CULBERTSON A N & CO INC
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRKB | $64.2M | 128,286 | +0.04pp | 31q | +7.2%+$4.3M | |
| APPLE INC | AAPL | $51.5M | 178,001 | +0.10pp | 31q | -0.7%-$353.3K | |
| JOHNSON & JOHNSON | JNJ | $42.0M | 165,525 | -0.40pp | 31q | -0.9%-$370.0K | |
| CATERPILLAR INC | CAT | $40.3M | 37,820 | +1.04pp | 31q | -4.7%-$2.0M | |
| JPMORGAN CHASE & CO | JPM | $35.6M | 108,791 | -0.03pp | 31q | -0.6%-$227.2K | |
| MICROSOFT CORP | MSFT | $31.9M | 85,564 | -0.31pp | 31q | +2.0%+$629.3K | |
| GOLDMAN SACHS GROUP INC | GS | $26.1M | 25,851 | +0.13pp | 31q | -2.7%-$712.0K | |
| CUMMINS INC | CMI | $24.1M | 33,794 | +0.42pp | 31q | -1.4%-$332.4K | |
| ALPHABET INC | GOOG | $23.0M | 64,958 | +0.18pp | 31q | -3.1%-$726.1K | |
| ABBVIE INC | ABBV | $20.2M | 80,166 | +0.08pp | 31q | HELD | |
| ISHARES TR | IWR | $18.3M | 165,548 | +0.05pp | 31q | +0.5%+$97.7K | |
| DEERE & CO | DE | $15.6M | 24,668 | +0.02pp | 31q | HELD | |
| MCKESSON CORP | MCK | $15.1M | 19,954 | -0.48pp | 31q | HELD | |
| CORNING INC | GLW | $14.9M | 58,307 | +0.56pp | 31q | -12.4%-$2.1M | |
| ORACLE CORP | ORCL | $13.6M | 92,830 | -0.20pp | 31q | -0.7%-$100.8K | |
| VANGUARD INDEX FDS | VTI | $13.6M | 36,726 | +0.04pp | 31q | -1.2%-$169.5K | |
| ALPHABET INC | GOOGL | $13.0M | 36,433 | +0.15pp | 31q | HELD | |
| EXXON MOBIL CORP | XOMXXXX | $12.7M | 93,216 | -0.58pp | 31q | HELD | |
| VANGUARD INDEX FDS | VB | $12.0M | 39,471 | +0.05pp | 31q | HELD | |
| CHEVRON CORPORATION | CVX | $11.6M | 70,189 | -0.52pp | 31q | HELD | |
| ISHARES TR | IWM | $11.5M | 38,312 | +0.14pp | 31q | +2.5%+$279.1K | |
| CISCO SYS INC | CSCO | $10.6M | 90,244 | +0.30pp | 31q | -3.0%-$323.0K | |
| VANGUARD WORLD FD | VGT | $10.0M | 84,082 | +0.17pp | 31q | +659.9%+$8.7M | |
| AMAZON COM INC | AMZN | $10.0M | 41,825 | +0.04pp | 31q | +0.7%+$73.9K | |
| MARKEL GROUP INC | MKL | $9.9M | 5,071 | +0.17pp | 10q | +28.3%+$2.2M | |
| US BANCORP | USB | $9.8M | 161,453 | +0.05pp | 31q | HELD | |
| MCDONALDS CORP | MCD | $9.7M | 35,877 | -0.32pp | 31q | HELD | |
| BROOKFIELD CORP | BN | $8.9M | 209,496 | flat | 15q | +5.5%+$462.0K | |
| PEPSICO INC | PEP | $8.8M | 65,277 | -0.30pp | 31q | -0.8%-$75.7K | |
| PROCTER & GAMBLE CO | PG | $8.4M | 57,507 | -0.12pp | 31q | -2.4%-$207.5K | |
| VISA INC | V | $8.3M | 24,086 | +0.02pp | 31q | +0.5%+$42.9K | |
| FEDEX CORP | FDX | $8.3M | 26,361 | -0.25pp | 31q | HELD | |
| ABBOTT LABORATORIES | ABT | $8.2M | 89,925 | -0.28pp | 31q | -2.5%-$208.1K | |
| AIR PRODUCTS AND CHEMICALS I | APD | $7.8M | 26,542 | -0.12pp | 31q | -2.1%-$168.6K | |
