Cullen Investment Group, LTD.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 1, 2025), Cullen Investment Group, LTD. reported 177 stock positions worth $708.3 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 6.7% of the portfolio, followed by Microsoft (MSFT, 6.2%) and Apple (AAPL, 6.1%). Compared with Q1 2025, it opened 8 new positions, sold out of 4, added to 72 and reduced 90. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −0%).
- Most Recent 13F
- Q3 2026
- Location
- LAFAYETTE, LA
- CIK
- 0000797203
- Portfolio Value
- $708.3M (Q2 2025)
- SEC Filing
- 0000797203-25-000004 ↗ filed Jul 1, 2025
Holdings Value
Holdings 177 stocks · $708.3M
| BRK.B Berkshire Hathaway Inc. Class B | 6.68% | 97,409 | $47.3M | Reduce -0.0% |
| MSFT Microsoft Corp. | 6.22% | 88,611 | $44.1M | Add +0.8% |
| AAPL Apple Inc. | 6.13% | 211,592 | $43.4M | Add +0.3% |
| WMT Walmart Inc. | 4.52% | 327,474 | $32.0M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 4.24% | 103,470 | $30.0M | Add +1.8% |
| ETN Eaton Corp. PLC | 3.69% | 73,260 | $26.2M | Add +2.0% |
| AVGO Broadcom Inc. | 3.28% | 84,170 | $23.2M | Add +3.5% |
| NVDA Nvidia Corp. | 2.51% | 112,430 | $17.8M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 2.36% | 94,105 | $16.7M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 1.77% | 57,202 | $12.5M | Add +1.6% |
| DE Deere & Co. | 1.73% | 24,153 | $12.3M | Reduce -4.0% |
| UNP Union Pacific Corp. | 1.68% | 51,729 | $11.9M | Add +3.9% |
| TT Trane Technologies PLC | 1.65% | 26,762 | $11.7M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 1.59% | 104,777 | $11.3M | Add +9.3% |
| MSI Motorola Solutions Inc. | 1.50% | 25,322 | $10.6M | Add +7.9% |
| V Visa Inc. Class A | 1.43% | 28,545 | $10.1M | Reduce -5.0% |
| PEP Pepsico Inc. | 1.42% | 76,100 | $10.0M | Add +136.1% |
| JCI Johnson Controls Internation | 1.39% | 93,142 | $9.8M | Add +6.0% |
| LLY Eli Lilly & Co. | 1.38% | 12,502 | $9.7M | Reduce -1.4% |
| MRK Merck & Co. Inc. | 1.35% | 120,426 | $9.5M | Add +9.3% |
| CMCSA Comcast Corp. Class A | 1.29% | 255,545 | $9.1M | Add +0.5% |
| CME Cme Group Inc. | 1.17% | 29,977 | $8.3M | Add +9.1% |
| EPD Enterprise Products Partners | 1.15% | 262,079 | $8.1M | Reduce -0.1% |
| VZ Verizon Communications Inc. | 1.08% | 177,150 | $7.7M | Add +3.1% |
| SBUX Starbucks Corp. | 1.07% | 83,019 | $7.6M | Reduce -6.1% |
| DRI Darden Restaurants Inc. | 1.06% | 34,573 | $7.5M | Add +5.9% |
| MDT Medtronic PLC | 1.06% | 85,921 | $7.5M | Add +7.2% |
| SO The Southern Co. | 1.03% | 79,392 | $7.3M | Add +16.4% |
| UPS United Parcel Service Class B | 1.02% | 71,769 | $7.2M | Add +19.1% |
| HD Home Depot Inc. | 0.93% | 17,912 | $6.6M | Add +4.7% |
| GRMN Garmin Ltd. | 0.91% | 30,992 | $6.5M | Reduce -1.0% |
