CULLEN INVESTMENT GROUP, LTD.

RIA/Wealth

CULLEN INVESTMENT GROUP, LTD. is a RIA/Wealth based in Lafayette, LA led by Stephen Lloyd Nickel, reporting $795.5M in AUM as of Q3 2025 with AAPL as the largest holding (7% allocation).

PresidentStephen Lloyd Nickel

Portfolio Value: $755.6M
Positions: 174
Top Holding: AAPL at 7.22%
Last Reported: Q3 2025

Address1404 S. College Rd., Lafayette, LA, 70503, United States

Top Holdings

Largest long holdings in CULLEN INVESTMENT GROUP, LTD.'s portfolio (43.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$54.6M	7.22%	-$24.8K Sold	0.00% 211.5K shares	Q4 2023 Held for 1y 11m
2 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$48.2M	6.38%	-$344.6K Sold	0.00% 96.7K shares	Q4 2023 Held for 1y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$45.6M	6.04%	-$193.5K Sold	0.00% 88.2K shares	Q4 2023 Held for 1y 11m
4 Walmart WMT	Discount Stores Consumer Defensive	$33.2M	4.39%	-$228.6K Sold	0.00% 325.2K shares	Q4 2023 Held for 1y 11m
5 JPMorgan Chase JPM	Banks - Diversified Financial Services	$31.4M	4.15%	-$714.3K Sold	0.00% 101.2K shares	Q4 2023 Held for 1y 11m
6 Broadcom Inc. AVGO	Semiconductors Technology	$28.6M	3.79%	+$120.5K Bought	0.00% 84.5K shares	Q4 2023 Held for 1y 11m
7 Eaton Corporation ETN	Industrial - Machinery Industrials	$27.4M	3.63%	+$53.0K Bought	0.02% 73.4K shares	Q4 2023 Held for 1y 11m
8 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$22.9M	3.03%	-$295.5K Sold	0.00% 92.9K shares	Q4 2023 Held for 1y 11m
9 Nvidia NVDA	Semiconductors Technology	$21.1M	2.80%	+$28.5K Bought	0.00% 112.6K shares	Q4 2023 Held for 1y 11m
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$12.8M	1.69%	+$203.7K Bought	0.00% 58.1K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CULLEN INVESTMENT GROUP, LTD.'s latest filing

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Market Value

$755.6M

Prior: $707.6M

Q/Q Change

+6.79%

+$48.1M

Net Flows % of MV

-0.199%

Turnover Ratio

2.59%

New Purchases

5 stocks

$1.1M

Added To

66 stocks

+$17.6M

Sold Out Of

8 stocks

$7.3M

Reduced Holdings

92 stocks

-$12.9M

Increased Positions

Position	Shares Δ	Change
1 PSKY Paramount Skydance Corporation Class B Common Stock PSKY	New	0 → 24.2K +$462.4K
2 Bank of New York Mellon BK	New	0 → 2.2K +$230.5K
3 Madison Square Garden Entertainment MSGE	New	0 → 4.6K +$207.4K
4 Baker Hughes BKR	New	0 → 4.2K +$205.3K
5 Northern Dynasty Minerals NAK	New	0 → 14.3K +$18.9K

Decreased Positions

Position	Shares Δ	Change
1 Best Buy BBY	Sold	77.3K → 0 −$5.2M
2 Paramount Global PARA	Sold	66.5K → 0 −$857.4K
3 Valero Energy VLO	Sold	1.8K → 0 −$238.1K
4 Carrier Global CARR	Sold	2.9K → 0 −$212.5K
5 Intercontinental Exchange ICE	Sold	1.1K → 0 −$207.9K

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Analytics

Portfolio insights and performance metrics for CULLEN INVESTMENT GROUP, LTD.

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Sector Allocation

Technology

27.30%

Financial Services

17.30%

Industrials

15.00%

Healthcare

8.90%

Consumer Defensive

7.50%

Communication Services

7.10%

Consumer Cyclical

6.50%

Energy

5.50%

Utilities

1.90%

Real Estate

1.50%

Basic Materials

0.50%

ETF

0.40%

Market Cap Distribution

Mega Cap (> $200B)

55.23%

Large Cap ($10B - $200B)

41.92%

Mid Cap ($2B - $10B)

0.78%

Small Cap ($300M - $2B)

0.69%

Micro Cap ($50M - $300M)

0.09%

Nano Cap (< $50M)

0.46%

N/A (ETF or Unknown)

0.83%

Portfolio Concentration

Top 10 Holdings %

43.12%

Top 20 Holdings %

57.97%

Top 50 Holdings %

82.61%

Top 100 Holdings %

95.44%