Cullen Investment Group, LTD.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Cullen Investment Group, LTD. reported 176 stock positions worth $771.4 million. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 6.5%) and Microsoft (MSFT, 5.2%). Compared with Q3 2025, it opened 8 new positions, sold out of 7, added to 45 and reduced 114. The biggest buy was Alphabet Class C (GOOG, shares +18%) and the biggest sale Eaton (ETN, shares −19%).

Most Recent 13F
Q2 2026
Location
LAFAYETTE, LA
CIK
0000797203
Portfolio Value
$771.4M (Q4 2025)
SEC Filing
0000797203-26-000001 ↗ filed Jan 12, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $634.7M Q1 2024 Q2 2024: $627.1M Q2 2024 Q3 2024: $670.7M Q3 2024 Q4 2024: $678.0M Q4 2024 Q1 2025: $659.4M Q1 2025 Q2 2025: $708.3M Q2 2025 Q3 2025: $756.2M Q3 2025 Q4 2025: $771.4M $771.4M Q4 2025 Q1 2026: $757.6M Q1 2026 Q2 2026: $826.5M Q2 2026

Holdings 176 stocks · $771.4M
AAPL Apple Inc. 6.59% 195,969 $50.8M Reduce -7.3%
BRK.B Berkshire Hathaway Inc. Class B 6.52% 100,745 $50.3M Add +4.2%
MSFT Microsoft Corp. 5.19% 83,479 $40.0M Reduce -5.4%
GOOG Alphabet Inc. Class C 4.69% 109,845 $36.2M Add +18.2%
WMT Walmart Inc. 4.46% 300,619 $34.4M Reduce -7.6%
JPM JPMorgan Chase & Co. 4.15% 97,138 $32.0M Reduce -4.0%
AVGO Broadcom Inc. 3.09% 69,108 $23.8M Reduce -18.2%
NVDA Nvidia Corp. 2.59% 107,982 $20.0M Reduce -4.1%
ETN Eaton Corp. PLC 2.51% 59,561 $19.3M Reduce -18.9%
AMZN Amazon.com Inc. 1.99% 62,056 $15.4M Add +6.8%
XOM Exxon Mobil Corp. 1.77% 109,357 $13.6M Reduce -0.0%
MRK Merck & Co. Inc. 1.69% 117,623 $13.0M Reduce -9.0%
LLY Eli Lilly & Co. 1.66% 12,048 $12.8M Reduce -2.1%
DE Deere & Co. 1.41% 22,282 $10.9M Reduce -3.9%
PM Philip Morris International 1.38% 65,554 $10.7M New
ADI Analog Devices Inc. 1.37% 35,161 $10.6M Add +21.6%
V Visa Inc. Class A 1.35% 29,774 $10.4M Add +7.5%
MDT Medtronic PLC 1.32% 104,479 $10.2M Add +12.2%
META Meta Platforms Inc. Class A 1.21% 14,303 $9.3M Add +73.7%
JCI Johnson Controls Internation 1.19% 82,499 $9.1M Reduce -13.0%
WFC Wells Fargo & Co. 1.13% 91,207 $8.8M Add +653.9%
UNP Union Pacific Corp. 1.11% 37,453 $8.6M Reduce -29.6%
O Realty Income Corp. 1.10% 145,978 $8.5M Reduce -12.0%
CMI Cummins Inc. 1.08% 15,099 $8.3M Reduce -1.3%
EPD Enterprise Products Partners 1.07% 257,276 $8.2M Reduce -0.6%
TT Trane Technologies PLC 1.01% 20,430 $7.8M Reduce -21.6%
PEP Pepsico Inc. 0.97% 53,680 $7.5M Reduce -31.4%
SCHW Schwab (charles) Corp. 0.97% 74,479 $7.5M Add +198.8%
CMCSA Comcast Corp. Class A 0.92% 249,554 $7.1M Add +31.3%
GD General Dynamics Corp. 0.89% 19,467 $6.9M Add +371.1%
SO The Southern Co. 0.88% 78,000 $6.8M Reduce -7.3%
BKNG Booking Holdings Inc. 0.85% 1,198 $6.6M New