| ADI Analog Devices Inc. | 0.86% | 25,606 | $6.1M | Add +8.6% |
| META Meta Platforms Inc. Class A | 0.85% | 8,142 | $6.0M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.78% | 44,295 | $5.5M | Add +3.1% |
| O Realty Income Corp. | 0.77% | 94,134 | $5.4M | Add +18.1% |
| PEG Public Service Enterprise GP | 0.76% | 64,320 | $5.4M | Add +19.4% |
| LOW Lowe's Cos Inc. | 0.76% | 24,392 | $5.4M | Reduce -3.5% |
| BBY Best Buy Co. Inc. | 0.73% | 77,302 | $5.2M | Add +6.9% |
| CMI Cummins Inc. | 0.73% | 15,690 | $5.1M | Reduce -1.6% |
| UNH Unitedhealth Group Inc. | 0.68% | 15,376 | $4.8M | Add +45.5% |
| FIS Fidelity National Info Serv | 0.67% | 58,464 | $4.8M | Add +10.4% |
| SYK Stryker Corp. | 0.67% | 11,994 | $4.7M | Reduce -1.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.65% | 60,532 | $4.6M | Reduce -5.7% |
| JNJ Johnson & Johnson | 0.61% | 28,230 | $4.3M | Reduce -16.8% |
| PG The Procter & Gamble Co. | 0.59% | 26,370 | $4.2M | Reduce -5.3% |
| RJF Raymond James Financial Inc. | 0.58% | 26,755 | $4.1M | Reduce -0.7% |
| BLK BlackRock Inc. | 0.56% | 3,803 | $4.0M | Reduce -2.9% |
| POOL Pool Corp. | 0.56% | 13,676 | $4.0M | Add +7.3% |
| CRM Salesforce Inc. | 0.56% | 14,557 | $4.0M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 0.54% | 6,866 | $3.9M | Reduce -9.3% |
| GLW Corning Inc. | 0.53% | 72,028 | $3.8M | Reduce -3.0% |
| IQV Iqvia Holdings Inc. | 0.53% | 23,651 | $3.7M | Add +21.4% |
| AXP American Express Co. | 0.51% | 11,273 | $3.6M | Reduce -2.7% |
| CAT Caterpillar Inc. | 0.48% | 8,710 | $3.4M | Add +0.2% |
| CVX Chevron Corp. | 0.47% | 23,426 | $3.4M | Reduce -3.1% |
| AMD Advanced Micro Devices | 0.46% | 23,193 | $3.3M | Add +18.6% |
| ALL Allstate Corp. | 0.40% | 14,143 | $2.8M | Add +0.2% |
| ENB Enbridge Inc. | 0.39% | 61,276 | $2.8M | Reduce -4.4% |
| NXPI NXP Semiconductors NV | 0.37% | 11,903 | $2.6M | Add +14.0% |
| ABBV Abbvie Inc. | 0.35% | 13,488 | $2.5M | Reduce -1.0% |
| CP Canadian Pacific Kansas City | 0.35% | 31,426 | $2.5M | Reduce -0.8% |
| NFG National Fuel Gas Co. | 0.33% | 27,827 | $2.4M | Reduce -2.7% |
| FISV Fiserv Inc. | 0.32% | 13,305 | $2.3M | Add +1.3% |
| AMGN Amgen Inc. | 0.32% | 8,185 | $2.3M | Reduce -1.6% |
| SCHW Schwab (charles) Corp. | 0.32% | 24,622 | $2.2M | Add +4.1% |
| VEEV Veeva Systems Inc. Class A | 0.32% | 7,797 | $2.2M | Add +4.7% |
| PGR Progressive Corp. | 0.31% | 8,152 | $2.2M | Reduce -6.3% |
| HWM Howmet Aerospace Inc. | 0.31% | 11,631 | $2.2M | Reduce -0.3% |
| LHX L3HARRIS Technologies Inc. | 0.29% | 8,159 | $2.0M | Add +2.6% |
| T AT&T Inc. | 0.26% | 64,280 | $1.9M | Reduce -2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 39,160 | $1.9M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.26% | 10,249 | $1.8M | Reduce -2.1% |
