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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
EESWisdomtree Tr
Recent Activity
Decreased -0.29%
0.55%
$3.421M
63,414 shares@ $53.94 avg price
MSMorgan Stanley
Recent Activity
Decreased -2.03%
0.53%
$3.274M
26,039 shares@ $125.72 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -4.63%
0.48%
$2.972M
38,102 shares@ $78.01 avg price
EZMWisdomtree Tr
Recent Activity
Decreased -0.1%
0.47%
$2.9M
46,387 shares@ $62.51 avg price
MTBM & T Bk Corp
Recent Activity
Increased 11.24%
0.45%
$2.775M
14,758 shares@ $188.02 avg price
CCitigroup Inc
Recent Activity
Increased 14.92%
0.44%
$2.746M
39,014 shares@ $70.39 avg price
HSYHershey Co
Recent Activity
Decreased -7.5%
0.43%
$2.689M
15,877 shares@ $169.36 avg price
IBMInternational Business Machs
Recent Activity
Decreased -3.51%
0.42%
$2.579M
11,731 shares@ $219.84 avg price
DISDisney Walt Co
Recent Activity
Decreased -9.03%
0.4%
$2.469M
22,176 shares@ $111.36 avg price
IJRIshares Tr
Recent Activity
Increased 1.77%
0.39%
$2.392M
20,756 shares@ $115.22 avg price