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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 2
增持 20
减持 46
清仓 82
方向
标的
Δ市值
现股数(环比)
清仓
SIEGY
Siemens AG (ADR)
-$308.3M
0
-100%
建仓
KVUE
Kenvue Inc
+$207.9M
10,354,907
减持
KMB
Kimberly-Clark Corp.
-$159.0M
7,286
-99%
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。
减持
AVGO
Broadcom Ltd.
-$65.9M
236,102
-22%
增持
RTX
RTX Corp
-$65.6M
2,565,379
+0%
减持
JNJ
Johnson & Johnson
-$62.3M
1,367,772
-18%
清仓
BAESY
BAE Systems PLC (ADR)
-$61.8M
0
-100%
清仓
NTTYY
Nippon Telegraph & Telephone C
-$59.7M
0
-100%
清仓
NSRGY
Nestle SA (ADR)
-$57.0M
0
-100%
清仓
TGOPY
3i Group PLC (ADR)
-$54.6M
0
-100%
清仓
ZURVY
Zurich Insurance Group AG (ADR)
-$54.6M
0
-100%
清仓
UOVEY
United Overseas Bank Ltd. (ADR)
-$53.7M
0
-100%
减持
BCE
BCE Inc.
-$52.9M
5,950,011
-3%
清仓
TKOMY
Tokio Marine Holdings Inc. (ADR)
-$50.8M
0
-100%
清仓
DHLGY
DHL Group AG (ADR)
-$48.3M
0
-100%
清仓
BNPQY
BNP Paribas SA (ADR)
-$47.2M
0
-100%
减持
NEE
NextEra Energy Inc.
-$45.4M
2,529,571
-1%
清仓
RHHBY
Roche Holding AG (ADR)
-$44.0M
0
-100%
清仓
VEOEY
Veolia Environnement SA (ADR)
-$43.9M
0
-100%
清仓
MBGYY
Mercedes-Benz Group AG (ADR)
-$42.6M
0
-100%
清仓
TOELY
Tokyo Electron Ltd. (ADR)
-$41.2M
0
-100%
减持
MRK
Merck & Co. Inc.
-$40.7M
2,451,727
-3%
清仓
DNBBY
DNB Bank ASA (ADR)
-$40.5M
0
-100%
清仓
MURGY
Muenchener Ruechversicherungs
-$39.4M
0
-100%
增持
—
Johnson Controls International
-$39.4M
3,569,324
+6%
清仓
DTEGY
Deutsche Telekom AG (ADR)
-$38.6M
0
-100%
减持
—
Medtronic PLC
-$38.1M
2,939,329
-4%
清仓
CODYY
Cie de Saint-Gobain (ADR)
-$36.5M
0
-100%
清仓
SKHHY
Sonic Healthcare Ltd. (ADR)
-$35.1M
0
-100%
减持
GPC
Genuine Parts Co.
-$34.3M
1,193,050
-2%
清仓
KMTUY
Komatsu Ltd. (ADR)
-$32.3M
0
-100%
清仓
ENLAY
Enel SPA (ADR)
-$32.1M
0
-100%
清仓
SOBKY
Softbank Corp (ADR)
-$31.3M
0
-100%
清仓
—
Smurfit Kappa Group PLC (ADR)
-$30.8M
0
-100%
清仓
UPMMY
UPM-Kymmene OYJ (ADR)
-$30.5M
0
-100%
建仓
CCI
Crown Castle Inc.
+$30.4M
330,813
增持
UNP
Union Pacific Corp.
+$30.2M
172,653
+616%
清仓
IBDRY
Iberdrola SA (ADR)
-$30.1M
0
-100%
清仓
NNGRY
NN Group NV (ADR)
-$28.3M
0
-100%
清仓
—
Arca Continental SAB de CV
-$28.0M
0
-100%
减持
XLRE
Real Estate Select Sector SPDR
-$25.4M
35,187
-95%
清仓
—
Prologis Property Mexico
-$25.2M
0
-100%
清仓
—
AIA Group Ltd.
-$24.5M
0
-100%
增持
TM
Toyota Motor Corp. (ADR)
+$23.6M
280,323
+68%
减持
UPS
United Parcel Service Inc.
-$23.1M
800,081
-3%
减持
PM
Philip Morris International In
-$23.1M
2,561,534
-4%
清仓
MGDDY
Michelin cie Generale de Estab
-$22.4M
0
-100%
清仓
VLVLY
Volvo AB B-Shares (ADR)
-$21.3M
0
-100%
减持
C
Citigroup Inc.