| VANGUARD INDEX FDS | VO | $7.6M | 94,528 | flat | 31q | +298.3%+$5.7M | |
| VANGUARD BD INDEX FDS | BSV | $7.6M | 97,226 | -0.13pp | 31q | -1.9%-$143.0K | |
| WELLS FARGO & CO | WFC | $7.0M | 84,621 | -0.06pp | 31q | HELD | |
| ISHARES TR | OEF | $6.3M | 17,210 | +0.01pp | 31q | -2.0%-$130.6K | |
| VANGUARD INDEX FDS | VUG | $6.1M | 71,325 | +0.02pp | 31q | +485.1%+$5.1M | |
| TEXAS INSTRS INC | TXN | $6.1M | 20,576 | +0.19pp | 31q | -0.5%-$32.8K | |
| VANGUARD INDEX FDS | VBR | $6.0M | 24,732 | +0.04pp | 31q | +5.5%+$311.0K | |
| TRAVELERS COMPANIES INC | TRV | $5.8M | 17,555 | -0.01pp | 19q | -3.1%-$184.2K | |
| EOG RES INC | EOG | $5.3M | 41,229 | -0.16pp | 31q | -1.0%-$54.5K | |
| CITIGROUP INC | C | $5.3M | 38,178 | +0.05pp | 31q | -1.4%-$76.3K | |
| MORGAN STANLEY | MS | $5.2M | 25,073 | +0.06pp | 31q | -2.3%-$125.4K | |
| VANGUARD INDEX FDS | VTV | $5.2M | 23,920 | +0.01pp | 31q | +2.3%+$119.2K | |
| AUTOMATIC DATA PROCESSING IN | ADP | $4.9M | 22,042 | -0.03pp | 31q | -4.6%-$239.9K | |
| WALMART INC | WMT | $4.9M | 43,072 | -0.13pp | 24q | HELD | |
| VANGUARD SCOTTSDALE FDS | VGSH | $4.9M | 83,496 | -0.05pp | 31q | +3.2%+$150.7K | |
| BANK OF AMER CORP | BAC | $4.7M | 82,474 | +0.03pp | 18q | +1.0%+$47.4K | |
| STATE STR CORP | STT | $4.6M | 27,343 | +0.09pp | 31q | HELD | |
| CAPITAL ONE FINL CORP | COF | $4.6M | 23,078 | +0.06pp | 31q | +13.1%+$535.7K | |
| VANGUARD INDEX FDS | VOE | $4.4M | 22,379 | +0.03pp | 31q | +10.9%+$434.1K | |
| WISDOMTREE TR | EES | $4.1M | 61,043 | +0.02pp | 31q | -1.1%-$45.1K | |
| VANGUARD WHITEHALL FDS | VYM | $4.1M | 26,008 | -0.02pp | 31q | HELD | |
| M & T BK CORP | MTB | $4.1M | 17,144 | +0.02pp | 31q | HELD | |
| TJX COS INC NEW | TJX | $3.6M | 23,441 | -0.07pp | 2q | HELD | |
| VANGUARD SCOTTSDALE FDS | VCSH | $3.5M | 44,268 | -0.04pp | 31q | +0.7%+$23.7K | |
| CVS HEALTH CORP | CVS | $3.5M | 33,648 | +0.08pp | 31q | -3.0%-$109.2K | |
| WISDOMTREE TR | EZM | $3.4M | 45,015 | flat | 31q | -1.3%-$46.2K | |
| ISHARES TR | IJR | $3.2M | 21,741 | +0.02pp | 31q | HELD | |
| VANGUARD STAR FDS | VXUS | $3.2M | 37,010 | -0.01pp | 26q | -1.4%-$45.7K | |
| SPDR SERIES TRUST | BIL | $3.1M | 34,327 | -0.11pp | 7q | -14.2%-$521.2K | |
| VERIZON COMMUNICATIONS INC | VZ | $3.1M | 72,322 | -0.14pp | 19q | -5.0%-$162.8K | |
| VANGUARD INDEX FDS | VOO | $2.9M | 4,253 | -0.01pp | 31q | -6.0%-$186.1K | |
| INTERNATIONAL BUSINESS MACHS | IBM | $2.9M | 10,228 | -0.02pp | 31q | -9.4%-$298.7K | |
| MONDELEZ INTL INC | MDLZ | $2.6M | 45,213 | -0.04pp | 31q | -1.6%-$43.8K | |
