Jim Cullen
Net sellingCullen Capital Management, LLC — managed by Jim Cullen; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-06-30 (filed 2026-08-13) · Source: SEC EDGAR
New
Added
Exited
By what price implies: 77 demand a demanding growth rate, 25 modest.
13F × valuation
Valuation posture
Of 76 valued US positions, 10 trade below a conservative value band (as of 2026-10-16):
- Adobe Systems IncADBE29% · below
- Enterprise Financial ServicesEFSC21% · below
- Eog Resources IncEOG21% · below
- The Allstate CorpALL19% · below
- Bristol-Myers Squibb CoBMY14% · below
- Raymond James Financial IncRJF8% · below
SEC 13F · latest filing
Holdings
- Value$318.6MValuation—Holders7Weight3.1%
- Value$300.4MValuation—Holders8Weight3.0%
- Value$295.5MValuation—Holders7Weight2.9%
- Value$279.1MValuation—Holders13Weight2.7%
- Value$270.0MValuation—Holders13Weight2.7%
- Value$265.4MValuation—Holders19Weight2.6%
- Value$259.2MValuation—Holders12Weight2.5%
- Value$247.1MValuation—Holders19Weight2.4%
- Value$244.7MValuation—Holders3Weight2.4%
- Value$244.2MValuation—Holders5Weight2.4%
- Value$239.2MValuation—Holders4Weight2.4%
- Value$229.9MValuationBelow valueHolders8Weight2.3%
- Value$222.9MValuation—Holders7Weight2.2%
- Value$218.5MValuation—Holders7Weight2.1%
- Value$216.7MValuation—Holders11Weight2.1%
- Value$212.3MValuation—Holders4Weight2.1%
- Value$209.0MValuation—Holders2Weight2.1%
- Value$204.0MValuation—Holders13Weight2.0%
- Value$202.8MValuation—Holders8Weight2.0%
- Value$201.0MValuation—Holders13Weight2.0%
- Unitedhealth Group IncUNHAdding · 4 quartersValue$197.6MValuation—Holders19Weight1.9%
- Value$185.0MValuationBelow valueHolders5Weight1.8%
- Value$181.8MValuation—Holders10Weight1.8%
- Value$178.1MValuation—Holders8Weight1.8%
- Qualcomm IncQCOMAdding · 6 quartersValue$173.6MValuation—Holders9Weight1.7%
Showing top 25 of 208 positions
About this investor
About this investor
Portfolio overview
Cullen Capital Management, LLC's most recent 13F filing, for the quarter ended 2026-06-30, reports 208 positions worth $10.17B. The top 5 holdings represent 14% of that value, a broadly diversified portfolio.
The single largest position is Novartis Ag (Adr) at 3.1% of the portfolio, followed by Cisco Systems Inc at 3.0% and Morgan Stanley at 2.9%.
Against the prior quarter, Jim Cullen opened 13 new positions, exited 18, added to 82, and trimmed 99. The largest new buy was Exxonmobil Holdings Corp. The most notable sale was the full exit from Exxon Mobil Corp.
Across all 8 quarters on file, Novartis Ag (Adr) has appeared in every filing, as has Cisco Systems Inc. Novartis Ag (Adr) currently ranks first by value.
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 has no positions in the strike zone right now. Browse the whole market by value band
Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-13
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