CULBERTSON A N & CO INC

Q3 2026 13F-HR Holdings

Location
Charlottesville, VA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
137
Total value ($000)
$861,218
Net value change ($000)
+2,523 (0.3%)
New positions
4
Sold out positions
6
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EXXONMOBIL HOLDINGS CORP 15,162 NEW
MSFT 12,362 38.7%
AAPL 6,787 13.2%
CB 3,624 NEW
CVX 2,795 24.0%
BRK-B 2,727 4.2%
VBIL 1,933 88.8%
MCK 1,910 12.7%
BN 1,678 18.8%
JNJ 1,506 3.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -12,744 -100.0%
CAT -10,752 -26.7%
CMI -6,673 -27.7%
GLW -6,071 -40.8%
GS -2,974 -11.4%
ORCL -2,027 -14.9%
MCD -1,183 -12.2%
IBM -1,156 -40.2%
GOOGL -1,140 -5.0%
IWM -961 -8.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type