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Cullinan Associates Inc

All holdings · as of Mar 31, 2026

207 positions

CompanyClassValueShares% of portfolio
Mondelez International, Inc.—$1.73M30,0970.1%
Netflix Inc—$1.65M17,2000.1%
CARRIER GLOBAL Corp—$1.62M28,7000.1%
UBS AG—$1.58M40,4070.1%
Salesforce Inc—$1.58M8,4550.1%
BOSTON SCIENTIFIC CORP—$1.49M23,7990.1%
GENERAL ELECTRIC CO—$1.48M5,2260.1%
First Solar Inc—$1.48M7,5000.1%
Eaton Corp plc—$1.42M3,9740.1%
ADOBE INC.—$1.41M5,8200.1%
PFIZER INC—$1.29M46,1010.1%
The Boeing Company—$1.29M6,4750.1%
DOMINION ENERGY, INC—$1.26M20,3780.1%
Tesla Inc—$1.15M3,1000.1%
PROCORE TECHNOLOGIES, INC.—$1.14M20,0000.1%
THERMO FISHER SCIENTIFIC INC.—$1.13M2,3000.1%
UNITEDHEALTH GROUP INC—$1.12M4,1540.1%
SCHWAB CHARLES CORP—$1.12M11,9000.1%
GE Vernova Inc.—$1.06M1,2150.1%
Gitlab Inc.—$1.02M47,0000.1%
Edwards Lifesciences Corp—$1.01M12,6000.1%
Palo Alto Networks Inc—$978.0K6,1000.1%
ServiceNow Inc—$941.0K9,0000.1%
GENERAL DYNAMICS CORP—$858.0K2,5000.1%
Trane Technologies plc—$833.5K2,0000.1%
ALTRIA GROUP, INC.—$831.5K12,6000.1%
FIFTH THIRD BANCORP—$813.0K17,5000.1%
Agilent Technologies Inc—$797.9K7,0000.1%
PROGRESSIVE CORP/OH—$793.0K4,0000.1%
AstraZeneca PLC—$791.4K4,0130.1%
EQUIFAX INC—$765.3K4,2500.1%
HUNTINGTON INGALLS INDUSTRIES, INC.—$759.8K2,0000.1%
ADVANCED MICRO DEVICES INC—$756.6K3,7190.1%
LINCOLN NATIONAL CORP—$738.4K20,8000.1%
Blackstone Inc—$737.1K6,4100.1%
CSX CORP—$722.5K17,6000.1%
Novartis AG—$717.9K4,7000.1%
Invesco QQQ Tr Unit Ser 1—$715.7K1,2400.1%
ROSS STORES, INC.—$707.7K3,2670.1%
INTUIT INC.—$706.9K1,6350.1%
NUCOR CORP—$657.5K3,8880.1%
VERIZON COMMUNICATIONS INC—$632.5K12,6000.1%
GENUINE PARTS CO—$623.9K5,9000.1%
Leidos Holdings Inc—$622.1K4,0000.1%
Atlassian Corporation—$618.2K9,0580.1%
Robinhood Markets, Inc.—$616.8K8,9000.0%
SYSCO CORP—$606.3K8,5000.0%
Baidu, Inc.BIDUADR$601.7K5,4000.0%
GILEAD SCIENCES, INC.—$597.3K4,2860.0%
Marathon Petroleum Corp—$576.3K2,3600.0%
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