Cullen Capital Management, LLC Q2 2021 Filing

Filed August 4, 2021

Portfolio Value

$10.3T

Holdings

274

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (274 positions)

#StockSharesValue% PortfolioType
1
DWDMorgan Stanley
2,950,689$270.5B2.62%
2
JPMJP Morgan Chase & Co.
1,724,479$268.2B2.59%
3
NVSNNovartis AG (ADR)
2,867,587$261.6B2.53%
4
BCEBCE Inc.
5,196,914$256.3B2.48%
5
JCIJohnson Controls International
3,682,244$252.7B2.44%
6
RTXRaytheon Technologies Corp.
2,808,056$239.6B2.32%
7
4I1Philip Morris International In
2,367,419$234.6B2.27%
8
BACBank of America Corp.
5,690,457$234.6B2.27%
9
ULUnilever PLC (ADR)
3,870,753$226.4B2.19%
10
SIEBSiemens AG (ADR)
2,788,464$222.1B2.15%
11
JNJJohnson & Johnson
1,330,914$219.3B2.12%
12
DYHTarget Corp.
906,097$219.0B2.12%
13
CVXChevron Corp.
2,059,900$215.8B2.09%
14
GPCGenuine Parts Co.
1,620,987$205.0B1.98%
15
INTCIntel Corp.
3,572,358$200.6B1.94%
16
CBChubb Ltd.
1,254,665$199.4B1.93%
17
NEENextEra Energy Inc
2,669,462$195.6B1.89%
18
MDTMedtronic PLC
1,568,261$194.7B1.88%
19
PFEPfizer Inc.
4,950,934$193.9B1.87%
20
XOMExxon Mobil Corp.
3,060,637$193.1B1.87%
21
AVGOBroadcom Ltd.
396,409$189.0B1.83%
22
CSCOCisco Systems Inc.
3,464,903$183.6B1.78%
23
DUKDuke Energy Corp.
1,854,714$183.1B1.77%
24
MRKMerck & Co. Inc.
2,321,565$180.5B1.75%
25
TFCTruist Financial Corp
3,246,351$180.2B1.74%
26
MMM3M Co.
857,745$170.4B1.65%
27
TAT&T Inc.
5,886,733$169.4B1.64%
28
WELLWelltower Inc.
1,974,059$164.0B1.59%
29
TRVCCitigroup Inc.
2,293,722$162.3B1.57%
30
DOCHealthpeak Properties Inc
4,837,926$161.1B1.56%
31
LOWLowe's Cos. Inc.
821,220$159.3B1.54%
32
UPSUnited Parcel Service Inc.
731,606$152.2B1.47%
33
COPConocoPhillips
2,434,601$148.3B1.43%
34
KMBKimberly-Clark Corp.
1,061,540$142.0B1.37%
35
DOWDow Inc
2,206,446$139.6B1.35%
36
GDGeneral Dynamics Corp.
730,878$137.6B1.33%
37
WBAWalgreens Boots Alliance Inc.
2,599,729$136.8B1.32%
38
MOAltria Group Inc.
2,635,143$125.6B1.21%
39
DEODiageo PLC (ADR)
626,354$120.1B1.16%
40
LLYEli Lilly & Co.
499,509$114.6B1.11%
41
VICIVici Properties Inc.
3,586,565$111.3B1.08%
42
MSFTMicrosoft Corp.
375,626$101.8B0.98%
43
TRVThe Travelers Companies Inc.
672,131$100.6B0.97%
44
TMToyota Motor Corp. (ADR)
451,497$78.9B0.76%
45
VALEVale SA (ADR)
2,983,839$68.1B0.66%
46
TTENTotalEnergies SE (ADR)
1,475,307$66.8B0.65%
47
CODYYCie de Saint-Gobain (ADR)
4,562,680$60.0B0.58%
48
MNODMMC Norilsk Nickel PJSC (ADR)
1,735,183$58.9B0.57%
49
Smurfit Kappa Group PLC (ADR)
1,049,655$57.1B0.55%
50
SOBKYSoftbank Corp (ADR)
4,342,781$56.9B0.55%