-$21.3M
3,380,800
-3%
清仓
—
OPAP SA
-$21.0M
0
-100%
清仓
—
Bank Rakyat Indonesia Persero
-$20.9M
0
-100%
清仓
SVNLY
Svenska Handelsbanken AB (ADR)
-$20.8M
0
-100%
清仓
—
Unimicron Technology Corp.
-$20.2M
0
-100%
减持
MO
Altria Group Inc.
-$20.0M
3,304,910
-6%
清仓
kspi us equity
Kaspi.kz JSC
-$19.5M
0
-100%
减持
LOW
Lowe's Companies Inc.
-$19.2M
685,131
-4%
清仓
GLNCY
Glencore PLC (ADR)
-$19.2M
0
-100%
减持
BXP
Boston Properties Inc.
-$18.7M
646,396
-35%
增持
TGT
Target Corp.
-$18.6M
963,581
+2%
减持
VICI
Vici Properties Inc.
-$18.0M
6,892,339
-1%
减持
XLF
Financial Select Sector SPDR F
-$17.7M
53,326
-91%
减持
PFE
Pfizer Inc.
-$17.2M
3,980,702
-2%
清仓
—
Nippon Telegraph & Telephone C
-$16.5M
0
-100%
减持
—
Unilever PLC (ADR)
-$16.3M
4,466,950
-2%
减持
MS
Morgan Stanley
-$16.0M
2,893,433
-2%
清仓
XYIGY
Xinyi Glass Holdings Ltd. (ADR)
-$15.9M
0
-100%
减持
DEO
Diageo PLC (ADR)
-$14.7M
569,147
-1%
减持
XLC
Communication Services Select
-$13.9M
20,971
-91%
清仓
—
Endeavour Mining PLC
-$13.2M
0
-100%
清仓
—
Siemens AG
-$13.1M
0
-100%
清仓
—
Quanta Computer Inc
-$12.7M
0
-100%
清仓
GLDG
Glencore PLC
-$12.4M
0
-100%
减持
COP
ConocoPhillips
+$12.3M
1,483,373
-7%
减持
MSFT
Microsoft Corp.
-$12.0M
307,580
-4%
减持
CVX
Chevron Corp.
+$11.6M
1,576,646
-2%
清仓
KTB
Airtel Africa PLC
-$11.5M
0
-100%
增持
—
Coca Cola Euro Pacific Partner
+$11.0M
778,497
+33%
清仓
—
Mediatek Inc.
-$10.9M
0
-100%
减持
XLU
Utilities Select Sector SPDR F
-$10.8M
13,577
-92%
清仓
—
DHL Group AG
-$10.6M
0
-100%
清仓
—
Telkom Indonesia Persero Tabak
-$10.5M
0
-100%
减持
—
Exxon Mobil Corp.
+$10.2M
2,302,938
-5%
清仓
—
Sanofi
-$10.2M
0
-100%
减持
—
Chubb Ltd.
+$10.0M
1,056,813
-3%
清仓
—
Britvic PLC (ADR)
-$10.0M
0
-100%
清仓
—
United Overseas Bank Ltd.
-$9.9M
0
-100%
清仓
—
Banco Del Bajio
-$9.9M
0
-100%
减持
JPM
JP Morgan Chase & Co.
-$9.9M
1,850,403
-3%
减持
CMCSA
Comcast Corp. (Cl A)
+$9.3M
5,230,651
-2%
减持
DOW
Dow Inc
-$8.9M
3,960,783
-1%
清仓
—
BNP Paribas SA
-$8.8M
0
-100%
减持
CSCO
Cisco Systems Inc.
-$8.6M
4,625,134
-7%
清仓
—
Nestle SA
-$8.5M
0
-100%
清仓
—
Tokio Marine Holdings Inc.
-$8.4M
0
-100%
清仓
—
Cie de Saint-Gobain
-$8.4M
0
-100%
清仓
—
Samsung Electronics Co. Ltd. -
-$8.3M
0
-100%
清仓
—
BAE Systems PLC
-$8.2M
0
-100%
清仓
—
Mytilineos SA (ADR)
-$8.2M
0
-100%
清仓
—
Petroleo Brasileiro SA
-$8.2M
0
-100%
清仓
TSCDY
Tesco PLC (ADR)
-$8.0M
0
-100%
减持
TSM
Taiwan Semiconductor Manufactu
-$8.0M
302,689
-11%
清仓
—
Lenovo Group Ltd.
