☆CULBERTSON A N & CO INC
Quality Q
0.574
AUM ($M)
859
Positions
140
Turnover
0.06
Top-10 wt
42%
Herfindahl
0.025
History (qtrs)
6
Excess Return
-21.1%
AI Eval Run AI Eval
Holdings · 142 positions · portfolio value $859M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 7.5% | +0.0% | 64.2 | 128,286 | +8,660 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 6.0% | +0.1% | 51.5 | 178,001 | -1,221 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 4.9% | -0.4% | 42.0 | 165,525 | -1,457 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 4.7% | +1.0% | 40.3 | 37,820 | -1,862 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 4.1% | -0.0% | 35.6 | 108,791 | -694 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 3.7% | -0.3% | 31.9 | 85,564 | +1,687 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 3.0% | +0.1% | 26.1 | 25,851 | -704 | 5 | — |
| ☆CMI funds › | CUMMINS INC | TRIM | — | 2.8% | +0.4% | 24.1 | 33,794 | -466 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 2.7% | +0.2% | 23.0 | 64,958 | -2,055 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 2.3% | +0.1% | 20.2 | 80,166 | -240 | 5 | — |
| ☆IWR funds › | ISHARES TR | ADD | — | 2.1% | +0.0% | 18.3 | 165,548 | +886 | 5 | — |
| ☆DE funds › | DEERE & CO | TRIM | — | 1.8% | +0.0% | 15.6 | 24,668 | -54 | 5 | — |
| ☆MCK funds › | MCKESSON CORP | ADD | — | 1.8% | -0.5% | 15.1 | 19,954 | +56 | 5 | — |
| ☆GLW funds › | CORNING INC | TRIM | — | 1.7% | +0.6% | 14.9 | 58,307 | -8,234 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 1.6% | -0.2% | 13.6 | 92,830 | -688 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 1.6% | +0.0% | 13.6 | 36,726 | -458 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 1.5% | +0.2% | 13.0 | 36,433 | -93 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 1.5% | -0.6% | 12.7 | 93,216 | -388 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 1.4% | +0.0% | 12.0 | 39,471 | -179 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 1.4% | -0.5% | 11.6 | 70,189 | +223 | 5 | — |
| ☆IWM funds › | ISHARES TR | ADD | — | 1.3% | +0.1% | 11.5 | 38,312 | +929 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 1.2% | +0.3% | 10.6 | 90,244 | -2,750 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 1.2% | +0.2% | 10.0 | 84,082 | +73,017 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 1.2% | +0.0% | 10.0 | 41,825 | +310 | 5 | — |
| ☆MKL funds › | MARKEL GROUP INC | ADD | — | 1.2% | +0.2% | 9.9 | 5,071 | +1,119 | 5 | — |
| ☆USB funds › | US BANCORP | TRIM | — | 1.1% | +0.0% | 9.8 | 161,453 | -150 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 1.1% | -0.3% | 9.7 | 35,877 | +4 | 5 | — |
| ☆BN funds › | BROOKFIELD CORP | ADD | — | 1.0% | -0.0% | 8.9 | 209,496 | +10,848 | 5 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 1.0% | -0.3% | 8.8 | 65,277 | -559 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 1.0% | -0.1% | 8.4 | 57,507 | -1,415 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 1.0% | +0.0% | 8.3 | 24,086 | +125 | 5 | — |
| ☆FDX funds › | FEDEX CORP | ADD | — | 1.0% | -0.3% | 8.3 | 26,361 | +49 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 1.0% | -0.3% | 8.2 | 89,925 | -2,293 | 5 | — |
| ☆APD funds › | AIR PRODUCTS AND CHEMICALS I | TRIM | — | 0.9% | -0.1% | 7.8 | 26,542 | -575 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.9% | +0.0% | 7.6 | 94,528 | +70,796 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.9% | -0.1% | 7.6 | 97,226 | -1,835 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | HOLD | — | 0.8% | -0.1% | 7.0 | 84,621 | +0 | 5 | — |