51
ASXASE Technology Holding Co. Ltd
6,947,345$55.9B0.54%
52
BNPQYBNP Paribas SA (ADR)
1,770,931$55.5B0.54%
53
SVNLYSvenska Handelsbanken AB (ADR)
9,355,594$52.4B0.51%
54
PSMMYPersimmon PLC (ADR)
614,802$51.2B0.50%
55
NNGRYNN Group NV (ADR)
2,156,004$51.0B0.49%
56
ENLAYEnel SPA (ADR)
5,469,467$50.7B0.49%
57
UOVEYUnited Overseas Bank Ltd. (ADR
1,280,305$49.3B0.48%
58
NSRGYNestle SA (ADR)
394,668$49.2B0.48%
59
RHHBYRoche Holding AG (ADR)
1,045,259$49.1B0.47%
60
ZURVYZurich Insurance Group AG (ADR
1,219,572$49.1B0.47%
61
DHLGYDeutsche Post AG (ADR)
718,826$49.0B0.47%
62
NTTYYNippon Telegraph & Telephone C
1,757,689$46.0B0.45%
63
IBDRYIberdola SA (ADR)
936,738$45.8B0.44%
64
POWPower Corporation of Canada
1,395,076$44.0B0.43%
65
SKHHYSonic Healthcare Ltd. (ADR)
1,483,996$42.4B0.41%
66
SNYSanofi (ADR)
799,562$42.1B0.41%
67
ALIZYAllianz SE (ADR)
1,603,462$40.1B0.39%
68
MURGYMuenchener Ruechversicherungs
1,453,200$39.8B0.38%
69
BAESYBAE Systems PLC (ADR)
1,357,381$39.7B0.38%
70
MGDDYMichelin cie Generale de Estab
1,219,166$39.0B0.38%
71
BMTABritish American Tobacco PLC (
961,668$37.8B0.37%
72
UPMMYUPM-Kymmene OYJ (ADR)
987,803$37.4B0.36%
73
BMYBristol-Myers Squibb Co.
521,329$34.8B0.34%
74
ETNEaton Corp. PLC
221,119$32.8B0.32%
75
MFCManulife Financial Corp.
1,615,078$31.8B0.31%
76
DTEGYDeutsche Telekom AG (ADR)
1,374,283$29.2B0.28%
77
BACVerizon Communications Inc.
513,093$28.7B0.28%
78
Britvic PLC (ADR)
1,020,236$26.9B0.26%
79
UBSUBS Group AG (ADR)
1,732,695$26.6B0.26%
80
LUKOYLukoil PJSC (ADR)
286,293$26.3B0.25%
81
RIORio Tinto PLC (ADR)
296,173$24.8B0.24%
82
PPLPPL Corp.
879,076$24.6B0.24%
83
ALSThe Allstate Corp.
174,237$22.7B0.22%
84
TSMTaiwan Semiconductor Manufactu
186,444$22.4B0.22%
85
MH6ATokio Marine Holdings Inc. (AD
445,692$20.5B0.20%
86
81299.HKAIA Group Ltd
1,522,350$18.9B0.18%
87
Anglo American PLC
450,693$17.9B0.17%
88
CAGConAgra Brands Inc
460,016$16.7B0.16%
89
BNP Paribas SA
241,965$15.2B0.15%
90
Cie de Saint-Gobain
228,468$15.0B0.15%
91
LVSLas Vegas Sands Corp.
283,558$14.9B0.14%
92
Prologis Property Mexico
6,571,819$14.6B0.14%
93
IBNICICI Bank Ltd. (ADR)
840,616$14.4B0.14%
94
SBERSberbank of Russia PJSC (ADR)
820,757$13.7B0.13%
95
SKMEURSK Telecom Co Ltd (ADR)
430,214$13.5B0.13%
96
Quanta Computer Inc.
4,265,500$13.4B0.13%
97
EWYiShares MSCI South Korea ETF
136,718$12.7B0.12%
98
KSPIKaspi.kz JSC
117,986$12.5B0.12%
99
Smurfit Kappa Group PLC
219,066$11.9B0.11%
100
KWG Group Holdings
8,651,620$11.6B0.11%
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