| FANG Diamondback Energy Inc. | 0.25% | 12,970 | $1.8M | Add +20.8% |
| MPC Marathon Petroleum Corp. | 0.25% | 10,567 | $1.8M | Reduce -49.3% |
| QCOM Qualcomm Inc. | 0.25% | 11,000 | $1.8M | Add +7.4% |
| EW Edwards Lifesciences Corp. | 0.24% | 21,751 | $1.7M | Add +4.0% |
| CMG Chipotle Mexican Grill Inc. | 0.24% | 30,231 | $1.7M | Add +31.0% |
| RSG Republic Services Inc. | 0.24% | 6,850 | $1.7M | Add +0.1% |
| SNPS Synopsys Inc. | 0.23% | 3,233 | $1.7M | Add +92.9% |
| ECL Ecolab Inc. | 0.22% | 5,776 | $1.6M | Add +77.5% |
| GILD Gilead Sciences Inc. | 0.22% | 13,997 | $1.6M | Reduce -4.0% |
| KMI Kinder Morgan Inc. | 0.22% | 52,079 | $1.5M | Reduce -1.7% |
| ORLY O'reilly Automotive Inc. | 0.20% | 15,480 | $1.4M | Reduce -3.3% |
| RTX RTX Corp. | 0.19% | 9,381 | $1.4M | Reduce -1.0% |
| GD General Dynamics Corp. | 0.18% | 4,488 | $1.3M | Reduce -8.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.18% | 13,434 | $1.3M | Reduce -0.9% |
| SHEL Shell PLC-ADR | 0.18% | 18,324 | $1.3M | Add +0.7% |
| HBCP Home Bancorp Inc. | 0.18% | 24,140 | $1.2M | Reduce -1.3% |
| DXCM Dexcom Inc. | 0.18% | 14,237 | $1.2M | Add +11.2% |
| VOO Vanguard S&P 500 ETF | 0.17% | 2,180 | $1.2M | Add +11.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 4,173 | $1.2M | Add +4.3% |
| SU Suncor Energy Inc. | 0.17% | 31,518 | $1.2M | Add +0.8% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 4,556 | $1.2M | Reduce -0.1% |
| ET Energy Transfer LP | 0.16% | 63,900 | $1.2M | Reduce -0.8% |
| MDLZ Mondelez International Inc. Class A | 0.16% | 17,159 | $1.2M | Reduce -1.9% |
| CSX CSX Corp. | 0.16% | 35,143 | $1.1M | Reduce -0.4% |
| NATH Nathan's Famous Inc. | 0.16% | 10,363 | $1.1M | No change |
| WY Weyerhaeuser Co. | 0.16% | 43,952 | $1.1M | Reduce -3.3% |
| OKE Oneok Inc. | 0.16% | 13,783 | $1.1M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.15% | 3,440 | $1.1M | Add +0.0% |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.0% | 6.68% | −1.19 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.99 |
| JNJ Johnson & Johnson | Reduce -16.8% | 0.61% | −0.24 |
| SBUX Starbucks Corp. | Reduce -6.1% | 1.07% | −0.24 |
| MPC Marathon Petroleum Corp. | Reduce -49.3% | 0.25% | −0.21 |
| LLY Eli Lilly & Co. | Reduce -1.4% | 1.38% | −0.21 |
| EPD Enterprise Products Partners | Reduce -0.1% | 1.15% | −0.21 |
| TJX TJX Companies Inc. | Reduce -72.4% | 0.07% | −0.20 |
| V Visa Inc. Class A | Reduce -5.0% | 1.43% | −0.17 |
| ICE Intercontinental Exchange Inc. | Reduce -84.5% | 0.03% | −0.16 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -5.7% | 0.65% | −0.15 |
| CVX Chevron Corp. | Reduce -3.1% | 0.47% | −0.14 |
| LOW Lowe's Cos Inc. | Reduce -3.5% | 0.76% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -5.3% | 0.59% | −0.13 |
