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CULLEN CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CULLEN CAPITAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001362535
持仓数
213
前50大市值合计
$8.33B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 50
增持 72
减持 17
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
—
Medtronic PLC
+$243.4M
3,018,873
建仓
—
Chubb Ltd.
+$212.2M
1,093,052
建仓
—
Johnson Controls International
+$204.5M
3,396,494
增持
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
CSCO
Cisco Systems Inc.
+$98.4M
4,814,843
+50%
增持
CMCSA
Comcast Corp. (Cl A)
+$93.5M
5,391,938
+70%
增持
DOW
Dow Inc
+$91.4M
4,007,048
+57%
增持
SIEGY
Siemens AG (ADR)
+$86.0M
3,727,567
+19%
减持
MMM
3M Co.
-$74.6M
12,213
-98%
增持
—
Unilever PLC (ADR)
+$73.7M
4,593,537
+40%
增持
BCE
BCE Inc.
+$65.8M
6,134,770
+29%
增持
NVS
Novartis AG (ADR)
+$65.5M
3,460,003
+24%
增持
PM
Philip Morris International In
+$65.3M
2,564,527
+41%
增持
MS
Morgan Stanley
+$64.2M
2,918,900
+29%
增持
VICI
Vici Properties Inc.
+$56.6M
6,667,847
+34%
增持
RTX
Raytheon Technologies Corp.
+$56.5M
2,660,356
+32%
增持
JPM
JP Morgan Chase & Co.
+$56.1M
2,071,996
+30%
增持
UPS
United Parcel Service Inc.
+$53.4M
835,728
+34%
增持
—
Exxon Mobil Corp.
+$52.6M
2,452,061
+25%
增持
TGT
Target Corp.
+$52.3M
915,851
+37%
增持
C
Citigroup Inc.
+$50.0M
3,344,073
+41%
增持
MRK
Merck & Co. Inc.
+$49.6M
2,653,244
+27%
增持
AVGO
Broadcom Ltd.
+$49.0M
355,202
+11%
增持
DUK
Duke Energy Corp.
+$48.6M
2,470,386
+34%
增持
GD
General Dynamics Corp.
+$46.8M
816,571
+45%
增持
INTC
Intel Corp.
+$45.9M
4,737,284
+15%
增持
GPC
Genuine Parts Co.
+$45.8M
1,322,983
+31%
增持
CVX
Chevron Corp.
+$42.0M
1,575,561
+31%
增持
LOW
Lowe's Companies Inc.
+$41.8M
722,853
+40%
增持
MO
Altria Group Inc.
+$40.4M
3,432,345
+39%
增持
T
AT&T Inc.
+$38.0M
6,912,755
+34%
增持
KMB
Kimberly-Clark Corp.
+$37.6M
1,189,312
+32%
建仓
QCOM
Qualcomm Inc.
+$36.4M
285,657
建仓
MURGY
Muenchener Ruechversicherungs
+$36.2M
1,036,228
增持
JNJ
Johnson & Johnson
+$36.2M
1,645,472
+33%
增持
MSFT
Microsoft Corp.
+$35.8M
325,625
+34%
增持
DOC
Healthpeak Properties Inc
+$35.1M
7,886,651
+43%
增持
WDS
Woodside Energy Group Ltd. (ADR)
+$28.5M
1,281,950
+10197%
建仓
—
Arca Continental SAB de CV
+$27.7M
3,056,249
增持
NEE
NextEra Energy Inc.
+$27.4M
2,580,187
+26%
建仓
MBGYY
Mercedes-Benz Group AG (ADR)
+$26.8M
1,397,773
建仓
—
Prologis Property Mexico
+$26.4M
7,288,436
增持
DEO
Diageo PLC (ADR)
+$25.2M
572,814
+30%
增持
VZ
Verizon Communications Inc.
+$24.5M
1,905,539
+51%
增持
TSM
Taiwan Semiconductor Manufactu
+$22.6M
337,157
+188%
建仓
—
AIA Group Ltd.
+$22.4M
2,124,556
建仓
—
OPAP SA
+$20.7M
1,291,234
增持
VEOEY
Veolia Environnement SA (ADR)
+$20.4M
1,353,804
+63%
减持
TM
Toyota Motor Corp. (ADR)
-$19.6M
162,854
-48%
增持
COP
ConocoPhillips
+$19.5M
1,565,411
+36%
增持
KOF
Coca-Cola Femsa SAB de CV (ADR
+$19.3M
746,402
+24%
增持
PPL
PPL Corp.