CME Cme Group Inc. 0.84% 24,666 $6.5M Reduce -36.6%
SBUX Starbucks Corp. 0.81% 70,457 $6.3M Reduce -8.9%
LOW Lowe's Cos Inc. 0.80% 23,141 $6.2M Reduce -3.5%
HD Home Depot Inc. 0.80% 16,380 $6.1M Reduce -12.4%
MSI Motorola Solutions Inc. 0.79% 15,865 $6.1M Reduce -39.4%
GRMN Garmin Ltd. 0.77% 28,121 $6.0M Reduce -5.6%
GLW Corning Inc. 0.75% 67,476 $5.8M Reduce -2.4%
CAT Caterpillar Inc. 0.69% 8,612 $5.3M Reduce -0.7%
JNJ Johnson & Johnson 0.68% 25,493 $5.2M Reduce -4.8%
IQV Iqvia Holdings Inc. 0.66% 20,941 $5.1M Reduce -13.3%
UL Unilever PLC-Sponsored ADR 0.65% 77,933 $5.0M New
UPS United Parcel Service Class B 0.65% 46,217 $5.0M Reduce -43.9%
NVS Novartis AG-Sponsored ADR 0.60% 32,897 $4.7M Add +621.6%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.60% 38,730 $4.6M Add +1691.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.58% 80,011 $4.5M Add +112.5%
DRI Darden Restaurants Inc. 0.56% 21,423 $4.3M Reduce -39.8%
VZ Verizon Communications Inc. 0.53% 101,202 $4.1M Reduce -44.4%
RJF Raymond James Financial Inc. 0.53% 24,165 $4.1M Reduce -1.2%
AXP American Express Co. 0.52% 10,667 $4.0M Reduce -4.7%
MCK McKesson Corp. 0.49% 4,670 $3.8M Add +550.4%
BLK BlackRock Inc. 0.48% 3,420 $3.7M Reduce -5.6%
BDX Becton Dickinson and Co. 0.48% 18,249 $3.7M New
AMAT Applied Materials Inc. 0.48% 12,239 $3.7M New
MA Mastercard Inc. Class A 0.48% 6,368 $3.7M Reduce -4.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.47% 31,532 $3.7M Reduce -27.7%
SYK Stryker Corp. 0.47% 9,896 $3.6M Reduce -10.7%
CVX Chevron Corp. 0.46% 21,768 $3.5M Reduce -4.8%
COP Conocophillips 0.45% 35,964 $3.5M Add +661.0%
GOOGL Alphabet Inc. Class A 0.44% 10,257 $3.4M Reduce -4.3%
PG The Procter & Gamble Co. 0.43% 23,214 $3.3M Reduce -5.9%
AMD Advanced Micro Devices 0.43% 16,172 $3.3M Reduce -30.9%
MKC McCormick & Co.-Non VTG SHRS 0.43% 48,506 $3.3M Reduce -11.2%
CRM Salesforce Inc. 0.42% 12,437 $3.2M Reduce -19.1%
PEG Public Service Enterprise GP 0.37% 36,567 $2.9M Reduce -48.5%
ABBV Abbvie Inc. 0.37% 12,853 $2.8M Reduce -2.4%
UNH Unitedhealth Group Inc. 0.36% 8,092 $2.8M Reduce -55.6%
POOL Pool Corp. 0.34% 10,359 $2.6M Reduce -24.7%
ENB Enbridge Inc. 0.33% 55,501 $2.5M Reduce -5.8%
AMGN Amgen Inc. 0.33% 7,713 $2.5M Add +0.1%
NFG National Fuel Gas Co. 0.27% 26,266 $2.1M Reduce -0.6%
HWM Howmet Aerospace Inc. 0.26% 9,338 $2.0M Reduce -19.8%
CP Canadian Pacific Kansas City 0.26% 27,864 $2.0M Reduce -1.8%
FIS Fidelity National Info Serv 0.25% 28,760 $1.9M Reduce -57.7%
QCOM Qualcomm Inc. 0.25% 10,709 $1.9M Add +0.1%
LHX L3HARRIS Technologies Inc. 0.24% 5,569 $1.9M Reduce -33.2%
RTX RTX Corp. 0.23% 9,320 $1.8M Reduce -0.7%
MPC Marathon Petroleum Corp. 0.23% 9,890 $1.7M Reduce -0.3%
