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CULLINAN ASSOCIATES INC

Period ended Sep 30, 2026 · Latest filing Nov 3, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $1,332,763,838

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. Apple Inc · COM · 037833100 · shares: $123,426,607
  2. Coca-Cola Company · COM · 191216100 · shares: $94,184,504
  3. Microsoft Corp · COM · 594918104 · shares: $73,332,902
  4. S&P Global Inc. · COM · 78409V104 · shares: $47,928,105
  5. Johnson & Johnson · COM · 478160104 · shares: $46,753,766
  6. Alphabet Class C · COM · 02079K107 · shares: $46,128,816
  7. SPDR S&P 500 Trust · COM · 78462F103 · shares: $39,517,518
  8. Alphabet Class A · COM · 02079K305 · shares: $36,031,560
  9. Exxonmobil Holdings · COM · 30233Q108 · shares: $33,169,553
  10. Procter & Gamble Co · COM · 742718109 · shares: $32,650,018

Reported holdings

210 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
Apple IncCOM037833100 — 370,628 shares $123,426,607
Coca-Cola CompanyCOM191216100 — 1,094,151 shares $94,184,504
Microsoft CorpCOM594918104 — 142,977 shares $73,332,902
S&P Global Inc.COM78409V104 — 121,500 shares $47,928,105
Johnson & JohnsonCOM478160104 — 176,603 shares $46,753,766
Alphabet Class CCOM02079K107 — 135,378 shares $46,128,816
SPDR S&P 500 TrustCOM78462F103 — 51,817 shares $39,517,518
Alphabet Class ACOM02079K305 — 104,719 shares $36,031,560
Exxonmobil HoldingsCOM30233Q108 — 203,807 shares $33,169,553
Procter & Gamble CoCOM742718109 — 224,739 shares $32,650,018
Vertex PharmaceuticalCOM92532F100 — 50,437 shares $26,368,968
AmazonCOM023135106 — 101,847 shares $25,375,180
J P Morgan Chase & CoCOM46625H100 — 73,658 shares $24,368,331
Applied MaterialsCOM038222105 — 46,332 shares $23,693,365
Nvidia CorpCOM67066G104 — 103,487 shares $23,634,364
Lam Research CorpCOM512807108 — 62,025 shares $20,375,833
Intl Business Machines CorpCOM459200101 — 89,725 shares $19,733,296
AbbVie IncCOM00287Y109 — 72,341 shares $18,923,692
Texas InstrumentsCOM882508104 — 66,155 shares $18,529,418
Wal-Mart Stores IncCOM931142103 — 150,800 shares $15,671,156
AFLAC IncCOM001055102 — 139,857 shares $15,633,236
Chevron CorpCOM166764100 — 72,655 shares $14,836,945
Deere & CompanyCOM244199105 — 20,478 shares $13,752,280
KLA CorporationCOM482480100 — 64,055 shares $12,486,269
CaterpillarCOM149123101 — 15,224 shares $12,343,360
Meta Platforms IncCOM30303M102 — 16,879 shares $12,240,313
McDonalds CorpCOM580135101 — 52,742 shares $12,180,262
American Express CoCOM025816109 — 39,762 shares $12,091,574
Visa Inc Cl ACOM92826C839 — 32,120 shares $11,541,726
Oracle CorpCOM68389X105 — 84,046 shares $11,539,484
Amgen IncCOM031162100 — 25,561 shares $10,774,308
Qualcomm IncCOM747525103 — 55,373 shares $10,190,909
Costco Wholesale CorpCOM22160K105 — 10,065 shares $9,162,812
Qualys IncCOM74758T303 — 48,700 shares $9,116,640
Southern CoCOM842587107 — 106,795 shares $8,852,258
Lockheed MartinCOM539830109 — 17,202 shares $8,760,106
Ecolab IncCOM278865100 — 31,742 shares $8,715,713
Uber Technologies IncCOM90353T100 — 126,926 shares $8,695,700
Cisco Systems IncCOM17275R102 — 80,147 shares $8,626,257
The Travelers CompaniesCOM89417E109 — 24,168 shares $8,616,020
Berkshire Hathaway Cl BCOM113809107 — 16,840 shares $8,385,478
