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13F-HR filed by CULLINAN ASSOCIATES INC

CULLINAN ASSOCIATES INC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-30, with 211 holding rows worth $1,475,390,290.

Accession
0001161670-26-000001
Filed
2026-01-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 211 entries on the cover page, a total value of $1,475,390,290 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,475,390,290 with VALUE read as dollars as filed, 13F file number 028-10216. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM446,756$121,455,141dollars as filed
Coca-Cola Company191216100COM1,365,746$95,479,325dollars as filed
Microsoft Corp594918104COM177,745$85,960,993dollars as filed
S&P Global,Inc.78409V104COM121,940$63,724,625dollars as filed
Walmart Inc.931142103COM521,003$58,044,965dollars as filed
Johnson & Johnson478160104COM194,105$40,170,088dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM126,728$39,665,861dollars as filed
SPY78462F103SHS56,861$38,774,399dollars as filed
Procter & Gamble Co742718109COM259,050$37,124,455dollars as filed
International Business Machines Corporation459200101COM119,106$35,280,315dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM101,414$31,823,820dollars as filed
EXXON MOBIL CORP30231G102COM251,604$30,277,967dollars as filed
Amazon.com, Inc023135106COM130,713$30,171,175dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM51,312$23,262,808dollars as filed
JPMorgan Chase & Co46625H100COM69,616$22,431,591dollars as filed
Oracle Corporation68389X105COM113,241$22,071,803dollars as filed
McDonalds Corporation580135101COM64,268$19,642,222dollars as filed
AbbVie,Inc.00287Y109COM83,375$19,050,354dollars as filed
Caterpillar Inc.149123101COM30,289$17,351,797dollars as filed
LAM RESEARCH CORP512807108COM97,000$16,604,460dollars as filed
Lowes Companies,Inc.548661107COM67,028$16,164,472dollars as filed
Chevron Corporation166764100COM105,717$16,112,329dollars as filed
American Express Company025816109COM43,280$16,011,436dollars as filed
AFLAC INC COM001055102Stock142,174$15,677,484dollars as filed
NVIDIA Corp67066G104COM82,500$15,386,250dollars as filed
Applied Materials,Inc.038222105COM58,988$15,159,427dollars as filed
ELECTRONIC ARTS INC COM285512109Stock70,963$14,499,815dollars as filed
META PLATFORMS INC CL A30303M102COM21,128$13,946,286dollars as filed
QUALYS INC COM74758T303Stock102,800$13,662,120dollars as filed
Texas Instruments Incorporated882508104COM76,302$13,237,634dollars as filed
Costco Wholesale Corporation22160K105COM13,717$11,828,745dollars as filed
Southern Company842587107COM129,777$11,316,584dollars as filed
Goldman Sachs Group,Inc.38141G104COM12,525$11,009,537dollars as filed
Deere & Company244199105COM22,834$10,630,825dollars as filed
CME Group Inc. Class A12572Q105COM38,753$10,582,669dollars as filed
KLA CORP482480100COM8,521$10,354,041dollars as filed
Home Depot, Inc437076102COM30,001$10,323,344dollars as filed
Amgen Inc.031162100COM31,143$10,193,373dollars as filed
Uber Technologies90353T100COM123,524$10,093,146dollars as filed
NEW YORK TIMES CO MTN BE CL A650111107Stock145,310$10,087,420dollars as filed
Walt Disney Co254687106COM85,182$9,691,142dollars as filed
Lockheed Martin Corporation539830109COM19,948$9,648,486dollars as filed
Visa Inc92826C839COM27,045$9,484,952dollars as filed
Bank of America Corp060505104COM156,371$8,600,382dollars as filed
Eli Lilly and Company532457108COM7,978$8,573,373dollars as filed
EMERSON ELEC CO COM291011104Stock63,961$8,488,943dollars as filed
