Cullen Investment Group, LTD. holds a diversified book of 181 reported positions worth $826.5M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Thermo Fisher Scientific Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +32% (+15.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.5 points over this window.
Growth of $10,000 cloning Cullen Investment Group, LTD.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+5 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Cullen Investment Group, LTD.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Ardent Capital Management, Inc. | 16 / 80 | $209.9M |
| Independent Investors Inc | 27 / 80 | $434.7M |
| Financial Avengers, Inc. | 35 / 80 | $195.0M |
| Hoey Investments, Inc | 54 / 80 | $610.4M |
| Ketron Financial | 17 / 80 | $252.0M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $360.0M |
| Prospect Hill Management, LLC | 9 / 80 | $198.2M |
| Founders Capital Management, LLC | 34 / 80 | $515.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Cullen Investment Group, LTD.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Incorporated Equities | $53.5M | 185.1K | 6.5% | ▼−1.5% Reduced · −3K sh | |
| 2 | Berkshire Hathaway Incorporated Del Class B New Equities | $52.8M | 105.5K | 6.4% | ▲+4.0% Added · +4K sh | |
| 3 | Alphabet Incorporated Cap STK Class C Equities | $39.6M | 112.0K | 4.8% | ▼−3.2% Reduced · −4K sh | |
| 4 | Microsoft Corporation Equities | $32.0M | 85.7K | 3.9% | ▲+0.1% Added · +130 sh | |
| 5 | Walmart Inc Equities | $31.6M | 278.9K | 3.8% | ▼−2.1% Reduced · −6K sh | |
| 6 | JPMorgan Chase & Company Equities | $29.2M | 89.1K | 3.5% | ▼−1.4% Reduced · −1K sh | |
| 7 | Nvidia Corporation Equities | $21.5M | 107.7K | 2.6% | ▲~0% Added · +1 sh | |
| 8 | Broadcom Incorporated Equities | $21.0M | 55.5K | 2.5% | ▼−5.8% Reduced · −3K sh | |
| 9 | Eaton Corporation PLC SHS Equities | $20.9M | 49.1K | 2.5% | ▼−5.0% Reduced · −3K sh | |
| 10 | Amazon Com Incorporated Equities | $19.2M | 80.5K | 2.3% | ▲+4.2% Added · +3K sh | |
| 11 | Philip Morris International Incorporated Equities | $17.3M | 95.5K | 2.1% | ▼−1.6% Reduced · −2K sh | |
| 12 | Corning Incorporated Equities | $17.1M | 66.9K | 2.1% | ▼−0.5% Reduced · −342 sh | |
| 13 | Exxon Mobil Corporation Equities | $14.8M | 108.1K | 1.8% | ▼−0.9% Reduced · −1K sh | |
| 14 | Merck & Company Incorporated Equities | $14.3M | 111.0K | 1.7% | ▼−1.6% Reduced · −2K sh | |
| 15 | Applied Matls Incorporated Equities | $14.0M | 19.4K | 1.7% | ▲+8.7% Added · +2K sh | |
| 16 | Eli Lilly & Company Equities | $14.0M | 11.6K | 1.7% | ▼−1.3% Reduced · −151 sh | |
| 17 | Deere & Company Equities | $13.5M | 21.3K | 1.6% | ▼−1.1% Reduced · −231 sh | |
| 18 | Analog Devices Incorporated Equities | $13.4M | 33.6K | 1.6% | ▼−0.3% Reduced · −99 sh | |
| 19 | Meta Platforms Incorporated Class A Equities | $11.4M | 20.3K | 1.4% | ▲+14% Added · +3K sh | |
| 20 | Visa Incorporated Com Class A Equities | $11.0M | 32.1K | 1.3% | ▲+2.4% Added · +761 sh | |
| 21 | Johnson Controls Internation SHS Equities | $10.7M | 73.2K | 1.3% | ▼−4.0% Reduced · −3K sh | |
| 22 | General Dynamics Corporation Equities | $10.6M | 29.9K | 1.3% | ▲+7.0% Added · +2K sh | |
| 23 | Cummins Incorporated Equities | $9.9M | 13.9K | 1.2% | ▼−2.4% Reduced · −337 sh | |
