Cullinan Associates
$1.2B Assets Reported
215 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | Apple Inc | 400,906 | $102M | 8.3% |
| KO | Coca-Cola Company | 1,312,987 | $100M | 8.1% |
| MSFT | Microsoft Corp | 156,407 | $58M | 4.7% |
| SPGI | S&P Global Inc. | 121,900 | $52M | 4.2% |
| JNJ | Johnson & Johnson | 183,038 | $45M | 3.6% |
| XOM | Exxon Mobil | 225,933 | $38M | 3.1% |
| SPY | SPDR S&P 500 Trust | 51,188 | $33M | 2.7% |
| PG | Procter & Gamble Co | 225,713 | $33M | 2.7% |
| GOOGL | Alphabet Class A | 103,754 | $30M | 2.4% |
| GOOG | Alphabet Class C | 96,214 | $28M | 2.2% |
Track Cullinan Associates's 13F portfolio: $1.2B in reported holdings, 215 positions. Top holdings, AUM, and quarterly changes on SentiSense.