CULLINAN ASSOCIATES INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Alphabet Class C | 90,524 | 101,414 | +10,890 | 22,047,203 | 31,823,820 | +9,776,617 |
| Alphabet Class A | 123,921 | 126,728 | +2,807 | 30,125,193 | 39,665,861 | +9,540,668 |
| Apple Inc | 451,281 | 446,756 | -4,525 | 114,909,732 | 121,455,141 | +6,545,409 |
| S&P Global Inc. | 118,240 | 121,940 | +3,700 | 57,548,590 | 63,724,625 | +6,176,035 |
| Bank Of America | 58,731 | 156,371 | +97,640 | 3,029,911 | 8,600,382 | +5,570,471 |
| Johnson & Johnson | 187,054 | 194,105 | +7,051 | 34,683,605 | 40,170,088 | +5,486,483 |
| Amazon | 113,393 | 130,713 | +17,320 | 24,897,701 | 30,171,175 | +5,273,474 |
| Coca-Cola Company | 1,371,046 | 1,365,746 | -5,300 | 90,927,792 | 95,479,325 | +4,551,533 |
| C H Robinsin Worldwide | 30,600 | 50,300 | +19,700 | 4,051,440 | 8,086,228 | +4,034,788 |
| Lam Research Corp | 97,000 | 97,000 | 0 | 12,988,300 | 16,604,460 | +3,616,160 |
| Vertex Pharmaceutical | 51,412 | 51,312 | -100 | 20,134,996 | 23,262,808 | +3,127,812 |
| ASML Holding NV | 300 | 2,600 | +2,300 | 290,427 | 2,781,636 | +2,491,209 |
| Applied Materials | 61,974 | 58,988 | -2,986 | 12,688,637 | 15,159,427 | +2,470,790 |
| SPDR S&P 500 Trust | 54,667 | 56,861 | +2,194 | 36,417,814 | 38,774,399 | +2,356,585 |
| Wal-Mart Stores Inc | 545,178 | 521,003 | -24,175 | 56,186,064 | 58,044,965 | +1,858,901 |
| Mastercard | 4,400 | 7,600 | +3,200 | 2,502,764 | 4,338,688 | +1,835,924 |
| United Parcel Service Inc Cl B | 71,550 | 78,301 | +6,751 | 5,976,571 | 7,766,676 | +1,790,105 |
| Eli Lilly & Company | 8,943 | 7,978 | -965 | 6,823,208 | 8,573,373 | +1,750,165 |
| New York Times Company | 148,868 | 145,310 | -3,558 | 8,545,023 | 10,087,420 | +1,542,397 |
| Caterpillar | 33,525 | 30,289 | -3,236 | 15,996,568 | 17,351,797 | +1,355,229 |
| Amgen Inc | 31,444 | 31,143 | -301 | 8,873,460 | 10,193,373 | +1,319,913 |
| Cisco Systems Inc | 88,431 | 95,625 | +7,194 | 6,050,449 | 7,365,994 | +1,315,545 |
| Exxon Mobil | 257,411 | 251,604 | -5,807 | 29,023,060 | 30,277,967 | +1,254,907 |
| Deere & Company | 20,567 | 22,834 | +2,267 | 9,404,466 | 10,630,825 | +1,226,359 |
| Merck & Company Inc | 49,624 | 50,534 | +910 | 4,164,915 | 5,319,175 | +1,154,260 |
| CME Group | 35,450 | 38,753 | +3,303 | 9,578,235 | 10,582,669 | +1,004,434 |
| PepsiCo | 27,393 | 32,893 | +5,500 | 3,847,074 | 4,720,804 | +873,730 |
| Cummins | 9,383 | 9,304 | -79 | 3,963,284 | 4,749,451 | +786,167 |
| Palo Alto Networks Inc | 1,600 | 6,000 | +4,400 | 325,792 | 1,105,200 | +779,408 |
| Wells Fargo & Co | 46,216 | 49,666 | +3,450 | 3,873,834 | 4,628,881 | +755,047 |