ALL Allstate Corp. 0.22% 8,020 $1.7M Reduce -44.4%
FANG Diamondback Energy Inc. 0.21% 11,128 $1.6M Reduce -21.3%
PGR Progressive Corp. 0.21% 7,463 $1.6M Add +0.7%
GILD Gilead Sciences Inc. 0.20% 12,860 $1.6M Reduce -1.5%
TSLA Tesla Inc. 0.20% 3,440 $1.5M No change
SU Suncor Energy Inc. 0.19% 31,343 $1.5M Reduce -0.2%
VEEV Veeva Systems Inc. Class A 0.19% 6,088 $1.5M Reduce -23.6%
ORLY O'reilly Automotive Inc. 0.19% 15,465 $1.5M No change
GE General Electric filed as GE AEROSPACE 0.19% 4,452 $1.4M Reduce -2.9%
KMI Kinder Morgan Inc. 0.18% 52,339 $1.4M Add +0.0%
WBD Warner Bros Discovery Inc. 0.18% 48,920 $1.4M Reduce -1.6%
T AT&T Inc. 0.18% 58,777 $1.4M Reduce -4.0%
VOO Vanguard S&P 500 ETF 0.18% 2,152 $1.4M Reduce -2.0%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.18% 12,663 $1.4M Reduce -5.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.17% 4,384 $1.3M Reduce -2.0%
ECL Ecolab Inc. 0.17% 4,841 $1.3M Reduce -22.2%
SHEL Shell PLC-ADR 0.16% 17,594 $1.2M Reduce -1.6%
RSG Republic Services Inc. 0.16% 5,809 $1.2M Reduce -10.2%
NXPI NXP Semiconductors NV 0.15% 4,932 $1.2M Reduce -61.1%
HBCP Home Bancorp Inc. 0.15% 19,826 $1.2M Reduce -5.8%
ET Energy Transfer LP 0.15% 67,400 $1.1M Add +2.0%
CSX CSX Corp. 0.15% 31,841 $1.1M Add +0.1%
OKE Oneok Inc. 0.14% 14,684 $1.1M Add +5.8%
COR Cencora Inc. 0.14% 3,104 $1.0M Reduce -4.5%
IVV iShares Core S&P 500 ETF 0.13% 1,453 $1.0M Reduce -8.1%
CRDO Credo Technology Group Holdi 0.13% 6,503 $978K Reduce -1.5%
NATH Nathan's Famous Inc. 0.12% 10,531 $956K Add +1.3%
GBX Greenbrier Companies Inc. 0.12% 19,360 $927K Add +0.2%
KO The Coca-Cola Co. 0.12% 12,933 $912K Reduce -2.9%
WY Weyerhaeuser Co. 0.12% 34,809 $896K Reduce -17.6%
BX Blackstone Inc. 0.11% 5,284 $833K Add +0.5%
CLF Cleveland-Cliffs Inc. 0.10% 62,069 $792K Add +17.0%
SPYM Ste STR SPDR PT S&P 500 ETF 0.10% 9,500 $776K New
MDLZ Mondelez International Inc. Class A 0.10% 14,001 $771K Reduce -13.5%
CNH CNH Industrial NV 0.10% 75,099 $765K Reduce -0.6%
EW Edwards Lifesciences Corp. 0.10% 8,740 $744K Reduce -60.7%
DVN Devon Energy Corp. 0.09% 18,954 $678K Reduce -3.6%
IIIV I3 Verticals Inc. Class A 0.09% 24,656 $677K Reduce -8.1%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.08% 6,292 $633K Reduce -3.2%
QSR Restaurant Brands Intern 0.08% 9,016 $622K Add +1.4%
GEV GE Vernova Inc. 0.08% 989 $616K Reduce -5.4%
PEO Adams Natural Resources Fund 0.08% 27,399 $614K Add +1.7%
CVS CVS Health Corp. 0.08% 7,569 $608K Reduce -22.4%
MCD McDonald's Corp. 0.08% 1,895 $582K Reduce -4.7%
ITOT iShares Core S&P Total U.S. 0.08% 3,816 $579K Add +0.6%
OXY Occidental Petroleum Corp. 0.07% 13,421 $575K Reduce -7.8%
CNRD Conrad Industries Inc. 0.07% 21,171 $571K No change