| GRMN Garmin Ltd. | Reduce -1.0% | 0.91% | −0.12 |
| APD Air Products & Chemicals Inc. | Reduce -51.8% | 0.07% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -9.3% | 0.54% | −0.08 |
| ABBV Abbvie Inc. | Reduce -1.0% | 0.35% | −0.08 |
| AMGN Amgen Inc. | Reduce -1.6% | 0.32% | −0.07 |
| PGR Progressive Corp. | Reduce -6.3% | 0.31% | −0.07 |
| DVN Devon Energy Corp. | Reduce -24.6% | 0.09% | −0.06 |
| DE Deere & Co. | Reduce -4.0% | 1.73% | −0.06 |
| CVS CVS Health Corp. | Reduce -28.5% | 0.12% | −0.05 |
| CRM Salesforce Inc. | Reduce -3.3% | 0.56% | −0.05 |
| ICLR Icon PLC | Reduce -30.2% | 0.06% | −0.05 |
| OKE Oneok Inc. | Reduce -0.5% | 0.16% | −0.05 |
| HAL Halliburton Co. | Reduce -28.1% | 0.06% | −0.05 |
| WY Weyerhaeuser Co. | Reduce -3.3% | 0.16% | −0.04 |
| ENB Enbridge Inc. | Reduce -4.4% | 0.39% | −0.04 |
| ORLY O'reilly Automotive Inc. | Reduce -3.3% | 0.20% | −0.03 |
| PFE Pfizer Inc. | Reduce -14.5% | 0.10% | −0.03 |
| INTC Intel Corp. | Sold out | 0.00% | −0.03 |
| CMI Cummins Inc. | Reduce -1.6% | 0.73% | −0.03 |
| PSX Phillips 66 | Sold out | 0.00% | −0.03 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.03 |
| SJM The JM Smucker Co. | Reduce -1.8% | 0.09% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -4.0% | 0.22% | −0.03 |
| MCD McDonald's Corp. | Reduce -14.7% | 0.08% | −0.03 |
| WEN The Wendy's Co. | Reduce -6.7% | 0.06% | −0.03 |
| GBX Greenbrier Companies Inc. | Reduce -0.9% | 0.13% | −0.03 |
| EL Estee Lauder Companies Class A | Reduce -30.0% | 0.08% | −0.02 |
| TGT Target Corp. | Reduce -8.8% | 0.08% | −0.02 |
| T AT&T Inc. | Reduce -2.0% | 0.26% | −0.02 |
| GD General Dynamics Corp. | Reduce -8.6% | 0.18% | −0.02 |
| ET Energy Transfer LP | Reduce -0.8% | 0.16% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.9% | 0.16% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -0.4% | 0.08% | −0.02 |
| KO The Coca-Cola Co. | Reduce -2.5% | 0.13% | −0.02 |
| PEO Adams Natural Resources Fund | Reduce -2.4% | 0.09% | −0.02 |
| SYK Stryker Corp. | Reduce -1.0% | 0.67% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.8% | 6.22% | +1.22 |
| AVGO Broadcom Inc. | Add +3.5% | 3.28% | +1.21 |
| ETN Eaton Corp. PLC | Add +2.0% | 3.69% | +0.73 |
| PEP Pepsico Inc. | Add +136.1% | 1.42% | +0.69 |
| NVDA Nvidia Corp. | Add +0.3% | 2.51% | +0.66 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 4.24% | +0.45 |
| JCI Johnson Controls Internation | Add +6.0% | 1.39% | +0.32 |
| WMT Walmart Inc. | Add +0.7% | 4.52% | +0.19 |
| AMD Advanced Micro Devices | Add +18.6% | 0.46% | +0.16 |
| AMZN Amazon.com Inc. | Add +1.6% | 1.77% | +0.15 |
| ADI Analog Devices Inc. | Add +8.6% | 0.86% | +0.14 |
| DIS The Walt Disney Co. | Add +3.1% | 0.78% | +0.13 |
| SNPS Synopsys Inc. | Add +92.9% | 0.23% | +0.13 |
