Jim Cullen Q1 2026 Portfolio Analysis: Strategic Shifts in Financial Services and Technology
Jim Cullen's Cullen Value Fund saw a slight increase in portfolio value during Q1 2026, with notable changes in holdings across Financial Services and Technology sectors.
As of March 31, 2026, Jim Cullen's Cullen Value Fund managed a portfolio valued at approximately $751 million. The fund's holdings reflect a strategic allocation across various sectors, with significant positions in Financial Services and Technology stocks.
The fund's largest position, Berkshire Hathaway Inc (BRK-B), maintained its position with a slight increase in shares (+0.68%) and a 6.42% allocation to the portfolio. Similarly, Microsoft Corporation (MSFT) and Alphabet Inc (GOOG) saw incremental share purchases, with increases of +2.52% and +5.35% respectively, both holding allocations around the 4% mark.
In contrast, the fund reduced its stake in several major holdings. Apple Inc (AAPL) experienced a significant decrease in shares (-4.15%) and allocation (6.29%). Wal-Mart Stores Inc (WMT) also saw a notable reduction (-5.24% in shares and allocation). JPMorgan Chase & Co (JPM) and NVIDIA Corporation (NVDA) further decreased their allocations, while Exxon Mobil Corporation (XOM) maintained its position with minimal changes.
Other notable changes include Eaton Corporation PLC (ETN) and Broadcom Inc (AVGO), both seeing substantial reductions in their holdings (-13.12% and -14.76% respectively). No new positions or fully exited positions were disclosed in this filing.
For a detailed view of Jim Cullen's investment strategy and performance, visit the investor profile at https://www.insiderset.com/investor/jim-cullen-cullen-investment. For specific stock analysis, explore the company pages for each holding, such as BRK-B, AAPL, and others listed in the portfolio.