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| A N Culbertson & Company Inc
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|---|---|
| CRD # | 108341 |
| SEC # | 801-43581 |
| CIK # | 0001224890 |
| AUM | 817.8 M (2026-06-30) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 434-972-7766 |
| Address | One Boars Head Pointe Charlottesville, VA 22903-4612 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 45.5 | ||
| Johnson & Johnson | 40.8 | ||
| J P Morgan Chase & Co | 32.2 | ||
| Microsoft Corp | 31.0 | ||
| Caterpillar Inc | 28.1 | ||
| Goldman Sachs Group Inc | 22.5 | ||
| Alphabet Inc | 19.2 | ||
| Cummins Inc | 18.4 | ||
| AbbVie Inc | 17.5 | ||
| McKesson Corp | 17.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 59.5 |
| (b) Individuals (high net worth individuals) | 168 | 752.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.8 |
| (h) Charitable organizations | 2 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 849 | 817.8 |
| By Discretionary | ||
| Discretionary | 846 | 808.3 |
| Non-Discretionary | 3 | 9.5 |
| Total | 849 | 817.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 817.8 | |
| Total | 849 | 817.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001224890] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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