+$19.2M
2,411,062
+47%
建仓
—
Bank Rakyat Indonesia Persero
+$18.9M
59,775,916
增持
BMY
Bristol-Myers Squibb Co.
+$18.5M
944,196
+45%
增持
EOG
EOG Resources Inc.
+$18.2M
565,107
+57%
增持
BAC
Bank of America Corp.
+$17.8M
5,200,839
+32%
建仓
GLNCY
Glencore PLC (ADR)
+$17.8M
1,552,576
建仓
—
Zijin Mining Group Company Ltd
+$16.5M
9,901,772
增持
CAG
Conagra Brands Inc.
+$16.4M
1,583,208
+42%
清仓
XLF
Financial Select Sector SPDR F
-$15.9M
0
-100%
减持
VALE
Vale SA (ADR)
-$15.7M
2,360,218
-24%
增持
ENLAY
Enel SPA (ADR)
+$14.9M
3,851,076
+147%
建仓
—
Copa Holdings SA
+$14.9M
161,271
减持
SHEL
Shell PLC (ADR)
-$14.6M
719,991
-27%
增持
SNY
Sanofi (ADR)
+$14.6M
759,157
+38%
增持
TRV
The Travelers Companies Inc.
+$14.4M
659,562
+25%
清仓
XLC
Communication Services Select
-$14.1M
0
-100%
增持
TFC
Truist Financial Corp
+$14.0M
4,146,229
+40%
减持
TKOMY
Tokio Marine Holdings Inc. (ADR)
-$13.9M
2,185,352
-16%
建仓
—
Banco Del Bajio
+$13.4M
3,668,637
建仓
—
Nippon Telegraph & Telephone C
+$13.1M
438,090
增持
SKHHY
Sonic Healthcare Ltd. (ADR)
+$13.0M
1,457,334
+40%
建仓
—
Siemens AG
+$13.0M
80,120
建仓
—
Mediatek Inc.
+$12.7M
492,400
建仓
—
Unimicron Technology Corp.
+$12.3M
2,542,770
增持
kspi us equity
Kaspi.kz JSC
+$12.0M
233,340
+195%
清仓
XLV
Health Care Select Sector SPDR
-$11.3M
0
-100%
建仓
—
Deutsche Post AG
+$10.7M
228,837
建仓
GLDG
Glencore PLC
+$10.7M
1,861,741
增持
DHLGY
Deutsche Post AG (ADR)
+$10.7M
974,234
+5%
减持
TSCDY
Tesco PLC (ADR)
-$10.6M
862,840
-63%
减持
—
TotalEnergies SE (ADR)
-$10.5M
860,010
-13%
增持
BNPQY
BNP Paribas SA (ADR)
+$10.2M
1,435,392
+25%
增持
PWCDF
Power Corporation of Canada
+$10.2M
1,508,151
+25%
建仓
—
Telkom Indonesia Persero Tabak
+$10.1M
37,357,647
建仓
—
UPM-Kymmene Oyj
+$10.0M
297,858
增持
PFE
Pfizer Inc.
+$9.8M
4,066,580
+33%
增持
TOELY
Tokyo Electron Ltd. (ADR)
+$9.7M
381,960
+15%
清仓
XLRE
Real Estate Select Sector SPDR
-$9.4M
0
-100%
建仓
—
BNP Paribas SA
+$9.3M
155,478
建仓
—
United Overseas Bank Ltd.
+$9.1M
408,989
建仓
SQM
Sociedad Quimica y Minera de C
+$9.0M
110,564
建仓
—
Sanofi
+$8.6M
79,289
建仓
—
BAE Systems PLC
+$8.6M
707,776
清仓
XLK
Technology Select Sector SPDR
-$8.6M
0
-100%
增持
BXP
Boston Properties Inc.
+$8.5M
1,065,137
+47%
建仓
—
Cie de Saint-Gobain
+$8.3M
146,251
建仓
—
Nestle SA
+$8.2M
67,214
减持
SVNLY
Svenska Handelsbanken AB (ADR)
-$8.1M
7,542,694
-7%
建仓
—
Zurich Insurance Group AG
+$8.0M
16,767
增持
KTB
Airtel Africa PLC
+$7.7M
9,201,536
+180%
增持
IBN
ICICI Bank Ltd. (ADR)
+$7.6M
824,031
+76%
减持
UOVEY
United Overseas Bank Ltd. (ADR
-$7.5M
1,266,303
-10%
增持
DTEGY
Deutsche Telekom AG (ADR)
+$7.5M
1,768,506
+0%
清仓
EFV
iShares MSCI EAFE Value ETF
-$7.4M
0
-100%
建仓
—
PAX Global Technology Ltd.
