Jim Cullen Portfolio Update: March 31, 2026
Jim Cullen's Cullen Value Fund portfolio valued at $751 million as of March 31, 2026. Highlights include significant increases in Berkshire Hathaway Inc and Apple Inc, alongside notable decreases in several major holdings.
Jim Cullen's Cullen Value Fund portfolio totaled $751,046,159 as of March 31, 2026.
Cullen recently increased his stake in Berkshire Hathaway Inc (BRK-B), a Financial Services company, by 0.68%, adding 685 shares. His position in Apple Inc (AAPL), a Technology company, decreased by 4.15%, removing 8,140 shares.
Meanwhile, Cullen added shares to Walmart Inc (WMT), a Consumer Defensive company, by 5.24%, acquiring 15,740 shares, and to Alphabet Inc (GOOG), a Communication Services company, by 5.35%, acquiring 5,875 shares.
Conversely, Cullen reduced his position in Microsoft Corp (MSFT), a Technology company, by 2.52%, selling 2,101 shares. His stake in NVIDIA Corp (NVDA), a Technology company, decreased by 0.28%, selling 300 shares. Cullen also decreased his position in Exxon Mobil Corp (XOM), an Energy company, by 0.21%, selling 226 shares.
Furthermore, Cullen reduced his stake in Eaton Corporation PLC (ETN) by 13.12%, selling 7,814 shares, and in Broadcom Inc (AVGO) by 14.76%, selling 10,197 shares.
For more details on Jim Cullen, visit https://www.insiderset.com/investor/jim-cullen-cullen-investment. For information on specific companies like Berkshire Hathaway Inc (https://www.insiderset.com/investors/stocks/BRK-B), Apple Inc (https://www.insiderset.com/investors/stocks/AAPL), and others, visit the respective company pages.