FGBI First Guaranty Bancshares Inc. 0.07% 74,074 $563K Add +0.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.07% 3,561 $562K Reduce -3.4%
NSRGY Nestle SA-Spons ADR 0.07% 5,420 $510K Reduce -19.2%
ORCL Oracle Corp. 0.06% 2,483 $493K Add +90.1%
PFE Pfizer Inc. 0.06% 18,898 $482K Reduce -16.2%
FHN First Horizon Corp. 0.06% 19,438 $476K Add +0.5%
IRDM Iridium Communications Inc. 0.06% 24,325 $470K Reduce -14.6%
LMT Lockheed Martin Corp. 0.06% 856 $465K Add +0.2%
BA The Boeing Co. 0.06% 1,950 $457K Reduce -3.1%
ABT Abbott Laboratories 0.06% 3,486 $439K Reduce -5.5%
HAL Halliburton Co. 0.06% 13,258 $433K Reduce -3.5%
TGT Target Corp. 0.05% 4,007 $423K Reduce -20.4%
KDP Keurig Dr Pepper Inc. 0.05% 14,970 $416K Reduce -15.7%
SMG Scotts Miracle-Gro Co. 0.05% 6,512 $402K Reduce -1.0%
ICLR Icon PLC 0.05% 2,173 $394K Reduce -18.9%
WWD Woodward Inc. 0.05% 1,201 $387K Reduce -8.3%
KMB Kimberly-Clark Corp. 0.05% 3,919 $384K Reduce -10.4%
ITW Illinois Tool Works 0.05% 1,493 $381K Add +0.5%
TRN Trinity Industries Inc. 0.05% 12,691 $359K Reduce -1.0%
EBAY eBay Inc. 0.05% 3,938 $358K Add +0.1%
WDFC WD-40 Co. 0.05% 1,864 $354K Add +0.1%
TSCO Tractor Supply Company 0.04% 6,722 $346K Add +0.4%
XYL Xylem Inc. 0.04% 2,477 $346K No change
MU Micron Technology Inc. 0.04% 1,000 $345K New
HON Honeywell International Inc. 0.04% 1,556 $323K Reduce -2.1%
JOE The St Joe Co. 0.04% 5,036 $321K Add +0.2%
BWA Borgwarner Inc. 0.04% 6,112 $291K Reduce -14.6%
SEIC Sei Investments Company 0.04% 3,356 $291K Reduce -13.6%
THO Thor Industries Inc. 0.04% 2,620 $288K Add +0.4%
NSC Norfolk Southern Corp. 0.04% 994 $285K Reduce -9.6%
PYPL PayPal Holdings Inc. 0.04% 4,921 $284K Reduce -9.1%
SHW The Sherwin-Williams Co. 0.04% 799 $282K No change
QQQ Invesco QQQ Trust Series 1 0.04% 442 $277K Add +1.8%
APA Apa Corp. 0.04% 10,870 $274K Reduce -2.5%
PSKY Paramount Skydance Class B 0.03% 22,191 $268K Reduce -8.4%
WSM Williams-Sonoma Inc. 0.03% 1,250 $249K Add +0.3%
ATO Atmos Energy Corp. 0.03% 1,487 $248K No change
COST Costco Wholesale Corp. 0.03% 263 $243K No change
MSGE Madison Square Garden Entert 0.03% 4,400 $242K Reduce -3.3%
EMR Emerson Electric Co. 0.03% 1,618 $233K No change
PSX Phillips 66 0.03% 1,635 $232K Add +0.3%
BATRA Atlanta Braves Holdings in-A 0.03% 5,300 $228K No change
BSM Black Stone Minerals LP 0.03% 16,392 $225K Add +2.2%
CNI Canadian Natl Railway Co. 0.03% 2,229 $221K Reduce -9.5%
YUM Yum! Brands Inc. 0.03% 1,389 $216K Reduce -6.8%
LILAK Liberty Latin Americ Class C 0.03% 30,100 $216K Reduce -6.2%
BKR Baker Hughes Co. 0.03% 4,254 $213K Add +0.5%
FDX FedEx Corp. 0.03% 650 $203K New
APD Air Products & Chemicals Inc. 0.03% 762 $201K Reduce -47.7%
