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| Happy Holidays!! thanks for using AUM13F!! |
| Cullen Investment Group Ltd
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| CRD # | 18266 |
| SEC # | 801-61265 |
| CIK # | 0000797203 |
| AUM | $795.5 M (2025-07-10) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 337-237-8000 |
| Address | 1404 S College Rd Lafayette, LA 70503 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000797203 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 44.1 | ||
| Apple Inc | 43.4 | ||
| Wal Mart Stores Inc | 32.0 | ||
| J P Morgan Chase & Co | 30.0 | ||
| Eaton Corp Ltd | 26.2 | ||
| Broadcom Inc | 23.2 | ||
| Nvidia Corp | 17.8 | ||
| Alphabet Inc | 16.7 | ||
| Amazon Com Inc | 12.5 | ||
| Deere & Co | 12.3 | ||
| Union Pacific Corp | 11.9 | ||
| Ingersoll-Rand PLC | 11.7 | ||
| Exxon Mobil Corp | 11.3 | ||
| Motorola Inc | 10.6 | ||
| VISA Inc | 10.1 | ||
| PepsiCo Inc | 10.0 | ||
| Tyco International Ltd /Ber/ | 9.8 | ||
| Lilly Eli & Co | 9.7 | ||
| Merck & Co Inc | 9.5 | ||
| Comcast Corp | 9.1 | ||
| CME Group Inc | 8.3 | ||
| Enterprise Products Partners L P | 8.1 | ||
| Verizon Communications Inc | 7.7 | ||
| Starbucks Corp | 7.6 | ||
| Darden Restaurants Inc | 7.5 | ||
| Medtronic Holdings Ltd | 7.5 | ||
| Southern Co | 7.3 | ||
| United Parcel Service Inc | 7.2 | ||
| Home Depot Inc | 6.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 380 | 238.7 |
| (b) Individuals (high net worth individuals) | 165 | 529.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 5 | 27.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,424 | 795.5 |
| By Discretionary | ||
| Discretionary | 1,424 | 795.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,424 | 795.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 795.5 | |
| Total | 1,424 | 795.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000797203] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Asset Management Group Inc
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|
CT | 0.8 |
|
Erguz LLC
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|
TX | 0.8 |
|
Parsons Capital Management LLC
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|
PA | 0.8 |
|
Makrod Investment Associates Inc
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|
NJ | 0.8 |
|
Fagan Associates Inc
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|
NY | 0.8 |
|
B&D White Capital Company LLC
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|
TX | 0.8 |
|
Horst & Graben Wealth Management LLC
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|
OR | 0.8 |
|
Snowwater Investment Partners LLC
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|
0.8 | |
|
McMillan Office Inc
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|
MI | 0.8 |
|
North Point Portfolio Managers Corporation
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|
OH | 0.8 |