Cullinan Associates Inc.
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$2.5B
Holdings
201
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
Apple Inc
Q1 2026: New position (29.1k shares)
8.3%
02
$KO
Coca-Cola Company
Q1 2026: New position (525.2k shares)
8.2%
03
$MSFT
Microsoft Corp
Q1 2026: New position (436.9k shares)
4.7%
04
$SPGI
S&P Global Inc.
Q1 2026: New position (16.3k shares)
4.2%
05
$JNJ
Johnson & Johnson
Q1 2026: New position (378.8k shares)
3.7%
06
$XOM
Exxon Mobil
Q1 2026: New position (29.0k shares)
3.1%
07
$SPY
SPDR S&P 500 Trust
Q1 2026: New position (113.1k shares)
2.7%
08
$PG
Procter & Gamble Co
Q1 2026: New position (82.2k shares)
2.7%
09
$GOOGL
Alphabet Class A
Q1 2026: New position (12.1k shares)
2.4%
10
$GOOG
Alphabet Class C
Q1 2026: New position (782.8k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:25 UTC.