Jim Cullen's Portfolio Shows Mixed Quarterly Activity
Jim Cullen's portfolio, valued at approximately $751 million as of March 31, 2026, displayed mixed quarterly trends, with notable increases in positions like BRK-B and GOOG, while others like AAPL and WMT saw decreases.
As of March 31, 2026, Jim Cullen's portfolio managed by Cullen Value Fund held a total value of approximately $751 million. The portfolio's top holdings reflected a mix of strategic adjustments during the quarter.
Notable increases were observed in Berkshire Hathaway Inc. (BRK-B), with a 0.68% rise in shares, and Alphabet Inc. (GOOG), which saw a 5.35% increase in its stake. Microsoft Corporation (MSFT) also added shares, increasing its position by 2.52%.
Conversely, Apple Inc. (AAPL) experienced a significant reduction, with a 4.15% decrease in its share count. Other positions that saw reductions include Walmart Inc. (WMT) (-5.24%), Exxon Mobil Corporation (XOM) (-0.21%), Eaton Corporation PLC (ETN) (-13.12%), and Broadcom Inc. (AVGO) (-14.76%).
For more detailed information on Jim Cullen's investment activities, please visit his profile at https://www.insiderset.com/investor/jim-cullen-cullen-investment. You can explore the performance of specific stocks like BRK-B, AAPL, and GOOG on our platform.