CANC
Culbertson A N & Co Portfolio holdings
AUM
$707M
1-Year Est. Return
21.05%
1 Year Est. Return
+21.05%
AUM
$707M
AUM Growth
+$55.3M
(+8.5%)
Holding
130
Top Buys
| 1 | +$2.39M | |
| 2 | +$2.03M | |
| 3 | +$1.37M | |
| 4 |
AB InBev
BUD
|
+$612K |
| 5 |
Markel Group
MKL
|
+$443K |
Top Sells
| 1 | +$1.36M | |
| 2 | +$1.15M | |
| 3 | +$1.09M | |
| 4 |
JPMorgan Chase
JPM
|
+$975K |
| 5 |
Apple
AAPL
|
+$928K |
Sector Composition
| 1 | Financials | 25.34% |
| 2 | Technology | 19.63% |
| 3 | Healthcare | 9.1% |
| 4 | Industrials | 8.34% |
| 5 | Consumer Staples | 4.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Landstar System
LSTR
$4.72B
| $208K | 0.03% |
1,700
|
|
||
127
McCormick & Company Voting
MKC.V
$17.7B
| $208K | 0.03% |
3,108
-77
|
|
||
128
Nike
NKE
$98B
| – | – |
-2,829
|
|
||
129
Orange County Bancorp
OBT
$366M
| – | – |
-7,800
|
|