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Cullinan Associates Inc

All holdings · as of Mar 31, 2026

207 positions

CompanyClassValueShares% of portfolio
Apple Inc.—$101.75M400,9068.2%
COCA COLA CO—$99.85M1,312,9878.1%
MICROSOFT CORP—$57.90M156,4074.7%
S&P Global Inc.—$51.85M121,9004.2%
JOHNSON & JOHNSON—$44.74M183,0383.6%
EXXON MOBIL CORP—$38.33M225,9333.1%
SPDR S&P 500 Trust—$33.29M51,1882.7%
PROCTER & GAMBLE Co—$32.60M225,7132.6%
Alphabet Inc.—$29.84M103,7542.4%
Alphabet Inc.—$27.60M96,2142.2%
Amazon.com Inc—$24.52M117,7532.0%
INTERNATIONAL BUSINESS MACHINES CORP—$23.43M96,6451.9%
VERTEX PHARMACEUTICALS INC / MA—$23.11M51,7621.9%
JPMORGAN CHASE & CO—$19.01M64,6331.5%
Walmart Inc.—$17.68M142,2211.4%
MCDONALD'S CORP—$17.61M56,6511.4%
APPLIED MATERIALS INC /DE—$17.59M51,4611.4%
CHEVRON CORP—$16.64M80,4081.3%
AbbVie Inc.—$15.98M73,4551.3%
AFLAC INC—$15.18M138,3591.2%
LOWES COMPANIES INC—$14.58M61,6871.2%
Lam Research Corp—$13.78M64,5001.1%
TEXAS INSTRUMENTS INC—$13.03M67,1171.1%
ORACLE CORP—$12.62M85,8091.0%
AMERICAN EXPRESS CO—$12.26M40,5401.0%
CATERPILLAR INC—$11.90M16,7931.0%
DEERE & CO—$11.72M20,8040.9%
Meta Platforms Inc—$11.38M19,8830.9%
LOCKHEED MARTIN CORP—$10.86M17,9740.9%
KLA CORP—$10.59M7,1910.9%
NVIDIA Corp—$10.36M59,4250.8%
COSTCO WHOLESALE CORP /NEW—$10.01M10,0480.8%
SOUTHERN CO—$9.97M103,2840.8%
United Parcel Service Inc—$9.13M92,7890.7%
Uber Technologies, Inc—$9.12M126,8240.7%
CME Group Inc—$9.06M30,6870.7%
Qualys Inc—$9.03M102,8000.7%
AMGEN INC—$8.98M25,5160.7%
HOME DEPOT, INC.—$8.97M27,2780.7%
NEW YORK TIMES CO—$8.60M102,6720.7%
Visa Inc—$8.33M27,5450.7%
TJX Cos Inc/The—$8.19M51,2810.7%
Walt Disney Co—$8.00M82,9820.6%
CISCO SYSTEMS, INC.—$7.84M101,0730.6%
TRAVELERS COMPANIES, INC.—$7.32M25,0960.6%
BANK OF AMERICA CORP /DE—$7.15M146,7250.6%
QUALCOMM INC/DE—$6.89M53,4720.6%
EMERSON ELECTRIC CO—$6.80M51,8970.5%
Airbnb, Inc.—$6.77M53,6220.5%
THE GOLDMAN SACHS GROUP, INC.—$6.58M7,7820.5%
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