Jim Cullen's Portfolio Concentration: Analysis of Top Holdings as of March 31, 2026
An analysis of Jim Cullen's portfolio concentration as of March 31, 2026, highlighting the largest holdings and their allocation percentages.
Jim Cullen's portfolio, managed by Cullen Value Fund, had a total value of $751,046,159 as of March 31, 2026. The portfolio is concentrated in a select group of stocks, with the largest holdings accounting for a significant portion of the total value.
The largest position is Berkshire Hathaway Incorporated (BRK-B), a Financial Services company. Cullen holds 101,430 shares, representing approximately 6.42% of the portfolio. The position saw an increase of 0.68% in shares from the previous period.
Apple Inc. (AAPL), a Technology stock, is the second-largest holding, comprising about 6.29% of the portfolio. Cullen holds 187,829 shares, but the position decreased by 4.15% in shares from the prior period.
Walmart Incorporated (WMT), a Consumer Defensive stock, holds the third-largest allocation at 4.67%. Cullen holds 284,879 shares, but the position decreased by 5.24% in shares.
Alphabet Inc. (GOOG), a Communication Services stock, is the fourth-largest holding at 4.38% allocation. Cullen holds 115,720 shares, and the position increased by 5.35% in shares.
Microsoft Corporation (MSFT), another Technology stock, is the fifth-largest holding at 4.18% allocation. Cullen holds 85,580 shares, and the position increased by 2.52% in shares.
JPMorgan Chase & Company (JPM), a Financial Services stock, holds a 3.51% allocation. Cullen holds 90,352 shares, but the position decreased by 6.99% in shares.
NVIDIA Corporation (NVDA), a Technology stock, is allocated at 2.48%. Cullen holds 107,682 shares, and the position decreased slightly by 0.28% in shares.
Exxon Mobil Corporation (XOM), an Energy stock, holds a 2.44% allocation. Cullen holds 109,131 shares, and the position decreased by 0.21% in shares.
Eaton Corporation PLC (ETN) holds a 2.44% allocation, but the position saw a significant decrease of 13.12% in shares.
Broadcom Incorporated (AVGO) is allocated at 2.41%, and the position decreased by 14.76% in shares.
For a detailed view of Jim Cullen's investment strategy and holdings, visit his profile on Insiderset. You can also explore each stock's performance and details by clicking on the respective links below.
Jim Cullen - Cullen Investment