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, including increases in Berkshire Hathaway and decreases in several large-cap stocks.
As of March 31, 2026, Jim Cullen's portfolio managed by Cullen Value Fund held a total value of approximately $751 million. Analysis of the top holdings reveals several noteworthy quarterly trends.
Among the largest positions, BRK-B (Berkshire Hathaway Incorporated DEL Class B NEW) saw an increase of 685 shares, representing a 0.68% change from the previous period. Similarly, AAPL (Apple Incorporated) experienced a modest increase in shares, albeit a reduction of 8,140 shares (-4.15%).
In contrast, several major holdings showed significant reductions. WMT (WalMart Incorporated) lost 15,740 shares (-5.24%), ETN (Eaton Corporation PLC SHS) saw a substantial decrease of 7,814 shares (-13.12%), and AVGO (Broadcom Incorporated) experienced a decline of 10,197 shares (-14.76%).
Other notable changes included GOOG (Alphabet Incorporated CAP STK CLASS C) adding 5,875 shares (+5.35%), MSFT (Microsoft Corporation) increasing by 2,101 shares (+2.52%), NVDA (NVIDIA Corporation) slightly decreasing by 300 shares (-0.28%), and XOM (Exxon Mobil Corporation) reducing its position by 226 shares (-0.21%).
For a complete view of Jim Cullen's investment profile, visit his profile page at https://www.insiderset.com/investor/jim-cullen-cullen-investment. Detailed information on each stock can be found at https://www.insiderset.com/investors/stocks/.