Jim Cullen Portfolio Analysis: Top Holdings and Concentration
Jim Cullen's portfolio as of March 31, 2026, features significant concentration in top holdings like Berkshire Hathaway, Apple, and Walmart, with notable share changes.
Jim Cullen's portfolio, valued at approximately $751 million as of March 31, 2026, shows a concentrated position in select stocks. The fund's holdings are dominated by large-cap technology and financial services companies, reflecting a focus on established blue-chip stocks.
The largest position is in Berkshire Hathaway Inc (BRK-B), with a portfolio allocation of 6.42%. This stake represents an increase of 0.68% in shares from the previous period. Cullen also maintains a substantial position in Apple Inc (AAPL), which accounts for 6.29% of the portfolio. Notably, the fund's stake in Apple saw a reduction of 4.15% in shares during the period.
Walmart Inc (WMT) holds the third-largest allocation at 4.67%. The position experienced a significant reduction, with a 5.24% decrease in shares. Alphabet Inc (GOOG) and Microsoft Corp (MSFT) follow, each representing approximately 4.38% and 4.18% of the portfolio respectively. Both positions saw modest increases in shares, by 5.35% and 2.52% respectively.
JPMorgan Chase & Co (JPM) is another major holding, accounting for 3.51% of the portfolio. The fund reduced its position significantly, with a 6.99% decrease in shares. The energy sector is represented by Exxon Mobil Corp (XOM), holding 2.44% of assets. The position saw a minor reduction of 0.21% in shares.
Two other significant holdings each represent 2.44% and 2.41% of the portfolio. Eaton Corporation PLC (ETN) saw a substantial reduction in its position, with a 13.12% decrease in shares. Broadcom Inc (AVGO) also experienced a significant reduction, with a 14.76% decrease in shares.
For a complete view of Jim Cullen's investment strategy and holdings, visit his profile on Insiderset: https://www.insiderset.com/investor/jim-cullen-cullen-investment. Detailed analysis of each stock, including the companies Berkshire Hathaway Inc (BRK-B), BRK-B; Apple Inc (AAPL), AAPL; Walmart Inc (WMT), WMT; Alphabet Inc (GOOG), GOOG; Microsoft Corp (MSFT), MSFT; JPMorgan Chase & Co (JPM), JPM; Exxon Mobil Corp (XOM), XOM; Eaton Corporation PLC (ETN), ETN; and Broadcom Inc (AVGO), AVGO, can be found on Insiderset.