Jim Cullen Holdings Activity

Cullen Value Fund Portfolio 13F

Cullen Value Fund has disclosed a total of 15 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 6, bought 3 totally new, decreased the number of shares of 2 and completely sold out 4 position(s).

What stocks is Jim Cullen buying now?

In the recent quarter Jim Cullen has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (SRE) SEMPRA ENERGY (new buy), (CMCSA) COMCAST CORP-CLASS A (added shares +180.55%), (BMY) BRISTOL-MYERS SQUIBB CO (new buy), (TFC) TRUIST FINANCIAL CORP (new buy) and (KVUE) KENVUE INC (added shares +110.72%).

What does Jim Cullen invest in?

Jim Cullen's top 5 holdings (by % of portfolio) are (JPM) JPMORGAN CHASE & CO (3.87%), (LOW) LOWE'S COS INC (3.58%), (AMAT) APPLIED MATERIALS INC (3.53%), (RTX) RAYTHEON TECHNOLOGIES CORP (3.51%) and (ALL) ALLSTATE CORP (3.51%).

In the latest report(s) no changes have been made to any of these investments.

2021 Q4 (9 results)
AXTA
+70.65%
+4,658
+0.76%
$33.12
3.38% $34.24
1.82%
BWA
+54.92%
+2,976
+0.62%
$45.07
29.20% $31.91
1.75%
ST
+28.43%
+2,033
+0.45%
$61.69
55.80% $27.27
2.05%
MDLZ
+19.25%
+1,266
+0.46%
$66.31
10.96% $59.04
2.83%
SWKS
+8.46%
+130
+0.12%
$155.14
42.53% $89.16
1.52%
PKG
+2.99%
+81
+0.06%
$136.15
66.63% $226.86
2.04%
DIS
-23.56%
-757
-0.65%
$154.89
28.52% $110.72
2.12%
T
-100.00%
-16,464
-1.87%
$27.01
15.81% $22.74
0.00%
GSK
-100.00%
-11,040
-1.91%
$47.76
29.23% $33.80
0.00%
2021 Q3 (11 results)
SWKS
buy
+2,493
+1.53%
$164.78
45.89% $89.16
1.53%
PKG
buy
+3,510
+2.05%
$137.44
65.06% $226.86
2.05%
AXTA
buy
+8,330
+0.97%
$29.19
17.30% $34.24
0.97%
ADM
buy
+4,078
+1.01%
$60.01
16.73% $49.97
1.01%
CNI
buy
+2,565
+1.10%
$115.65
12.60% $101.08
1.10%
T
buy
+16,464
+1.92%
$27.01
15.81% $22.74
0.00%
AXP
buy
+3,300
+2.06%
$167.53
77.60% $297.53
2.06%
CSCO
-32.54%
-6,224
-1.26%
$54.43
7.17% $58.33
2.61%
ORCL
-33.29%
-4,229
-1.37%
$87.13
92.65% $167.86
2.75%
NEM
-100.00%
-11,770
-2.77%
$63.38
40.22% $37.89
0.00%
XLC
-100.00%
-6,270
-1.89%
$80.97
20.87% $97.87
0.00%
2021 Q2 (11 results)
XLC
buy
+6,270
+1.96%
$80.97
20.87% $97.87
0.00%
CB
-5.34%
-208
-0.20%
$158.94
72.72% $274.52
3.52%
TMO
-5.75%
-68
-0.21%
$504.47
3.43% $521.79
3.49%
MRK
-5.77%
-687
-0.21%
$77.77
26.93% $98.71
3.40%
ARW
-8.35%
-395
-0.30%
$113.83
0.83% $114.78
3.27%
MS
-12.05%
-1,695
-0.60%
$91.69
35.10% $123.87
4.39%
DIS
-12.40%
-700
-0.48%
$175.77
37.01% $110.72
3.36%
JPM
-16.76%
-1,386
-0.83%
$155.54
52.35% $236.97
4.14%
SIEGY
-16.80%
-2,489
-0.77%
$79.64
22.78% $97.78
3.80%
TRV
-100.00%
-3,135
-2.21%
$150.40
59.77% $240.29
0.00%
T
-100.00%
-12,600
-2.05%
$30.27
24.88% $22.74
0.00%
2021 Q1 (3 results)
ST
buy
+7,150
+1.58%
$57.95
52.94% $27.27
1.58%
MS
-21.97%
-3,960
-1.17%
$77.66
59.50% $123.87
4.17%
ABB
-100.00%
-21,630
-2.31%
$27.96
32.80% $37.13
0.00%
2020 Q4 (10 results)
UL
buy
+10,115
+2.46%
$60.36
5.37% $57.12
2.46%
T
+16.63%
+2,495
+0.29%
$28.76
20.93% $22.74
2.03%
PFE
+4.88%
+1,027
+0.15%
$36.81
28.36% $26.37
3.28%
COP
-2.09%
-232
-0.04%
$39.99
138.36% $95.32
1.89%
GSK
-18.70%
-2,540
-0.47%
$46.00
26.52% $33.80
2.05%
CVX
-22.32%
-1,595
-0.54%
$84.45
68.23% $142.07
1.89%
BAC
-38.11%
-9,483
-1.33%
$30.31
44.11% $43.68
2.16%
TRV
-38.91%
-2,420
-1.37%
$140.37
71.18% $240.29
2.15%
MSFT
-67.95%
-2,300
-2.06%
$222.42
95.01% $433.73
0.97%
UN
-100.00%
-10,115
-2.46%
$60.40
-
0.00%
2020 Q3 (6 results)
ARW
buy
+8,100
+2.77%
$78.66
45.92% $114.78
2.77%
CMCSA
buy
+8,777
+2.69%
$46.26
18.46% $37.72
2.69%
BAC
buy
+28,600
+2.99%
$24.09
81.32% $43.68
2.99%
XLK
-100.00%
-5,550
-2.52%
$104.49
126.46% $236.63
0.00%
IYZ
-100.00%
-20,200
-2.42%
$27.56
2.25% $26.94
0.00%
XLF
-100.00%
-23,975
-3.52%
$23.14
108.21% $48.18
0.00%
50 of 247

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.