| KLA Corporation | 8,968 | 8,521 | -447 | 9,673,190 | 10,354,041 | +680,851 |
| Qualcomm Inc | 41,580 | 44,294 | +2,714 | 6,917,305 | 7,576,547 | +659,242 |
| Goldman Sachs | 13,007 | 12,525 | -482 | 10,358,180 | 11,009,537 | +651,357 |
| Intuitive Surgical Inc | 4,900 | 4,900 | 0 | 2,191,427 | 2,775,164 | +583,737 |
| TJX Companies | 54,399 | 54,937 | +538 | 7,862,850 | 8,438,893 | +576,043 |
| Duke Energy Hldg | 24,159 | 29,648 | +5,489 | 2,989,697 | 3,475,042 | +485,345 |
| Walt Disney Company | 80,420 | 85,182 | +4,762 | 9,208,097 | 9,691,142 | +483,045 |
| The Travelers Companies | 25,484 | 25,876 | +392 | 7,115,601 | 7,505,549 | +389,948 |
| Vanguard Growth Indx ETF | 0 | 653 | +653 | 0 | 318,573 | +318,573 |
| Vanguard Russ 2000 Growth ETF | 0 | 1,323 | +1,323 | 0 | 312,215 | +312,215 |
| Vanguard Russ 1000 Growth | 0 | 2,541 | +2,541 | 0 | 309,367 | +309,367 |
| First Solar Inc | 7,500 | 7,500 | 0 | 1,653,975 | 1,959,225 | +305,250 |
| Docusign Inc | 0 | 4,300 | +4,300 | 0 | 294,120 | +294,120 |
| AFLAC Inc | 137,969 | 142,174 | +4,205 | 15,411,094 | 15,677,484 | +266,390 |
| RTX Corporation | 17,833 | 17,650 | -183 | 2,983,996 | 3,237,010 | +253,014 |
| Bristol Myers Squibb Company | 55,619 | 50,994 | -4,625 | 2,508,417 | 2,750,616 | +242,199 |
| Thermo Fisher Scientific | 2,300 | 2,300 | 0 | 1,115,546 | 1,332,735 | +217,189 |
| FedEx | 0 | 750 | +750 | 0 | 216,645 | +216,645 |
| Truist Financial Corporation | 57,435 | 57,435 | 0 | 2,625,928 | 2,826,376 | +200,448 |
| American Express Co | 47,613 | 43,280 | -4,333 | 15,815,134 | 16,011,436 | +196,302 |
| Analog Devices | 8,568 | 8,446 | -122 | 2,105,266 | 2,290,675 | +185,409 |
| Intel Corp | 56,589 | 56,389 | -200 | 1,898,561 | 2,080,754 | +182,193 |
| UBS AG | 29,000 | 29,000 | 0 | 1,189,000 | 1,342,990 | +153,990 |
| Advanced Micro | 4,019 | 3,719 | -300 | 650,234 | 796,461 | +146,227 |
| U S Bancorp | 35,750 | 34,950 | -800 | 1,727,797 | 1,864,932 | +137,135 |
| AstraZeneca PLC | 8,026 | 8,026 | 0 | 615,755 | 737,830 | +122,075 |
| CVS Health Corp | 48,280 | 47,387 | -893 | 3,639,844 | 3,760,648 | +120,804 |
| Prudential Financial | 50,639 | 47,554 | -3,085 | 5,253,339 | 5,367,949 | +114,610 |
| Nucor Corp | 3,888 | 3,888 | 0 | 526,552 | 634,172 | +107,620 |
| ProLogis Inc | 24,087 | 22,447 | -1,640 | 2,758,453 | 2,865,595 | +107,142 |
| Huntington Ingalls Industries | 2,000 | 2,000 | 0 | 575,820 | 680,140 | +104,320 |
| NextEra Energy | 21,335 | 21,335 | 0 | 1,610,579 | 1,712,774 | +102,195 |
| Ross Stores | 3,467 | 3,467 | 0 | 528,336 | 624,545 | +96,209 |
| Ecolab Inc | 23,806 | 25,200 | +1,394 | 6,519,534 | 6,615,499 | +95,965 |
