Cullinan Associates Inc Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the ever-evolving world of finance, it's crucial to stay updated on the latest trends and changes in the market. One way investors and analysts gauge market movements is through the 13F filings, which disclose the holdings of institutional investment managers. One such company, Cullinan Associates Inc, recently released its Q2 2023 and Q3 2023 13F holdings, and the changes between the two quarters are worth noting.

Wal-Mart Stores Inc (WMT):

Cullinan Associates Inc maintained its position in Wal-Mart, with a slight increase in the number of shares held from 888,754 in Q2 2023 to 890,534 in Q3 2023. The value of their holdings also saw a minor increase from $139,694,000 to $142,423,000.

Apple Inc (AAPL):

Cullinan Associates Inc had a significant increase in its holdings of Apple, with the number of shares rising from 738,304 in Q2 2023 to 784,520 in Q3 2023. However, the value of their holdings saw a slight decrease from $143,208,000 to $134,317,000.

Microsoft Corp (MSFT):

Cullinan Associates Inc also increased its holdings of Microsoft, with the number of shares held rising from 249,412 in Q2 2023 to 272,431 in Q3 2023. The value of their holdings saw a modest increase from $84,934,000 to $86,020,000.

Coca-Cola Company (KO):

Cullinan Associates Inc decreased its holdings of Coca-Cola, with the number of shares dropping from 1,436,850 in Q2 2023 to 1,321,368 in Q3 2023. The value of their holdings also saw a significant decrease from $86,527,000 to $73,970,000.

SPDR S&P 500 Trust (SPY):

Cullinan Associates Inc significantly increased its holdings of SPDR S&P 500 Trust, with the number of shares rising from 94,976 in Q2 2023 to 119,810 in Q3 2023. The value of their holdings also witnessed a substantial increase from $42,101,000 to $51,216,000.

S&P Global Inc. (SPGI):

Cullinan Associates Inc maintained its position in S&P Global, with a minimal increase in the number of shares held from 130,000 in Q2 2023 to 130,700 in Q3 2023. However, the value of their holdings saw a slight decrease from $52,115,000 to $47,759,000.

Procter & Gamble Co (PG):

Cullinan Associates Inc maintained its position in Procter & Gamble, with a marginal increase in the number of shares held from 316,643 in Q2 2023 to 317,807 in Q3 2023. The value of their holdings also saw a slight decrease from $48,047,000 to $46,355,000.

These are just a few of the notable changes in Cullinan Associates Inc's 13F holdings between Q2 2023 and Q3 2023. It's important to analyze such changes as they provide valuable insights into the investment strategies of institutional investors.