Fund HoldingsCULLEN INVESTMENT GROUP, LTD.

Total Portfolio Value
$678.01M
Total Bought
$41.95M
Total Sold
$38.07M
Net Transaction
+$3.88M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLACKROCK INCORPORATED(BLK)04,680+4,68004,7980.71%+4,798
BROADCOM INCORPORATED(AVGO)85,42883,445-1,98314,73619,3462.85%+4,610
APPLE INCORPORATED(AAPL)215,198214,198-1,00050,14153,6397.91%+3,498
WALMART INCORPORATED(WMT)325,001327,357+2,35626,24429,5774.36%+3,333
JPMORGAN CHASE & COMPANY.(JPM)101,186101,499+31321,33624,3303.59%+2,994
ALPHABET INCORPORATED CAP STK CLASS C(GOOG)099,699+99,699018,9872.80%+18,987
AMAZON COM INCORPORATED(AMZN)061,700+61,700013,5362.00%+13,536
NVIDIA CORPORATION(NVDA)111,764112,160+39613,57315,0622.22%+1,489
REALTY INCOME CORPORATION REIT(O)025,645+25,64501,3700.20%+1,370
VISA INCORPORATED COM CLASS A(V)32,53332,464-698,94510,2601.51%+1,315
CHIPOTLE MEXICAN GRILL INCORPORATED(CMG)019,136+19,13601,1540.17%+1,154
UNITEDHEALTH GROUP INCORPORATED(UNH)3,3915,906+2,5151,9822,9870.44%+1,005
SALESFORCE INCORPORATED(CRM)017,018+17,01805,6900.84%+5,690
GARMIN LIMITED SHS(GRMN)32,14831,832-3165,6596,5660.97%+907
PUBLIC SVC ENTERPRISE GRP INCORPORATED(PEG)16,25726,867+10,6101,4502,2700.33%+820
RAYMOND JAMES FINL INCORPORATED(RJF)028,010+28,01004,3510.64%+4,351
DARDEN RESTAURANTS INCORPORATED(DRI)30,61631,265+6495,0255,8370.86%+812
ENTERPRISE PRODUCTS PARTNERS L P(EPD)258,806263,068+4,2627,5348,2501.22%+716
TESLA INCORPORATED(TSLA)3,3913,439+488871,3890.20%+502
CME GROUP INCORPORATED(CME)25,62326,053+4305,6546,0500.89%+397
FISERV INCORPORATED(FISV)13,74113,819+782,4692,8390.42%+370
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW1,1551,808+6536099740.14%+365
CUMMINS INCORPORATED(CMI)16,76516,611-1545,4285,7910.85%+362
MOTOROLA SOLUTIONS INCORPORATED COM NEW(MSI)21,69021,842+1529,75210,0961.49%+344
FIDELITY NATL INFORMATION SVCS(FIS)37,46642,612+5,1463,1383,4420.51%+304
MASTERCARD INCORPORATED CLASS A(MA)8,6238,632+94,2584,5450.67%+287
KINDER MORGAN INCORPORATED DEL(KMI)52,86752,947+801,1681,4510.21%+283
ALPHABET INCORPORATED CAP STK CLASS A(GOOG)012,540+12,54002,3740.35%+2,374
JOHNSON CONTROLS INTERNATIONAL PLC SHS
SHS
80,67782,902+2,2256,2616,5430.97%+282
DISNEY WALT COMPANY(DIS)028,997+28,99703,2290.48%+3,229
SOUTHERN COMPANY(SO)17,04021,467+4,4271,5371,7670.26%+231
ENERGY TRANSFER L P COM UT LTD PTN(ET)062,800+62,80001,2300.18%+1,230
EDWARDS LIFESCIENCES CORPORATION020,543+20,54301,5210.22%+1,521
GREENBRIER COMPANIES INCORPORATED(GBX)019,675+19,67501,2000.18%+1,200
AUTOMATIC DATA PROCESSING INCORPORATED0712+71202080.03%+208
ATMOS ENERGY CORPORATION(ATO)01,471+1,47102050.03%+205
DEERE & COMPANY(DE)26,55626,585+2911,08311,2641.66%+181
HOME BANCORP INCORPORATED026,766+26,76601,2370.18%+1,237
CORNING INCORPORATED(GLW)75,98675,958-283,4313,6100.53%+179
BANK AMERICA CORPORATION039,243+39,24301,7250.25%+1,725
WELLS FARGO COMPANY NEW(WFC)013,217+13,21709280.14%+928
DEXCOM INCORPORATED(DXCM)011,502+11,50208950.13%+895
TJX COMPANIES INCORPORATED NEW(TJX)22,98923,571+5822,7022,8480.42%+145
AMERICAN EXPRESS COMPANY(AXP)12,43211,841-5913,3713,5140.52%+143
CONOCOPHILLIPS(COP)04,965+4,96504920.07%+492
WARNER BROS DISCOVERY INCORPORATED COM SER A(WBD)65,57963,534-2,0455416720.10%+131