Lowes Companies IncCOM548661107 — 45,277 shares $8,344,148
Emerson Electric CompanyCOM291011104 — 52,330 shares $8,116,433
Eli Lilly & CompanyCOM532457108 — 6,873 shares $7,952,154
Walt Disney CompanyCOM254687106 — 72,340 shares $7,588,465
Home DepotCOM437076102 — 26,542 shares $7,550,858
New York Times CompanyCOM650111107 — 113,525 shares $7,231,511
CME GroupCOM12572Q105 — 26,902 shares $7,047,896
TJX CompaniesCOM872540109 — 51,403 shares $6,801,184
Merck & Company IncCOM58933Y105 — 45,371 shares $6,592,813
Goldman SachsCOM38141G104 — 6,851 shares $6,168,039
Fastenal CompanyCOM311900104 — 123,107 shares $6,097,493
HP IncCOM40434L105 — 194,427 shares $6,081,677
Norfolk SouthernCOM655844108 — 19,400 shares $5,994,600
Philip MorrisCOM718172109 — 28,825 shares $5,500,386
Prudential FinancialCOM744320102 — 47,926 shares $5,443,452
Wells Fargo & CoCOM949746101 — 65,449 shares $5,239,184
Bank Of AmericaCOM060505104 — 94,569 shares $5,147,400
Intel CorpCOM458140100 — 41,964 shares $5,045,332
ASML Holding NVCOMN07059210 — 2,600 shares $4,710,342
Duke Energy HldgCOM26441C204 — 40,668 shares $4,636,612
Broadcom LtdCOM11135F101 — 13,172 shares $4,625,719
CVS Health CorpCOM126650100 — 53,469 shares $4,581,794
Vanguard S&P 500 ETFCOM922908363 — 6,500 shares $4,555,590
Okta IncCOM679295105 — 20,800 shares $4,349,488
PepsiCoCOM713448108 — 33,821 shares $4,285,798
MastercardCOM57636Q104 — 7,600 shares $4,191,172
Union Pacific CorpCOM907818108 — 15,260 shares $4,152,704
United Parcel Service Inc Cl BCOM911312106 — 43,242 shares $4,040,532
Arthur J. Gallagher & Co.COM363576109 — 17,500 shares $3,991,925
PayPal Hldg IncCOM70450Y103 — 69,717 shares $3,662,218
ProLogis IncCOM74340W103 — 28,000 shares $3,635,465
iShares Russ 1000 Growth ETFCOM464287614 — 27,460 shares $3,439,640
Medtronic PlcCOMG5960L103 — 39,753 shares $3,430,286
RTX CorporationCOM75513E101 — 17,391 shares $3,228,688
YUM BrandsCOM988498101 — 22,908 shares $3,123,286
Morgan StanleyCOM617446448 — 16,121 shares $3,031,961
New Atlas Holdco IncCOM642045108 — 252,000 shares $3,026,520
Airbnb IncCOM009066101 — 18,720 shares $3,007,368
Automatic DataCOM053015103 — 10,300 shares $2,658,018
ConocoPhillipsCOM20825C104 — 21,232 shares $2,657,185
Phillips 66COM718546104 — 9,747 shares $2,488,507
Abbott LaboratoriesCOM002824100 — 24,872 shares $2,458,100
Bristol Myers Squibb CompanyCOM110122108 — 38,970 shares $2,431,728
Truist Financial CorporationCOM89832Q109 — 52,475 shares $2,429,592
Advanced MicroCOM007903107 — 3,963 shares $2,424,405
Comcast CorpCOM20030N101 — 105,488 shares $2,295,419
Illinois Tool WorksCOM452308109 — 8,872 shares $2,282,588
Palo Alto Networks IncCOM697435105 — 5,320 shares $2,113,689
Salesforce.com IncCOM79466L302 — 9,088 shares $2,086,332
Stanley Black & DeckerCOM854502101 — 23,500 shares $2,081,865
Northrop Grumman CorpCOM666807102 — 4,204 shares $2,032,550
U S BancorpCOM902973304 — 34,850 shares $2,012,936
Intuitive Surgical IncCOM46120E602 — 4,920 shares $2,000,620
Eaton CorpCOMG29183103 — 4,573 shares $1,964,990
GE Vernova IncCOM36828A101 — 2,008 shares $1,908,584
Gitlab Inc Cl ACOM37637K108 — 40,000 shares $1,890,000
Tesla Motors IncCOM88160R101 — 5,321 shares $1,887,944
Analog DevicesCOM032654105 — 4,579 shares $1,816,710
Carrier GlobalCOM14448C104 — 32,345 shares $1,774,447