WEN The Wendy's Co. 0.03% 22,800 $197K Reduce -33.3%

Portfolio Sells Q3 2025 → Q4 2025
ETN Eaton Corp. PLC Reduce -18.9% 2.51% −1.12
MSFT Microsoft Corp. Reduce -5.4% 5.19% −0.85
MSI Motorola Solutions Inc. Reduce -39.4% 0.79% −0.78
AVGO Broadcom Inc. Reduce -18.2% 3.09% −0.69
AAPL Apple Inc. Reduce -7.3% 6.59% −0.63
UNP Union Pacific Corp. Reduce -29.6% 1.11% −0.56
CME Cme Group Inc. Reduce -36.6% 0.84% −0.52
VZ Verizon Communications Inc. Reduce -44.4% 0.53% −0.52
UNH Unitedhealth Group Inc. Reduce -55.6% 0.36% −0.51
PEP Pepsico Inc. Reduce -31.4% 0.97% −0.50
TT Trane Technologies PLC Reduce -21.6% 1.01% −0.45
PEG Public Service Enterprise GP Reduce -48.5% 0.37% −0.40
FIS Fidelity National Info Serv Reduce -57.7% 0.25% −0.35
DRI Darden Restaurants Inc. Reduce -39.8% 0.56% −0.35
UPS United Parcel Service Class B Reduce -43.9% 0.65% −0.30
GRMN Garmin Ltd. Reduce -5.6% 0.77% −0.24
FISV Fiserv Inc. Sold out 0.00% −0.24
NXPI NXP Semiconductors NV Reduce -61.1% 0.15% −0.23
POOL Pool Corp. Reduce -24.7% 0.34% −0.22
O Realty Income Corp. Reduce -12.0% 1.10% −0.22
SNPS Synopsys Inc. Sold out 0.00% −0.22
NVDA Nvidia Corp. Reduce -4.1% 2.59% −0.21
HD Home Depot Inc. Reduce -12.4% 0.80% −0.18
ALL Allstate Corp. Reduce -44.4% 0.22% −0.18
JCI Johnson Controls Internation Reduce -13.0% 1.19% −0.18
DIS The Walt Disney Co. Reduce -27.7% 0.47% −0.17
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.17
SO The Southern Co. Reduce -7.3% 0.88% −0.17
DXCM Dexcom Inc. Sold out 0.00% −0.13
EW Edwards Lifesciences Corp. Reduce -60.7% 0.10% −0.13
VEEV Veeva Systems Inc. Class A Reduce -23.6% 0.19% −0.12
LHX L3HARRIS Technologies Inc. Reduce -33.2% 0.24% −0.09
AMD Advanced Micro Devices Reduce -30.9% 0.43% −0.08
BLK BlackRock Inc. Reduce -5.6% 0.48% −0.07
SBUX Starbucks Corp. Reduce -8.9% 0.81% −0.07
MKC McCormick & Co.-Non VTG SHRS Reduce -11.2% 0.43% −0.07
SYK Stryker Corp. Reduce -10.7% 0.47% −0.07
PG The Procter & Gamble Co. Reduce -5.9% 0.43% −0.07
CRM Salesforce Inc. Reduce -19.1% 0.42% −0.07
EL Estee Lauder Companies Class A Sold out 0.00% −0.07
FANG Diamondback Energy Inc. Reduce -21.3% 0.21% −0.06
ENB Enbridge Inc. Reduce -5.8% 0.33% −0.06
ECL Ecolab Inc. Reduce -22.2% 0.17% −0.06
NFG National Fuel Gas Co. Reduce -0.6% 0.27% −0.04
ABBV Abbvie Inc. Reduce -2.4% 0.37% −0.04
T AT&T Inc. Reduce -4.0% 0.18% −0.04
MA Mastercard Inc. Class A Reduce -4.3% 0.48% −0.04
MDLZ Mondelez International Inc. Class A Reduce -13.5% 0.10% −0.03
CP Canadian Pacific Kansas City Reduce -1.8% 0.26% −0.03
RSG Republic Services Inc. Reduce -10.2% 0.16% −0.03

Portfolio Buys Q3 2025 → Q4 2025
GOOG Alphabet Inc. Class C Add +18.2% 4.69% +1.66
PM Philip Morris International New 1.38% +1.38
