CULBERTSON A N & CO INC

data from 30/09/2025

Capitalization

$ 706.598 M 8.49 %

Average holding period

37 ans

Performance

$ 527.678 M 27 028.58 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CULBERTSON A N & CO INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 7.86% 55.528 M $ 110451 2013/06/30 1.869 M $ 3.49 %
2025/09/30 AAPL APPLE INC 6.43% 45.431 M $ 178420 2011/06/30 9.005 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 6.02% 42.565 M $ 82180 2011/06/30 1.731 M $ 4.13 %
2025/09/30 JPM JPMORGAN CHASE & CO. 5.04% 35.579 M $ 112796 2011/06/30 2.957 M $ 8.80 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 3.07% 21.709 M $ 27260 2011/06/30 2.430 M $ 12.52 %
2025/09/30 ORCL ORACLE CORP 3.02% 21.304 M $ 75751 2011/06/30 4.865 M $ 28.64 %
2025/09/30 CAT CATERPILLAR INC 2.74% 19.389 M $ 40636 2011/06/30 3.657 M $ 22.91 %
2025/09/30 GOOG ALPHABET INC 2.35% 16.621 M $ 68243 2016/03/31 4.530 M $ 37.30 %
2025/09/30 IWR ISHARES TR 2.32% 16.403 M $ 169888 2011/06/30 778.215 K $ 4.98 %
2025/09/30 MCK MCKESSON CORP 2.29% 16.156 M $ 20913 2011/06/30 835.556 K $ 5.43 %
2025/09/30 ABBV ABBVIE INC 2.22% 15.695 M $ 67786 2013/03/31 3.139 M $ 24.74 %
2025/09/30 CMI CUMMINS INC 2.08% 14.728 M $ 34871 2013/06/30 3.344 M $ 28.97 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.97% 13.911 M $ 75026 2011/06/30 2.450 M $ 21.39 %
2025/09/30 VTI VANGUARD INDEX FDS 1.83% 12.928 M $ 39395 2011/06/30 964.170 K $ 7.98 %
2025/09/30 ABT ABBOTT LABS 1.73% 12.245 M $ 91422 2011/06/30 -190.508 K $ -1.52 %
2025/09/30 MCD MCDONALDS CORP 1.60% 11.310 M $ 37218 2011/06/30 437.952 K $ 4.01 %
2025/09/30 DE DEERE & CO 1.60% 11.276 M $ 24660 2012/03/31 -1.231 M $ -10.07 %
2025/09/30 VB VANGUARD INDEX FDS 1.44% 10.208 M $ 40146 2016/03/31 673.281 K $ 7.30 %
2025/09/30 CVX CHEVRON CORP NEW 1.44% 10.162 M $ 65438 2011/06/30 780.474 K $ 8.45 %
2025/09/30 PEP PEPSICO INC 1.39% 9.801 M $ 69787 2011/06/30 576.466 K $ 6.36 %
2025/09/30 IWM ISHARES TR 1.33% 9.391 M $ 38811 2011/06/30 1.014 M $ 12.13 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.31% 9.287 M $ 60440 2011/06/30 -345.473 K $ -3.56 %
2025/09/30 VGT VANGUARD WORLD FD 1.25% 8.842 M $ 11843 2011/06/30 988.030 K $ 12.57 %
2025/09/30 GOOGL ALPHABET INC 1.24% 8.738 M $ 35945 2016/03/31 2.395 M $ 37.94 %
2025/09/30 XOM EXXON MOBIL CORP 1.18% 8.315 M $ 73743 2011/06/30 361.508 K $ 4.59 %
2025/09/30 BSV VANGUARD BD INDEX FDS 1.11% 7.870 M $ 99731 2016/09/30 20.943 K $ 0.27 %
2025/09/30 GLW CORNING INC 1.04% 7.319 M $ 89225 2011/06/30 2.654 M $ 55.98 %
2025/09/30 V VISA INC 1.03% 7.278 M $ 21319 2017/12/31 -288.423 K $ -3.85 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 1.01% 7.151 M $ 24363 2011/06/30 -365.094 K $ -4.83 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.99% 7.016 M $ 25727 2011/06/30 -242.279 K $ -3.31 %
2025/09/30 CSCO CISCO SYS INC 0.99% 7.016 M $ 102544 2011/06/30 -99.476 K $ -1.38 %