| ☆OEF funds › | ISHARES TR | TRIM | — | 0.7% | +0.0% | 6.3 | 17,210 | -357 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.7% | +0.0% | 6.1 | 71,325 | +59,134 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 0.7% | +0.2% | 6.1 | 20,576 | -110 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | ADD | — | 0.7% | +0.0% | 6.0 | 24,732 | +1,280 | 5 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | TRIM | — | 0.7% | -0.0% | 5.8 | 17,555 | -558 | 5 | — |
| ☆EOG funds › | EOG RES INC | TRIM | — | 0.6% | -0.2% | 5.3 | 41,229 | -420 | 5 | — |
| ☆C funds › | CITIGROUP INC | TRIM | — | 0.6% | +0.1% | 5.3 | 38,178 | -545 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 0.6% | +0.1% | 5.2 | 25,073 | -600 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | +0.0% | 5.2 | 23,920 | +547 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | TRIM | — | 0.6% | -0.0% | 4.9 | 22,042 | -1,071 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.6% | -0.1% | 4.9 | 43,072 | -100 | 5 | — |
| ☆VGSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.6% | -0.0% | 4.9 | 83,496 | +2,590 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.5% | +0.0% | 4.7 | 82,474 | +832 | 5 | — |
| ☆STT funds › | STATE STR CORP | ADD | — | 0.5% | +0.1% | 4.6 | 27,343 | +70 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | ADD | — | 0.5% | +0.1% | 4.6 | 23,078 | +2,670 | 5 | — |
| ☆VOE funds › | VANGUARD INDEX FDS | ADD | — | 0.5% | +0.0% | 4.4 | 22,379 | +2,197 | 5 | — |
| ☆EES funds › | WISDOMTREE TR | TRIM | — | 0.5% | +0.0% | 4.1 | 61,043 | -666 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | TRIM | — | 0.5% | -0.0% | 4.1 | 26,008 | -45 | 5 | — |
| ☆MTB funds › | M & T BK CORP | ADD | — | 0.5% | +0.0% | 4.1 | 17,144 | +20 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | HOLD | — | 0.4% | -0.1% | 3.6 | 23,441 | +0 | 2 | -36.6% |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.4% | -0.0% | 3.5 | 44,268 | +300 | 5 | — |
| ☆CVS funds › | CVS HEALTH CORP | TRIM | — | 0.4% | +0.1% | 3.5 | 33,648 | -1,056 | 5 | — |
| ☆EZM funds › | WISDOMTREE TR | TRIM | — | 0.4% | -0.0% | 3.4 | 45,015 | -610 | 5 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.4% | +0.0% | 3.2 | 21,741 | -55 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | TRIM | — | 0.4% | -0.0% | 3.2 | 37,010 | -535 | 5 | — |
| ☆BIL funds › | SPDR SERIES TRUST | TRIM | — | 0.4% | -0.1% | 3.1 | 34,327 | -5,687 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.4% | -0.1% | 3.1 | 72,322 | -3,845 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.3% | -0.0% | 2.9 | 4,253 | -271 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.3% | -0.0% | 2.9 | 10,228 | -1,062 | 5 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | TRIM | — | 0.3% | -0.0% | 2.6 | 45,213 | -757 | 5 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | ADD | — | 0.3% | +0.0% | 2.6 | 50,570 | +7,630 | 5 | — |
| ☆D funds › | DOMINION ENERGY INC | TRIM | — | 0.3% | -0.0% | 2.5 | 36,229 | -2,040 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.3% | +0.0% | 2.4 | 3,249 | +482 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.3% | -0.0% | 2.3 | 6,452 | -375 | 5 | — |
| ☆MMM funds › | 3M CO | TRIM | — | 0.3% | -0.0% | 2.2 | 13,576 | -1,610 | 5 | — |
| ☆VBIL funds › | VANGUARD INSTL INDEX FD | NEW | — | 0.3% | +0.3% | 2.2 | 28,753 | +28,753 | 1 | -20.4% |
