Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 211,398 | -1,680 | $40,700 |
AAPL | 211,398 | -1,680 | $40,700 |
BERKSHIRE HATHAWAY INC DEL | $38,258 | ||
BRK.B | 107,266 | +261 | $38,258 |
MICROSOFT CORP | 94,246 | -747 | $35,440 |
MSFT | 94,246 | -747 | $35,440 |
JPMORGAN CHASE & CO | 124,821 | -435 | $21,232 |
JPM | 124,821 | -435 | $21,232 |
ISHARES TR (IWR) | 173,369 | -855 | $13,476 |
IWR | 173,369 | -855 | $13,476 |
CATERPILLAR INC | 43,095 | -420 | $12,742 |
CAT | 43,095 | -420 | $12,742 |
MCDONALDS CORP | 40,050 | -90 | $11,875 |
MCD | 40,050 | -90 | $11,875 |
ABBVIE INC | 73,736 | -999 | $11,427 |
ABBV | 73,736 | -999 | $11,427 |
JOHNSON & JOHNSON | 71,487 | -65 | $11,205 |
JNJ | 71,487 | -65 | $11,205 |
GOLDMAN SACHS GROUP INC | 29,009 | +54 | $11,191 |
GS | 29,009 | +54 | $11,191 |
MCKESSON CORP | 22,826 | -85 | $10,568 |
MCK | 22,826 | -85 | $10,568 |
PEPSICO INC | 61,428 | +222 | $10,433 |
PEP | 61,428 | +222 | $10,433 |
ABBOTT LABS | 94,479 | -275 | $10,399 |
ABT | 94,479 | -275 | $10,399 |
ALPHABET INC | 72,143 | UNCH | $10,167 |
GOOG | 72,143 | UNCH | $10,167 |
VANGUARD INDEX FDS (VTI) | 40,814 | -322 | $9,682 |
VTI | 40,814 | -322 | $9,682 |
DEERE & CO | 23,406 | +50 | $9,359 |
DE | 23,406 | +50 | $9,359 |
PROCTER AND GAMBLE CO | 61,967 | -423 | $9,081 |
PG | 61,967 | -423 | $9,081 |
CUMMINS INC | 36,161 | -80 | $8,663 |
CMI | 36,161 | -80 | $8,663 |
ORACLE CORP | 81,558 | -2,196 | $8,599 |
ORCL | 81,558 | -2,196 | $8,599 |
VANGUARD INDEX FDS (VB) | 38,625 | +1,962 | $8,240 |
VB | 38,625 | +1,962 | $8,240 |
FEDEX CORP | 32,299 | -390 | $8,171 |
FDX | 32,299 | -390 | $8,171 |
ISHARES TR (IWM) | 38,708 | +913 | $7,769 |
IWM | 38,708 | +913 | $7,769 |
CHEVRON CORP NEW | 50,284 | +266 | $7,500 |
CVX | 50,284 | +266 | $7,500 |
VANGUARD WORLD FDS (VGT) | 14,930 | -122 | $7,226 |
VGT | 14,930 | -122 | $7,226 |
AIR PRODS & CHEMS INC | 26,212 | -25 | $7,177 |
APD | 26,212 | -25 | $7,177 |
CVS HEALTH CORP | 88,793 | -1,085 | $7,011 |
CVS | 88,793 | -1,085 | $7,011 |
EXXON MOBIL CORP | 67,086 | +225 | $6,707 |
XOM | 67,086 | +225 | $6,707 |
VANGUARD BD INDEX FDS (BSV) | 86,584 | -2,615 | $6,669 |
BSV | 86,584 | -2,615 | $6,669 |
UNITEDHEALTH GROUP INC | 12,038 | -52 | $6,338 |
UNH | 12,038 | -52 | $6,338 |
MONDELEZ INTL INC | 81,436 | -102 | $5,898 |
MDLZ | 81,436 | -102 | $5,898 |
AUTOMATIC DATA PROCESSING IN | 24,604 | -50 | $5,732 |
ADP | 24,604 | -50 | $5,732 |
VANGUARD INDEX FDS (VO) | 23,455 | +220 | $5,457 |
VO | 23,455 | +220 | $5,457 |
VISA INC | 20,927 | -700 | $5,448 |
V | 20,927 | -700 | $5,448 |
CISCO SYS INC | 106,733 | -1,061 | $5,392 |
CSCO | 106,733 | -1,061 | $5,392 |
ISHARES TR (OEF) | 21,310 | -7 | $4,760 |
OEF | 21,310 | -7 | $4,760 |
ALPHABET INC | 33,275 | +55 | $4,648 |
GOOGL | 33,275 | +55 | $4,648 |
VANGUARD INDEX FDS (VUG) | 14,828 | -115 | $4,610 |
VUG | 14,828 | -115 | $4,610 |
UNITED PARCEL SERVICE INC | 28,246 | -40 | $4,441 |
UPS | 28,246 | -40 | $4,441 |
TEXAS INSTRS INC | 24,401 | -55 | $4,159 |
TXN | 24,401 | -55 | $4,159 |
AMAZON COM INC | 26,537 | +36 | $4,032 |
AMZN | 26,537 | +36 | $4,032 |
US BANCORP DEL | 92,135 | -824 | $3,988 |
USB | 92,135 | -824 | $3,988 |
TRAVELERS COMPANIES INC | 20,491 | -100 | $3,903 |
TRV | 20,491 | -100 | $3,903 |
VANGUARD WHITEHALL FDS (VYM) | 32,283 | +535 | $3,604 |
VYM | 32,283 | +535 | $3,604 |
WELLS FARGO CO NEW | 69,227 | -4,500 | $3,407 |
WFC | 69,227 | -4,500 | $3,407 |
VANGUARD INDEX FDS (VTV) | 22,517 | +83 | $3,366 |
VTV | 22,517 | +83 | $3,366 |
VANGUARD SCOTTSDALE FDS (VGSH) | 56,809 | +2,700 | $3,314 |
VGSH | 56,809 | +2,700 | $3,314 |
HERSHEY CO | 17,237 | -105 | $3,214 |
HSY | 17,237 | -105 | $3,214 |
WISDOMTREE TR | 63,283 | -180 | $3,153 |
EES | 63,283 | -180 | $3,153 |
CORNING INC | 103,317 | -12,764 | $3,146 |
GLW | 103,317 | -12,764 | $3,146 |
BROOKFIELD CORP | 77,155 | -5,847 | $3,095 |
BN | 77,155 | -5,847 | $3,095 |
See Full List: All Stocks Held By Culbertson A N & Co. Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Culbertson A N & Co. Inc.
Size ($ in 1000's)
At 12/31/2023: $537,666 At 09/30/2023: $498,323 Culbertson A N & Co. Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Culbertson A N & Co. Inc. 13F filings. Link to 13F filings: SEC filings |