2025/09/30 VO VANGUARD INDEX FDS 0.97% 6.889 M $ 23452 2016/03/31 326.634 K $ 4.97 %
2025/09/30 BN BROOKFIELD CORP 0.96% 6.749 M $ 98404 2022/12/31 -1.551 M $ -26.08 %
2025/09/30 FDX FEDEX CORP 0.92% 6.505 M $ 27587 2011/06/30 263.602 K $ 3.74 %
2025/09/30 WFC WELLS FARGO CO NEW 0.89% 6.271 M $ 74811 2011/06/30 277.855 K $ 4.62 %
2025/09/30 USB US BANCORP DEL 0.88% 6.216 M $ 128606 2011/06/30 370.958 K $ 6.81 %
2025/09/30 VUG VANGUARD INDEX FDS 0.88% 6.194 M $ 12914 2016/12/31 532.185 K $ 9.40 %
2025/09/30 AMZN AMAZON COM INC 0.87% 6.155 M $ 28032 2016/12/31 5.032 K $ 0.08 %
2025/09/30 OEF ISHARES TR 0.85% 5.997 M $ 18017 2011/06/30 516.153 K $ 9.36 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.80% 5.635 M $ 20183 2011/06/30 235.854 K $ 4.37 %
2025/09/30 MKL MARKEL GROUP INC 0.74% 5.258 M $ 2751 2024/03/31 -216.634 K $ -4.31 %
2025/09/30 VGSH VANGUARD SCOTTSDALE FDS 0.68% 4.836 M $ 82171 2017/12/31 5.744 K $ 0.12 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.66% 4.647 M $ 74382 2012/09/30 -386.710 K $ -7.37 %
2025/09/30 VTV VANGUARD INDEX FDS 0.64% 4.492 M $ 24089 2018/03/31 233.551 K $ 5.52 %
2025/09/30 VBR VANGUARD INDEX FDS 0.62% 4.371 M $ 20944 2015/09/30 285.905 K $ 7.03 %
2025/09/30 C CITIGROUP INC 0.58% 4.078 M $ 40179 2013/09/30 659.606 K $ 19.24 %
2025/09/30 BAC BANK AMERICA CORP 0.58% 4.068 M $ 78852 2022/03/31 339.687 K $ 9.02 %
2025/09/30 MS MORGAN STANLEY 0.57% 4.009 M $ 25223 2018/09/30 454.726 K $ 12.85 %
2025/09/30 TXN TEXAS INSTRS INC 0.55% 3.909 M $ 21274 2017/06/30 -619.324 K $ -11.51 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.55% 3.884 M $ 27553 2017/09/30 213.178 K $ 5.73 %
2025/09/30 EOG EOG RES INC 0.54% 3.793 M $ 33833 2013/03/31 -243.132 K $ -6.26 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.51% 3.578 M $ 44762 2016/06/30 18.854 K $ 0.54 %
2025/09/30 EES WISDOMTREE TR 0.49% 3.490 M $ 62461 2011/06/30 306.649 K $ 9.64 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.48% 3.415 M $ 12103 2011/06/30 -152.765 K $ -4.28 %
2025/09/30 MTB M & T BK CORP 0.48% 3.407 M $ 17239 2018/03/31 62.323 K $ 1.87 %
2025/09/30 EZM WISDOMTREE TR 0.43% 3.056 M $ 46360 2011/06/30 192.149 K $ 6.70 %
2025/09/30 CVS CVS HEALTH CORP 0.43% 3.032 M $ 40214 2011/06/30 224.292 K $ 9.29 %
2025/09/30 VOE VANGUARD INDEX FDS 0.41% 2.899 M $ 16606 2016/09/30 164.024 K $ 6.15 %
2025/09/30 HSY HERSHEY CO 0.37% 2.635 M $ 14087 2021/06/30 322.344 K $ 12.71 %
2025/09/30 IJR ISHARES TR 0.37% 2.606 M $ 21930 2017/12/31 214.029 K $ 8.73 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.36% 2.554 M $ 58120 2021/12/31 39.807 K $ 1.57 %
2025/09/30 MMM 3M CO 0.36% 2.511 M $ 16184 2013/06/30 47.722 K $ 1.93 %
2025/09/30 VOO VANGUARD INDEX FDS 0.35% 2.478 M $ 4047 2018/09/30 184.673 K $ 7.81 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.34% 2.416 M $ 11365 2015/06/30 -2.045 K $ -0.08 %
2025/09/30 VXUS VANGUARD STAR FDS 0.34% 2.415 M $ 32875 2020/03/31 141.413 K $ 6.33 %
2025/09/30 BLK BLACKROCK INC 0.34% 2.388 M $ 2048 2025/09/30 0.000 $ 0.00 %
