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| Cullinan Associates Inc
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| CRD # | 108340 |
| SEC # | 801-35801 |
| CIK # | 0001161670 |
| AUM | 1,481.6 M (2026-03-04) |
| Employees | 17 (47% Investors, 12% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Apple Inc | 101.7 | ||
| Coca Cola Co | 99.9 | ||
| Microsoft Corp | 57.9 | ||
| McGraw-Hill Companies Inc | 51.8 | ||
| Johnson & Johnson | 44.7 | ||
| Procter & Gamble Co | 32.6 | ||
| Alphabet Inc | 29.8 | ||
| Alphabet Inc | 27.6 | ||
| Amazon Com Inc | 24.5 | ||
| International Business Machines Corp | 23.4 | ||
| Vertex Pharmaceuticals Inc / Ma | 23.1 | ||
| J P Morgan Chase & Co | 19.0 | ||
| Wal Mart Stores Inc | 17.7 | ||
| McDonalds Corp | 17.6 | ||
| Applied Materials Inc /DE | 17.6 | ||
| Chevron Corp | 16.6 | ||
| AbbVie Inc | 16.0 | ||
| Aflac Inc | 15.2 | ||
| Lowes Companies Inc | 14.6 | ||
| Lam Research Corp | 13.8 | ||
| Texas Instruments Inc | 13.0 | ||
| Oracle Corp | 12.6 | ||
| American Express Co | 12.3 | ||
| Caterpillar Inc | 11.9 | ||
| Deere & Co | 11.7 | ||
| Facebook Inc | 11.4 | ||
| Lockheed Martin Corp | 10.9 | ||
| KLA Tencor Corp | 10.6 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 306 | 0.2 |
| (b) Individuals (high net worth individuals) | 293 | 1.2 |
| (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 | 11 | 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 | 19 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 632 | 1.5 |
| By Discretionary | ||
| Discretionary | 632 | 1.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 632 | 1.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.5 | |
| Total | 632 | 1.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001161670] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Institutional, Retail |
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