CANC
Culbertson A N & Co Portfolio holdings
AUM
$729M
1-Year Est. Return
23.46%
This Fund
S&P 500
1 Year Est. Return
+23.46%
AUM
$707M
AUM Growth
+$55.3M
(+8.5%)
Holding
130
Top Buys
| 1 | +$2.29M | |
| 2 | +$1.98M | |
| 3 | +$1.36M | |
| 4 |
AB InBev
BUD
|
+$646K |
| 5 |
Markel Group
MKL
|
+$455K |
Top Sells
| 1 | +$1.37M | |
| 2 | +$1.08M | |
| 3 | +$1.01M | |
| 4 |
JPMorgan Chase
JPM
|
+$919K |
| 5 |
Texas Instruments
TXN
|
+$909K |
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
$5.35B
| $208K | 0.03% |
1,700
|
|
||
127
McCormick & Company Voting
MKC.V
$14.5B
| $208K | 0.03% |
3,108
-77
|
|
||
128
Nike
NKE
$75.9B
| – | – |
-2,829
|
|
||
129
Orange County Bancorp
OBT
$432M
| – | – |
-7,800
|
|