Jim Cullen's Top Holdings in Cullen Value Fund Q1 2026
A snapshot of Jim Cullen's Cullen Value Fund portfolio as of March 31, 2026, highlighting key holdings and their share changes.
As of March 31, 2026, Jim Cullen's Cullen Value Fund held a diverse portfolio worth approximately $751 million, with significant allocations to established blue-chip stocks and technology leaders. The fund's top holdings, representing over 25% of the total portfolio value, were dominated by Financial Services and Technology sectors.
Financial Services sector allocation saw Berkshire Hathaway Inc. (BRK-B) and JPMorgan Chase & Co. (JPM) featured prominently. BRK-B, Warren Buffett's conglomerate, saw a slight increase in shares (+0.68%), while JPMorgan experienced a reduction (-6.99%).
The Technology sector was heavily represented, with Apple Inc. (AAPL), Microsoft Corp. (MSFT), Alphabet Inc. (GOOG), and NVIDIA Corp. (NVDA) forming core positions. Notably, Apple reduced its position by 4.15%, while Microsoft saw a modest increase of 2.52%. Alphabet increased its stake significantly by 5.35%, and NVIDIA saw a minimal decrease of 0.28%.
Consumer Defensive and Energy sectors were also represented in the top holdings. Walmart Inc. (WMT) saw a substantial reduction (-5.24%), Exxon Mobil Corp. (XOM) a minor decrease (-0.21%), while Eaton Corporation (ETN) experienced a significant decline (-13.12%). Broadcom Inc. (AVGO) also saw a notable decrease (-14.76%).
For detailed analysis of these holdings, readers can visit the investor profile at https://www.insiderset.com/investor/jim-cullen-cullen-investment or explore individual stock profiles at BRK-B, AAPL, WMT, GOOG, MSFT, JPM, NVDA, XOM, ETN, and AVGO.