Jim Cullen Top Holdings Analysis: Portfolio Breakdown as of March 31, 2026
A detailed analysis of Jim Cullen's top holdings in the Cullen Value Fund as of March 31, 2026, highlighting key sectors and share changes.
As of March 31, 2026, Jim Cullen's Cullen Value Fund holds a diverse portfolio with a total value of $751,046,159. The fund's top holdings reflect a strategic allocation across various sectors, with significant positions in Financial Services, Technology, Consumer Defensive, and Energy. Below is a detailed breakdown of the fund's top holdings, including share changes from the prior period.
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK-B) stands as the largest holding in the portfolio, representing 6.42% of the total. The fund increased its shares by 685, a modest 0.68% change from the prior period. This position underscores Cullen's confidence in Warren Buffett's conglomerate.
APPLE INCORPORATED (AAPL) follows closely with a 6.29% allocation. However, the fund saw a slight decrease in shares during the period, with a 4.15% reduction in holdings. Despite the share decline, Apple remains a cornerstone of the portfolio.
WALMART INCORPORATED (WMT) holds a 4.67% allocation, but the fund experienced a significant reduction in shares, down by 5.24%. This indicates a strategic shift away from the retail giant.
ALPHABET INCORPORATED CAP STK CLASS C (GOOG) and MICROSOFT CORPORATION (MSFT) both allocate 4.38% and 4.18% respectively, highlighting Cullen's strong Technology sector exposure. Both companies saw positive share changes, with 5.35% and 2.52% increases respectively.
JPMORGAN CHASE & COMPANY (JPM) rounds out the top five with a 3.51% allocation, though the fund reduced its stake by nearly 7% in shares.
The remaining top holdings include NVIDIA CORPORATION (NVDA) at 2.48%, EXXON MOBIL CORPORATION (XOM) at 2.44%, EATON CORPORATION PLC SHS (ETN) at 2.44%, and BROADCOM INCORPORATED (AVGO) at 2.41%. These positions show Cullen's focus on high-growth and stable companies across different sectors.
For more insights into Jim Cullen's investment strategy, visit his profile at https://www.insiderset.com/investor/jim-cullen-cullen-investment. Detailed analysis of each stock can be found at https://www.insiderset.com/investors/stocks/BRK-B, https://www.insiderset.com/investors/stocks/AAPL, and other relevant stock pages.