ONEOK INCORPORATED NEW(OKE)13,80313,80301,2581,3860.20%+128
BLACKSTONE INCORPORATED(BX)6,3416,346+59711,0940.16%+123
ENBRIDGE INCORPORATED(ENB)66,58066,547-332,7042,8240.42%+120
ISHARES TR CORE S&P500 ETF584759+1753374470.07%+110
HOWMET AEROSPACE INCORPORATED(HWM)12,90012,750-1501,2931,3940.21%+101
GILEAD SCIENCES INCORPORATED(GILD)16,32315,808-5151,3691,4600.22%+92
FIRST HORIZON CORPORATION(FHN)022,047+22,04704440.07%+444
GE VERNOVA INCORPORATED(GEV)1,1061,074-322823530.05%+71
META PLATFORMS INCORPORATED CLASS A(META)8,7578,682-755,0135,0840.75%+71
PRICE T ROWE GROUP INCORPORATED(TROW)13,32613,437+1111,4521,5200.22%+68
MCKESSON CORPORATION(MCK)0797+79704540.07%+454
CONRAD INDUSTRIES INCORPORATED026,134+26,13403200.05%+320
FIRST GTY BANCSHARES INCORPORATED73,58973,653+647848370.12%+53
AT&T INCORPORATED(T)66,38066,393+131,4601,5120.22%+51
PAYPAL HLDGS INCORPORATED(PYPL)7,0837,025-585536000.09%+47
ALLSTATE CORPORATION(ALL)14,64414,597-472,7772,8140.42%+37
EMERSON ELEC COMPANY(EMR)1,9191,934+152102400.04%+30
HONEYWELL INTERNATIONAL INCORPORATED(HON)02,543+2,54305740.08%+574
NEXTERA ENERGY INCORPORATED(NEE)19,44723,289+3,8421,6441,6700.25%+26
INTERNATIONAL BUSINESS MACHINES(IBM)3,8623,985+1238548760.13%+22
ISHARES TR CORE S&P TTL STK05,008+5,00806440.10%+644
WILLIAMS SONOMA INCORPORATED(WSM)1,3481,235-1132092290.03%+20
EATON CORPORATION PLC SHS(ETN)70,76070,726-3423,45323,4723.46%+19
ABBOTT LABS3,8594,034+1754404560.07%+16
MCDONALDS CORPORATION(MCD)2,1752,331+1566626760.10%+13
COSTCO WHOLESALE CORPORATION NEW(COST)0263+26302410.04%+241
VALERO ENERGY CORPORATION(VLO)01,772+1,77202170.03%+217
NATIONAL FUEL GAS COMPANY(NFG)30,02130,124+1031,8201,8280.27%+8
SEI INVTS COMPANY(SEIC)03,841+3,84103170.05%+317
TRINITY INDUSTRIES INCORPORATED(TRN)13,56413,650+864734790.07%+7
CNH INDL N V SHS
SHS
86,10084,910-1,1909569620.14%+6
EOG RES INCORPORATED(EOG)02,058+2,05802520.04%+252
CHEVRON CORPORATION NEW(CVX)024,695+24,69503,5770.53%+3,577
ORACLE CORPORATION(ORCL)01,461+1,46102440.04%+244
BLACK STONE MINERALS L P COM UNIT(BSM)014,882+14,88202170.03%+217
OREILLY AUTOMOTIVE INCORPORATED(ORLY)01,128+1,12801,3380.20%+1,338
WOODWARD INCORPORATED(WWD)01,304+1,30402170.03%+217
ATLANTA BRAVES HLDGS INCORPORATED COM SER A05,300+5,30002160.03%+216
ILLINOIS TOOL WKS INCORPORATED(ITW)01,499+1,49903800.06%+380
I3 VERTICALS INCORPORATED COM CLASS A051,045+51,04501,1760.17%+1,176
EBAY INCORPORATED.(EBAY)04,149+4,14902570.04%+257
NORFOLK SOUTHN CORPORATION(NSC)1,3111,316+53263090.05%-17
NATHANS FAMOUS INCORPORATED NEW10,31010,344+348348130.12%-21
WESTERN UN COMPANY(WU)013,963+13,96301480.02%+148
REPUBLIC SVCS INCORPORATED(RSG)07,241+7,24101,4570.21%+1,457
ADAM NAT RES FD INCORPORATED028,786+28,78606260.09%+626
WD 40 COMPANY(WDFC)2,1642,169+55585260.08%-32
SHERWIN WILLIAMS COMPANY(SHW)808802-63082730.04%-36
CANADIAN NATL RY COMPANY(CNI)02,410+2,41002450.04%+245
S&P GLOBAL INCORPORATED(SPGI)3,7423,807+651,9331,8960.28%-37
YUM BRANDS INCORPORATED(YUM)01,798+1,79802410.04%+241
CLEVELAND-CLIFFS INCORPORATED NEW(CLF)048,069+48,06904520.07%+452
CARRIER GLOBAL CORPORATION(CARR)3,2083,209+12582190.03%-39
THOR INDUSTRIES INCORPORATED(THO)02,852+2,85202730.04%+273
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