Jim Cullen Q4 2025 Portfolio Review: Strategic Shifts in Top Holdings
Jim Cullen's Cullen Value Fund, valued at $766 million as of December 2025, saw notable changes in its top holdings, including reductions in Apple and Walmart, increases in Berkshire Hathaway and JPMorgan, and a new position in Amazon.
As of December 31, 2025, Jim Cullen's Cullen Value Fund held a substantial portfolio valued at $766,086,518. The fund's top holdings reflect strategic adjustments during the quarter, with significant changes observed across several sectors.
The fund's largest position, Apple Inc. (AAPL), saw a reduction in its stake. Cullen decreased his holdings by 15,527 shares, representing a 7.34% reduction in shares from the previous quarter. The stock's value in the fund dropped to $50,828,224, maintaining a 6.59% allocation.
Conversely, Berkshire Hathaway Inc. (BRK-B) experienced an increase. Cullen added 4,027 shares, a modest 4.16% increase in shares, boosting its value to $50,282,131 and maintaining its position as the second-largest holding at 6.52%.
Microsoft Corporation (MSFT) also saw a reduction, with a 5.39% decrease in shares (-4,758 shares) and a corresponding decrease in value to $40,009,341 (5.19% allocation).
Walmart Inc. (WMT) experienced a significant reduction, with a 7.57% decrease in shares (-24,615 shares) and a value drop to $34,426,224 (4.46% allocation).
JPMorgan Chase & Co. (JPM) saw an increase in its stake, with a 3.98% share increase (-4,028 shares) and a value rise to $31,977,242 (4.15% allocation).
Broadcom Inc. (AVGO) and NVIDIA Corporation (NVDA) both witnessed substantial reductions. Cullen sold 18.24% and 4.09% of shares respectively, leading to value decreases for both holdings.
Eaton Corporation (ETN) also saw a significant reduction, with an 18.86% decrease in shares and a value drop to $19,325,333 (2.51% allocation).
Notably, Cullen added Amazon.com Inc. (AMZN) to his portfolio during the quarter. The stake represents a 6.75% increase in shares and adds to the fund's allocation at 1.99%.
No positions were fully exited during this quarter according to the disclosed data.
For a complete view of Jim Cullen's investment activities, visit his profile at https://www.insiderset.com/investor/jim-cullen-cullen-investment. Detailed information on each stock, including Apple (AAPL), Berkshire Hathaway (BRK-B), Microsoft (MSFT), and others, is available on Insiderset.