| VANGUARD MUN BD FDS | VTEB | $2.6M | 50,570 | +0.02pp | 14q | +17.8%+$385.9K | |
| DOMINION ENERGY INC | D | $2.5M | 36,229 | -0.02pp | 31q | -5.3%-$139.3K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $2.4M | 3,249 | +0.05pp | 31q | +17.4%+$359.9K | |
| AMGEN INC | AMGN | $2.3M | 6,452 | -0.04pp | 18q | -5.5%-$135.8K | |
| 3M CO | MMM | $2.2M | 13,576 | -0.03pp | 31q | -10.6%-$260.7K | |
| VANGUARD INSTL INDEX FD | VBIL | $2.2M | 28,753 | - | new | NEW | |
| WISDOMTREE TR | DLN | $2.1M | 22,133 | flat | 31q | +2.7%+$55.2K | |
| UNITED PARCEL SVCS INC | UPS | $2.1M | 19,264 | -0.01pp | 31q | -4.0%-$86.5K | |
| FEDEX FGHT HLDG CO INC | $1.9M | 12,864 | - | new | NEW | ||
| UNION PAC CORP | UNP | $1.9M | 6,944 | flat | 16q | +0.6%+$10.9K | |
| VANGUARD BD INDEX FDS | BND | $1.8M | 24,179 | -0.02pp | 31q | HELD | |
| JOHNSON CONTROLS INTERNATION | JCI | $1.8M | 12,086 | flat | 18q | HELD | |
| ISHARES TR | IJH | $1.8M | 22,829 | flat | 31q | -0.7%-$12.0K | |
| ZOETIS INC | ZTS | $1.7M | 24,028 | +0.08pp | 2q | +193.7%+$1.1M | |
| HERSHEY CO | HSY | $1.7M | 9,559 | -0.14pp | 21q | -23.9%-$526.4K | |
| BLACKSTONE INC | BX | $1.7M | 14,193 | +0.04pp | 11q | +40.7%+$483.0K | |
| COCA COLA CO | KO | $1.7M | 20,336 | -0.01pp | 31q | HELD | |
| AT&T INC | T | $1.6M | 78,420 | -0.11pp | 31q | -0.5%-$8.2K | |
| WISDOMTREE TR | DON | $1.6M | 28,441 | -0.01pp | 31q | +0.7%+$10.7K | |
| MASTERCARD INCORPORATED | MA | $1.6M | 3,097 | +0.01pp | 27q | +16.2%+$221.9K | |
| ISHARES TR | AGG | $1.5M | 15,642 | -0.02pp | 31q | -1.4%-$21.8K | |
| TRUIST FINL CORP | TFC | $1.5M | 30,681 | flat | 27q | +4.0%+$59.0K | |
| VANGUARD INSTL INDEX FD | VGUS | $1.5M | 19,588 | +0.10pp | 2q | +154.4%+$899.4K | |
| HOME DEPOT INC | HD | $1.5M | 4,161 | -0.01pp | 31q | -0.6%-$8.8K | |
| SPDR SERIES TRUST | SPIP | $1.5M | 56,780 | -0.02pp | 2q | HELD | |
| AMERICAN EXPRESS CO | AXP | $1.3M | 3,922 | flat | 23q | HELD | |
| ELI LILLY & CO | LLY | $1.2M | 1,035 | +0.04pp | 12q | +17.6%+$185.9K | |
| PAYCHEX INC | PAYX | $1.2M | 12,513 | -0.01pp | 2q | HELD | |
| STARBUCKS CORP | SBUX | $1.2M | 11,826 | flat | 31q | -3.8%-$47.7K | |
| META PLATFORMS INC | META | $1.2M | 2,143 | +0.05pp | 5q | +77.8%+$528.4K | |
| PROGRESSIVE CORP | PGR | $1.1M | 5,235 | +0.02pp | 2q | +20.9%+$197.5K | |
| ISHARES TR | IWN | $1.1M | 5,151 | +0.01pp | 31q | HELD | |
| INVESCO EXCHANGE TRADED FD T | RSP | $1.1M | 5,236 | -0.01pp | 8q | -9.3%-$113.6K | |
| BROOKFIELD ASSET MANAGMT LTD | BAM | $1.1M | 24,606 | +0.05pp | 15q | +90.5%+$524.3K | |
| DEVON ENERGY CORP NEW | DVN | $1.1M | 26,699 | -0.11pp | 8q | -25.7%-$381.0K | |