TJX Companies Inc872540109COM54,937$8,438,893dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock50,300$8,086,228dollars as filed
United Parcel Service,Inc. Class B911312106COM78,301$7,766,676dollars as filed
Qualcomm Incorporated747525103COM44,294$7,576,547dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock25,876$7,505,549dollars as filed
Cisco Systems,Inc.17275R102COM95,625$7,365,994dollars as filed
Airbnb, Inc. Class A009066101COM54,022$7,331,866dollars as filed
Philip Morris International Inc.718172109COM44,429$7,126,412dollars as filed
Berkshire Hathaway Cl B113809107COM13,287$6,678,711dollars as filed
ECOLAB INC COM278865100Stock25,200$6,615,499dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock19,400$5,601,168dollars as filed
PAYPALHLDGSINC70450Y103STOK93,813$5,476,803dollars as filed
PRUDENTIAL FINL INC COM744320102Stock47,554$5,367,949dollars as filed
Merck & Co.,Inc.58933Y105COM50,534$5,319,175dollars as filed
Tesla Motors, Inc88160R101COM11,600$5,216,752dollars as filed
YUM BRANDS INC COM988498101Stock32,395$4,900,699dollars as filed
FASTENAL CO COM311900104Stock121,782$4,887,112dollars as filed
CUMMINS INC COM231021106Stock9,304$4,749,451dollars as filed
Morgan Stanley617446448COM26,744$4,747,862dollars as filed
DYNATRACE INC COM NEW268150109Stock109,000$4,724,060dollars as filed
PepsiCo,Inc.713448108COM32,893$4,720,804dollars as filed
Wells Fargo & Company949746101COM49,666$4,628,881dollars as filed
MasterCard, Inc57636Q104COM7,600$4,338,688dollars as filed
Medtronic PlcG5960L103COM43,292$4,158,630dollars as filed
Union Pacific Corporation907818108COM17,960$4,154,507dollars as filed
Abbott Laboratories002824100COM32,540$4,076,937dollars as filed
Vanguard S&P 500 ETF922908363COM6,500$4,076,345dollars as filed
CVS Health Corporation126650100COM47,387$3,760,648dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock47,039$3,717,022dollars as filed
Duke Energy Corporation26441C204COM29,648$3,475,042dollars as filed
ILLINOIS TOOL WKS INC452308109COM14,006$3,449,678dollars as filed
HP INC COM40434L105Stock152,725$3,402,713dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK6,915$3,272,869dollars as filed
Raytheon Technologies Corporation75513E101COM17,650$3,237,010dollars as filed
Comcast Corp20030N101COM106,088$3,170,970dollars as filed
Salesforce.com, Inc79466L302COM11,900$3,152,508dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock5,492$3,131,593dollars as filed
Broadcom Inc.11135F101COM8,880$3,073,493dollars as filed
Adobe Inc00724F101COM8,650$3,027,413dollars as filed
Stryker Corporation863667101COM8,545$3,003,311dollars as filed
ATLASSIANCORPCLASSA049468101STOK18,017$2,921,276dollars as filed
Prologis,Inc.74340W103COM22,447$2,865,595dollars as filed
TRUIST FINL CORP COM89832Q109Stock57,435$2,826,376dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK2,600$2,781,636dollars as filed
Intuitive Surgical,Inc.46120E602COM4,900$2,775,164dollars as filed
Bristol-Myers Squibb Company110122108COM50,994$2,750,616dollars as filed
Automatic Data Processing,Inc.053015103COM10,300$2,649,469dollars as filed
OKTAINCCLASSA679295105STOK28,300$2,447,101dollars as filed
ATLAS ENERGY SOLUTIONS INC642045108COM NEW252,000$2,373,840dollars as filed
Mondelez International,Inc. Class A609207105COM43,687$2,351,671dollars as filed
Analog Devices,Inc.032654105COM8,446$2,290,675dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock5,000$2,225,650dollars as filed
UnitedHealth Group Inc91324P102COM6,529$2,155,312dollars as filed
Intel Corp458140100COM56,389$2,080,754dollars as filed
Crown Castle228227104COM22,872$2,032,635dollars as filed
