- Portfolio
- Activity
Jim Cullen Holdings Activity
Cullen Value Fund Portfolio 13F
Cullen Value Fund has disclosed a total of 10 changes to the portfolio in the latest (2024 Q2) SEC report(s): bought 4 totally new, decreased the number of shares of 5 and completely sold out 1 position(s).
What stocks is Jim Cullen buying now?
In the recent quarter Jim Cullen has purchased 4 securities: (XLV) HEALTH CARE SELECT SECTOR (new buy), (XLY) CONSUMER DISCRETIONARY SELT (new buy), (XLC) COMM SERV SELECT SECTOR SPDR (new buy) and (XLP) CONSUMER STAPLES SPDR (new buy).
What does Jim Cullen invest in?
Jim Cullen's top 5 holdings (by % of portfolio) are (AMAT) APPLIED MATERIALS INC (4.37%), (JPM) JPMORGAN CHASE & CO (3.93%), (BAC) BANK OF AMERICA CORP (3.79%), (ORCL) ORACLE CORP (3.78%) and (C) CITIGROUP INC COM NEW (3.59%).
In the latest report(s) no changes have been made to any of these investments.
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.