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Jim Cullen

Net selling

Cullen Capital Management, LLC — managed by Jim Cullen; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR

Portfolio value$9.75B (+7%)
Holdings213 (−12)
Top holdingNovartis Ag (Adr)
Below band6

New

19

Added

91

Exited

31

13F × valuation

Valuation posture

Of 62 valued US positions, 6 trade below a conservative value band (1 in the strike zone) (as of 2026-07-20):

SEC 13F · latest filing

Holdings

Showing top 25 of 213 positions

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Portfolio overview

Cullen Capital Management, LLC's most recent 13F filing, for the quarter ended 2026-03-31, reports 213 positions worth $9.75B. The top 5 holdings represent 14% of that value, a broadly diversified portfolio.

The single largest position is Novartis Ag (Adr) at 3.2% of the portfolio, followed by Cisco Systems Inc at 2.9% and Johnson & Johnson at 2.8%.

Against the prior quarter, Jim Cullen opened 19 new positions, exited 31, added to 91, and trimmed 96. The largest new buy was Restaurant Brands Internationa. The most notable sale was the full exit from State Street Materials Select.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Jim Cullen holds 1 position now in the strike zone. See the full strike-zone list

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15

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