CULBERTSON A N & CO INC

Position in BN — BROOKFIELD Corp /ON/

CIK 1224890 Charlottesville, VA

Position in BN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$8,922,434

+$883,150 QoQ

Shares Held

209,496

+5.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#226

of 931 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CULBERTSON A N & CO INC holds $16,333,475 across 4 Asset Management names. BN ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/ This page	209,496	$8,922,434
2	STT	State Street Corp	27,343	$4,637,372
3	BX	Blackstone Inc.	14,193	$1,670,090
4	BAM	Brookfield Asset Management Ltd.	24,606	$1,103,579

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,922,434	209,496	+5.5%	Shares	Sole	2026-07-29
2026-03-31	$8,039,284	198,648	+22.3%	Shares	Sole	2026-05-12
2025-12-31	$7,456,757	162,492	+65.1%	Shares	Sole	2026-01-21
2025-09-30	$6,748,546	98,404	+2.3%	Shares	Sole	2025-10-24
2025-06-30	$5,949,099	96,186	+5.7%	Shares	Sole	2025-08-11
2025-03-31	$4,769,886	91,011	+10.7%	Shares	Sole	2025-05-15
2024-12-31	$4,722,447	82,201	-0.3%	Shares	Sole	2025-01-16
2024-09-30	$4,383,861	82,481	-0.3%	Shares	Sole	2024-10-16
2024-06-30	$3,436,184	82,720	+4.3%	Shares	Sole	2024-07-30
2024-03-31	$3,319,449	79,280	+2.8%	Shares	Sole	2024-04-30
2023-12-31	$3,095,462	77,155	-7.0%	Shares	Sole	2024-01-19
2023-09-30	$2,595,476	83,002	-3.8%	Shares	Sole	2023-10-18
2023-06-30	$2,902,981	86,270	+2.5%	Shares	Sole	2023-07-18
2023-03-31	$2,742,126	84,140	-2.6%	Shares	Sole	2023-05-08
2022-12-31	$2,718,611	86,415	—	Shares	Sole	2023-01-23
No filing history on record for this holder in this stock.