Culbertson A N & Co. Inc.
A.N. Culbertson & Company, Inc. is an independent, fee-only Registered Investment Advisory firm based in Charlottesville, Virginia, founded in 1993. The firm provides investment management advisory services and retirement plan advisory services for clients including individuals and families, retirement plans, charitable organizations, and businesses. It operates with a small team of 1-10 employees and serves clients seeking wealth management and fiduciary advisory expertise.
Investment Strategy
A.N. Culbertson employs a long-term, disciplined investment approach, structuring portfolios to fit each client's unique goals and risk tolerance. The firm favors individual blue-chip stocks and bonds over mutual funds, avoids market timing, and seeks opportunities during market corrections. Key considerations include inflation, taxes, and interest rates, with an emphasis on protecting client assets by avoiding undue market risk. They do not sell investment products and hold a fiduciary duty to always act in clients' best interests.
Top Holdings
Equity Positions (126)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.22% | $53.5M | 110,148 | $144.63 | $485.77 | -$5.0M |
M MSFT | MICROSOFT CORP | 6.44% | $41.9M | 84,292 | $30.72 | $497.41 | +$9.7M |
A AAPL | APPLE INC | 5.74% | $37.4M | 182,066 | $17.52 | $205.17 | -$4.1M |
J JPM | JPMORGAN CHASE & CO. | 5.16% | $33.6M | 115,887 | $63.26 | $289.91 | +$4.7M |
G GS | GOLDMAN SACHS GROUP INC | 2.98% | $19.4M | 27,429 | $181.42 | $707.75 | +$4.3M |