ETF | 0.86% | 18,649 | $5.4M | Reduce -10.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.85% | 13,085 | $5.4M | Add +1.2% |
| WFC Wells Fargo & Co. | 0.80% | 71,406 | $5.0M | Add +7.9% |
| TRV The Travelers Cos Inc. | 0.79% | 20,583 | $5.0M | No change |
| TXN Texas Instruments Inc. | 0.77% | 25,759 | $4.8M | Reduce -0.1% |
| MDLZ Mondelez International Inc. Class A | 0.76% | 80,054 | $4.8M | Reduce -0.7% |
| USB US Bancorp | 0.76% | 99,505 | $4.8M | Add +1.9% |
| BN Brookfield Corp. | 0.75% | 82,201 | $4.7M | Reduce -0.3% |
| VGSH Vanguard Short-Term Treasury | 0.71% | 76,516 | $4.5M | Add +15.3% |
| GLW Corning Inc. | 0.69% | 91,379 | $4.3M | Reduce -0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.64% | 23,634 | $4.0M | Add +0.3% |
| EOG EOG Resources Inc. | 0.63% | 32,403 | $4.0M | Add +3.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.58% | 18,254 | $3.6M | Add +8.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.57% | 82,177 | $3.6M | Reduce -0.6% |
| UPS United Parcel Service Class B | 0.57% | 28,416 | $3.6M | Add +1.6% |
| VYM Vanguard High DVD Yield ETF | 0.57% | 28,053 | $3.6M | Reduce -0.8% |
| EES Wisdomtree US Smallcap Fund | 0.54% | 63,414 | $3.4M | Reduce -0.3% |
| MS Morgan Stanley | 0.52% | 26,039 | $3.3M | Reduce -2.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.47% | 38,102 | $3.0M | Reduce -4.6% |
| EZM Wisdomtree US Midcap Fund | 0.46% | 46,387 | $2.9M | Reduce -0.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.44% | 14,758 | $2.8M | Add +11.2% |
| C Citigroup Inc. | 0.44% | 39,014 | $2.7M | Add +14.9% |
| HSY The Hershey Co. | 0.43% | 15,877 | $2.7M | Reduce -7.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 11,731 | $2.6M | Reduce -3.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.39% | 22,176 | $2.5M | Reduce -9.0% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 20,756 | $2.4M | Add +1.8% |
| CLX Clorox Company | 0.37% | 14,362 | $2.3M | Add +52.1% |
| GIS General Mills Inc. | 0.35% | 34,672 | $2.2M | Reduce -0.1% |
| MMM 3M Co. | 0.35% | 17,032 | $2.2M | Reduce -1.1% |
| TFC Truist Financial Corp. | 0.34% | 49,703 | $2.2M | Add +5.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.33% | 12,791 | $2.1M | Add +5.0% |
| COF Capital One Financial Corp. | 0.33% | 11,460 | $2.0M | No change |
| VOO Vanguard S&P 500 ETF | 0.32% | 3,790 | $2.0M | Reduce -8.7% |
| BLK BlackRock Inc. | 0.32% | 1,983 | $2.0M | Reduce -0.5% |
| SBUX Starbucks Corp. | 0.32% | 21,958 | $2.0M | Reduce -5.7% |
| BND Vanguard Total Bond Market | 0.32% | 27,689 | $2.0M | Reduce -0.6% |
| VZ Verizon Communications Inc. | 0.31% | 49,482 | $2.0M | Reduce -11.5% |
| MKL Markel Group Inc. | 0.31% | 1,146 | $2.0M | Add +85.4% |
| VXUS Vanguard Total Intl Stock | 0.29% | 31,150 | $1.8M | Add +11.8% |
| DLN Wisdomtree US Largecap Divid | 0.28% | 22,860 | $1.8M | No change |
| AGG iShares Core U.S. Aggregate | 0.28% | 18,060 | $1.8M | Reduce -2.8% |
| CVS CVS Health Corp. | 0.28% | 38,867 | $1.7M | Reduce -19.8% |
| T AT&T Inc. | 0.27% | 74,670 | $1.7M | Reduce -3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 2,826 | $1.7M | No change |
| ERIE Erie Indemnity Company Class A | 0.26% | 4,013 | $1.7M | No change |
| HD Home Depot Inc. | 0.26% | 4,127 | $1.6M | Reduce -1.4% |
| DON Wisdomtree US Midcap Dividen | 0.25% | 30,553 | $1.6M | Reduce -0.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.25% | 30,800 | $1.5M | Add +6.9% |
| MA Mastercard Inc. Class A | 0.24% | 2,820 | $1.5M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 21,605 | $1.3M | Add +0.2% |
| PFF iShares Preferred & Income S | 0.19% | 38,970 | $1.2M | Reduce -8.1% |
| AXP American Express Co. | 0.18% | 3,913 | $1.2M | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.18% | 10,472 | $1.2M | Reduce -6.1% |