2025/09/30 T AT&T INC 0.31% 2.220 M $ 78600 2011/06/30 -53.653 K $ -2.42 %
2025/09/30 BIL SPDR SERIES TRUST 0.31% 2.179 M $ 23750 2024/12/31 177.000 $ 0.02 %
2025/09/30 CB CHUBB LIMITED 0.29% 2.028 M $ 7186 2025/09/30 0.000 $ 0.00 %
2025/09/30 DLN WISDOMTREE TR 0.27% 1.936 M $ 22240 2011/09/30 108.851 K $ 5.95 %
2025/09/30 DIS DISNEY WALT CO 0.27% 1.929 M $ 16844 2015/03/31 -144.732 K $ -7.67 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.27% 1.911 M $ 2868 2011/06/30 143.395 K $ 7.82 %
2025/09/30 VTEB VANGUARD MUN BD FDS 0.27% 1.873 M $ 37400 2022/03/31 37.959 K $ 2.12 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.26% 1.807 M $ 24299 2016/03/31 17.981 K $ 1.01 %
2025/09/30 AGG ISHARES TR 0.24% 1.725 M $ 17205 2011/06/30 18.763 K $ 1.06 %
2025/09/30 HD HOME DEPOT INC 0.24% 1.703 M $ 4202 2017/03/31 161.987 K $ 10.51 %
2025/09/30 MA MASTERCARD INCORPORATED 0.22% 1.544 M $ 2715 2019/12/31 18.652 K $ 1.22 %
2025/09/30 IJH ISHARES TR 0.21% 1.517 M $ 23244 2016/12/31 75.310 K $ 5.22 %
2025/09/30 DON WISDOMTREE TR 0.21% 1.478 M $ 28251 2011/06/30 61.587 K $ 4.35 %
2025/09/30 DVN DEVON ENERGY CORP NEW 0.21% 1.454 M $ 41479 2024/09/30 128.232 K $ 10.22 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.21% 1.451 M $ 17372 2011/06/30 -261.028 K $ -17.25 %
2025/09/30 GIS GENERAL MLS INC 0.20% 1.435 M $ 28462 2011/06/30 -44.121 K $ -2.68 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.20% 1.420 M $ 12917 2016/09/30 56.779 K $ 4.10 %
2025/09/30 UNP UNION PAC CORP 0.20% 1.413 M $ 5980 2022/09/30 35.349 K $ 2.73 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.18% 1.300 M $ 3913 2020/12/31 51.573 K $ 4.13 %
2025/09/30 KO COCA COLA CO 0.18% 1.273 M $ 19196 2016/09/30 -77.285 K $ -6.26 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.16% 1.096 M $ 3175 2017/09/30 216.578 K $ 10.68 %
2025/09/30 SBUX STARBUCKS CORP 0.15% 1.093 M $ 12918 2013/09/30 -132.852 K $ -7.67 %
2025/09/30 ERIE ERIE INDTY CO 0.15% 1.066 M $ 3352 2012/12/31 -107.706 K $ -8.26 %
2025/09/30 PFF ISHARES TR 0.15% 1.031 M $ 32592 2016/06/30 31.706 K $ 3.06 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.14% 1.019 M $ 5371 2024/09/30 42.832 K $ 4.38 %
2025/09/30 D DOMINION ENERGY INC 0.13% 948.841 K $ 15512 2011/06/30 70.526 K $ 8.23 %
2025/09/30 IVV ISHARES TR 0.13% 937.020 K $ 1400 2017/12/31 68.727 K $ 7.80 %
2025/09/30 STT STATE STR CORP 0.13% 936.375 K $ 8072 2011/06/30 78.539 K $ 9.09 %
2025/09/30 IWN ISHARES TR 0.13% 921.357 K $ 5211 2011/06/30 99.269 K $ 12.08 %
2025/09/30 LOW LOWES COS INC 0.13% 906.726 K $ 3608 2019/12/31 109.163 K $ 13.27 %
2025/09/30 IVW ISHARES TR 0.13% 889.948 K $ 7372 2017/12/31 78.290 K $ 9.65 %
2025/09/30 WMT WALMART INC 0.12% 880.029 K $ 8539 2020/09/30 47.725 K $ 5.40 %
2025/09/30 BAM BROOKFIELD ASSET MANAGMT LTD 0.11% 766.583 K $ 13463 2022/12/31 22.755 K $ 3.00 %
2025/09/30 SJM SMUCKER J M CO 0.10% 693.520 K $ 6386 2012/09/30 78.436 K $ 10.59 %