Jim Cullen's Portfolio Concentration Analysis: Top Holdings Breakdown

Jim Cullen's portfolio, valued at approximately $751 million as of March 31, 2026, demonstrates significant concentration in a select group of holdings. The fund's largest positions include holdings in Berkshire Hathaway Inc (BRK-B), Apple Inc (AAPL), Walmart Inc (WMT), Alphabet Inc (GOOG), and Microsoft Corp (MSFT).

Berkshire Hathaway Inc (BRK-B) represents 6.42% of the portfolio, making it the largest holding. The position saw an increase of 0.68% in shares during the period. Similarly, Apple Inc (AAPL) holds a substantial 6.29% allocation, though it experienced a slight reduction of 4.15% in shares. These two technology and financial powerhouses dominate the portfolio's allocation.

Walmart Inc (WMT) follows with a 4.67% allocation, but the position saw a significant reduction of 5.24% in shares. Alphabet Inc (GOOG) at 4.38% allocation showed positive share growth of 5.35%, while Microsoft Corp (MSFT) at 4.18% allocation increased its share count by 2.52%.

Financial Services sector also features prominently with JPMorgan Chase & Co (JPM) at 3.51% allocation, though it experienced a substantial 6.99% reduction in shares. Other notable positions include Exxon Mobil Corp (XOM) at 2.44%, Eaton Corp (ETN) at 2.44%, and Broadcom Inc (AVGO) at 2.41%.

For detailed analysis of Jim Cullen's investment strategy and these holdings, visit Jim Cullen's profile. For specific information on each stock, including BRK-B, AAPL, WMT, GOOG, MSFT, JPM, XOM, ETN, and AVGO, explore the respective company profiles at BRK-B, AAPL, WMT, GOOG, MSFT, JPM, XOM, ETN, and AVGO.