Jim Cullen's Top Holdings in Cullen Value Fund Q1 2026
A snapshot of Jim Cullen's top holdings in the Cullen Value Fund as of March 31, 2026, highlighting significant changes in share positions.
As of March 31, 2026, Jim Cullen's Cullen Value Fund held a portfolio valued at approximately $751 million, with notable concentrations in Financial Services and Technology sectors. The fund's top holdings reflect a strategic approach to value investing, with significant changes observed in several positions during the reporting period.
Financial Services sector saw the fund's largest position in Berkshire Hathaway Inc. (BRK-B), which increased by 0.68% in shares. Cullen also maintained a position in JPMorgan Chase & Co. (JPM), which experienced a slight decrease of 6.99% in shares.
The Technology sector was well-represented, with Apple Inc. (AAPL) and Microsoft Corp. (MSFT) among the top holdings. Notably, the fund increased its stake in Alphabet Inc. (GOOG) by 5.35% and held significant positions in Microsoft and NVIDIA Corp. (NVDA), despite a minor decrease in NVDA shares.
Consumer Defensive and Energy sectors featured Wal-Mart Stores Inc. (WMT) and Exxon Mobil Corp. (XOM), respectively. The fund reduced its position in WMT by 5.24% and in ETN (Eaton) by 13.12%, while maintaining its stake in XOM with minimal change.
For detailed analysis of these holdings and the fund's performance, readers can visit the investor profile and explore individual stock profiles at BRK-B, AAPL, WMT, GOOG, MSFT, JPM, NVDA, XOM, ETN, and AVGO.