+$7.4M
8,797,670
建仓
—
Grupo Mexico SAB de CV
+$7.3M
1,542,187
减持
BAESY
BAE Systems PLC (ADR)
+$7.2M
1,305,231
-4%
建仓
—
Smurfit Kappa Group PLC
+$7.2M
198,564
建仓
—
CapitaLand Ascendas REIT
+$6.6M
3,052,514
减持
ASX
ASE Technology Holding Company
+$6.5M
4,405,340
-3%
增持
ALL
The Allstate Corp.
+$6.4M
388,723
+44%
建仓
—
Sonic Healthcare Ltd.
+$6.4M
274,042
增持
—
Anglo American PLC
+$6.2M
388,611
+127%
建仓
—
Roche Holding AG
+$5.8M
20,259
减持
TGOPY
3i Group PLC (ADR)
+$5.6M
4,402,621
-11%
建仓
—
Capitaland India Trust
+$5.6M
6,823,619
清仓
XLI
Industrial Select Sector SPDR
-$5.4M
0
-100%
增持
—
Smurfit Kappa Group PLC (ADR)
+$5.3M
906,854
+22%
建仓
—
Samsung Electronics Co. Ltd. -
+$5.1M
123,838
增持
CODYY
Cie de Saint-Gobain (ADR)
+$5.1M
2,965,600
+1%
建仓
—
Tokio Marine Holdings Inc.
+$5.1M
264,971
增持
EWT
iShares MSCI Taiwan ETF
+$5.0M
215,306
+83%
建仓
—
Petroleo Brasileiro SA
+$4.8M
919,715
增持
NSRGY
Nestle SA (ADR)
+$4.7M
468,150
+3%
清仓
IWD
iShares Russell 1000 Value ETF
-$4.7M
0
-100%
建仓
—
Muenchener Ruechversicherungs
+$4.6M
13,016
建仓
VOLVF
Volvo AB B-Shares
+$4.2M
202,256
建仓
—
Eaton Corp. PLC
+$4.0M
23,435
减持
RHHBY
Roche Holding AG (ADR)
-$3.9M
1,114,381
-1%
减持
RIO
Rio Tinto PLC (ADR)
-$3.9M
1,043,137
-1%
减持
SOBKY
Softbank Corp (ADR)
-$3.7M
2,896,326
-13%
建仓
—
Axalta Coating Systems Ltd.
+$3.5M
115,069
减持
NNGRY
NN Group NV (ADR)
-$3.3M
1,483,672
-0%
清仓
SHG
Shinhan Financial Group Compan
-$3.2M
0
-100%
增持
VLVLY
Volvo AB B-Shares (ADR)
+$3.2M
1,015,331
+3%
增持
SSNHZ
Samsung Electronics Co. Ltd. -
+$3.2M
4,316
+124%
清仓
XLP
Consumer Staples Select Sector
-$3.1M
0
-100%
减持
ZURVY
Zurich Insurance Group AG (ADR
-$3.1M
1,133,241
-5%
建仓
—
Bayerische Motoren Werke AG
+$3.1M
27,936
建仓
—
Novartis AG
+$3.0M
33,074
清仓
XLB
Materials Select Sector SPDR F
-$3.0M
0
-100%
建仓
—
Britvic PLC
+$2.9M
265,524
增持
BWA
BorgWarner Inc.
+$2.6M
92,270
+95%
增持
ORCL
Oracle Corp.
+$2.6M
62,182
+58%
增持
AXP
American Express Co.
+$2.5M
28,554
+92%
建仓
—
Coca Cola Euro Pacific Partner
+$2.4M
40,320
增持
AMAT
Applied Materials Inc.
+$2.3M
29,138
+120%
增持
DNBBY
DNB Bank ASA (ADR)
-$2.2M
2,246,686
+5%
增持
MGDDY
Michelin cie Generale de Estab
+$2.1M
1,502,083
+1%
建仓
—
Sensata Technologies Holding P
+$2.1M
41,143
