Cullen Investment Group, LTD.
Cullen Investment Group, Ltd. is a Registered Investment Advisor headquartered in Lafayette, Louisiana. Founded in 1982, the firm provides personalized investment management and advisory services primarily to individuals, including high net worth clients, as well as charitable organizations and pension/profit sharing plans. Cullen Investment Group manages nearly $800 million in assets and employs a small team of professionals. The firm is focused on serving clients in the local and regional community with a mix of experienced investment advisers and brokers.
Investment Strategy
Cullen Investment Group, Ltd. primarily offers discretionary investment management and brokerage services. Their investment approach emphasizes diversification across major asset classes and sectors, with holdings in large-cap equities such as Apple, Microsoft, Walmart, and others. The firm serves mainly individuals and high net worth clients, tailoring portfolios to client needs and using a long-term, value-oriented philosophy. Asset allocations typically reflect risk tolerance, income needs, and growth objectives, favoring high quality, liquid securities and prudent risk management.
Top Holdings
Equity Positions (173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INCORPORATED | 7.22% | $54.6M | 211,496 | $192.57 | $254.63 | +$11.2M |
B BRK-B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 6.38% | $48.2M | 96,718 | $356.71 | $502.74 | +$918.5K |
M MSFT | MICROSOFT CORPORATION | 6.04% | $45.6M | 88,237 | $377.71 | $517.95 | +$1.6M |
W WMT | WALMART INCORPORATED | 4.39% | $33.2M | 325,234 | $53.36 | $103.06 | +$1.2M |
J JPM | JPMORGAN CHASE & COMPANY. | 4.15% | $31.4M | 101,166 | $172.97 | $315.43 | +$1.4M |