Jim Cullen's Quarterly Portfolio Trends: Key Stock Changes Revealed
Jim Cullen's portfolio, valued at approximately $766 million as of December 31, 2025, showed notable shifts in Technology and Financial Services sectors, with significant increases in Berkshire Hathaway Inc. and modest gains in Amazon, while several holdings experienced declines.
As of December 31, 2025, Jim Cullen's portfolio managed by Cullen Value Fund is valued at approximately $766 million. The analysis of his top holdings reveals distinct quarterly trends across various sectors.
Investment in Berkshire Hathaway Inc. (BRK-B) saw a significant increase, with a 4.16% rise in shares during the quarter. Cullen Value Fund acquired additional shares of this Financial Services stock. For more details on Berkshire Hathaway Inc., visit https://www.insiderset.com/investors/stocks/BRK-B.
In the Technology sector, several major holdings experienced reductions. Apple Inc. (AAPL) saw its share count decrease by 7.34%, Microsoft Corporation (MSFT) by 5.39%, Broadcom Inc. (AVGO) by a substantial 18.24%, and NVIDIA Corporation (NVDA) by 4.09%. Investors can explore Apple Inc. at https://www.insiderset.com/investors/stocks/AAPL, Microsoft Corporation at https://www.insiderset.com/investors/stocks/MSFT, Broadcom Inc. at https://www.insiderset.com/investors/stocks/AVGO, and NVIDIA Corporation at https://www.insiderset.com/investors/stocks/NVDA.
Financial Services holdings also showed a decrease, with JPMorgan Chase & Company (JPM) experiencing a 3.98% reduction in shares. Further details on JPMorgan Chase & Company can be found at https://www.insiderset.com/investors/stocks/JPM.
Conversely, Cullen Value Fund increased its stake in Amazon.com Inc. (AMZN) by 6.75% during the quarter. More information about Amazon.com Inc. is available at https://www.insiderset.com/investors/stocks/AMZN.
Additionally, the fund's stake in Eaton Corporation PLC SHS (ETN) decreased by 18.86%, while the position in Walmart Inc. (WMT) saw a 7.57% reduction. Details on Eaton Corporation PLC SHS can be found at https://www.insiderset.com/investors/stocks/ETN.
For a comprehensive view of Jim Cullen's investment activities, please visit his profile at https://www.insiderset.com/investor/jim-cullen-cullen-investment.