Institutions / Cullinan Associates Inc / Activity
Activity — Cullinan Associates Inc
139 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Northrop Grumman Corp Common stock | $-901.9K | -1K -24.07% | 4,170 0.23% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-895.6K | -3K -9.08% | 27,278 0.73% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $895.1K | +3K +32.57% | 11,772 0.29% of portfolio | low |
| Q1 2026 as of | Trim | American Express Co Common stock | $-828.8K | -3K -6.33% | 40,540 0.99% of portfolio | low |
| Q1 2026 as of | Trim | 046353108 Common stock | $-791.4K | -4K -50.00% | 4,013 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Mondelez International, Inc. Common stock | $-783.3K | -14K -31.11% | 30,097 0.14% of portfolio | low |
| Q1 2026 as of | Add | PayPal Holdings, Inc. Common stock | $769.2K | +17K +18.13% | 110,820 0.41% of portfolio | low |
| Q1 2026 as of | Trim | Ecolab Inc. Common stock | $-764.5K | -3K -11.40% | 22,326 0.48% of portfolio | low |
| Q1 2026 as of | Add | Boston Scientific Corp Common stock | $715.3K | +11K +91.93% | 23,799 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Meta Platforms Inc Common stock | $-712.3K | -1K -5.89% | 19,883 0.92% of portfolio | low |
| Q1 2026 as of | Add | Hp Inc Common stock | $692.8K | +36K +23.61% | 188,787 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Adobe Inc. Common stock | $-687.9K | -3K -32.72% | 5,820 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Union Pacific Corp Common stock | $-655.1K | -3K -15.03% | 15,260 0.30% of portfolio | low |
| Q1 2026 as of | Trim | Salesforce Inc Common stock | $-643.1K | -3K -28.95% | 8,455 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-642.7K | -2K -36.38% | 4,154 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Stryker Corp Common stock | $-640.8K | -2K -22.82% | 6,595 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Abbott Laboratories Common stock | $-620.1K | -6K -18.56% | 26,500 0.22% of portfolio | low |
| Q1 2026 as of | Trim | Atlassian Corporation Common stock | $-611.5K | -9K -49.73% | 9,058 0.05% of portfolio | low |
| Q1 2026 as of | Trim | TJX Cos Inc/The Common stock | $-583.9K | -4K -6.65% | 51,281 0.66% of portfolio | low |
| Q1 2026 as of | Trim | Accenture plc Common stock | $-581.8K | -3K -53.94% | 2,505 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Bristol Myers Squibb Co Common stock | $-532.2K | -9K -17.21% | 42,219 0.21% of portfolio | low |
| Q1 2026 as of | New | Insulet Corp Common stock | $524.6K | +3K | 2,500 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Bank of America Corp /De Common stock | $-470.2K | -10K -6.17% | 146,725 0.58% of portfolio | low |
| Q1 2026 as of | Add | H42097107 Common stock | $445.7K | +11K +39.33% | 40,407 0.13% of portfolio | low |
| Q1 2026 as of | New | Verisk Analytics, Inc. Common stock | $440.2K | +2K | 2,320 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Intuit Inc. Common stock | $-436.7K | -1K -38.19% | 1,635 0.06% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-422.8K | -2K -12.42% | 15,458 0.24% of portfolio | low |
| Q1 2026 as of | Add | Cisco Systems, Inc. Common stock | $422.7K | +5K +5.70% | 101,073 0.63% of portfolio | low |
| Q1 2026 as of | Trim | Aflac Inc Common stock | $-418.5K | -4K -2.68% | 138,359 1.23% of portfolio | low |
| Q1 2026 as of | Exit | Petroleo Brasileiro S.A. Petrobras Common stock | $-393.4K | -33K -100.00% | 0 | low |
| Q1 2026 as of | Exit | American Tower Corp Common stock | $-386.3K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Trim | The PNC Financial Services Group, Inc. Common stock | $-358.5K | -2K -38.74% | 2,725 0.05% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $336.5K | +4K +25.55% | 17,200 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Merck & Co., Inc. Common stock | $-299.4K | -2K -4.93% | 48,045 0.47% of portfolio | low |
| Q1 2026 as of | Exit | Docusign Inc Common stock | $-294.1K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Appfolio Inc Common stock | $-279.2K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Add | CVS HEALTH Corp Common stock | $276.1K | +4K +8.11% | 51,231 0.30% of portfolio | low |
| Q1 2026 as of | Add | Prologis Inc Common stock | $265.7K | +2K +8.95% | 24,457 0.26% of portfolio | low |
| Q1 2026 as of | Exit | MetLife Inc Common stock | $-261.1K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Pfizer Inc Common stock | $-258.3K | -9K -16.64% | 46,101 0.10% of portfolio | low |
| Q1 2026 as of | Exit | Kraft Heinz Co Common stock | $-252.4K | -10K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 46090E103 Common stock | $-240.1K | -416 -25.12% | 1,240 0.06% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $237.4K | +3K +2.67% | 126,824 0.74% of portfolio | low |
| Q1 2026 as of | Trim | Prudential Financial Inc Common stock | $-236.0K | -2K -5.08% | 45,138 0.36% of portfolio | low |
| Q1 2026 as of | Trim | Travelers Companies, Inc. Common stock | $-227.5K | -780 -3.01% | 25,096 0.59% of portfolio | low |
| Q1 2026 as of | New | Motorola Solutions, Inc. Common stock | $223.5K | +515 | 515 0.02% of portfolio | low |
| Q1 2026 as of | New | Exelon Corp Common stock | $220.6K | +5K | 4,500 0.02% of portfolio | low |
| Q1 2026 as of | Exit | Corning Inc /Ny Common stock | $-216.3K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Becton Dickinson & Co Common stock | $-216.0K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Walt Disney Co Common stock | $-212.0K | -2K -2.58% | 82,982 0.65% of portfolio | low |