CULBERTSON A N & Overview
Culbertson A N & Company Inc is an investment advisor that manages 321 MM dollars in regulatory AUM and has 10 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 09/30/19. The fund's latest filing disclosed 366MM in positions, representing 114% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 09/30/19. The fund's latest filing disclosed 366MM in positions, representing 114% of the manager's regulatory AUM.
CULBERTSON A N & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CULBERTSON A N & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 6.12% | Financials | 5.45% | -0.05% | 0 | 29% | ||
| AAPL | 4.66% | Tech | 19.62% | 0.48% | 0 | 41% | ||
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FEATURED IN
CULBERTSON A N & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Sharon P. Culbertson | Shareholder & Secretary | November-1997 |
| Elizabeth C. Gleason | Shareholder | November-1997 |
| Jennifer B. Culbertson | Shareholder | November-1997 |
| George L. Payne | President, Chief Operating Officer, Chief Compliance Officer | June-1999 |
| Alan N. Culbertson | Chief Executive Officer | April-1993 |
CULBERTSON A N & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CULBERTSON A N & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our Methods of Analysis and Investment Strategies
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value. Although fundamental analysis is a well recognized method of analysis, information obtained through this type of analysis may be incorrect and the analysis may not provide an accurate estimate of earnings, which may be the basis for a stock's value. If securities prices adjust rapidly to new information, utilizing fundamental a...
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Our Methods of Analysis and Investment Strategies
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value. Although fundamental analysis is a well recognized method of analysis, information obtained through this type of analysis may be incorrect and the analysis may not provide an accurate estimate of earnings, which may be the basis for a stock's value. If securities prices adjust rapidly to new information, utilizing fundamental a...
Unlock Full Investment Process Description
CULBERTSON A N & Portfolio Concentration
CULBERTSON A N & Location
ONE BOARS HEAD POINTE
SUITE 101
CHARLOTTESVILLE, Virginia
UNITED STATES, 22903-4612
SUITE 101
CHARLOTTESVILLE, Virginia
UNITED STATES, 22903-4612
CULBERTSON A N & Contact Information
Phone Number: 434-972-7766
Fax Number: 434-984-8307
Website: http://www.anculbertson.com
Fax Number: 434-984-8307
Website: http://www.anculbertson.com
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Disclaimer
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