CULLINAN ASSOCIATES INC
LOUISVILLE KY · SEC CIK 0001161670
$13.23亿2026Q2 申报市值
204持仓数
39.7%前十大占比 · 第一大 8.4%
7 / 11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
XOM 新建仓+$2,878.30万
GOOG 加仓+$783.79万
NVDA 加仓+$631.46万
AJG 新建仓+$401.75万
JPM 加仓+$294.76万
2026Q2 卖出最多 按季末市值估算
Exxon Mobil 清仓-$3,833.17万
KO 减仓-$1,462.92万
GOOGL 减仓-$699.73万
MSFT 减仓-$625.11万
AAPL 减仓-$542.87万
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 |
|---|---|---|---|---|---|---|---|---|
| COF | Capital One Financial | $22.45万 | 0.02% | 1,119 | 0 | 0.0% | — | 不变 |
| IWR | iShares Russell Midcap | $22.06万 | 0.02% | 2,000 | 2,000 | — | $22.06万 | 新建仓 |
| EXC | Exelon Corp | $20.98万 | 0.02% | 4,500 | 0 | 0.0% | — | 不变 |
| FMC | FMC Corporation | $16.62万 | 0.01% | 14,448 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil | $0 | 0.00% | 0 | -225,933 | -100.0% | -$3,833.17万 | 清仓 |
| DT | Dynatrace Holdings LLC | $0 | 0.00% | 0 | -54,500 | -100.0% | -$201.54万 | 清仓 |
| — | Honeywell | $0 | 0.00% | 0 | -8,390 | -100.0% | -$189.64万 | 清仓 |
| FSLR | First Solar Inc | $0 | 0.00% | 0 | -7,500 | -100.0% | -$147.94万 | 清仓 |
| SYY | Sysco Corp | $0 | 0.00% | 0 | -8,500 | -100.0% | -$60.63万 | 清仓 |
| WSM | Williams-Sonoma | $0 | 0.00% | 0 | -2,700 | -100.0% | -$49.23万 | 清仓 |
| ZTS | Zoetis Inc | $0 | 0.00% | 0 | -2,500 | -100.0% | -$29.55万 | 清仓 |
| T | AT&T Inc | $0 | 0.00% | 0 | -8,900 | -100.0% | -$25.80万 | 清仓 |
| PLTR | Palantir Technologies Inc | $0 | 0.00% | 0 | -1,700 | -100.0% | -$24.87万 | 清仓 |
| AEM | Agnico Eagle Mines Limit | $0 | 0.00% | 0 | -1,200 | -100.0% | -$24.36万 | 清仓 |
| DOW | Dow Inc | $0 | 0.00% | 0 | -4,908 | -100.0% | -$20.44万 | 清仓 |