CULBERTSON A N & CO INC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Mar 2026 to Nov 2026 | $817,783,658 | Individuals and high net worth (99%) |
| Mar 2025 to Feb 2026 | $704,356,347 | Individuals and high net worth (99%) |
| Mar 2024 to Feb 2025 | $610,721,560 | Individuals and high net worth (98%) |
| May 2023 to Feb 2024 | $538,123,000 | Individuals and high net worth (97%) |
| Mar 2023 to Apr 2023 | $538,123,000 | Individuals and high net worth (97%) |
| Mar 2022 to Feb 2023 | $635,585,000 | Individuals and high net worth (97%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 64.6%; sector active share 24.8% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
137 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 25.8% | $220,674,865 |
| Unclassified | 19.1% | $163,625,300 |
| Technology | 17.2% | $147,203,150 |
| Healthcare | 11.7% | $99,984,141 |
| Industrials | 9.4% | $80,458,424 |
| Communication Services | 4.9% | $41,753,518 |
| Energy | 4.4% | $37,485,797 |
| Consumer Defensive | 3.3% | $28,612,781 |
| Consumer Cyclical | 3.0% | $25,623,109 |
| Basic Materials | 0.9% | $7,345,272 |
| Utilities | 0.2% | $1,776,806 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BN | BROOKFIELD Corp | +81,223 | 290,719 | $10,599,614 | |
| VBIL | Vanguard Institutional Index Funds | +25,512 | 54,265 | $4,108,945 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | +19,123 | 102,619 | $5,906,749 | |
| ZTS | Zoetis Inc. | +17,463 | 41,491 | $2,897,316 | |
| — | +13,048 | 47,375 | $0 | ||
| OBT | Orange County Bancorp, Inc. | +7,080 | 12,880 | $475,916 | |
| BRK-B | Berkshire Hathaway Inc | +6,106 | 134,392 | $66,920,496 | |
| DVN | Devon Energy Corp | +6,083 | 32,782 | $1,509,283 | |
| MRSH | Marsh & Mclennan Companies, Inc. | +4,302 | 7,005 | $1,195,963 | |
| COF | Capital One Financial Corp | +3,607 | 26,685 | $5,152,072 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +3,080 | 53,650 | $2,540,864 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | +2,057 | 46,325 | $3,578,606 | |
| CMCSA | Comcast Corp | +2,037 | 20,504 | $446,167 | |
| AMZN | Amazon Com Inc | +1,838 | 43,663 | $10,878,636 | |
| MKL | Markel Group Inc. | +1,357 | 6,428 | $11,007,628 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | +1,285 | 26,017 | $6,010,707 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | +1,226 | 23,605 | $4,615,485 | |
| EOG | Eog Resources Inc | +996 | 42,225 | $5,816,916 | |
| MCD | Mcdonalds Corp | +996 | 36,873 | $8,515,450 | |
| MTB | M&T Bank Corp | +960 | 18,104 | $3,939,430 | |
| BX | Blackstone Inc. | +935 | 15,128 | $1,695,697 | |
| PG | PROCTER & GAMBLE Co | +890 | 58,397 | $8,483,916 | |
| GOOGL | Alphabet Inc. | +873 | 37,306 | $12,836,248 | |
| MSFT | Microsoft Corp | +767 | 86,331 | $44,279,169 | |
| PGR | Progressive Corp | +482 | 5,717 | $1,185,191 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | −17,663 | 60,757 | $1,482,470 | |
| VZ | Verizon Communications Inc | −11,571 | 60,751 | $2,786,648 | |
| ORCL | Oracle Corp | −8,510 | 84,320 | $11,577,136 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | −7,631 | 76,451 | $9,607,597 | |
| D | Dominion Energy, Inc | −6,870 | 29,359 | $1,776,806 | |
| KVUE | Kenvue Inc. | −5,200 | 10,000 | $176,600 | |
| FDXF | FedEx Freight Holding Company, Inc. | −3,150 | 9,714 | $1,062,517 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | −3,020 | 94,206 | $7,197,338 | |
| AAPL | Apple Inc. | −2,954 | 175,047 | $58,294,151 | |
| VUG | VANGUARD GROWTH INDEX FUND | −2,664 | 68,661 | $6,187,042 | |
| MDLZ | Mondelez International, Inc. | −2,492 | 42,721 | $2,470,128 | |
| BAM | Brookfield Asset Management Ltd. | −2,466 | 22,140 | $987,001 | |
| IBM | International Business Machines Corp | −2,406 | 7,822 | $1,720,292 | |
| CVS | CVS HEALTH Corp | −2,028 | 31,620 | $2,709,517 | |
| UPS | United Parcel Service Inc | −1,585 | 17,679 | $1,651,925 | |
| CAT | Caterpillar Inc | −1,408 | 36,412 | $29,522,485 | |
| IWR | iShares Russell Mid-Cap ETF | −1,364 | 164,184 | $17,520,074 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | −1,308 | 22,871 | $1,604,400 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −1,068 | 35,658 | $13,344,649 | |
| JNJ | Johnson & Johnson | −1,045 | 164,480 | $43,544,435 | |
| EZM | WisdomTree U.S. MidCap Fund | −970 | 44,045 | $3,155,383 | |
| GOOG | Alphabet Inc. | −944 | 64,014 | $21,812,130 | |
| GLW | Corning Inc | −933 | 57,374 | $8,821,826 | |
| VIG | Vanguard Specialized Funds | −700 | 2,067 | $482,251 | |
