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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.52%
7.89%
$49.593M
109,408 shares@ $453.29 avg price
AAPLApple Inc
Recent Activity
Decreased -3.32%
7.61%
$47.794M
190,854 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.33%
5.82%
$36.543M
86,698 shares@ $421.51 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.56%
4.5%
$28.249M
117,847 shares@ $239.72 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 0.18%
2.56%
$16.069M
28,062 shares@ $572.63 avg price
IWRIshares Tr
Recent Activity
Decreased -0.01%
2.42%
$15.179M
171,706 shares@ $88.41 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.89%
2.41%
$15.149M
41,760 shares@ $362.77 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.64%
2.12%
$13.278M
69,722 shares@ $190.45 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.87%
2.1%
$13.202M
79,223 shares@ $166.65 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.11%
2%
$12.567M
70,718 shares@ $177.7 avg price