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Matthew Borland

Culbertson A N & Co Inc

Assets Managed
$770.872M
Holdings
132
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
5.76%(2Q avg: 4.46%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Culbertson A N & Co Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 132 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 770.872M in assets, with a quarterly growth rate of 5.76% and a 2-quarter average growth rate of 4.46%. The portfolio is managed by Matthew Borland, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 2.75%
7.44%
$57.325M
119,626 shares@ $479.2 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.58%
5.91%
$45.485M
179,222 shares@ $253.8 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 123.39%
5.3%
$40.817M
166,982 shares@ $244.45 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -3.59%
4.18%
$32.206M
109,485 shares@ $294.16 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.32%
4.03%
$31.049M
83,877 shares@ $370.18 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -2.96%
3.65%
$28.113M
39,682 shares@ $708.46 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Decreased -2.28%
2.92%
$22.466M
26,555 shares@ $846.01 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.08%
2.5%
$19.223M
67,013 shares@ $286.86 avg price
CMI
Cummins Inc
Recent Activity
Decreased -1.38%
2.4%
$18.433M
34,260 shares@ $538.02 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 19.77%
2.27%
$17.488M
80,406 shares@ $217.5 avg price

1-10 of 132