| Edwards Lifesciences | 12,600 | 12,600 | 0 | 979,902 | 1,074,150 | +94,248 |
| Lincoln National Corporation | 20,800 | 20,800 | 0 | 838,864 | 926,224 | +87,360 |
| Gilead Sciences | 4,577 | 4,662 | +85 | 507,994 | 572,155 | +64,161 |
| Intl Business Machines Corp | 124,822 | 119,106 | -5,716 | 35,219,706 | 35,280,315 | +60,609 |
| Qualys Inc | 102,800 | 102,800 | 0 | 13,603,524 | 13,662,120 | +58,596 |
| Tesla Motors Inc | 11,600 | 11,600 | 0 | 5,158,752 | 5,216,752 | +58,000 |
| BP PLC ADS | 6,000 | 7,600 | +1,600 | 206,760 | 263,948 | +57,188 |
| Agilent | 7,000 | 7,000 | 0 | 898,450 | 952,490 | +54,040 |
| Vanguard S&P 500 ETF | 6,570 | 6,500 | -70 | 4,023,337 | 4,076,345 | +53,008 |
| Charles Schwab Corp | 11,900 | 11,900 | 0 | 1,136,093 | 1,188,929 | +52,836 |
| Rockwell | 1,300 | 1,300 | 0 | 454,389 | 505,791 | +51,402 |
| Novartis AG | 4,700 | 4,700 | 0 | 602,728 | 647,989 | +45,261 |
| Keysight Technologies | 1,600 | 1,600 | 0 | 279,872 | 325,104 | +45,232 |
| Atlassian Corp CL A | 18,017 | 18,017 | 0 | 2,877,315 | 2,921,276 | +43,961 |
| Fifth Third Bancorp | 18,400 | 18,400 | 0 | 819,720 | 861,304 | +41,584 |
| Danaher Corp | 1,200 | 1,200 | 0 | 237,912 | 274,704 | +36,792 |
| Capital One Financial | 1,019 | 1,019 | 0 | 216,619 | 246,965 | +30,346 |
| Constl. Energy Corporation | 1,200 | 1,200 | 0 | 394,884 | 423,924 | +29,040 |
| Chubb Limited | 882 | 882 | 0 | 248,944 | 275,290 | +26,346 |
| Invesco QQQ Tr Unit Ser 1 | 1,656 | 1,656 | 0 | 994,172 | 1,017,256 | +23,084 |
| Plains GP Holdings | 20,000 | 20,000 | 0 | 364,800 | 382,800 | +18,000 |
| 3M Company | 3,400 | 3,400 | 0 | 527,612 | 544,340 | +16,728 |
| Corning | 2,445 | 2,470 | +25 | 200,563 | 216,273 | +15,710 |
| Humana | 1,525 | 1,600 | +75 | 396,759 | 409,808 | +13,049 |
| CSX Corp | 17,600 | 17,600 | 0 | 624,976 | 638,000 | +13,024 |
| Becton Dickenson & Co | 1,100 | 1,113 | +13 | 205,887 | 216,000 | +10,113 |
| Shell PLC | 5,100 | 5,100 | 0 | 364,803 | 374,748 | +9,945 |
| Fulton Financial | 14,000 | 14,000 | 0 | 260,820 | 270,620 | +9,800 |
| Boeing | 6,175 | 6,175 | 0 | 1,332,750 | 1,340,716 | +7,966 |
| YUM Brands | 32,195 | 32,395 | +200 | 4,893,623 | 4,900,699 | +7,076 |
| McCormick and Co | 5,800 | 5,800 | 0 | 388,078 | 395,038 | +6,960 |
| Metlife Inc | 3,108 | 3,308 | +200 | 256,006 | 261,134 | +5,128 |
| Science Applications Intl Corp | 3,500 | 3,500 | 0 | 347,795 | 352,310 | +4,515 |
| Fidelity Nationl | 6,775 | 6,775 | 0 | 446,743 | 450,266 | +3,523 |
| Agnico Eagle Mines Limit | 1,200 | 1,200 | 0 | 202,272 | 203,436 | +1,164 |
| T Rowe Price Grp Inc | 2,600 | 2,600 | 0 | 266,864 | 266,188 | -676 |