CULLEN INVESTMENT GROUP, LTD.
LAFAYETTE LA · SEC CIK 0000797203
$8.27亿2026Q2 申报市值
181持仓数
38.9%前十大占比 · 第一大 6.5%
8 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TMO 新建仓+$209.37万
BRK/B 加仓+$203.70万
META 加仓+$144.76万
MSGK 新建仓+$113.47万
AMAT 加仓+$112.43万
2026Q2 卖出最多 按季末市值估算
GOOG 减仓-$130.41万
AVGO 减仓-$130.01万
ETN 减仓-$110.92万
MSI 减仓-$84.97万
AAPL 减仓-$80.03万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTERNATIONAL INCORPORATED | $0 | 0.00% | 0 | -1,487 | -100.0% | -$33.62万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $0 | 0.00% | 0 | -3,408 | -100.0% | -$27.29万 | 清仓 |
| NRP | NATURAL RESOURCE PARTNERS LP COM UNIT LTD PAR | $0 | 0.00% | 0 | -1,809 | -100.0% | -$21.89万 | 清仓 |
| FDX | FEDEX CORPORATION | $0 | 0.00% | 0 | -601 | -100.0% | -$21.39万 | 清仓 |
| THO | THOR INDUSTRIES INCORPORATED | $0 | 0.00% | 0 | -2,530 | -100.0% | -$20.21万 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORPORATION COM CLASS B | $0 | 0.00% | 0 | -21,688 | -100.0% | -$19.56万 | 清仓 |
| WEN | WENDYS COMPANY | $0 | 0.00% | 0 | -16,883 | -100.0% | -$11.73万 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $20.01万 | 0.02% | 2,428 | 2,428 | — | $20.01万 | 新建仓 |
| — | ARCOSA INCORPORATED | $20.60万 | 0.02% | 1,418 | 1,418 | — | $20.60万 | 新建仓 |
| BP | BP PLC SPONSORED ADR | $20.95万 | 0.03% | 5,671 | 406 | 7.7% | $1.50万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $21.47万 | 0.03% | 732 | 1 | 0.1% | $293 | 加仓 |
| TSCO | TRACTOR SUPPLY COMPANY | $21.49万 | 0.03% | 6,797 | 46 | 0.7% | $1,454 | 加仓 |
| TRV | TRAVELERS COMPANIES INCORPORATED | $21.69万 | 0.03% | 657 | 657 | — | $21.69万 | 新建仓 |
| YUM | YUM BRANDS INCORPORATED | $22.21万 | 0.03% | 1,389 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $22.30万 | 0.03% | 2,031 | -1,730 | -46.0% | -$18.99万 | 减仓 |
| QQQ | INVESCO QQQ TRUST | $22.66万 | 0.03% | 308 | -134 | -30.3% | -$9.86万 | 重新持有 |
| EMR | EMERSON ELEC COMPANY | $22.74万 | 0.03% | 1,589 | -29 | -1.8% | -$4,151 | 减仓 |
| LILAK | LIBERTY LATIN AMERICA LIMITED COM CLASS C | $23.45万 | 0.03% | 30,100 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CLASS A | $23.78万 | 0.03% | 4,284 | 15 | 0.4% | $833 | 加仓 |
| BSM | BLACK STONE MINERALS L P COM UNIT | $23.86万 | 0.03% | 17,083 | 362 | 2.2% | $5,057 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $24.02万 | 0.03% | 503 | 503 | — | $24.02万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $24.12万 | 0.03% | 250 | 250 | — | $24.12万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.62万 | 0.03% | 263 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $24.71万 | 0.03% | 2,723 | -369 | -11.9% | -$3.35万 | 减仓 |
| ATO | ATMOS ENERGY CORPORATION | $25.61万 | 0.03% | 1,487 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY COMPANY | $26.72万 | 0.03% | 2,241 | 12 | 0.5% | $1,431 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO COMPANY CLASS A | $27.14万 | 0.03% | 3,984 | -2,352 | -37.1% | -$16.02万 | 减仓 |
| SHW | SHERWIN WILLIAMS COMPANY | $27.52万 | 0.03% | 799 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INCORPORATED | $27.78万 | 0.03% | 2,350 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $27.78万 | 0.03% | 1,644 | 4 | 0.2% | $676 | 加仓 |
| WSM | WILLIAMS SONOMA INCORPORATED | $29.32万 | 0.04% | 1,258 | 5 | 0.4% | $1,165 | 加仓 |
