CULBERTSON A N & CO INC
RIA/Wealth
CULBERTSON A N & CO INC is a RIA/Wealth based in Charlottesville, VA led by Alan Neil Culbertson, managing $706.6M across 127 long positions as of Q3 2025 with BRK.B as the largest holding (8% allocation).
CEOAlan Neil Culbertson
- Portfolio Value
- $706.6M
- Positions
- 127
- Top Holding
- BRK.B at 7.86%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CULBERTSON A N & CO INC's portfolio (41.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $55.5M | 7.86% | +$152.3K Bought | 0.01% 110.5K shares | |
Consumer Electronics Technology | $45.4M | 6.43% | -$928.4K Sold | 0.00% 178.4K shares | |
Software - Infrastructure Technology | $42.6M | 6.02% | -$1.1M Sold | 0.00% 82.2K shares | |
Banks - Diversified Financial Services | $35.6M | 5.04% | -$975.0K Sold | 0.00% 112.8K shares | |
Financial - Capital Markets Financial Services | $21.7M | 3.07% | -$134.6K Sold | 0.01% 27.3K shares | |
Software - Infrastructure Technology | $21.3M | 3.02% | -$547.3K Sold | 0.00% 75.8K shares | |
Agricultural - Machinery Industrials | $19.4M | 2.74% | -$231.4K Sold | 0.01% 40.6K shares | |
Internet Content & Information Communication Services | $16.6M | 2.35% | -$53.6K Sold | 0.00% 68.2K shares | |
ETF ETF | $16.4M | 2.32% | -$2.7K Sold | — 169.9K shares | |
Medical - Distribution Healthcare | $16.2M | 2.29% | -$78.8K Sold | 0.02% 20.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CULBERTSON A N & CO INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+167.91% | |
+15.87% | |
+14.93% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-74.28% | |
-51.14% | |
-31.64% |
Analytics
Portfolio insights and performance metrics for CULBERTSON A N & CO INC
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