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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
VZVerizon Communications Inc
Recent Activity
Decreased -11.45%
0.32%
$1.979M
49,482 shares@ $39.99 avg price
MKLMarkel Group Inc
Recent Activity
Increased 85.44%
0.32%
$1.978M
1,146 shares@ $1726.24 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 11.75%
0.3%
$1.836M
31,150 shares@ $58.94 avg price
DLNWisdomtree Tr
Recent Activity
0.29%
$1.778M
22,860 shares@ $77.79 avg price
AGGIshares Tr
Recent Activity
Decreased -2.79%
0.28%
$1.75M
18,060 shares@ $96.9 avg price
CVSCvs Health Corp
Recent Activity
Decreased -19.8%
0.28%
$1.745M
38,867 shares@ $44.9 avg price
TAt&t Inc
Recent Activity
Decreased -3.51%
0.28%
$1.7M
74,670 shares@ $22.77 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
0.27%
$1.656M
2,826 shares@ $586.08 avg price
ERIEErie Indty Co
Recent Activity
0.27%
$1.654M
4,013 shares@ $412.24 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.43%
0.26%
$1.605M
4,127 shares@ $389.0 avg price