Jim Cullen Portfolio Analysis: Concentration in Top Holdings as of Dec 31, 2025
Analysis of Jim Cullen's portfolio concentration as of December 31, 2025, highlighting major holdings including Berkshire Hathaway, Apple, and Walmart.
As of December 31, 2025, Jim Cullen's portfolio, managed by Cullen Value Fund, shows significant concentration in a select group of stocks. The largest holdings by allocation include Berkshire Hathaway Inc. (BRK-B) and Apple Inc. (AAPL), each representing approximately 6.5% of the total portfolio value.
Berkshire Hathaway Inc. (BRK-B), categorized under Financial Services, holds a substantial allocation of 6.52%. The position saw an increase in shares by 4.16% compared to the previous period, indicating sustained interest in this blue-chip value stock. Investors can learn more about Cullen Value Fund's stake in Berkshire Hathaway Inc. by visiting this link.
Apple Inc. (AAPL), a leader in the Technology sector, accounts for 6.59% of the portfolio. Despite a slight decrease in shares (-7.34%) from the prior period, its significant allocation underscores its importance in Cullen's investment strategy. Further details on Apple's position are available at this link.
Other major holdings include Microsoft Corp. (MSFT) at 5.19%, Alphabet Inc. (GOOG) at 4.69%, and JPMorgan Chase & Co. (JPM) at 4.15%, all contributing to a concentrated portfolio. Notable changes include a significant reduction in shares of Broadcom Inc. (AVGO) (-18.24%) and Amazon.com Inc. (AMZN) (+6.75%), while Walmart Inc. (WMT) experienced a moderate decline (-7.57%).
For a comprehensive view of Jim Cullen's investment approach and holdings, please visit his profile on Insiderset: Cullen Value Fund Investor Profile.