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Home > Institutional Investor > Culbertson A N & Co Inc > Profile

Instuitional Investor - Culbertson A N & Co Inc

Fund Profile
Filing Period:
Fund Name: Culbertson A N & Co Inc
Portfolio Value $537,663,778
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 211,398 $40,700,457 7.56%
2.
Berkshire Hathaway Inc
 BRK.A 107,266 $38,257,583 7.11%
3.
Microsoft Corp
 MSFT 94,246 $35,440,343 6.59%
4.
Jpmorgan Chase & Co
 JPM 124,821 $21,232,089 3.94%
5.
Ishares Trust
 IEF 173,369 $13,475,973 2.5%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)