| 24 | Schwab Charles Corporation Equities | $9.8M | 106.7K | 1.2% | ▲+7.3% Added · +7K sh | |
| 25 | Medtronic PLC SHS Equities | $9.7M | 123.9K | 1.2% | ▲+13% Added · +14K sh | |
| 26 | Wells Fargo & Company Equities | $9.6M | 115.7K | 1.2% | ▲+7.3% Added · +8K sh | |
| 27 | Enterprise Products Partners L P Equities | $9.4M | 254.9K | 1.1% | ▼−0.6% Reduced · −1K sh | |
| 28 | Caterpillar Incorporated Equities | $9.1M | 8.6K | 1.1% | ▼−0.3% Reduced · −29 sh | |
| 29 | Novartis AG Sponsored ADR Equities | $8.7M | 55.5K | 1.1% | ▲+10% Added · +5K sh | |
| 30 | Booking Holdings Incorporated Equities | $8.5M | 47.8K | 1.0% | ▲28× Added · +46K sh | |
| 31 | Trane Technologies PLC SHS Equities | $8.3M | 17.0K | 1.0% | ▼−5.0% Reduced · −896 sh | |
| 32 | Advanced Micro Devices Incorporated Equities | $8.0M | 13.7K | 1.0% | ▼−4.7% Reduced · −678 sh | |
| 33 | Realty Income Corporation REIT Equities | $7.9M | 126.8K | 1.0% | ▼−4.5% Reduced · −6K sh | |
| 34 | Comcast Corporation New Class A Equities | $7.8M | 318.7K | 0.9% | ▲+4.7% Added · +14K sh | |
| 35 | Bank Of NY Mellon Corporation Equities | $7.7M | 53.2K | 0.9% | ▲+8.1% Added · +4K sh | |
| 36 | Union Pac Corporation Equities | $7.7M | 28.1K | 0.9% | ▼−7.0% Reduced · −2K sh | |
| 37 | Unilever PLC Spon ADR New Equities | $7.3M | 121.3K | 0.9% | ▲+9.0% Added · +10K sh | |
| 38 | Starbucks Corporation Equities | $6.7M | 66.0K | 0.8% | ▼−1.1% Reduced · −757 sh | |
| 39 | Johnson & Johnson Equities | $6.3M | 24.9K | 0.8% | ▼−1.9% Reduced · −480 sh | |
| 40 | Garmin Limited SHS Equities | $6.2M | 26.3K | 0.8% | ▼−1.3% Reduced · −350 sh | |
| 41 | ConocoPhillips Equities | $6.2M | 60.0K | 0.8% | ▲+8.7% Added · +5K sh | |
| 42 | McKesson Corporation Equities | $5.8M | 7.7K | 0.7% | ▲+10% Added · +724 sh | |
| 43 | Alphabet Incorporated Cap STK Class A Equities | $5.2M | 14.6K | 0.6% | ▼−4.4% Reduced · −675 sh | |
| 44 | Becton Dickinson & Company Equities | $5.1M | 33.9K | 0.6% | ▲+10.0% Added · +3K sh | |
| 45 | Lowes Companies Incorporated Equities | $4.7M | 21.3K | 0.6% | ▼−1.9% Reduced · −421 sh | |
| 46 | Pepsico Inc Equities | $4.5M | 33.3K | 0.5% | ▼−13% Reduced · −5K sh | |
| 47 | Iqvia Hldgs Incorporated Equities | $3.9M | 20.1K | 0.5% | ▼−0.1% Reduced · −32 sh | |
| 48 | Amrize Limited SHS Equities | $3.9M | 72.5K | 0.5% | ▲+12% Added · +8K sh | |
| 49 | Motorola Solutions Incorporated Com New Equities | $3.7M | 8.9K | 0.4% | ▼−19% Reduced · −2K sh | |
| 50 | Raymond James Finl Incorporated Equities | $3.6M | 24.0K | 0.4% | ▲+0.2% Added · +47 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/797203/holdings"
Use Arkolith to show CULLEN INVESTMENT GROUP, LTD.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 181 | $826.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 9d | 179 | $757.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 12d | 176 | $771.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 7d | 175 | $756.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 1, 2025 | 1d | 177 | $708.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 1, 2025 | 1d | 173 | $659.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 13d | 177 | $678.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 4d | 182 | $670.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.