Jim Cullen's Portfolio Concentration Analysis: Top Holdings Breakdown

Jim Cullen's portfolio, managed by Cullen Value Fund, as of March 31, 2026, demonstrates a concentrated approach with a total value of approximately $751 million. The portfolio is dominated by a select group of stocks, with the top ten holdings accounting for a substantial portion of the total value.

At the forefront is Berkshire Hathaway Inc. (BRK-B), a Financial Services company, representing 6.42% of the portfolio. Cullen increased his stake in this position by 685 shares, a modest increase of 0.68% from the prior period.

Apple Inc. (AAPL), a Technology stock, holds the second-largest allocation at 6.29%. However, Cullen reduced his position during the period, decreasing shares by 8,140 (4.15%) and the total stock value.

Walmart Inc. (WMT), a Consumer Defensive stock, makes up 4.67% of the portfolio. Cullen significantly reduced his stake here, cutting shares by 15,740 (5.24%) and the total stock value.

Alphabet Inc. (GOOG), a Communication Services company, accounts for 4.38% of the portfolio. Cullen added to this position, increasing shares by 5,875 (5.35%) and the total stock value.

Micrsoft Corporation (MSFT), another Technology stock, holds 4.18% of the portfolio. Cullen modestly increased his stake here, adding 2,101 shares (2.52%) and the total stock value.

JPMorgan Chase & Company (JPM), a Financial Services stock, represents 3.51% of the portfolio. Cullen significantly reduced his position, cutting shares by 6,786 (6.99%) and the total stock value.

NVIDIA Corporation (NVDA), a Technology stock, holds 2.48% of the portfolio. Cullen slightly decreased his stake, reducing shares by 300 (0.28%) and the total stock value.

Exxon Mobil Corporation (XOM), an Energy stock, accounts for 2.44% of the portfolio. Cullen modestly trimmed his position, reducing shares by 226 (0.21%) and the total stock value.

Eaton Corporation PLC (ETN) holds 2.44% of the portfolio. Cullen significantly reduced his stake here, cutting shares by 7,814 (13.12%) and the total stock value.

Broadcom Incorporated (AVGO), a Technology stock, completes the top ten holdings with a 2.41% allocation. Cullen significantly reduced his position, cutting shares by 10,197 (14.76%) and the total stock value.