WFC Wells Fargo & Co. Add +653.9% 1.13% +1.01
BKNG Booking Holdings Inc. New 0.85% +0.85
GD General Dynamics Corp. Add +371.1% 0.89% +0.71
SCHW Schwab (charles) Corp. Add +198.8% 0.97% +0.66
UL Unilever PLC-Sponsored ADR New 0.65% +0.65
BNY Bank of New York Mellon Corp. Add +1691.4% 0.60% +0.57
NVS Novartis AG-Sponsored ADR Add +621.6% 0.60% +0.52
BDX Becton Dickinson and Co. New 0.48% +0.48
AMAT Applied Materials Inc. New 0.48% +0.48
ADI Analog Devices Inc. Add +21.6% 1.37% +0.45
META Meta Platforms Inc. Class A Add +73.7% 1.21% +0.44
MCK McKesson Corp. Add +550.4% 0.49% +0.42
COP Conocophillips Add +661.0% 0.45% +0.40
BAC Bank of America Corp. Add +112.5% 0.58% +0.33
AMZN Amazon.com Inc. Add +6.8% 1.99% +0.30
CMCSA Comcast Corp. Class A Add +31.3% 0.92% +0.14
BRK.B Berkshire Hathaway Inc. Class B Add +4.2% 6.52% +0.14
MDT Medtronic PLC Add +12.2% 1.32% +0.12
SPYM Ste STR SPDR PT S&P 500 ETF New 0.10% +0.10
V Visa Inc. Class A Add +7.5% 1.35% +0.07
MU Micron Technology Inc. New 0.04% +0.04
FDX FedEx Corp. New 0.03% +0.03
AMGN Amgen Inc. Add +0.1% 0.33% +0.02
ORCL Oracle Corp. Add +90.1% 0.06% +0.01
CLF Cleveland-Cliffs Inc. Add +17.0% 0.10% +0.01
JOE The St Joe Co. Add +0.2% 0.04% +0.01
QCOM Qualcomm Inc. Add +0.1% 0.25% +0.01
OKE Oneok Inc. Add +5.8% 0.14% +0.00
FHN First Horizon Corp. Add +0.5% 0.06% +0.00
LMT Lockheed Martin Corp. Add +0.2% 0.06% +0.00
PEO Adams Natural Resources Fund Add +1.7% 0.08% +0.00
GBX Greenbrier Companies Inc. Add +0.2% 0.12% +0.00
ITOT iShares Core S&P Total U.S. Add +0.6% 0.08% +0.00
PSX Phillips 66 Add +0.3% 0.03% +0.00
ET Energy Transfer LP Add +2.0% 0.15% +0.00
QQQ Invesco QQQ Trust Series 1 Add +1.8% 0.04% +0.00
BSM Black Stone Minerals LP Add +2.2% 0.03% +0.00
BKR Baker Hughes Co. Add +0.5% 0.03% +0.00
QSR Restaurant Brands Intern Add +1.4% 0.08% +0.00
THO Thor Industries Inc. Add +0.4% 0.04% −0.00
WSM Williams-Sonoma Inc. Add +0.3% 0.03% −0.00
EBAY eBay Inc. Add +0.1% 0.05% −0.00
ITW Illinois Tool Works Add +0.5% 0.05% −0.00
WDFC WD-40 Co. Add +0.1% 0.05% −0.00
TSCO Tractor Supply Company Add +0.4% 0.04% −0.00
CSX CSX Corp. Add +0.1% 0.15% −0.01
BX Blackstone Inc. Add +0.5% 0.11% −0.01
KMI Kinder Morgan Inc. Add +0.0% 0.18% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 181$826.5MAAPL, BRK.B, GOOG, MSFT, WMT
Q1 2026 179$757.6MBRK.B, AAPL, WMT, GOOG, MSFT
Q4 2025 176$771.4MAAPL, BRK.B, MSFT, GOOG, WMT
Q3 2025 175$756.2MAAPL, BRK.B, MSFT, WMT, JPM
Q2 2025 177$708.3MBRK.B, MSFT, AAPL, WMT, JPM
Q1 2025 173$659.4MBRK.B, AAPL, MSFT, WMT, JPM
Q4 2024 177$678.0MAAPL, BRK.B, MSFT, WMT, JPM
Q3 2024 182$670.7MAAPL, BRK.B, MSFT, WMT, ETN
Q2 2024 177$627.1MAAPL, BRK.B, MSFT, ETN, WMT
Q1 2024 183$634.7MBRK.B, AAPL, MSFT, ETN, JPM