Cullinan Associates
$1.3B 13F equity value
211 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cullinan Associates covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | Apple Inc | 382,145 | $111M | 8.4% |
| KO | Coca-Cola Company | 1,132,980 | $92M | 7.0% |
| MSFT | Microsoft Corp | 139,649 | $52M | 4.0% |
| SPGI | S&P Global Inc. | 121,500 | $49M | 3.8% |
| JNJ | Johnson & Johnson | 177,028 | $45M | 3.4% |
| GOOG | Alphabet Class C | 118,397 | $42M | 3.2% |
| SPY | SPDR S&P 500 Trust | 51,583 | $39M | 2.9% |
| AMAT | Applied Materials | 46,437 | $34M | 2.6% |
| PG | Procter & Gamble Co | 222,191 | $33M | 2.5% |
| AMZN | Amazon | 126,253 | $30M | 2.3% |
Track Cullinan Associates's 13F portfolio: $1.3B in reported holdings, 211 positions. Top holdings and quarterly changes on SentiSense.
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