-$8.0M
0
-100%
清仓
—
SLC Agricola SA (ADR)
-$7.8M
0
-100%
清仓
—
UPM-Kymmene Oyj
-$7.7M
0
-100%
清仓
—
Capitaland India Trust
-$7.7M
0
-100%
增持
BAX
Baxter International Inc.
-$7.5M
1,234,199
+4%
增持
VZ
Verizon Communications Inc.
-$7.4M
2,080,736
+3%
清仓
—
Zurich Insurance Group AG
-$7.4M
0
-100%
减持
BAC
Bank of America Corp.
-$7.4M
5,332,163
-0%
清仓
—
Anglo American PLC
-$7.3M
0
-100%
清仓
—
Samsung Electronics Co. Ltd. -
-$7.2M
0
-100%
减持
TRV
The Travelers Companies Inc.
-$7.2M
666,352
-0%
清仓
—
Zijin Mining Group Company Ltd
-$7.0M
0
-100%
增持
CAG
Conagra Brands Inc.
-$6.9M
1,946,263
+9%
清仓
GOFPY
OPAP SA (ADR)
-$6.9M
0
-100%
清仓
—
Roche Holding AG
-$6.6M
0
-100%
清仓
SSNHZ
Samsung Electronics Co. Ltd. -
-$6.5M
0
-100%
清仓
—
Eurobank Ergasias Services and
-$6.5M
0
-100%
增持
BMY
Bristol-Myers Squibb Co.
-$6.1M
1,051,291
+0%
增持
DOC
Healthpeak Properties Inc
+$6.0M
8,672,029
+14%
清仓
—
Sonic Healthcare Ltd.
-$6.0M
0
-100%
清仓
VOLVF
Volvo AB B-Shares
-$6.0M
0
-100%
清仓
—
CapitaLand Ascendas REIT
-$5.8M
0
-100%
减持
NVS
Novartis AG (ADR)
-$5.6M
2,714,809
-3%
清仓
—
Smurfit Kappa Group PLC
-$5.4M
0
-100%
清仓
—
Muenchener Ruechversicherungs
-$4.9M
0
-100%
增持
PBR
Petroleo Brasileiro SA (ADR)
+$4.8M
539,360
+127%
减持
SQM
Sociedad Quimica y Minera de C
-$4.0M
21,208
-71%
减持
QCOM
Qualcomm Inc.
-$3.9M
459,944
-0%
减持
EOG
EOG Resources Inc.
+$3.7M
578,229
-5%
增持
T
AT&T Inc.
+$3.5M
6,958,228
+10%
增持
PPL
PPL Corp.
-$3.5M
2,719,700
+7%
减持
—
PAX Global Technology Ltd.
-$3.4M
306,300
-94%
清仓
—
Novartis AG
-$3.1M
0
-100%
减持
XLV
Health Care Select Sector SPDR
-$3.1M
14,452
-61%
清仓
—
Bayerische Motoren Werke AG
-$3.1M
0
-100%
增持
ITUB
Itau Unibanco Holding SA (ADR)
+$3.0M
770,764
+300%
减持
RIO
Rio Tinto PLC (ADR)
-$2.9M
1,078,599
-4%
增持
DUK
Duke Energy Corp.
+$2.6M
2,559,607
+3%
增持
ALL
The Allstate Corp.
+$2.5M
451,244
+3%
减持
XLI
Industrial Select Sector SPDR
-$2.3M
7,046
-75%
增持
EPD
Enterprise Products Partners L
+$2.1M
160,055
+84%
减持
SHEL
Shell PLC (ADR)
+$2.0M
655,003
-2%
减持
ORCL
Oracle Corp.
-$2.0M
42,892
-22%
清仓
XLB
Materials Select Sector SPDR F
-$1.8M
0
-100%
清仓
—
Unilever PLC
-$1.7M
0
-100%
减持
SIMO
Silicon Motion Technology Corp
-$1.6M
9,829
-67%
增持
INDA
iShares MSCI India ETF
+$1.6M
236,718
+17%
清仓
XLY
Consumer Discretionary Select
-$1.6M
0
-100%
增持
PWCDF
Power Corporation of Canada
-$1.5M
1,435,036
+1%
