Jim Cullen - Cullen Value Fund Sector Allocation (Q3 2026)

According to the SEC 13F filed on Oct 13, 2026, the Cullen Value Fund portfolio managed by Jim Cullen was diversified across 12 sectors as of quarter-end Sep 30, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Technology sector represents the largest share at 24.3% of total portfolio value, followed by Technology and Financial Services and Industrials. Together, the top three sectors account for 55.0% of the portfolio, reflecting Jim Cullen's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.