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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
CSCOCisco Sys Inc
Recent Activity
Decreased -0.18%
1.01%
$6.301M
106,437 shares@ $59.21 avg price
VOVanguard Index Fds
Recent Activity
Increased 0.03%
1.01%
$6.293M
23,827 shares@ $264.14 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.88%
0.97%
$6.075M
12,009 shares@ $505.87 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.11%
0.96%
$6.025M
27,462 shares@ $219.39 avg price
OEFIshares Tr
Recent Activity
Decreased -10.27%
0.86%
$5.387M
18,649 shares@ $288.86 avg price
VUGVanguard Index Fds
Recent Activity
Increased 1.22%
0.86%
$5.371M
13,085 shares@ $410.44 avg price
WFCWells Fargo Co New
Recent Activity
Increased 7.89%
0.8%
$5.016M
71,406 shares@ $70.24 avg price
TRVTravelers Companies Inc
Recent Activity
0.79%
$4.958M
20,583 shares@ $240.9 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -0.11%
0.77%
$4.83M
25,759 shares@ $187.51 avg price
MDLZMondelez Intl Inc
Recent Activity
Decreased -0.7%
0.77%
$4.782M
80,054 shares@ $59.73 avg price