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Cullinan Associates Inc

All holdings · as of Mar 31, 2026

207 positions

CompanyClassValueShares% of portfolio
TAKE TWO INTERACTIVE SOFTWARE INC—$572.8K2,9000.0%
The PNC Financial Services Group, Inc.—$567.0K2,7250.0%
Quantum Scape Corp—$548.0K85,9000.0%
Insulet Corp—$524.6K2,5000.0%
AppLovin Corp—$522.2K1,3120.0%
Corteva, Inc.—$507.9K6,0670.0%
Accenture plc—$496.7K2,5050.0%
3M CO—$493.8K3,4000.0%
WILLIAMS SONOMA INC—$492.3K2,7000.0%
PLAINS GP HOLDINGS LPPAGPLtd Part$485.6K20,0000.0%
Shell PLC—$474.3K5,1000.0%
Keysight Technologies, Inc.—$451.8K1,6000.0%
Welltower, Inc.—$449.8K2,2750.0%
Verisk Analytics, Inc.—$440.2K2,3200.0%
NIKE, Inc.—$439.5K8,3200.0%
Rockwell Automation Inc—$430.7K1,2000.0%
Coinbase Global, Inc.—$423.4K2,4250.0%
Valero Energy Corp—$420.0K1,7000.0%
Digital Realty Trust Inc—$417.9K2,3190.0%
MICROCHIP TECHNOLOGY INC—$400.6K6,2000.0%
Aptiv PLC—$395.8K5,7000.0%
Blackrock Inc—$394.3K4100.0%
CarGurus, Inc.—$367.7K10,8000.0%
KIMBERLY CLARK CORP—$366.6K3,8000.0%
Constellation Energy Corp—$363.0K1,3000.0%
BP PLC ADS—$357.2K7,6000.0%
FULTON FINANCIAL CORP—$337.6K16,6000.0%
Science Applications International Corp—$332.2K3,5000.0%
Vanguard Russ 2000 Growth ETF—$322.3K1,4070.0%
Novo Nordisk ADR—$318.8K8,6750.0%
Fidelity National Information Services Inc—$317.8K6,7750.0%
Vanguard Growth Indx ETF—$304.4K6970.0%
Vulcan Materials Co—$299.5K1,1000.0%
Vanguard Russ 1000 Growth—$298.0K2,7170.0%
Zoetis Inc.—$295.5K2,5000.0%
MCCORMICK & CO INC—$292.6K5,8000.0%
INGERSOLL-RAND INC—$288.5K3,6010.0%
Chubb Ltd—$287.5K8820.0%
HUMANA INC—$277.4K1,6000.0%
DoorDash, Inc.—$274.0K1,8250.0%
FedEx Corp—$267.1K7500.0%
AT&T INC.—$258.0K8,9000.0%
ALLSTATE CORP—$248.8K1,2000.0%
FMC CORP—$248.8K14,4480.0%
Palantir Technologies Inc—$248.7K1,7000.0%
Agnico Eagle Mines Limit—$243.6K1,2000.0%
Energy Transfer LPETMLP$237.4K12,3000.0%
T Rowe Price Group Inc—$234.4K2,6000.0%
DANAHER CORP /DE—$227.5K1,2000.0%
Motorola Solutions, Inc.—$223.5K5150.0%
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