| ECL Ecolab Inc. | Add +77.5% | 0.22% | +0.09 |
| PEG Public Service Enterprise GP | Add +19.4% | 0.76% | +0.09 |
| SO The Southern Co. | Add +16.4% | 1.03% | +0.08 |
| FIS Fidelity National Info Serv | Add +10.4% | 0.67% | +0.07 |
| NXPI NXP Semiconductors NV | Add +14.0% | 0.37% | +0.07 |
| O Realty Income Corp. | Add +18.1% | 0.77% | +0.06 |
| CMG Chipotle Mexican Grill Inc. | Add +31.0% | 0.24% | +0.06 |
| CRDO Credo Technology Group Holdi | New | 0.06% | +0.06 |
| CME Cme Group Inc. | Add +9.1% | 1.17% | +0.06 |
| VEEV Veeva Systems Inc. Class A | Add +4.7% | 0.32% | +0.06 |
| TSCO Tractor Supply Company | New | 0.05% | +0.05 |
| DXCM Dexcom Inc. | Add +11.2% | 0.18% | +0.04 |
| CAT Caterpillar Inc. | Add +0.2% | 0.48% | +0.04 |
| ORCL Oracle Corp. | New | 0.04% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +4.1% | 0.32% | +0.04 |
| LHX L3HARRIS Technologies Inc. | Add +2.6% | 0.29% | +0.04 |
| DRI Darden Restaurants Inc. | Add +5.9% | 1.06% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +30.7% | 0.13% | +0.03 |
| CARR Carrier Global Corp. | New | 0.03% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.03% | +0.03 |
| WSM Williams-Sonoma Inc. | New | 0.03% | +0.03 |
| VICR Vicor Corp. | New | 0.03% | +0.03 |
| TRV The Travelers Cos Inc. | New | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +11.8% | 0.17% | +0.02 |
| IBM Intl Business Machines Corp. | Add +4.3% | 0.17% | +0.02 |
| TSLA Tesla Inc. | Add +0.0% | 0.15% | +0.02 |
| UPS United Parcel Service Class B | Add +19.1% | 1.02% | +0.02 |
| LILAK Liberty Latin Americ Class C | Add +87.7% | 0.03% | +0.01 |
| EW Edwards Lifesciences Corp. | Add +4.0% | 0.24% | +0.01 |
| WWD Woodward Inc. | Add +0.1% | 0.05% | +0.01 |
| QCOM Qualcomm Inc. | Add +7.4% | 0.25% | +0.01 |
| CLF Cleveland-Cliffs Inc. | Add +33.3% | 0.06% | +0.01 |
| WFC Wells Fargo & Co. | Add +0.4% | 0.14% | +0.01 |
| IQV Iqvia Holdings Inc. | Add +21.4% | 0.53% | +0.01 |
| SEIC Sei Investments Company | Add +0.6% | 0.05% | +0.00 |
| BWA Borgwarner Inc. | Add +0.3% | 0.03% | +0.00 |
| FHN First Horizon Corp. | Add +0.6% | 0.06% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 179 | $857.4M | AAPL, BRK.B, MSFT, GOOG, WMT |
| Q2 2026 | 181 | $826.5M | AAPL, BRK.B, GOOG, MSFT, WMT |
| Q1 2026 | 179 | $757.6M | BRK.B, AAPL, WMT, GOOG, MSFT |
| Q4 2025 | 176 | $771.4M | AAPL, BRK.B, MSFT, GOOG, WMT |
| Q3 2025 | 175 | $756.2M | AAPL, BRK.B, MSFT, WMT, JPM |
| Q2 2025 | 177 | $708.3M | BRK.B, MSFT, AAPL, WMT, JPM |
| Q1 2025 | 173 | $659.4M | BRK.B, AAPL, MSFT, WMT, JPM |
| Q4 2024 | 177 | $678.0M | AAPL, BRK.B, MSFT, WMT, JPM |
| Q3 2024 | 182 | $670.7M | AAPL, BRK.B, MSFT, WMT, ETN |
| Q2 2024 | 177 | $627.1M | AAPL, BRK.B, MSFT, ETN, WMT |
| Q1 2024 | 183 | $634.7M | BRK.B, AAPL, MSFT, ETN, JPM |