Culbertson A N & Co. Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Culbertson A N & Co. Inc. reported 123 stock positions worth $626.0 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.3% of the portfolio, followed by Apple (AAPL, 6.6%) and Microsoft (MSFT, 5.1%). Compared with Q4 2024, it opened 1 new position, sold out of 3, added to 50 and reduced 55. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +0%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Charlottesville, VA
- CIK
- 0001224890
- Portfolio Value
- $626.0M (Q1 2025)
- SEC Filing
- 0001172661-25-002005 ↗ filed May 15, 2025
Holdings Value
Holdings 123 stocks · $626.0M
| BRK.B Berkshire Hathaway Inc. Class B | 9.34% | 109,820 | $58.5M | Add +0.4% |
| AAPL Apple Inc. | 6.62% | 186,663 | $41.5M | Reduce -2.2% |
| MSFT Microsoft Corp. | 5.14% | 85,748 | $32.2M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 4.62% | 117,892 | $28.9M | Add +0.0% |
| GS Goldman Sachs Group Inc. | 2.41% | 27,610 | $15.1M | Reduce -1.6% |
| ABBV Abbvie Inc. | 2.36% | 70,414 | $14.8M | Reduce -0.4% |
| IWR iShares Russell Mid-Cap ETF | 2.33% | 171,251 | $14.6M | Reduce -0.3% |
| MCK McKesson Corp. | 2.26% | 21,060 | $14.2M | Reduce -1.2% |
| CAT Caterpillar Inc. | 2.20% | 41,751 | $13.8M | Reduce -0.0% |
| JNJ Johnson & Johnson | 2.00% | 75,596 | $12.5M | Add +1.0% |
| ABT Abbott Laboratories | 1.97% | 92,763 | $12.3M | Add +0.6% |
| MCD McDonald's Corp. | 1.89% | 37,903 | $11.8M | Reduce -0.7% |
| DE Deere & Co. | 1.81% | 24,185 | $11.4M | Reduce -0.1% |
| CMI Cummins Inc. | 1.79% | 35,716 | $11.2M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.77% | 40,354 | $11.1M | Reduce -1.6% |
| ORCL Oracle Corp. | 1.75% | 78,473 | $11.0M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 1.73% | 69,268 | $10.8M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 1.70% | 62,419 | $10.6M | Reduce -1.4% |
| CVX Chevron Corp. | 1.69% | 63,395 | $10.6M | Add +2.1% |
| PEP Pepsico Inc. | 1.62% | 67,794 | $10.2M | Add +3.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.38% | 38,898 | $8.6M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 1.38% | 72,498 | $8.6M | Add +2.9% |
| BSV Vanguard Short-Term Bond ETF | 1.28% | 102,411 | $8.0M | Add +0.4% |
| IWM iShares Russell 2000 ETF | 1.25% | 39,193 | $7.8M | Reduce -0.4% |
| APD Air Products & Chemicals Inc. | 1.24% | 26,350 | $7.8M | Reduce -0.4% |
| FDX FedEx Corp. | 1.24% | 31,831 | $7.8M | Add +1.2% |
| ADP Automatic Data Processing | 1.21% | 24,872 | $7.6M | Reduce -0.8% |
| V Visa Inc. Class A | 1.20% | 21,389 | $7.5M | Reduce -0.4% |
| CSCO Cisco Systems Inc. | 1.04% | 105,656 | $6.5M | Reduce -0.7% |
| VGT Vanguard Info Tech ETF | 1.04% | 12,020 | $6.5M | Reduce -1.2% |
| UNH Unitedhealth Group Inc. | 0.99% | 11,804 | $6.2M | Reduce -1.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.97% | 23,532 | $6.1M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.90% | 36,320 | $5.6M | Add +5.6% |
| TRV The Travelers Cos Inc. | 0.87% | 20,623 | $5.5M | Add +0.2% |
| MDLZ Mondelez International Inc. Class A | 0.86% | 79,639 | $5.4M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.84% | 27,777 | $5.3M | Add +1.1% |
| WFC Wells Fargo & Co. | 0.82% | 71,276 | $5.1M | Reduce -0.2% |
| OEF iShares S&P 100 ETF | 0.79% | 18,342 | $5.0M | Reduce -1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.77% | 12,984 | $4.8M | Reduce -0.8% |
| BN Brookfield Corp. | 0.76% | 91,011 | $4.8M | Add +10.7% |