| SPDR INDEX SHS FDS | GWX | $1.1M | 24,097 | -0.01pp | 2q | HELD | |
| ISHARES TR | IVV | $932.4K | 1,245 | flat | 31q | -3.9%-$37.4K | |
| ISHARES TR | PFF | $890.1K | 29,192 | -0.02pp | 31q | -9.6%-$94.5K | |
| ISHARES TR | EFA | $844.6K | 8,131 | +0.01pp | 31q | +18.6%+$132.2K | |
| INVESCO QQQ TR | QQQ | $693.0K | 941 | flat | 25q | -8.4%-$63.3K | |
| ERIE INDTY CO | ERIE | $672.0K | 2,803 | -0.01pp | 31q | HELD | |
| VANGUARD SPECIALIZED FUNDS | VIG | $654.7K | 2,767 | flat | 31q | HELD | |
| OMNICOM GROUP INC | OMC | $638.1K | 8,761 | -0.01pp | 2q | HELD | |
| ISHARES TR | ITOT | $607.0K | 3,695 | flat | 31q | HELD | |
| SPDR SERIES TRUST | SPYM | $606.4K | 6,900 | +0.04pp | 5q | +163.0%+$375.8K | |
| LOWES COS INC | LOW | $594.9K | 2,698 | -0.04pp | 25q | -23.3%-$180.8K | |
| SLB LIMITED | SLB | $572.0K | 12,303 | -0.02pp | 21q | -6.0%-$36.8K | |
| COSTCO WHOLESALE CORPORATION | COST | $514.5K | 550 | -0.02pp | 26q | -6.0%-$32.7K | |
| ISHARES TR | DVY | $458.9K | 2,936 | - | new | NEW | |
| COMCAST CORP NEW | CMCSA | $453.4K | 18,467 | -0.02pp | 2q | +1.4%+$6.3K | |
| MARSH & MCLENNAN COS INC | MRSH | $450.5K | 2,703 | - | new | NEW | |
| VANGUARD SCOTTSDALE FDS | VCIT | $448.8K | 5,430 | flat | 31q | +3.8%+$16.5K | |
| SCHWAB STRATEGIC TR | SCHB | $434.4K | 15,000 | flat | 10q | HELD | |
| NIKE INC | NKE | $400.0K | 9,744 | -0.02pp | 2q | +3.3%+$12.7K | |
| CONSTELLATION BRANDS INC | STZ | $364.1K | 2,618 | flat | 3q | +14.4%+$45.9K | |
| VANGUARD BD INDEX FDS | VUSB | $353.4K | 7,100 | flat | 10q | +6.8%+$22.4K | |
| ISHARES TR | EFV | $351.7K | 4,595 | flat | 2q | HELD | |
| GE VERNOVA INC | GEV | $331.3K | 282 | +0.01pp | 2q | +4.8%+$15.3K | |
| ISHARES TR | IEFA | $329.4K | 3,411 | flat | 2q | +1.0%+$3.4K | |
| KENVUE INC | KVUE | $290.5K | 15,200 | flat | 9q | HELD | |
| SPDR GOLD TR | GLD | $289.2K | 785 | - | new | NEW | |
| VANECK ETF TRUST | MOAT | $280.8K | 2,701 | flat | 7q | HELD | |
| WISDOMTREE TR | DWM | $270.5K | 3,695 | flat | 6q | HELD | |
| CLOROX CO DEL | CLX | $267.0K | 2,798 | -0.01pp | 31q | -10.7%-$32.1K | |
| BROADCOM INC | AVGO | $259.9K | 688 | - | new | NEW | |
| GENERAL MILLS INC | GIS | $246.7K | 7,090 | -0.01pp | 31q | -10.4%-$28.5K | |
| BOEING CO | BA | $246.6K | 1,139 | flat | 2q | +6.1%+$14.1K | |
| VANGUARD INTL EQUITY INDEX F | VWO | $222.2K | 3,722 | - | new | NEW | |
| ORANGE CNTY BANCORP INC | OBT | $213.3K | 5,800 | - | new | NEW | |
| ISHARES TR | CMF | $204.6K | 3,550 | - | new | NEW | |
| SYSCO CORP | SYY | $202.7K | 2,425 | - | new | NEW | |
