CULLINAN ASSOCIATES INC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| Exxon Mobil | 251,604 | 225,933 | -25,671 | 30,277,967 | 38,331,710 | +8,053,743 |
| Johnson & Johnson | 194,105 | 183,038 | -11,067 | 40,170,088 | 44,741,877 | +4,571,789 |
| Coca-Cola Company | 1,365,746 | 1,312,987 | -52,759 | 95,479,325 | 99,852,685 | +4,373,360 |
| Applied Materials | 58,988 | 51,461 | -7,527 | 15,159,427 | 17,588,990 | +2,429,563 |
| United Parcel Service Inc Cl B | 78,301 | 92,789 | +14,488 | 7,766,676 | 9,128,582 | +1,361,906 |
| Lockheed Martin | 19,948 | 17,974 | -1,974 | 9,648,486 | 10,863,602 | +1,215,116 |
| Wells Fargo & Co | 49,666 | 73,346 | +23,680 | 4,628,881 | 5,839,083 | +1,210,202 |
| Carrier Global | 9,000 | 28,700 | +19,700 | 475,560 | 1,616,097 | +1,140,537 |
| Deere & Company | 22,834 | 20,804 | -2,030 | 10,630,825 | 11,718,893 | +1,088,068 |
| New Atlas Holdco Inc | 252,000 | 252,000 | 0 | 2,373,840 | 3,306,240 | +932,400 |
| Fastenal Company | 121,782 | 123,196 | +1,414 | 4,887,112 | 5,716,294 | +829,182 |
| ConocoPhillips | 21,432 | 21,432 | 0 | 2,006,250 | 2,829,024 | +822,774 |
| ASML Holding NV | 2,600 | 2,600 | 0 | 2,781,636 | 3,434,158 | +652,522 |
| Broadcom Ltd | 8,880 | 11,772 | +2,892 | 3,073,493 | 3,643,663 | +570,170 |
| Duke Energy Hldg | 29,648 | 30,688 | +1,040 | 3,475,042 | 4,018,287 | +543,245 |
| Insulet Corp | 0 | 2,500 | +2,500 | 0 | 524,600 | +524,600 |
| Chevron Corp | 105,717 | 80,408 | -25,309 | 16,112,329 | 16,636,416 | +524,087 |
| Phillips 66 | 9,639 | 9,639 | 0 | 1,243,817 | 1,756,033 | +512,216 |
| Cisco Systems Inc | 95,625 | 101,073 | +5,448 | 7,365,994 | 7,842,254 | +476,260 |
| Merck & Company Inc | 50,534 | 48,045 | -2,489 | 5,319,175 | 5,779,294 | +460,119 |
| Intel Corp | 56,389 | 57,489 | +1,100 | 2,080,754 | 2,536,990 | +456,236 |
| Verisk Analytics, Inc. | 0 | 2,320 | +2,320 | 0 | 440,220 | +440,220 |
| Colgate-Palmolive Company | 47,039 | 48,239 | +1,200 | 3,717,022 | 4,111,410 | +394,388 |
| Netflix | 13,700 | 17,200 | +3,500 | 1,284,512 | 1,653,780 | +369,268 |
| ProLogis Inc | 22,447 | 24,457 | +2,010 | 2,865,595 | 3,232,738 | +367,143 |
| Boston Scientific | 12,400 | 23,799 | +11,399 | 1,182,340 | 1,493,387 | +311,047 |
| NextEra Energy | 21,335 | 21,335 | 0 | 1,712,774 | 1,981,595 | +268,821 |
| GE Vernova Inc | 1,216 | 1,215 | -1 | 794,741 | 1,060,573 | +265,832 |
| Honeywell | 8,390 | 8,390 | 0 | 1,636,805 | 1,896,392 | +259,587 |
| PepsiCo | 32,893 | 32,043 | -850 | 4,720,804 | 4,975,959 | +255,155 |
