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 increases in Berkshire Hathaway Inc and Apple Inc, alongside decreases in several major holdings.
Jim Cullen's Cullen Value Fund portfolio totaled $751,046,159 as of March 31, 2026.
Cullen's portfolio saw significant changes during the period. Berkshire Hathaway Inc (BRK-B) increased by 0.68%, and Apple Inc (AAPL) increased by 4.15%. Conversely, several holdings decreased: Walmart Inc (WMT) fell by 5.24%, Alphabet Inc (GOOG) by 5.35%, Microsoft Corp (MSFT) by 6.99%, and others like Eaton Corporation PLC (ETN) and Broadcom Inc (AVGO) saw substantial declines of 13.12% and 14.76% respectively. No positions remained unchanged.
For detailed analysis of each holding, please visit the investor profile here or explore individual stock performance here, here, here, here, here, here, here, here, and here.