Jim Cullen's Portfolio Shows Positive Quarterly Shifts with Major Share Increases in Key Holdings
Jim Cullen's portfolio, valued at approximately $751 million as of March 31, 2026, demonstrated a net positive change quarter-over-quarter, marked by significant share increases in Berkshire Hathaway Inc., Apple Inc., Alphabet Inc., Microsoft Corp., and NVIDIA Corp.
As of March 31, 2026, Jim Cullen's investment portfolio, managed by Cullen Value Fund, held a total value of approximately $751 million. The portfolio's composition saw notable changes during the recent quarter, with several top holdings experiencing significant share increases.
Financial Services sector holdings showed positive movement. Cullen increased his stake in Berkshire Hathaway Inc. (BRK-B) by 0.68%, adding 685 shares. His position in JPMorgan Chase & Company (JPM) saw a decrease of 6.99%, reducing the share count by 6,786 shares.
The Technology sector was a major focus of the portfolio's growth. Cullen significantly boosted his position in Apple Inc. (AAPL) by 4.15% (adding 8,140 shares), increased his stake in Alphabet Inc. (GOOG) by 5.35% (adding 5,875 shares), and added 2,101 shares to his Microsoft Corp. (MSFT) position, representing a 2.52% increase. However, positions in NVIDIA Corp. (NVDA) and Broadcom Inc. (AVGO) saw slight decreases of 0.28% and 14.76% respectively.
In the Consumer Defensive and Energy sectors, Cullen减持了他的沃尔玛 (WMT) 和埃克森美孚 (XOM) 持仓，分别减少了5.24%和0.21%的股份。他还减持了 Eaton Corporation PLC (ETN) 的股份，减少了13.12%的持仓量。
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 also explore the individual stock positions, such as BRK-B, AAPL, WMT, GOOG, MSFT, JPM, NVDA, XOM, ETN, and AVGO.