| SEIC | SEI INVTS COMPANY | $29.76万 | 0.04% | 3,393 | 18 | 0.5% | $1,579 | 加仓 |
| BATRA | ATLANTA BRAVES HLDGS INCORPORATED COM SER A | $29.84万 | 0.04% | 5,300 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 COMPANY | $30.03万 | 0.04% | 1,233 | -78 | -5.9% | -$1.90万 | 减仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $30.33万 | 0.04% | 964 | -30 | -3.0% | -$9,438 | 减仓 |
| APA | APA CORPORATION | $30.68万 | 0.04% | 9,420 | 39 | 0.4% | $1,270 | 加仓 |
| JOE | ST JOE COMPANY | $31.64万 | 0.04% | 5,052 | 8 | 0.2% | $501 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTERTAINMENT COM CLASS A | $35.59万 | 0.04% | 4,400 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS | $36.25万 | 0.04% | 9,325 | -5,048 | -35.1% | -$19.63万 | 减仓 |
| ICLR | ICON PUB LIMITED COMPANY SHS | $36.88万 | 0.04% | 2,123 | -50 | -2.3% | -$8,685 | 减仓 |
| PFE | PFIZER INCORPORATED | $37.97万 | 0.05% | 15,768 | -327 | -2.0% | -$7,874 | 减仓 |
| BA | BOEING COMPANY | $38.96万 | 0.05% | 1,800 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORPORATION | $40.44万 | 0.05% | 794 | -64 | -7.5% | -$3.26万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INCORPORATED | $40.48万 | 0.05% | 1,497 | 4 | 0.3% | $1,082 | 加仓 |
| BWA | BORGWARNER INCORPORATED | $40.75万 | 0.05% | 6,137 | 10 | 0.2% | $664 | 加仓 |
| TRN | TRINITY INDUSTRIES INCORPORATED | $42.92万 | 0.05% | 12,411 | 105 | 0.9% | $3,631 | 加仓 |
| COO | THE COOPER COMPANIES INC | $43.03万 | 0.05% | 6,000 | 6,000 | — | $43.03万 | 新建仓 |
| EBAY | EBAY INCORPORATED. | $44.15万 | 0.05% | 3,951 | 6 | 0.2% | $671 | 加仓 |
| KDP | KEURIG DR PEPPER INCORPORATED | $45.23万 | 0.05% | 13,818 | -683 | -4.7% | -$2.24万 | 减仓 |
| HAL | HALLIBURTON COMPANY | $46.54万 | 0.06% | 13,707 | 699 | 5.4% | $2.37万 | 加仓 |
| IIIV | I3 VERTICALS INCORPORATED COM CLASS A | $47.06万 | 0.06% | 22,031 | -1,125 | -4.9% | -$2.40万 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $47.94万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $49.38万 | 0.06% | 1,757 | -664 | -27.4% | -$18.66万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $50.12万 | 0.06% | 19,549 | 112 | 0.6% | $2,872 | 加仓 |
| MCD | MCDONALDS CORPORATION | $50.42万 | 0.06% | 1,865 | -34 | -1.8% | -$9,191 | 减仓 |
| WWD | WOODWARD INCORPORATED | $51.15万 | 0.06% | 1,202 | 1 | 0.1% | $426 | 加仓 |
| NSRGY | NESTLE S A SPONSORED ADR | $51.74万 | 0.06% | 5,038 | -29 | -0.6% | -$2,978 | 减仓 |
| CRM | SALESFORCE INCORPORATED | $52.16万 | 0.06% | 3,329 | -2,187 | -39.6% | -$34.27万 | 减仓 |
| TGT | TARGET CORPORATION | $52.54万 | 0.06% | 4,023 | -9 | -0.2% | -$1,175 | 减仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $53.10万 | 0.06% | 3,505 | -41 | -1.2% | -$6,211 | 减仓 |
| — | CONRAD INDUSTRIES INCORPORATED | $53.94万 | 0.07% | 21,171 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M COMPANY COM NEW | $57.47万 | 0.07% | 5,108 | -816 | -13.8% | -$9.18万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INCORPORATED NEW | $58.28万 | 0.07% | 62,069 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V SHS | $59.84万 | 0.07% | 53,283 | -1,427 | -2.6% | -$1.60万 | 减仓 |
| PEO | ADAM NAT RES FD INCORPORATED | $61.05万 | 0.07% | 24,699 | 349 | 1.4% | $8,627 | 加仓 |
| BX | BLACKSTONE INCORPORATED | $61.33万 | 0.07% | 5,212 | -106 | -2.0% | -$1.25万 | 减仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $62.30万 | 0.08% | 3,793 | 20 | 0.5% | $3,285 | 加仓 |