| USB | US Bancorp De | −680 | 160,773 | $9,286,248 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PFF | iShares Preferred and Income Securities ETF | 29,192 | $890,064 | |
| CLX | Clorox Co | 2,798 | $267,041 | |
| GIS | General Mills Inc | 7,090 | $246,732 | |
| CMF | iShares California Muni Bond ETF | 3,550 | $204,622 | |
| SYY | Sysco Corp | 2,425 | $202,681 | |
| SKYD | Skydance Corp | 15,973 | $157,494 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 134,392 | $66,920,496 | 7.83% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 175,047 | $58,294,151 | 6.82% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 86,331 | $44,279,169 | 5.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 164,480 | $43,544,435 | 5.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 108,395 | $35,860,317 | 4.20% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 36,412 | $29,522,485 | 3.45% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 25,735 | $23,170,764 | 2.71% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 64,014 | $21,812,130 | 2.55% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 80,311 | $21,008,554 | 2.46% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Reduced | 164,184 | $17,520,074 | 2.05% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 33,740 | $17,429,071 | 2.04% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 19,896 | $16,987,403 | 1.99% | |
| DE |
Deere & Co
Industrials
|
Reduced | 24,579 | $16,506,027 | 1.93% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 93,159 | $15,161,627 | 1.77% | |
| CVX |
Chevron Corp
Energy
|
Added | 70,663 | $14,430,091 | 1.69% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 35,658 | $13,344,649 | 1.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 37,306 | $12,836,248 | 1.50% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 84,320 | $11,577,136 | 1.35% | |
| VB |
Vanguard Index Funds
|
Reduced | 39,186 | $11,148,025 | 1.30% | |
| MKL |
Markel Group Inc.
Financial Services
|
Added | 6,428 | $11,007,628 | 1.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 43,663 | $10,878,636 | 1.27% | |
| BN |
BROOKFIELD Corp
Financial Services
|
Added | 290,719 | $10,599,614 | 1.24% | |
| IWM |
iShares Russell 2000 ETF
|
Reduced | 37,966 | $10,550,371 | 1.23% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 89,576 | $9,641,064 | 1.13% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Reduced | 76,451 | $9,607,597 | 1.12% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 160,773 | $9,286,248 | 1.09% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 90,195 | $8,913,971 | 1.04% | |
| GLW |
Corning Inc
Technology
|
Reduced | 57,374 | $8,821,826 | 1.03% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 24,069 | $8,648,713 | 1.01% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 36,873 | $8,515,450 | 1.00% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 58,397 | $8,483,916 | 0.99% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 64,788 | $8,209,935 | 0.96% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 26,101 | $7,441,134 | 0.87% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Reduced | 94,520 | $7,412,258 | 0.87% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 26,400 | $7,345,272 | 0.86% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Reduced | 94,206 | $7,197,338 | 0.84% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Added | 84,908 | $6,796,885 | 0.80% | |
| OEF |
iShares S&P 100 ETF
|
Reduced | 16,662 | $6,366,216 | 0.74% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 17,480 | $6,231,794 | 0.73% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Reduced | 68,661 | $6,187,042 | 0.72% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Added | 26,017 | $6,010,707 | 0.70% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Added | 102,619 | $5,906,749 | 0.69% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 42,225 | $5,816,916 | 0.68% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 20,576 | $5,763,131 | 0.67% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 21,877 | $5,645,578 | 0.66% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 26,685 | $5,152,072 | 0.60% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Reduced | 23,720 | $5,125,417 | 0.60% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 37,987 | $4,918,556 | 0.58% | |
| STT |
State Street Corp
Financial Services
|
Reduced | 27,018 | $4,717,072 | 0.55% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 24,987 | $4,699,554 | 0.55% |
Showing the top 50 of 137 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.