| TXN Texas Instruments Inc. | 0.74% | 25,944 | $4.7M | Add +0.7% |
| USB US Bancorp | 0.73% | 107,811 | $4.6M | Add +8.3% |
| VGSH Vanguard Short-Term Treasury | 0.72% | 76,561 | $4.5M | Add +0.1% |
| EOG EOG Resources Inc. | 0.67% | 32,515 | $4.2M | Add +0.3% |
| GLW Corning Inc. | 0.67% | 91,021 | $4.2M | Reduce -0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.65% | 23,654 | $4.1M | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.59% | 19,826 | $3.7M | Add +8.6% |
| VYM Vanguard High DVD Yield ETF | 0.58% | 28,053 | $3.6M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.55% | 82,802 | $3.5M | Add +0.8% |
| UPS United Parcel Service Class B | 0.52% | 29,876 | $3.3M | Add +5.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.52% | 41,617 | $3.3M | Add +9.2% |
| EES Wisdomtree US Smallcap Fund | 0.49% | 63,374 | $3.1M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 12,105 | $3.0M | Add +3.2% |
| MS Morgan Stanley | 0.48% | 25,794 | $3.0M | Reduce -0.9% |
| HSY The Hershey Co. | 0.45% | 16,567 | $2.8M | Add +4.3% |
| C Citigroup Inc. | 0.45% | 39,479 | $2.8M | Add +1.2% |
| MKL Markel Group Inc. | 0.44% | 1,480 | $2.8M | Add +29.1% |
| EZM Wisdomtree US Midcap Fund | 0.44% | 46,368 | $2.8M | Reduce -0.0% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.44% | 15,328 | $2.7M | Add +3.9% |
| VZ Verizon Communications Inc. | 0.41% | 56,177 | $2.5M | Add +13.5% |
| MMM 3M Co. | 0.39% | 16,816 | $2.5M | Reduce -1.3% |
| CVS CVS Health Corp. | 0.39% | 35,620 | $2.4M | Reduce -8.3% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 21,646 | $2.3M | Add +4.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.35% | 13,630 | $2.2M | Add +6.6% |
| T AT&T Inc. | 0.34% | 74,671 | $2.1M | Add +0.0% |
| CLX Clorox Company | 0.33% | 14,197 | $2.1M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 20,941 | $2.1M | Reduce -5.6% |
| COF Capital One Financial Corp. | 0.32% | 11,315 | $2.0M | Reduce -1.3% |
| VXUS Vanguard Total Intl Stock | 0.32% | 32,545 | $2.0M | Add +4.5% |
| TFC Truist Financial Corp. | 0.32% | 48,963 | $2.0M | Reduce -1.5% |
| BND Vanguard Total Bond Market | 0.32% | 27,409 | $2.0M | Reduce -1.0% |
| GIS General Mills Inc. | 0.31% | 32,182 | $1.9M | Reduce -7.2% |
| SBUX Starbucks Corp. | 0.31% | 19,473 | $1.9M | Reduce -11.3% |
| VOO Vanguard S&P 500 ETF | 0.30% | 3,668 | $1.9M | Reduce -3.2% |
| DLN Wisdomtree US Largecap Divid | 0.29% | 22,860 | $1.8M | No change |
| AGG iShares Core U.S. Aggregate | 0.28% | 18,030 | $1.8M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 2,996 | $1.7M | Add +6.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 32,700 | $1.6M | Add +6.2% |
| ERIE Erie Indemnity Company Class A | 0.25% | 3,762 | $1.6M | Reduce -6.3% |
| HD Home Depot Inc. | 0.25% | 4,202 | $1.5M | Add +1.8% |
| MA Mastercard Inc. Class A | 0.24% | 2,795 | $1.5M | Reduce -0.9% |
| DON Wisdomtree US Midcap Dividen | 0.24% | 30,851 | $1.5M | Add +1.0% |
| DVN Devon Energy Corp. | 0.24% | 39,756 | $1.5M | Add +21.9% |
| IJH iShares Core S&P Midcap ETF | 0.20% | 21,869 | $1.3M | Add +1.2% |
| KO The Coca-Cola Co. | 0.20% | 17,446 | $1.2M | Add +2.0% |
| PFF iShares Preferred & Income S | 0.18% | 36,430 | $1.1M | Reduce -6.5% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.18% | 9,387 | $1.1M | Reduce -10.4% |
| AXP American Express Co. | 0.17% | 3,913 | $1.1M | No change |
| JCI Johnson Controls Internation | 0.17% | 13,117 | $1.1M | No change |