| ☆DLN funds › | WISDOMTREE TR | ADD | — | 0.2% | -0.0% | 2.1 | 22,133 | +573 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | TRIM | — | 0.2% | -0.0% | 2.1 | 19,264 | -805 | 5 | — |
| ☆FDXF funds › | FEDEX FGHT HLDG CO INC | NEW | — | 0.2% | +0.2% | 1.9 | 12,864 | +12,864 | 1 | -29.5% |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.2% | +0.0% | 1.9 | 6,944 | +40 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 0.2% | -0.0% | 1.8 | 24,179 | +90 | 5 | — |
| ☆JCI funds › | JOHNSON CONTROLS INTERNATION | HOLD | — | 0.2% | +0.0% | 1.8 | 12,086 | +0 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 1.8 | 22,829 | -155 | 5 | — |
| ☆ZTS funds › | ZOETIS INC | ADD | — | 0.2% | +0.1% | 1.7 | 24,028 | +15,846 | 2 | -97.2% |
| ☆HSY funds › | HERSHEY CO | TRIM | — | 0.2% | -0.1% | 1.7 | 9,559 | -3,000 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | ADD | — | 0.2% | +0.0% | 1.7 | 14,193 | +4,105 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.2% | -0.0% | 1.7 | 20,336 | -80 | 5 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.2% | -0.1% | 1.6 | 78,420 | -398 | 5 | — |
| ☆DON funds › | WISDOMTREE TR | ADD | — | 0.2% | -0.0% | 1.6 | 28,441 | +190 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.2% | +0.0% | 1.6 | 3,097 | +432 | 5 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 1.5 | 15,642 | -220 | 5 | — |
| ☆TFC funds › | TRUIST FINL CORP | ADD | — | 0.2% | +0.0% | 1.5 | 30,681 | +1,185 | 5 | — |
| ☆VGUS funds › | VANGUARD INSTL INDEX FD | ADD | — | 0.2% | +0.1% | 1.5 | 19,588 | +11,888 | 2 | -27.9% |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.2% | -0.0% | 1.5 | 4,161 | -25 | 5 | — |
| ☆SPIP funds › | SPDR SERIES TRUST | HOLD | — | 0.2% | -0.0% | 1.5 | 56,780 | +0 | 2 | -32.8% |
| ☆AXP funds › | AMERICAN EXPRESS CO | ADD | — | 0.2% | +0.0% | 1.3 | 3,922 | +9 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.1% | +0.0% | 1.2 | 1,035 | +155 | 5 | — |
| ☆PAYX funds › | PAYCHEX INC | HOLD | — | 0.1% | -0.0% | 1.2 | 12,513 | +0 | 2 | +50.5% |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.1% | -0.0% | 1.2 | 11,826 | -467 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.1% | +0.1% | 1.2 | 2,143 | +938 | 5 | -31.4% |
| ☆PGR funds › | PROGRESSIVE CORP | ADD | — | 0.1% | +0.0% | 1.1 | 5,235 | +904 | 2 | -29.7% |
| ☆IWN funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 1.1 | 5,151 | +0 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.1% | -0.0% | 1.1 | 5,236 | -534 | 5 | — |
| ☆BAM funds › | BROOKFIELD ASSET MANAGMT LTD | ADD | — | 0.1% | +0.1% | 1.1 | 24,606 | +11,690 | 5 | — |
| ☆DVN funds › | DEVON ENERGY CORP NEW | TRIM | — | 0.1% | -0.1% | 1.1 | 26,699 | -9,221 | 5 | — |
| ☆GWX funds › | SPDR INDEX SHS FDS | HOLD | — | 0.1% | -0.0% | 1.1 | 24,097 | +0 | 2 | -22.6% |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.9 | 1,245 | -50 | 5 | — |
| ☆PFF funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.9 | 29,192 | -3,100 | 5 | — |
| ☆EFA funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.8 | 8,131 | +1,273 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.1% | +0.0% | 0.7 | 941 | -86 | 5 | — |
| ☆ERIE funds › | ERIE INDTY CO | HOLD | — | 0.1% | -0.0% | 0.7 | 2,803 | +0 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | HOLD | — | 0.1% | -0.0% | 0.7 | 2,767 | +0 | 5 | — |
| ☆OMC funds › | OMNICOM GROUP INC | HOLD | — | 0.1% | -0.0% | 0.6 | 8,761 | +0 | 2 | +43.8% |