ConocoPhillips20825C104COM21,432$2,006,250dollars as filed
FIRST SOLAR INC COM336433107Stock7,500$1,959,225dollars as filed
WELLTOWER INC COM95040Q104REIT10,075$1,870,021dollars as filed
USBANCORPDEL902973304COM NEW34,950$1,864,932dollars as filed
STANLEY BLACK & DECKER INC COM854502101Stock24,600$1,827,288dollars as filed
GITLAB INC CLASS A COM37637K108Stock47,000$1,763,910dollars as filed
Altria Group Inc02209S103COM30,427$1,754,421dollars as filed
Intuit Inc.461202103COM2,645$1,752,101dollars as filed
NextEra Energy,Inc.65339F101COM21,335$1,712,774dollars as filed
Honeywell Technologies438516106COM8,390$1,636,805dollars as filed
General Electric Company369604301COM5,288$1,628,863dollars as filed
Accenture Plc Class AG1151C101COM5,439$1,459,284dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock20,000$1,454,800dollars as filed
ServiceNow,Inc.81762P102COM9,000$1,378,710dollars as filed
Pfizer Inc.717081103COM55,301$1,376,995dollars as filed
UBS GROUP AG SHSH42097107Stock29,000$1,342,990dollars as filed
Boeing Company097023105COM6,175$1,340,716dollars as filed
Thermo Fisher Scientific Inc.883556102COM2,300$1,332,735dollars as filed
Netflix, Inc64110L106COM13,700$1,284,512dollars as filed
Eaton Corp. PlcG29183103COM4,024$1,281,630dollars as filed
PHILLIPS 66 COM718546104Stock9,639$1,243,817dollars as filed
DOMINION ENERGY INC COM25746U109Stock20,378$1,193,947dollars as filed
Charles Schwab Corp808513105COM11,900$1,188,929dollars as filed
Boston Scientific Corporation101137107COM12,400$1,182,340dollars as filed
PALO ALTO NETWORKS INC697435105COM6,000$1,105,200dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock12,600$1,074,150dollars as filed
INVESCO QQQ TR46090E103COM1,656$1,017,256dollars as filed
ROBINHOOD MKTS INC770700102COM8,900$1,006,590dollars as filed
BLACKSTONE INC09260D107COM6,410$988,037dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock7,000$952,490dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock4,448$928,431dollars as filed
LINCOLN NATL CORP IND COM534187109Stock20,800$926,224dollars as filed
EQUIFAX INC COM294429105Stock4,250$922,165dollars as filed
Progressive Corporation743315103COM4,000$910,880dollars as filed
Quantum Scape Corp71467V109COM85,900$895,078dollars as filed
APPLOVIN CORP COM CL A03831W108Stock1,312$884,052dollars as filed
FIFTH THIRD BANCORP COM316773100Stock18,400$861,304dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock2,500$841,650dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock2,100$817,320dollars as filed
SYSCOCORP871829107COM11,000$810,590dollars as filed
Advanced Micro Devices,Inc.007903107COM3,719$796,461dollars as filed
GE Vernova Inc.36828A101COM1,216$794,741dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock2,900$742,487dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR8,026$737,830dollars as filed
GENUINE PARTS CO COM372460105Stock5,900$725,464dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock4,000$721,600dollars as filed
BAIDU INC SPON ADR REP A056752108ADR5,400$705,564dollars as filed
HUNTINGTON INGALLS INDS INC COM446413106Stock2,000$680,140dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR4,700$647,989dollars as filed
CSX Corporation126408103COM17,600$638,000dollars as filed
NUCOR CORP COM670346105Stock3,888$634,172dollars as filed
ROSS STORES INC COM778296103Stock3,467$624,545dollars as filed
Gilead Sciences,Inc.375558103COM4,662$572,155dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock2,425$548,389dollars as filed
3M CO COM88579Y101Stock3,400$544,340dollars as filed
NIKE,Inc. Class B654106103COM8,340$531,341dollars as filed
