Matthew Borland

@Culbertson A N & Co Inc

Latest period2024 - Q4

Reported2d ago

Managed Assets$628.693M

Total holdings126

Assets growth rate1.22%

Assets growth rate (2-Q avg)4.85%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Culbertson A N & Co Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Culbertson A N & Co Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 628.693M in assets, with a quarterly growth rate of 1.22% and a 2-quarter average growth rate of 4.85%. The portfolio is managed by Matthew Borland, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	0.33%	$2.033M 1,983 shares@ $1025.11 avg price	New Position
BILSpdr Ser Tr Recent Activity New Position	0.04%	$241,832 2,645 shares@ $91.43 avg price	New Position
MOATVaneck Etf Trust Recent Activity New Position	0.04%	$210,393 2,269 shares@ $92.73 avg price	New Position