| LOW Lowe's Cos Inc. | 0.15% | 4,148 | $967K | Reduce -9.8% |
| UNP Union Pacific Corp. | 0.15% | 3,940 | $931K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 5,113 | $886K | Add +28.8% |
| D Dominion Energy Inc. | 0.14% | 15,350 | $861K | Reduce -1.5% |
| IVV iShares Core S&P 500 ETF | 0.13% | 1,404 | $789K | Reduce -3.2% |
| IWN iShares Russell 2000 Value E | 0.13% | 5,211 | $787K | Add +4.1% |
| WMT Walmart Inc. | 0.12% | 8,839 | $776K | Reduce -9.0% |
| STT State Street Corp. | 0.12% | 8,422 | $754K | Add +7.9% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 7,372 | $684K | No change |
| BAM Brookfield Asset Mgmt-A | 0.11% | 14,105 | $683K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.11% | 5,998 | $679K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $11K (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 | $11K | No change |
Total filed on the 13F, all lines: $626.0M.
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -2.2% | 6.62% | −0.98 |
| MSFT Microsoft Corp. | Reduce -1.1% | 5.14% | −0.67 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 1.73% | −0.38 |
| ORCL Oracle Corp. | Reduce -0.9% | 1.75% | −0.35 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.32 |
| CAT Caterpillar Inc. | Reduce -0.0% | 2.20% | −0.21 |
| CMI Cummins Inc. | Reduce -0.4% | 1.79% | −0.20 |
| VGT Vanguard Info Tech ETF | Reduce -1.2% | 1.04% | −0.16 |
| GS Goldman Sachs Group Inc. | Reduce -1.6% | 2.41% | −0.15 |
| IWM iShares Russell 2000 ETF | Reduce -0.4% | 1.25% | −0.13 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.4% | 1.38% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 1.77% | −0.12 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.3% | 2.33% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.8% | 0.77% | −0.09 |
| OEF iShares S&P 100 ETF | Reduce -1.6% | 0.79% | −0.06 |
| DIS The Walt Disney Co. | Reduce -5.6% | 0.33% | −0.06 |
| EES Wisdomtree US Smallcap Fund | Reduce -0.1% | 0.49% | −0.05 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.05 |
| GIS General Mills Inc. | Reduce -7.2% | 0.31% | −0.04 |
| MS Morgan Stanley | Reduce -0.9% | 0.48% | −0.04 |
| CLX Clorox Company | Reduce -1.1% | 0.33% | −0.04 |
| GE General Electric | Sold out | 0.00% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.2% | 0.97% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -9.8% | 0.15% | −0.03 |
| GLW Corning Inc. | Reduce -0.4% | 0.67% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -3.2% | 0.30% | −0.02 |
| TFC Truist Financial Corp. | Reduce -1.5% | 0.32% | −0.02 |
| K Kellanova | Reduce -21.0% | 0.09% | −0.02 |
| EZM Wisdomtree US Midcap Fund | Reduce -0.0% | 0.44% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -6.5% | 0.18% | −0.02 |
| WMT Walmart Inc. | Reduce -9.0% | 0.12% | −0.02 |
| SBUX Starbucks Corp. | Reduce -11.3% | 0.31% | −0.01 |
| ERIE Erie Indemnity Company Class A | Reduce -6.3% | 0.25% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -3.2% | 0.13% | −0.01 |
| PFE Pfizer Inc. | Reduce -6.4% | 0.09% | −0.01 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -12.8% | 0.06% | −0.01 |
| SJM The JM Smucker Co. | Reduce -10.4% | 0.18% | −0.01 |
| COF Capital One Financial Corp. | Reduce -1.3% | 0.32% | −0.00 |
| KVUE Kenvue Inc. | Reduce -10.3% | 0.06% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -2.3% | 0.11% | +0.00 |
| D Dominion Energy Inc. | Reduce -1.5% | 0.14% | +0.00 |
| BND Vanguard Total Bond Market | Reduce -1.0% | 0.32% | +0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -0.2% | 0.28% | +0.01 |