| UBS AG | 29,000 | 40,407 | +11,407 | 1,342,990 | 1,578,701 | +235,711 |
| KLA Corporation | 8,521 | 7,191 | -1,330 | 10,354,041 | 10,588,517 | +234,476 |
| HP Inc | 152,725 | 188,787 | +36,062 | 3,402,713 | 3,626,598 | +223,885 |
| Motorola Solutions, Inc. | 0 | 515 | +515 | 0 | 223,495 | +223,495 |
| Exelon Corp | 0 | 4,500 | +4,500 | 0 | 220,590 | +220,590 |
| Vanguard Russ 2000 Value Index | 0 | 1,265 | +1,265 | 0 | 211,533 | +211,533 |
| Dow Inc | 0 | 4,908 | +4,908 | 0 | 204,418 | +204,418 |
| Blackrock Inc | 200 | 410 | +210 | 214,068 | 394,301 | +180,233 |
| Marathon Petroleum Corp | 2,460 | 2,360 | -100 | 400,070 | 576,265 | +176,195 |
| Valero Energy | 1,700 | 1,700 | 0 | 276,743 | 420,036 | +143,293 |
| Eaton Corp | 4,024 | 3,974 | -50 | 1,281,630 | 1,421,319 | +139,689 |
| Keysight Technologies | 1,600 | 1,600 | 0 | 325,104 | 451,792 | +126,688 |
| Verizon Communications Inc | 12,600 | 12,600 | 0 | 513,198 | 632,520 | +119,322 |
| Corteva Inc | 5,867 | 6,067 | +200 | 393,279 | 507,886 | +114,607 |
| Plains GP Holdings | 20,000 | 20,000 | 0 | 382,800 | 485,600 | +102,800 |
| Shell PLC | 5,100 | 5,100 | 0 | 374,748 | 474,300 | +99,552 |
| BP PLC ADS | 7,600 | 7,600 | 0 | 263,948 | 357,200 | +93,252 |
| CSX Corp | 17,600 | 17,600 | 0 | 638,000 | 722,480 | +84,480 |
| Ross Stores | 3,467 | 3,267 | -200 | 624,545 | 707,730 | +83,185 |
| Huntington Ingalls Industries | 2,000 | 2,000 | 0 | 680,140 | 759,800 | +79,660 |
| Novartis AG | 4,700 | 4,700 | 0 | 647,989 | 717,925 | +69,936 |
| Fulton Financial | 14,000 | 16,600 | +2,600 | 270,620 | 337,644 | +67,024 |
| Dominion Energy | 20,378 | 20,378 | 0 | 1,193,947 | 1,259,768 | +65,821 |
| Digital Realty Trust | 2,319 | 2,319 | 0 | 358,772 | 417,907 | +59,135 |
| AstraZeneca PLC | 8,026 | 4,013 | -4,013 | 737,830 | 791,444 | +53,614 |
| FedEx | 750 | 750 | 0 | 216,645 | 267,135 | +50,490 |
| FMC Corporation | 14,448 | 14,448 | 0 | 200,394 | 248,795 | +48,401 |
| Agnico Eagle Mines Limit | 1,200 | 1,200 | 0 | 203,436 | 243,576 | +40,140 |
| Energy Transfer LP | 12,300 | 12,300 | 0 | 202,827 | 237,390 | +34,563 |
| Gilead Sciences | 4,662 | 4,286 | -376 | 572,155 | 597,273 | +25,118 |
| Nucor Corp | 3,888 | 3,888 | 0 | 634,172 | 657,461 | +23,289 |
| General Dynamics | 2,500 | 2,500 | 0 | 841,650 | 858,050 | +16,400 |
| Trane Tech PLC | 2,100 | 2,000 | -100 | 817,320 | 833,480 | +16,160 |
| Chubb Limited | 882 | 882 | 0 | 275,290 | 287,470 | +12,180 |
| Williams-Sonoma | 2,700 | 2,700 | 0 | 482,193 | 492,291 | +10,098 |
