SEC 13F Intelligence

Managers / Q4 2024 · view latest →

CULLEN INVESTMENT GROUP, LTD.

CIK 0000797203 · 1404 SOUTH COLLEGE RD., LAFAYETTE, LA, 70503 · 337-237-8000

Reported Value
$678M
Q4 2024
Positions
177
Filings on Record
11
2019–present window
Filed
Jan 13, 2025
original filing

Summary

Cullen Investment Group, Ltd. reported $678M in U.S.-listed holdings across 177 positions for Q4 2024.

Its largest position, AAPL, represents 7.9% of the portfolio.

Compared with Q3 2024, the fund opened 5 new positions and exited 10.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $571MQ4 ’23Q1 ’24: $635MQ2 ’24: $627MQ2 ’24Q3 ’24: $671MQ4 ’24: $678MQ4 ’24Q1 ’25: $659MQ2 ’25: $708MQ2 ’25Q3 ’25: $756MQ4 ’25: $771MQ4 ’25Q1 ’26: $758MQ2 ’26: $827MQ2 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 87.9%Other: 9.5%MLP: 1.4%ADR: 0.4%REIT: 0.4%Other: 0.4%
  • Common Stock · 87.9% · $596M
  • Other · 9.5% · $64M
  • MLP · 1.4% · $10M
  • ADR · 0.4% · $3M
  • REIT · 0.4% · $3M
  • Other · 0.4% · $3M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$827M181Jul 9, 202613F-HRchanges · EDGAR ↗
Q1 2026$758M179Apr 9, 202613F-HRchanges · EDGAR ↗
Q4 2025$771M176Jan 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$756M175Oct 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$708M177Jul 1, 202513F-HRchanges · EDGAR ↗
Q1 2025$659M173Apr 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$678M177Jan 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$671M182Oct 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$627M177Jul 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$635M183Apr 4, 202413F-HRchanges · EDGAR ↗
Q4 2023$571M172Jan 30, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.