| PARAMOUNT SKYDANCE CORP | PSKY | $157.5K | 15,973 | flat | 2q | HELD | |
| LIBERTY MEDIA CORP DEL | $2.2K | 40,000 | flat | 2q | DEBT |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $87.6M | 10.2% |
| Insurance | $82.2M | 9.6% |
| Industrials | $81.8M | 9.5% |
| Banks & Lending | $78.8M | 9.2% |
| Biotech & Pharma | $75.7M | 8.8% |
| Computer Hardware | $65.0M | 7.6% |
| Capital Markets | $34.4M | 4.0% |
| Retail & Consumer | $31.9M | 3.7% |
| Energy | $18.7M | 2.2% |
| Chemicals | $17.2M | 2.0% |
| Food, Drink & Tobacco | $15.4M | 1.8% |
| Wholesale & Distribution | $15.3M | 1.8% |
| Other sectors | $71.3M | 8.3% |
| Not classified | $183.5M | 21.4% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $858.7M | 140 | 10 | 42 | 52 | 2 | 41.8% | 29 |
| Q1 2026 | $770.9M | 132 | 16 | 44 | 50 | 12 | 40.6% | 42 |
| Q4 2025 | $728.9M | 128 | 2 | 29 | 62 | 2 | 41.3% | 21 |
| Q3 2025 | $706.6M | 128 | 3 | 26 | 50 | 2 | 41.1% | 24 |
| Q2 2025 | $651.3M | 127 | 4 | 29 | 65 | 1 | 40.3% | 42 |
| Q1 2025 | $626.0M | 124 | 1 | 41 | 42 | 3 | 39.3% | 45 |
| Q4 2024 | $628.7M | 126 | 3 | 38 | 37 | 3 | 39.4% | 16 |
| Q3 2024 | $621.1M | 126 | 5 | 46 | 31 | 0 | 39.3% | 16 |
| Q2 2024 | $572.6M | 121 | 1 | 30 | 56 | 2 | 40.0% | 30 |
| Q1 2024 | $579.3M | 122 | 5 | 45 | 50 | 2 | 38.5% | 30 |
| Q4 2023 | $537.7M | 119 | 4 | 25 | 37 | 0 | 38.6% | 19 |
| Q3 2023 | $498.3M | 115 | 1 | 28 | 38 | 1 | 38.0% | 18 |
| Q2 2023 | $517.5M | 115 | 0 | 38 | 44 | 2 | 38.2% | 18 |
| Q1 2023 | $489.6M | 117 | 2 | 36 | 54 | 3 | 36.7% | 38 |
| Q4 2022 | $474.8M | 118 | 3 | 32 | 43 | 2 | 35.6% | 23 |
| Q3 2022 | $430.9M | 117 | 3 | 31 | 61 | 0 | 35.9% | 13 |
| Q2 2022 | $461.1M | 114 | 0 | 34 | 33 | 1 | 35.9% | 21 |
| Q1 2022 | $531.2M | 115 | 4 | 56 | 41 | 1 | 36.6% | 19 |
| Q4 2021 | $531.0M | 112 | 3 | 31 | 58 | 4 | 36.7% | 14 |
| Q3 2021 | $488.7M | 113 | 3 | 67 | 13 | 2 | 35.8% | 22 |
| Q2 2021 | $480.1M | 112 | 3 | 45 | 26 | 2 | 35.5% | 26 |
| Q1 2021 | $454.2M | 111 | 1 | 39 | 45 | 1 | 35.1% | 22 |
| Q4 2020 | $420.7M | 111 | 1 | 28 | 57 | 1 | 36.7% | 27 |
| Q3 2020 | $378.7M | 111 | 2 | 27 | 68 | 0 | 37.5% | 30 |
| Q2 2020 | $364.1M | 109 | 4 | 42 | 26 | 0 | 36.8% | 24 |
| Q1 2020 | $309.1M | 105 | 2 | 38 | 50 | 5 | 37.1% | 27 |
| Q4 2019 | $388.1M | 108 | 7 | 18 | 71 | 3 | 35.3% | 27 |
| Q3 2019 | $366.4M | 104 | 0 | 41 | 37 | 1 | 34.4% | 28 |
| Q2 2019 | $359.7M | 105 | 1 | 35 | 30 | 0 | 34.6% | 24 |
| Q1 2019 | $347.0M | 104 | 2 | 31 | 46 | 3 | 33.6% | 17 |
| Q4 2018 | $314.0M | 105 | 0 | 0 | 0 | 0 | 34.4% | 25 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.