| Vanguard Russ 2000 Growth ETF | 1,323 | 1,407 | +84 | 312,215 | 322,257 | +10,042 |
| Microchip | 6,200 | 6,200 | 0 | 395,064 | 400,582 | +5,518 |
| Ingersoll-Rand PLC | 3,601 | 3,601 | 0 | 285,271 | 288,512 | +3,241 |
| Allstate Corp | 1,200 | 1,200 | 0 | 249,780 | 248,808 | -972 |
| Vanguard Russ 1000 Growth | 2,541 | 2,717 | +176 | 309,367 | 298,028 | -11,339 |
| Vanguard Growth Indx ETF | 653 | 697 | +44 | 318,573 | 304,443 | -14,130 |
| Vulcan Materials | 1,100 | 1,100 | 0 | 313,742 | 299,530 | -14,212 |
| Kimberly-Clark | 3,800 | 3,800 | 0 | 383,382 | 366,586 | -16,796 |
| Zoetis Inc | 2,500 | 2,500 | 0 | 314,550 | 295,525 | -19,025 |
| Science Applications Intl Corp | 3,500 | 3,500 | 0 | 352,310 | 332,220 | -20,090 |
| Baxter Intl | 13,200 | 13,200 | 0 | 252,252 | 221,760 | -30,492 |
| T Rowe Price Grp Inc | 2,600 | 2,600 | 0 | 266,188 | 234,364 | -31,824 |
| Norfolk Southern | 19,400 | 19,400 | 0 | 5,601,168 | 5,567,800 | -33,368 |
| Aptiv PLC | 5,700 | 5,700 | 0 | 433,713 | 395,808 | -37,905 |
| Advanced Micro | 3,719 | 3,719 | 0 | 796,461 | 756,556 | -39,905 |
| Capital One Financial | 1,019 | 1,119 | +100 | 246,965 | 204,139 | -42,826 |
| CarGurus Inc | 10,800 | 10,800 | 0 | 414,180 | 367,740 | -46,440 |
| U S Bancorp | 34,950 | 34,950 | 0 | 1,864,932 | 1,817,749 | -47,183 |
| Danaher Corp | 1,200 | 1,200 | 0 | 274,704 | 227,520 | -47,184 |
| Fifth Third Bancorp | 18,400 | 17,500 | -900 | 861,304 | 813,050 | -48,254 |
| 3M Company | 3,400 | 3,400 | 0 | 544,340 | 493,782 | -50,558 |
| Boeing | 6,175 | 6,475 | +300 | 1,340,716 | 1,288,719 | -51,997 |
| AT&T Inc | 12,655 | 8,900 | -3,755 | 314,350 | 258,011 | -56,339 |
| Constl. Energy Corporation | 1,200 | 1,300 | +100 | 423,924 | 363,025 | -60,899 |
| Edwards Lifesciences | 12,600 | 12,600 | 0 | 1,074,150 | 1,009,008 | -65,142 |
| Charles Schwab Corp | 11,900 | 11,900 | 0 | 1,188,929 | 1,118,362 | -70,567 |
| Axon Enterprise Inc | 500 | 500 | 0 | 283,965 | 212,345 | -71,620 |
| Linde PLC | 676 | 434 | -242 | 288,240 | 215,160 | -73,080 |
| Rockwell | 1,300 | 1,200 | -100 | 505,791 | 430,656 | -75,135 |
| Stanley Black & Decker | 24,600 | 24,600 | 0 | 1,827,288 | 1,748,076 | -79,212 |
| CVS Health Corp | 47,387 | 51,231 | +3,844 | 3,760,648 | 3,679,425 | -81,223 |
| Pfizer Inc | 55,301 | 46,101 | -9,200 | 1,376,995 | 1,294,516 | -82,479 |
| Nike Inc Cl B | 8,340 | 8,320 | -20 | 531,341 | 439,462 | -91,879 |
| Leidos Holdings Inc. | 4,000 | 4,000 | 0 | 721,600 | 622,080 | -99,520 |
| Genuine Parts Company | 5,900 | 5,900 | 0 | 725,464 | 623,925 | -101,539 |