Q3 2026 13F · SEC CIK 1224890

Culbertson A N & Co Inc

Investment managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $861.2M
Reported positions: 137
Top holdings a year, 3 yrs: +21.7%
Average holding period: 12.4 yrs

Culbertson A N & Co Inc is an investment manager that reported 137 positions worth $861.2M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 7.8%), Apple Inc (AAPL, 6.8%), Microsoft Corp (MSFT, 5.1%). A portfolio copying its top holdings returned 21.7% a year over the last 3 years, against 22.3% for the S&P 500.

Culbertson A N & Co Inc holdings largest 50 of 137 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Culbertson A N & Co Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	7.8%	7.5%	134,392	+4.8%	$66.9M
AAPLApple Inc	6.8%	6.0%	175,047	-1.7%	$58.3M
MSFTMicrosoft Corp	5.1%	3.7%	86,331	+0.9%	$44.3M
JNJJohnson & Johnson	5.1%	4.9%	164,480	-0.6%	$43.5M
JPMJpmorgan Chase & Co	4.2%	4.1%	108,395	-0.4%	$35.9M
CATCaterpillar Inc	3.4%	4.7%	36,412	-3.7%	$29.5M
GSGoldman Sachs Group Inc	2.7%	3.0%	25,735	-0.4%	$23.2M
GOOGAlphabet Inc	2.5%	2.7%	64,014	-1.5%	$21.8M
ABBVAbbvie Inc	2.4%	2.3%	80,311	+0.2%	$21.0M
IWRIshares Tr	2.0%	2.1%	164,184	-0.8%	$17.5M
CMICummins Inc	2.0%	2.8%	33,740	-0.2%	$17.4M
MCKMckesson Corp	2.0%	1.8%	19,896	-0.3%	$17.0M
DEDeere & Co	1.9%	1.8%	24,579	-0.4%	$16.5M
XOMExxonmobil Holdings Corp	1.8%	—	93,159	—	$15.2M
CVXChevron Corporation	1.7%	1.4%	70,663	+0.7%	$14.4M
VTIVanguard Index Fds	1.6%	1.6%	35,658	-2.9%	$13.3M
GOOGLAlphabet Inc	1.5%	1.5%	37,306	+2.4%	$12.8M
ORCLOracle Corp	1.3%	1.6%	84,320	-9.2%	$11.6M
VBVanguard Index Fds	1.3%	1.4%	39,186	-0.7%	$11.1M
MKLMarkel Group Inc	1.3%	1.2%	6,428	+26.8%	$11.0M
AMZNAmazon Com Inc	1.3%	1.2%	43,663	+4.4%	$10.9M
BNBrookfield Corp	1.2%	1.0%	290,719	+38.8%	$10.6M
IWMIshares Tr	1.2%	1.3%	37,966	-0.9%	$10.6M
CSCOCisco Sys Inc	1.1%	1.2%	89,576	-0.7%	$9.6M
VGTVanguard World Fd	1.1%	1.2%	76,451	-9.1%	$9.6M
USBUS Bancorp	1.1%	1.1%	160,773	-0.4%	$9.3M
ABTAbbott Laboratories	1.0%	0.9%	90,195	+0.3%	$8.9M
GLWCorning Inc	1.0%	1.7%	57,374	-1.6%	$8.8M
VVisa Inc	1.0%	1.0%	24,069	-0.1%	$8.6M
MCDMcdonalds Corp	1.0%	1.1%	36,873	+2.8%	$8.5M
PGProcter & Gamble Co	1.0%	1.0%	58,397	+1.5%	$8.5M
PEPPepsico Inc	1.0%	1.0%	64,788	-0.7%	$8.2M
FDXFedex Corp	0.9%	1.0%	26,101	-1.0%	$7.4M
VOVanguard Index Fds	0.9%	0.9%	94,520	-0.0%	$7.4M
APDAir Products and Chemicals I	0.9%	0.9%	26,400	-0.5%	$7.3M
BSVVanguard Bd Index Fds	0.8%	0.9%	94,206	-3.1%	$7.2M
WFCWells Fargo & Co	0.8%	0.8%	84,908	+0.3%	$6.8M
OEFIshares Tr	0.7%	0.7%	16,662	-3.2%	$6.4M
TRVTravelers Companies Inc	0.7%	0.7%	17,480	-0.4%	$6.2M
VUGVanguard Index Fds	0.7%	0.7%	68,661	-3.7%	$6.2M
VBRVanguard Index Fds	0.7%	0.7%	26,017	+5.2%	$6.0M
VGSHVanguard Scottsdale Fds	0.7%	0.6%	102,619	+22.9%	$5.9M
EOGEog Res Inc	0.7%	0.6%	42,225	+2.4%	$5.8M
TXNTexas Instrs Inc	0.7%	0.7%	20,576	+0.0%	$5.8M
ADPAutomatic Data Processing in	0.7%	0.6%	21,877	-0.7%	$5.6M
COFCapital One Finl Corp	0.6%	—	26,685	—	$5.2M
VTVVanguard Index Fds	0.6%	0.6%	23,720	-0.8%	$5.1M
CCitigroup Inc	0.6%	0.6%	37,987	-0.5%	$4.9M
STTState Str Corp	0.5%	—	27,018	—	$4.7M
MSMorgan Stanley	0.5%	0.6%	24,987	-0.3%	$4.7M

What Culbertson A N & Co Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

BN Brookfield Corp+38.8% shares
MKL Markel Group Inc+26.8% shares
VGSH Vanguard Scottsdale Fds+22.9% shares
VBR Vanguard Index Fds+5.2% shares

Reduced

ORCL Oracle Corp-9.2% shares
VGT Vanguard World Fd-9.1% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.7% /yr; S&P 500 +11.7%
3 years: +21.7% /yr; S&P 500 +22.3%
5 years: +11.5% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$861.2M	137
Q2 2026	$858.7M	139
Q1 2026	$770.9M	131
Q4 2025	$728.9M	128
Q3 2025	$706.6M	127
Q2 2025	$651.3M	126
Q1 2025	$626.0M	123
Q4 2024	$628.7M	125
Q3 2024	$621.1M	125
Q2 2024	$572.6M	120
Q1 2024	$579.3M	121
Q4 2023	$537.7M	118

Questions about Culbertson A N & Co Inc's portfolio

What stocks does Culbertson A N & Co Inc own?

Culbertson A N & Co Inc's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 137 positions worth $861.2M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 7.8%, Apple Inc (AAPL) at 6.8%, Microsoft Corp (MSFT) at 5.1%, Johnson & Johnson (JNJ) at 5.1% and Jpmorgan Chase & Co (JPM) at 4.2%.

What did Culbertson A N & Co Inc buy last quarter?

In Q3 2026, Culbertson A N & Co Inc added Brookfield Corp (BN) (+38.8% shares), Markel Group Inc (MKL) (+26.8% shares) and Vanguard Scottsdale Fds (VGSH) (+22.9% shares), compared with its Q2 2026 filing.

What did Culbertson A N & Co Inc sell last quarter?

In Q3 2026, Culbertson A N & Co Inc cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Bank of Amer Corp (BAC), Oracle Corp (ORCL) (-9.2% shares) and Vanguard World Fd (VGT) (-9.1% shares), compared with its Q2 2026 filing.

How has Culbertson A N & Co Inc's portfolio performed?

A portfolio copying Culbertson A N & Co Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.7% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +11.7% against +11.7%. Over 5 years: +11.5% a year against +10.6%.

When is Culbertson A N & Co Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Culbertson A N & Co Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.