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Matthew Borland

@Culbertson A N & Co Inc

Latest period2024 - Q4ReportedManaged Assets$628.693MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CMICummins Inc
Recent Activity
Decreased -0.34%
1.99%
$12.5M
35,857 shares@ $348.6 avg price
MCKMckesson Corp
Recent Activity
Decreased -0.87%
1.94%
$12.148M
21,316 shares@ $569.92 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.33%
1.9%
$11.886M
41,014 shares@ $289.81 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -0.26%
1.76%
$11.061M
38,155 shares@ $289.89 avg price
JNJJohnson & Johnson
Recent Activity
Increased 0.76%
1.73%
$10.828M
74,871 shares@ $144.62 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.24%
1.69%
$10.611M
63,291 shares@ $167.66 avg price
ABTAbbott Labs
Recent Activity
Decreased -0.24%
1.66%
$10.43M
92,209 shares@ $113.12 avg price
DEDeere & Co
Recent Activity
Increased 1.11%
1.64%
$10.254M
24,202 shares@ $423.7 avg price
PEPPepsico Inc
Recent Activity
Increased 4.02%
1.58%
$9.921M
65,245 shares@ $152.06 avg price
VBVanguard Index Fds
Recent Activity
1.51%
$9.484M
39,470 shares@ $240.29 avg price