Cullen Capital Management, LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$6.7B

Holdings

212

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (212 positions)

#StockSharesValue% PortfolioType
1
JPMJP Morgan Chase & Co.
1,293,663$220.1T3263775.31%
2
MRKMerck & Co. Inc.
1,905,049$207.7T3080398.64%
3
DWDMorgan Stanley
2,156,633$201.1T2982769.94%
4
DUKDuke Energy Corp.
1,900,591$184.4T2735482.79%
5
CVXChevron Corp.
1,200,750$179.1T2656438.51%
6
4I1Philip Morris International In
1,870,809$176.0T2610486.66%
7
GDGeneral Dynamics Corp.
676,191$175.6T2604267.74%
8
CSCOCisco Systems Inc.
3,416,188$172.6T2559762.53%
9
RTXRTX Corp
2,025,573$170.4T2527813.40%
10
VICIVici Properties Inc.
5,345,479$170.4T2527548.98%
11
CMCSAComcast Corp. (Cl A)
3,885,617$170.4T2527110.47%
12
MDTMedtronic PLC
2,060,849$169.8T2518039.97%
13
XOMExxon Mobil Corp.
1,696,121$169.6T2515153.90%
14
NVSNNovartis AG (ADR)
1,629,238$164.5T2439897.75%
15
CBChubb Ltd.
711,972$160.9T2386523.80%
16
JCIJohnson Controls International
2,787,460$160.7T2383017.94%
17
DOWDow Inc
2,745,282$150.6T2232950.46%
18
ULUnilever PLC (ADR)
3,043,033$147.5T2188083.74%
19
KVUEKenvue Inc
6,847,835$147.4T2186713.84%
20
JNJJohnson & Johnson
917,999$143.9T2134110.40%
21
BCEBCE Inc.
3,584,201$141.1T2093450.58%
22
AVGOBroadcom Ltd.
117,727$131.4T1949094.03%
23
COPConocoPhillips
1,069,706$124.2T1841531.40%
24
GPCGenuine Parts Co.
879,995$121.9T1807691.79%
25
TRVThe Travelers Companies Inc.
638,676$121.7T1804461.41%
26
BACBank of America Corp.
3,512,878$118.3T1754287.76%
27
DOCHealthpeak Properties Inc
5,951,527$117.8T1747785.80%
28
INTCIntel Corp.
2,294,181$115.3T1709851.34%
29
TFCTruist Financial Corp
3,088,969$114.0T1691491.75%
30
LOWLowe's Companies Inc.
490,343$109.1T1618536.85%
31
NEENextEra Energy Inc.
1,740,462$105.7T1567956.34%
32
DYHTarget Corp.
683,760$97.4T1444340.35%
33
MOAltria Group Inc.
2,263,566$91.3T1354327.32%
34
MSFTMicrosoft Corp.
232,150$87.3T1294785.13%
35
PFEPfizer Inc.
2,578,344$74.2T1100974.05%
36
TAT&T Inc.
4,322,302$72.5T1075726.08%
37
8CWCrown Castle Inc.
612,660$70.6T1046716.17%
38
PPLPPL Corp.
2,466,391$66.8T991347.48%
39
TRVCCitigroup Inc.
1,293,938$66.6T987208.83%
40
BACVerizon Communications Inc.
1,734,658$65.4T969950.87%
41
EOGEOG Resources Inc.
540,191$65.3T969053.05%
42
UPSUnited Parcel Service Inc.
402,972$63.4T939733.96%
43
DEODiageo PLC (ADR)
405,666$59.1T876402.22%
44
BMYBristol-Myers Squibb Co.
1,132,051$58.1T861514.72%
45
ORealty Income Corp.
976,598$56.1T831713.31%
46
RIORio Tinto PLC (ADR)
751,712$56.0T830174.31%
47
CAGConagra Brands Inc.
1,832,522$52.5T778968.75%
48
BAXBaxter International Inc.
1,233,360$47.7T707206.67%
49
TSMTaiwan Semiconductor Manufactu
382,206$39.7T589556.56%
50
UNPUnion Pacific Corp.
161,048$39.6T586696.77%
51
KOFCoca-Cola Femsa SAB de CV (ADR