Verizon Communications Inc92343V104COM12,600$513,198dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock1,300$505,791dollars as filed
WILLIAMS SONOMA INC COM969904101Stock2,700$482,193dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock9,000$475,560dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock6,775$450,266dollars as filed
NOVO-NORDISK A S ADR670100205ADR8,675$441,384dollars as filed
APTIV PLCG6095L109SHS5,700$433,713dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock1,200$423,924dollars as filed
CARGURUS INC COM CL A141788109Stock10,800$414,180dollars as filed
DOORDASH INC CL A25809K105Stock1,825$413,326dollars as filed
HUMANA INC COM444859102Stock1,600$409,808dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,300$408,825dollars as filed
MARATHON PETE CORP COM56585A102Stock2,460$400,070dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock6,200$395,064dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock5,800$395,038dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR33,200$393,420dollars as filed
CORTEVA INC COM22052L104Stock5,867$393,279dollars as filed
American Tower Corporation03027X100COM2,200$386,254dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock3,800$383,382dollars as filed
PLAINS GP HLDGS L P72651A207LTD PARTNR INT A20,000$382,800dollars as filed
SHELL PLC SPON ADS780259305ADR5,100$374,748dollars as filed
DIGITAL RLTY TR INC COM253868103REIT2,319$358,772dollars as filed
SCIENCE APPLICATIONS INTL CORP COM808625107Stock3,500$352,310dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock1,600$325,104dollars as filed
Vanguard Growth922908736COM653$318,573dollars as filed
ZOETIS INC CL A98978V103Stock2,500$314,550dollars as filed
AT&T Inc00206R102COM12,655$314,350dollars as filed
VULCAN MATLS CO COM929160109Stock1,100$313,742dollars as filed
VANGUARD RUSSELL 2000 GROWTH ETF92206C623ETF1,323$312,215dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM2,541$309,367dollars as filed
DOCUSIGN INC COM256163106Stock4,300$294,120dollars as filed
LINDE PLCG5494J103SHS676$288,240dollars as filed
INGERSOLL RAND INC COM45687V106Stock3,601$285,271dollars as filed
AXONENTERPRISEINC05464C101STOK500$283,965dollars as filed
APPFOLIO INC03783C100COM CL A1,200$279,180dollars as filed
VALERO ENERGY CORP COM91913Y100Stock1,700$276,743dollars as filed
Chubb LimitedH1467J104COM882$275,290dollars as filed
Danaher Corporation235851102COM1,200$274,704dollars as filed
FULTON FINL CORP PA360271100COM14,000$270,620dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock2,600$266,188dollars as filed
BP PLC SPONSORED ADR055622104ADR7,600$263,948dollars as filed
METLIFE INC COM59156R108Stock3,308$261,134dollars as filed
KRAFT HEINZ CO COM500754106Stock10,408$252,394dollars as filed
BAXTER INTL INC071813109COM13,200$252,252dollars as filed
ALLSTATE CORP COM020002101Stock1,200$249,780dollars as filed
CAPITAL ONE FINL CORP14040H105COM1,019$246,965dollars as filed
FEDEX CORP COM31428X106Stock750$216,645dollars as filed
CORNING INC219350105COM2,470$216,273dollars as filed
BECTON DICKINSON & CO075887109COM1,113$216,000dollars as filed
BLACKROCK INC CL A COM09247X101COM200$214,068dollars as filed
LEVI STRAUSS & CO NEW CL A COM STK52736R102Stock10,000$207,400dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock1,200$203,436dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN12,300$202,827dollars as filed
FMC CORP COM NEW302491303Stock14,448$200,394dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001161670-26-000001this filing2026-01-30acceptance time not in the bulk data set