| — | FIRST GTY BANCSHARES INCORPORATED | $62.64万 | 0.08% | 62,209 | 58 | 0.1% | $584 | 加仓 |
| OXY | OCCIDENTAL PETE CORPORATION | $65.76万 | 0.08% | 13,540 | 56 | 0.4% | $2,720 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $68.81万 | 0.08% | 11,897 | -127 | -1.1% | -$7,346 | 减仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $72.94万 | 0.09% | 17,652 | -646 | -3.5% | -$2.67万 | 减仓 |
| WY | WEYERHAEUSER COMPANY COM NEW REIT | $73.19万 | 0.09% | 30,571 | -746 | -2.4% | -$1.79万 | 减仓 |
| CVS | CVS HEALTH CORPORATION | $73.57万 | 0.09% | 7,112 | -207 | -2.8% | -$2.14万 | 减仓 |
| ORCL | ORACLE CORPORATION | $75.52万 | 0.09% | 5,154 | 673 | 15.0% | $9.86万 | 加仓 |
| QSR | RESTAURANT BRANDS INTERNATIONAL INCORPORATED | $80.17万 | 0.10% | 11,056 | 2,799 | 33.9% | $20.30万 | 加仓 |
| COR | CENCORA INCORPORATED | $88.14万 | 0.11% | 3,115 | 6 | 0.2% | $1,698 | 加仓 |
| GBX | GREENBRIER COMPANIES INCORPORATED | $93.92万 | 0.11% | 19,164 | 111 | 0.6% | $5,440 | 加仓 |
| VEEV | VEEVA SYSTEMS INCORPORATED CLASS A COM | $95.80万 | 0.12% | 5,398 | -124 | -2.2% | -$2.20万 | 减仓 |
| — | NATHANS FAMOUS INCORPORATED | $96.79万 | 0.12% | 9,526 | -110 | -1.1% | -$1.12万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $98.08万 | 0.12% | 12,085 | -6,284 | -34.2% | -$51.00万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $100.76万 | 0.12% | 3,583 | -581 | -14.0% | -$16.34万 | 减仓 |
| KO | COCA COLA COMPANY | $103.53万 | 0.13% | 12,739 | 56 | 0.4% | $4,551 | 加仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $104.41万 | 0.13% | 1,394 | 44 | 3.3% | $3.30万 | 加仓 |
| T | AT&T INCORPORATED | $107.31万 | 0.13% | 51,842 | -2,867 | -5.2% | -$5.93万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $113.28万 | 0.14% | 2,726 | -1,236 | -31.2% | -$51.36万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT CORPORATION CLASS A | $113.47万 | 0.14% | 2,824 | 2,824 | — | $113.47万 | 新建仓 |
| GEV | GE VERNOVA INCORPORATED | $116.30万 | 0.14% | 990 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INCORPORATED | $119.51万 | 0.14% | 10,512 | -58 | -0.5% | -$6,594 | 减仓 |
| RSG | REPUBLIC SVCS INCORPORATED | $124.07万 | 0.15% | 5,823 | 7 | 0.1% | $1,491 | 加仓 |
| ALL | ALLSTATE CORPORATION | $125.76万 | 0.15% | 5,285 | -688 | -11.5% | -$16.37万 | 减仓 |
| ECL | ECOLAB INCORPORATED | $127.22万 | 0.15% | 4,566 | -87 | -1.9% | -$2.42万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INCORPORATED | $127.44万 | 0.15% | 23,235 | 30 | 0.1% | $1,646 | 加仓 |
| — | WARNER BROS DISCOVERY INCORPORATED COM SER A | $129.32万 | 0.16% | 48,506 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $132.69万 | 0.16% | 69,400 | 1,500 | 2.2% | $2.87万 | 加仓 |
| OKE | ONEOK INCORPORATED NEW | $133.59万 | 0.16% | 15,366 | 281 | 1.9% | $2.44万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $134.82万 | 0.16% | 4,639 | -201 | -4.2% | -$5.84万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $135.46万 | 0.16% | 17,470 | 117 | 0.7% | $9,072 | 加仓 |
| CSX | CSX CORPORATION | $140.21万 | 0.17% | 29,500 | -394 | -1.3% | -$1.87万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $141.96万 | 0.17% | 15,415 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INCORPORATED | $142.58万 | 0.17% | 3,390 | -2 | -0.1% | -$841 | 减仓 |