353,582$33.5T496317.02%
52
IBNICICI Bank Ltd. (ADR)
1,321,175$31.5T467155.25%
53
XLVHealth Care Select Sector SPDR
229,619$31.3T464465.15%
54
XLFIConsumer Staples Select Sector SPDR
415,619$29.9T444020.93%
55
EFAiShares MSCI EAFE ETF
379,330$28.6T423930.91%
56
ASXASE Technology Holding Company
2,866,299$27.0T400042.15%
57
XLFFinancial Select Sector SPDR F
677,969$25.5T378087.49%
58
TTENTotalEnergies SE (ADR)
368,014$24.8T367781.58%
59
XLCCommunication Services Select
336,783$24.5T362944.48%
60
XLIIndustrial Select Sector SPDR
212,940$24.3T360013.38%
61
TMToyota Motor Corp. (ADR)
120,195$22.0T326913.61%
62
QCOMQualcomm Inc.
145,727$21.1T312603.94%
63
IWDiShares Russell 1000 Value ETF
127,295$21.0T311994.87%
64
CCEPCoca Cola Euro Pacific Partner
311,693$20.8T308537.32%
65
POWPower Corporation of Canada
680,721$19.5T289027.58%
66
BHPBHP Group Ltd. (ADR)
282,443$19.3T286160.53%
67
PNCThe PNC Financial Services Gro
124,116$19.2T285058.25%
68
XLREReal Estate Select Sector SPDR
474,772$19.0T282091.93%
69
SHELShell PLC (ADR)
281,376$18.5T274604.43%
70
ACWXiShares MSCI ACWI ex US ETF
302,800$15.5T229224.57%
71
XLUUtilities Select Sector SPDR F
230,999$14.6T216977.26%
72
SNYSanofi (ADR)
239,579$11.9T176710.29%
73
INDAiShares MSCI India ETF
214,671$10.5T155409.24%
74
BMTABritish American Tobacco PLC (
348,364$10.2T151337.80%
75
EPIWisdomTree India Earnings Fund
243,786$10.0T148247.46%
76
WOPWoodside Energy Group Ltd. (ADR)
457,888$9.7T143228.84%
77
EWTiShares MSCI Taiwan ETF
206,762$9.5T141158.27%
78
PBRPetroleo Brasileiro SA (ADR)
588,478$9.4T139389.42%
79
EWYiShares MSCI South Korea ETF
135,678$8.9T131869.46%
80
CPACopa Holdings SA
81,816$8.7T129005.13%
81
ITUBItau Unibanco Holding SA (ADR)
1,128,829$7.8T116361.05%
82
XLKTechnology Select Sector SPDR
36,187$7.0T103307.73%
83
XLBMaterials Select Sector SPDR F
80,463$6.9T102084.57%
84
XLEEnergy Select Sector SPDR Fund
66,598$5.6T82814.63%
85
ETEnergy Transfer LP
349,149$4.8T71463.54%
86
KNGFT Vest S&P 500 Dividend Arist
83,512$4.3T64012.68%
87
AQLTiShares Select Dividend ETF
36,100$4.2T62762.98%
88
XLYConsumer Discretionary Select Sector SPDR
23,451$4.2T62193.90%
89
ORCLOracle Corp.
39,303$4.1T61458.86%
90
MDLZMondelez International Inc.
56,846$4.1T61067.91%
91
ETNEaton Corp. PLC
15,883$3.8T56730.91%
92
EPDEnterprise Products Partners L
144,546$3.8T56491.27%
93
HONHoneywell International Inc.
18,068$3.8T56230.54%
94
CIThe Cigna Group
12,343$3.7T54820.08%
95
AXPAmerican Express Co.
18,289$3.4T50817.71%
96
WMTWalmart Inc.
21,246$3.3T49678.19%
97
AMATApplied Materials Inc.
20,295$3.3T48785.01%
98
AXTAAxalta Coating Systems Ltd.
92,403$3.1T46556.06%
99
ARWArrow Electronics Inc.
23,794$2.9T43143.07%
100
ALSThe Allstate Corp.
20,489$2.9T42538.42%
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