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| Happy Holidays!! thanks for using AUM13F!! |
| Cullinan Associates Inc
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| CRD # | 108340 |
| SEC # | 801-35801 |
| CIK # | 0001161670 |
| AUM | $1.6 B (2025-03-28) |
| Employees | 18 (44% Investors, 11% Brokers) |
| Phone | 502-893-0300 |
| Address | 295 N Hubbards Lane Louisville, KY 40207 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001161670 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Coinbase Global Inc | 106.1 | ||
| Coca Cola Co | 97.5 | ||
| Apple Inc | 93.1 | ||
| Microsoft Corp | 84.5 | ||
| McGraw-hill Companies Inc | 65.1 | ||
| Wal Mart Stores Inc | 55.5 | ||
| Procter & Gamble Co | 41.8 | ||
| International Business Machines Corp | 35.7 | ||
| Johnson & Johnson | 28.8 | ||
| Exxon Mobil Corp | 28.3 | ||
| Amazon Com Inc | 27.9 | ||
| Oracle Corp | 26.2 | ||
| VISA Inc | 23.6 | ||
| Alphabet Inc | 23.4 | ||
| Vertex Pharmaceuticals Inc / Ma | 23.2 | ||
| J P Morgan Chase & Co | 22.7 | ||
| McDonalds Corp | 19.5 | ||
| Nvidia Corp | 18.9 | ||
| Lowes Companies Inc | 18.7 | ||
| Texas Instruments Inc | 18.3 | ||
| American Express Co | 17.5 | ||
| Electronic Arts Inc | 17.0 | ||
| Chevron Corp | 16.9 | ||
| AbbVie Inc | 16.4 | ||
| Alphabet Inc | 15.6 | ||
| Facebook Inc | 15.4 | ||
| Qualys Inc | 14.7 | ||
| Caterpillar Inc | 13.8 | ||
| Costco Wholesale Corp /NEW | 13.7 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 336 | 0.2 |
| (b) Individuals (high net worth individuals) | 379 | 1.3 |
| (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 | 3 | 0.0 |
| (h) Charitable organizations | 14 | 0.1 |
| (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 | 18 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 747 | 1.6 |
| By Discretionary | ||
| Discretionary | 747 | 1.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 747 | 1.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.6 | |
| Total | 747 | 1.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001161670] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KMG Fiduciary Partners LLC
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|
OH | 1.6 |
|
Promus Capital LLC
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|
IL | 1.6 |
|
Castle Rock Advisors LLC
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MA | 1.6 |
|
Guidestone Advisors LLC
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TX | 1.6 |
|
City National Securities Inc
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|
CA | 1.6 |
|
Fourthought Financial Partners LLC
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|
FL | 1.6 |
|
Orleans Capital Management Corp
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|
LA | 1.6 |
|
Ethos Financial Group LLC
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|
PA | 1.6 |
|
Wealthplan Investment Management LLC
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|
NE | 1.6 |
|
Schaper Benz & Wise Investment Counsel Inc
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|
WI | 1.6 |