| ☆ITOT funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.6 | 3,695 | +0 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | ADD | — | 0.1% | +0.0% | 0.6 | 6,900 | +4,276 | 5 | +0.1% |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.1% | -0.0% | 0.6 | 2,698 | -820 | 5 | — |
| ☆SLB funds › | SLB LIMITED | TRIM | — | 0.1% | -0.0% | 0.6 | 12,303 | -792 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.1% | -0.0% | 0.5 | 550 | -35 | 5 | — |
| ☆DVY funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.5 | 2,936 | +2,936 | 1 | +20.8% |
| ☆CMCSA funds › | COMCAST CORP NEW | ADD | — | 0.1% | -0.0% | 0.5 | 18,467 | +258 | 2 | -59.7% |
| ☆MRSH funds › | MARSH & MCLENNAN COS INC | NEW | — | 0.1% | +0.1% | 0.5 | 2,703 | +2,703 | 1 | +46.7% |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.1% | -0.0% | 0.4 | 5,430 | +200 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | +0.0% | 0.4 | 15,000 | +0 | 5 | — |
| ☆NKE funds › | NIKE INC | ADD | — | 0.0% | -0.0% | 0.4 | 9,744 | +309 | 2 | -91.8% re-entry |
| ☆STZ funds › | CONSTELLATION BRANDS INC | ADD | — | 0.0% | -0.0% | 0.4 | 2,618 | +330 | 3 | -12.8% |
| ☆VUSB funds › | VANGUARD BD INDEX FDS | ADD | — | 0.0% | -0.0% | 0.4 | 7,100 | +450 | 5 | — |
| ☆EFV funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.4 | 4,595 | +0 | 2 | -16.7% |
| ☆GEV funds › | GE VERNOVA INC | ADD | — | 0.0% | +0.0% | 0.3 | 282 | +13 | 2 | +39.6% |
| ☆IEFA funds › | ISHARES TR | ADD | — | 0.0% | -0.0% | 0.3 | 3,411 | +35 | 2 | -19.4% |
| ☆KVUE funds › | KENVUE INC | HOLD | — | 0.0% | -0.0% | 0.3 | 15,200 | +0 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | NEW | — | 0.0% | +0.0% | 0.3 | 785 | +785 | 1 | -40.0% |
| ☆MOAT funds › | VANECK ETF TRUST | HOLD | — | 0.0% | -0.0% | 0.3 | 2,701 | +0 | 5 | — |
| ☆DWM funds › | WISDOMTREE TR | HOLD | — | 0.0% | -0.0% | 0.3 | 3,695 | +0 | 5 | — |
| ☆CLX funds › | CLOROX CO DEL | TRIM | — | 0.0% | -0.0% | 0.3 | 2,798 | -336 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | NEW | — | 0.0% | +0.0% | 0.3 | 688 | +688 | 1 | -48.4% |
| ☆GIS funds › | GENERAL MILLS INC | TRIM | — | 0.0% | -0.0% | 0.2 | 7,090 | -820 | 5 | — |
| ☆BA funds › | BOEING CO | ADD | — | 0.0% | +0.0% | 0.2 | 1,139 | +65 | 2 | -41.7% |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | NEW | — | 0.0% | +0.0% | 0.2 | 3,722 | +3,722 | 1 | -11.6% |
| ☆OBT funds › | ORANGE CNTY BANCORP INC | NEW | — | 0.0% | +0.0% | 0.2 | 5,800 | +5,800 | 1 | +74.1% re-entry |
| ☆CMF funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 3,550 | +3,550 | 1 | -21.1% |
| ☆SYY funds › | SYSCO CORP | NEW | — | 0.0% | +0.0% | 0.2 | 2,425 | +2,425 | 1 | +45.7% |
| ☆PSKY funds › | PARAMOUNT SKYDANCE CORP | HOLD | — | 0.0% | -0.0% | 0.2 | 15,973 | +0 | 2 | -42.4% |
| ☆CUSIP:530715AG6 funds › | LIBERTY MEDIA CORP DEL | HOLD | — | 0.0% | -0.0% | 0.0 | 40,000 | +0 | 2 | — |
| ☆VOT funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,175 | 0 | — |
| ☆PFE funds › | PFIZER INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -7,582 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 859 | 140 | 0.06 | 42% | 0.025 | 0.571 | — | in |
| 2026Q1 | 771 | 132 | 0.10 | 41% | 0.025 | 0.469 | — | in |
| 2025Q4 | 729 | 128 | 0.04 | 41% | 0.027 | 0.537 | — | in |
| 2025Q3 | 707 | 128 | 0.05 | 41% | 0.027 | 0.526 | — | in |
| 2025Q2 | 651 | 127 | 0.07 | 40% | 0.027 | 0.512 | — | entered |
| 2025Q1 | 626 | 124 | 0.00 | 39% | 0.027 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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