Jim Cullen's Top Holdings Analysis: Portfolio Insights for March 2026
Jim Cullen's investment portfolio as of March 31, 2026, features significant allocations in technology and financial services stocks, with notable share changes in several holdings.
As of March 31, 2026, Jim Cullen's investment portfolio, managed by Cullen Value Fund, totals approximately $751 million. His top holdings reflect a strategic focus on established blue-chip companies across various sectors, with significant allocations in Financial Services and Technology stocks.
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW (BRK-B) stands as the largest holding, representing 6.42% of the portfolio. Cullen Value Fund held 101,430 shares, which saw an increase of 685 shares (0.68%) from the previous period.
APPLE INCORPORATED (AAPL) is the second-largest position at 6.29% allocation. The fund held 187,829 shares, but this decreased by 8,140 shares (-4.15%) during the prior period.
WALMART INCORPORATED (WMT) follows at 4.67% allocation. The position saw a reduction of 15,740 shares (-5.24%) from the previous quarter.
ALPHABET INCORPORATED CAP STK CLASS C (GOOG) holds a 4.38% allocation. Cullen Value Fund increased its stake by 5,875 shares (5.35%) during the period.
Among the other top holdings, MICROSOFT CORPORATION (MSFT) at 4.18% allocation saw an increase of 2,101 shares (2.52%). JPMORGAN CHASE & COMPANY (JPM) at 3.51% allocation experienced a decline of 6,786 shares (-6.99%).
Additional significant holdings include NVIDIA CORPORATION (NVDA) at 2.48%, EXXON MOBIL CORPORATION (XOM) at 2.44%, EATON CORPORATION PLC SHS (ETN) at 2.44%, and BROADCOM INCORPORATED (AVGO) at 2.41%. Several of these positions also showed changes during the period, including decreases for ETN (-13.12%) and 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 each stock holding in detail by visiting their respective pages on Insiderset, such as BRK-B, AAPL, and others listed in his portfolio.