Jim Cullen's Portfolio Shows Notable Shifts in Top Holdings During Q1
Jim Cullen's portfolio, valued at approximately $751 million as of March 31, 2026, displayed significant changes in top holdings, with increases in BRK-B and decreases in WMT and ETN.
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 showed notable changes during the quarter, reflecting shifts in investor activity.
Among the significant movements, Cullen increased his stake in Berkshire Hathaway Inc. (BRK-B), adding 685 shares. Similarly, Microsoft Corporation (MSFT) saw an increase in holdings, with a positive change in shares. On the other hand, there were substantial decreases in positions like Eaton Corporation PLC (ETN) and Broadcom Inc. (AVGO), both experiencing significant reductions in shares held.
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 and details of specific stocks like BRK-B, AAPL, or ETN on our platform.