| LOW Lowe's Cos Inc. | 0.18% | 4,598 | $1.1M | Reduce -1.1% |
| DVN Devon Energy Corp. | 0.17% | 32,611 | $1.1M | Add +36.4% |
| KO The Coca-Cola Co. | 0.17% | 17,109 | $1.1M | Add +0.6% |
| JCI Johnson Controls Internation | 0.16% | 13,117 | $1.0M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.14% | 3,940 | $898K | Add +0.8% |
| WMT Walmart Inc. | 0.14% | 9,712 | $877K | No change |
| IVV iShares Core S&P 500 ETF | 0.14% | 1,450 | $854K | Reduce -5.9% |
| D Dominion Energy Inc. | 0.13% | 15,582 | $839K | Reduce -11.7% |
| IWN iShares Russell 2000 Value E | 0.13% | 5,006 | $822K | Add +0.8% |
| ADBE Adobe Inc. | 0.12% | 1,725 | $767K | Add +0.9% |
| STT State Street Corp. | 0.12% | 7,807 | $766K | No change |
| BAM Brookfield Asset Mgmt-A | 0.12% | 14,105 | $764K | No change |
| IVW iShares S&P 500 Growth ETF | 0.12% | 7,372 | $748K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $12K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LIBERTY INTERACTIVE LLC (LINTA 4 11/15/29) | DEB 4.000%11/1 · principal | 40,000 | $12K | No change |
Total filed on the 13F, all lines: $628.7M.
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Reduce -1.3% | 5.81% | −0.27 |
| ABBV Abbvie Inc. | Reduce -0.1% | 2.00% | −0.25 |
| CVS CVS Health Corp. | Reduce -19.8% | 0.28% | −0.21 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.7% | 0.76% | −0.20 |
| UNH Unitedhealth Group Inc. | Reduce -0.9% | 0.97% | −0.17 |
| MCD McDonald's Corp. | Reduce -0.3% | 1.76% | −0.12 |
| HSY The Hershey Co. | Reduce -7.5% | 0.43% | −0.10 |
| ORCL Oracle Corp. | Reduce -0.9% | 2.10% | −0.09 |
| TXN Texas Instruments Inc. | Reduce -0.1% | 0.77% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -11.5% | 0.31% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 1.69% | −0.08 |
| OEF iShares S&P 100 ETF | Reduce -10.3% | 0.86% | −0.07 |
| GIS General Mills Inc. | Reduce -0.1% | 0.35% | −0.06 |
| SBUX Starbucks Corp. | Reduce -5.7% | 0.32% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.6% | 0.47% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.2% | 1.66% | −0.04 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.04 |
| DWM Wisdomtree International Equ | Sold out | 0.00% | −0.03 |
| SJM The JM Smucker Co. | Reduce -6.1% | 0.18% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -8.1% | 0.19% | −0.03 |
| D Dominion Energy Inc. | Reduce -11.7% | 0.13% | −0.03 |
| MMM 3M Co. | Reduce -1.1% | 0.35% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -8.7% | 0.32% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -2.8% | 0.28% | −0.02 |
| K Kellanova | Reduce -17.7% | 0.11% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.0% | 2.41% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -3.5% | 0.41% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -1.1% | 0.18% | −0.02 |
| AMGN Amgen Inc. | Reduce -1.1% | 0.08% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -0.6% | 0.32% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -21.4% | 0.05% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 1.38% | −0.02 |
| HD Home Depot Inc. | Reduce -1.4% | 0.26% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -18.8% | 0.04% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -5.7% | 1.20% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.8% | 0.57% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -5.9% | 0.14% | −0.01 |
| DON Wisdomtree US Midcap Dividen | Reduce -0.6% | 0.25% | −0.01 |
| EZM Wisdomtree US Midcap Fund | Reduce -0.1% | 0.46% | −0.00 |
| T AT&T Inc. | Reduce -3.5% | 0.27% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -4.6% | 0.11% | −0.00 |
| JCI Johnson Controls Internation | Reduce -0.1% | 0.16% | +0.00 |
