Jim Cullen Q1 2026 Portfolio Review: Strategic Shifts in Financial Services and Technology
Jim Cullen's Cullen Value Fund portfolio reached $751 million as of March 31, 2026, with notable increases in BRK-B, GOOG, and MSFT, while seeing decreases in AAPL, WMT, JPM, NVDA, XOM, ETN, and AVGO.
As of March 31, 2026, Jim Cullen's Cullen Value Fund portfolio held a total value of $751,046,159. 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), saw an increase of 0.68% in shares during the quarter, adding $685 shares to the portfolio. Similarly, Alphabet Inc (GOOG) increased its stake by 5.35%, and Microsoft Corporation (MSFT) added 2.52%. These moves suggest confidence in these large-cap technology and financial names.
In contrast, several major holdings experienced reductions. Apple Inc (AAPL) decreased by 4.15%, JPMorgan Chase & Co (JPM) saw a significant 6.99% reduction, and NVIDIA Corporation (NVDA) shed 0.28% of its allocation. Consumer Defensive player Walmart Inc (WMT) also decreased its stake by 5.24%.
Energy stock Exxon Mobil Corporation (XOM) saw a minor reduction of 0.21%, while Eaton Corporation PLC (ETN) and Broadcom Inc (AVGO) experienced more substantial decreases of 13.12% and 14.76% respectively. These exits from Technology and Energy sectors, alongside the reductions in Consumer Defensive and Financial Services, indicate a redistribution of assets within the portfolio.
No new positions were disclosed in this filing, and there were no indications of fully exited positions in the top holdings reported.
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, WMT, GOOG, MSFT, JPM, NVDA, XOM, ETN, and AVGO.