| MA Mastercard Inc. Class A | Reduce -0.9% | 0.24% | +0.01 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 1.70% | +0.01 |
| WFC Wells Fargo & Co. | Reduce -0.2% | 0.82% | +0.02 |
| APD Air Products & Chemicals Inc. | Reduce -0.4% | 1.24% | +0.02 |
| UNH Unitedhealth Group Inc. | Reduce -1.7% | 0.99% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.7% | 1.04% | +0.04 |
| MMM 3M Co. | Reduce -1.3% | 0.39% | +0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 9.34% | +1.45 |
| ABT Abbott Laboratories | Add +0.6% | 1.97% | +0.31 |
| JNJ Johnson & Johnson | Add +1.0% | 2.00% | +0.28 |
| CVX Chevron Corp. | Add +2.1% | 1.69% | +0.26 |
| XOM Exxon Mobil Corp. | Add +2.9% | 1.38% | +0.17 |
| MKL Markel Group Inc. | Add +29.1% | 0.44% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 4.62% | +0.13 |
| VZ Verizon Communications Inc. | Add +13.5% | 0.41% | +0.09 |
| TRV The Travelers Cos Inc. | Add +0.2% | 0.87% | +0.08 |
| IBM Intl Business Machines Corp. | Add +3.2% | 0.48% | +0.07 |
| DVN Devon Energy Corp. | Add +21.9% | 0.24% | +0.07 |
| T AT&T Inc. | Add +0.0% | 0.34% | +0.07 |
| LLY Eli Lilly & Co. | Add +141.3% | 0.10% | +0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +139.3% | 0.09% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +9.2% | 0.52% | +0.05 |
| PEP Pepsico Inc. | Add +3.9% | 1.62% | +0.05 |
| EOG EOG Resources Inc. | Add +0.3% | 0.67% | +0.03 |
| DWM Wisdomtree International Equ | New | 0.03% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +4.5% | 0.32% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +28.8% | 0.14% | +0.03 |
| KO The Coca-Cola Co. | Add +2.0% | 0.20% | +0.03 |
| BSV Vanguard Short-Term Bond ETF | Add +0.4% | 1.28% | +0.03 |
| HSY The Hershey Co. | Add +4.3% | 0.45% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +6.6% | 0.35% | +0.02 |
| AMGN Amgen Inc. | Add +3.7% | 0.10% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.65% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +8.6% | 0.59% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +6.2% | 0.26% | +0.01 |
| SLB SLB Ltd. | Add +5.5% | 0.08% | +0.01 |
| C Citigroup Inc. | Add +1.2% | 0.45% | +0.01 |
| BN Brookfield Corp. | Add +10.7% | 0.76% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +16.8% | 0.07% | +0.01 |
| VGSH Vanguard Short-Term Treasury | Add +0.1% | 0.72% | +0.01 |
| MOAT Vaneck Morningstar Wide Moat | Add +19.0% | 0.04% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.0% | 0.27% | +0.00 |
| KHC The Kraft Heinz Co. | Add +3.3% | 0.05% | +0.00 |
| STT State Street Corp. | Add +7.9% | 0.12% | −0.00 |
| MTB M & T Bank Corp. | Add +3.9% | 0.44% | −0.00 |
| DON Wisdomtree US Midcap Dividen | Add +1.0% | 0.24% | −0.00 |
| IWN iShares Russell 2000 Value E | Add +4.1% | 0.13% | −0.01 |
| HD Home Depot Inc. | Add +1.8% | 0.25% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +1.2% | 0.20% | −0.01 |
| ADBE Adobe Inc. | Add +0.5% | 0.11% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Add +4.3% | 0.36% | −0.02 |
| BAC Bank of America Corp. | Add +0.8% | 0.55% | −0.02 |
| TXN Texas Instruments Inc. | Add +0.7% | 0.74% | −0.02 |
| USB US Bancorp | Add +8.3% | 0.73% | −0.03 |
| UPS United Parcel Service Class B | Add +5.1% | 0.52% | −0.05 |
| AMZN Amazon.com Inc. | Add +1.1% | 0.84% | −0.11 |
| GOOGL Alphabet Inc. Class A | Add +5.6% | 0.90% | −0.14 |
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 |