| EES Wisdomtree US Smallcap Fund | Reduce -0.3% | 0.54% | +0.00 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.24% | +0.01 |
| DIS The Walt Disney Co. | Reduce -9.0% | 0.39% | +0.02 |
| FDX FedEx Corp. | Reduce -0.2% | 1.41% | +0.02 |
| BLK BlackRock Inc. | Reduce -0.5% | 0.32% | +0.02 |
| GLW Corning Inc. | Reduce -0.4% | 0.69% | +0.02 |
| BN Brookfield Corp. | Reduce -0.3% | 0.75% | +0.05 |
| ADP Automatic Data Processing | Reduce -0.4% | 1.17% | +0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| GS Goldman Sachs Group Inc. | Add +0.2% | 2.56% | +0.32 |
| WFC Wells Fargo & Co. | Add +7.9% | 0.80% | +0.20 |
| GOOGL Alphabet Inc. Class A | Add +5.6% | 1.04% | +0.17 |
| MKL Markel Group Inc. | Add +85.4% | 0.31% | +0.16 |
| AMZN Amazon.com Inc. | Add +1.1% | 0.96% | +0.14 |
| CLX Clorox Company | Add +52.1% | 0.37% | +0.12 |
| C Citigroup Inc. | Add +14.9% | 0.44% | +0.09 |
| VGSH Vanguard Short-Term Treasury | Add +15.3% | 0.71% | +0.08 |
| CVX Chevron Corp. | Add +7.8% | 1.43% | +0.06 |
| MTB M & T Bank Corp. | Add +11.2% | 0.44% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | Add +126.7% | 0.11% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.2% | 0.85% | +0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.04% | +0.04 |
| USB US Bancorp | Add +1.9% | 0.76% | +0.04 |
| MOAT Vaneck Morningstar Wide Moat | New | 0.03% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +8.1% | 0.58% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 1.89% | +0.03 |
| DE Deere & Co. | Add +1.1% | 1.63% | +0.02 |
| TFC Truist Financial Corp. | Add +5.9% | 0.34% | +0.02 |
| DVN Devon Energy Corp. | Add +36.4% | 0.17% | +0.02 |
| SLB SLB Ltd. | Add +34.8% | 0.07% | +0.01 |
| EOG EOG Resources Inc. | Add +3.3% | 0.63% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +6.9% | 0.25% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +11.8% | 0.29% | +0.00 |
| VCIT Vanguard Int-Term Corporate | Add +7.5% | 0.05% | +0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +5.0% | 0.33% | +0.00 |
| ZBH Zimmer Biomet Holdings Inc. | Add +3.2% | 0.10% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.2% | 0.21% | −0.00 |
| IWN iShares Russell 2000 Value E | Add +0.8% | 0.13% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +1.8% | 0.38% | −0.00 |
| KVUE Kenvue Inc. | Add +1.2% | 0.06% | −0.00 |
| PFE Pfizer Inc. | Add +3.2% | 0.09% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.0% | 1.00% | −0.01 |
| UNP Union Pacific Corp. | Add +0.8% | 0.14% | −0.01 |
| ADBE Adobe Inc. | Add +0.9% | 0.12% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +1.4% | 1.25% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.3% | 0.64% | −0.03 |
| KO The Coca-Cola Co. | Add +0.6% | 0.17% | −0.03 |
| UPS United Parcel Service Class B | Add +1.6% | 0.57% | −0.04 |
| APD Air Products & Chemicals Inc. | Add +0.1% | 1.22% | −0.05 |
| XOM Exxon Mobil Corp. | Add +2.0% | 1.21% | −0.10 |
| PEP Pepsico Inc. | Add +4.0% | 1.58% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 7.89% | −0.18 |
| CAT Caterpillar Inc. | Add +0.9% | 2.41% | −0.20 |
| JNJ Johnson & Johnson | Add +0.8% | 1.72% | −0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 139 | $858.7M | BRK.B, AAPL, JNJ, CAT, JPM |
| Q1 2026 | 131 | $770.9M | BRK.B, AAPL, JNJ, JPM, MSFT |
| Q4 2025 | 128 | $728.9M | BRK.B, AAPL, MSFT, JPM, GS |
| Q3 2025 | 127 | $706.6M | BRK.B, AAPL, MSFT, JPM, GS |
| Q2 2025 | 126 | $651.3M | BRK.B, MSFT, AAPL, JPM, GS |
| Q1 2025 | 123 | $626.0M | BRK.B, AAPL, MSFT, JPM, GS |
| Q4 2024 | 125 | $628.7M | BRK.B, AAPL, MSFT, JPM, GS |
| Q3 2024 | 125 | $621.1M | BRK.B, AAPL, MSFT, JPM, CAT |
| Q2 2024 | 120 | $572.6M | BRK.B, AAPL, MSFT, JPM, IWR |
| Q1 2024 | 121 | $579.3M | BRK.B, MSFT, AAPL, JPM, CAT |