Long-term investor
Cullinan Associates Inc. @cullinanassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001161670).
Record
- Tracked since 2025-06-30 (454 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +19.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.4% · long · since 2025-06-30
- KO · 7.0% · long · since 2025-06-30
- MSFT · 3.9% · long · since 2025-06-30
- SPGI · 3.7% · long · since 2025-06-30
- JNJ · 3.4% · long · since 2025-06-30
- 02079K107 · 3.2% · long · since 2025-06-30
- 78462F103 · 2.9% · long · since 2025-06-30
- AMAT · 2.5% · long · since 2025-06-30
- PG · 2.5% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30
- GOOGL · 2.3% · long · since 2025-06-30
- 30233Q108 · 2.2% · long · since 2026-06-30