Cullen Capital Management, LLC Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$10.9B

Holdings

275

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (275 positions)

#StockSharesValue% PortfolioType
1
NVSNNovartis AG (ADR)
3,460,003$318.3T2912771.91%
2
SIEBSiemens AG (ADR)
3,727,567$301.7T2761115.11%
3
MRKMerck & Co. Inc.
2,653,244$282.3T2582974.71%
4
BCEBCE Inc.
6,134,770$274.8T2514325.90%
5
JPMJP Morgan Chase & Co.
2,071,996$270.0T2470636.69%
6
XOMExxon Mobil Corp.
2,452,061$268.9T2460490.99%
7
RTXRaytheon Technologies Corp.
2,660,356$260.5T2383952.86%
8
CVXChevron Corp.
1,575,561$257.1T2352292.23%
9
DWDMorgan Stanley
2,918,900$256.3T2345070.67%
10
JNJJohnson & Johnson
1,645,472$255.0T2333804.06%
11
CSCOCisco Systems Inc.
4,814,843$251.7T2303129.66%
12
4I1Philip Morris International In
2,564,527$249.4T2282123.61%
13
MDTMedtronic PLC
3,018,873$243.4T2227049.43%
14
ULUnilever PLC (ADR)
4,593,537$238.5T2182768.78%
15
DUKDuke Energy Corp.
2,470,386$238.3T2180717.43%
16
AVGOBroadcom Ltd.
355,202$227.9T2085171.66%
17
GPCGenuine Parts Co.
1,322,983$221.3T2025435.63%
18
DOWDow Inc
4,007,048$219.7T2010044.88%
19
VICIVici Properties Inc.
6,667,847$217.5T1990269.22%
20
CBChubb Ltd.
1,093,052$212.2T1942170.77%
21
JCIJohnson Controls International
3,396,494$204.5T1871603.15%
22
CMCSAComcast Corp. (Cl A)
5,391,938$204.4T1870427.49%
23
NEENextEra Energy Inc.
2,580,187$198.9T1819848.18%
24
GDGeneral Dynamics Corp.
816,571$186.3T1705183.37%
25
DOCHealthpeak Properties Inc
7,886,651$173.3T1585495.04%
26
PFEPfizer Inc.
4,066,580$165.9T1518209.42%
27
UPSUnited Parcel Service Inc.
835,728$162.1T1483495.87%
28
KMBKimberly-Clark Corp.
1,189,312$159.6T1460680.95%
29
TRVCCitigroup Inc.
3,344,073$156.8T1434822.44%
30
COPConocoPhillips
1,565,411$155.3T1421104.99%
31
INTCIntel Corp.
4,737,284$154.8T1416187.63%
32
MOAltria Group Inc.
3,432,345$153.2T1401401.80%
33
DYHTarget Corp.
915,851$151.7T1388053.22%
34
BACBank of America Corp.
5,200,839$148.7T1361073.85%
35
LOWLowe's Companies Inc.
722,853$144.5T1322686.85%
36
TFCTruist Financial Corp
4,146,229$141.4T1293748.44%
37
TAT&T Inc.
6,912,755$133.1T1217654.70%
38
TRVThe Travelers Companies Inc.
659,562$113.1T1034508.26%
39
DEODiageo PLC (ADR)
572,814$103.8T949654.84%
40
MSFTMicrosoft Corp.
325,625$93.9T859021.33%
41
BACVerizon Communications Inc.
1,905,539$74.1T678106.51%
42
RIORio Tinto PLC (ADR)
1,043,137$71.6T654798.49%
43
PPLPPL Corp.
2,411,062$67.0T613111.14%
44
BMYBristol-Myers Squibb Co.
944,196$65.4T598825.75%
45
EOGEOG Resources Inc.
565,107$64.8T592749.51%
46
BAESYBAE Systems PLC (ADR)
1,305,231$64.4T589647.90%
47
NTTYYNippon Telegraph & Telephone C
2,006,918$60.1T550191.09%
48
KOFCoca-Cola Femsa SAB de CV (ADR
746,402$60.1T549602.66%
49
CAGConagra Brands Inc.
1,583,208$59.5T544133.83%
50
BXPBoston Properties Inc.
1,065,137$57.6T527479.46%
51
UOVEYUnited Overseas Bank Ltd. (ADR
1,266,303$57.0T521309.90%
52
NSRGYNestle SA (ADR)
468,150$57.0T521293.17%
53
ZURVYZurich Insurance Group AG (ADR
1,133,241$54.2T496084.35%
54
TTENTotalEnergies SE (ADR)
860,010$50.8T464692.53%
55
TGOPY3i Group PLC (ADR)
4,402,621$46.1T422075.82%
56
DHLGYDeutsche Post AG (ADR)
974,234$45.6T416939.30%
57
ALSThe Allstate Corp.
388,723$43.1T394149.82%
58
BNPQYBNP Paribas SA (ADR)
1,435,392$42.8T391801.29%
59
DTEGYDeutsche Telekom AG (ADR)
1,768,506$42.8T391457.48%
60
MH6ATokio Marine Holdings Inc. (ADR)
2,185,352$42.1T385341.11%
61
BMTABritish American Tobacco PLC (
1,196,020$42.0T384357.38%
62
VEOEYVeolia Environnement SA (ADR)
1,353,804$41.8T382043.19%
63
SHELShell PLC (ADR)
719,991$41.4T379086.99%
64
SNYSanofi (ADR)
759,157$41.3T378035.55%
65
DNBBYDNB Bank ASA (ADR)
2,246,686$40.2T368196.95%
66
RHHBYRoche Holding AG (ADR)
1,114,381$40.0T365667.32%
67
POWPower Corporation of Canada
1,508,151$38.5T352390.64%
68
VALEVale SA (ADR)
2,360,218$37.2T340801.35%
69
QCOMQualcomm Inc.
285,657$36.4T333479.92%
70
MURGYMuenchener Ruechversicherungs
1,036,228$36.2T331393.95%
71
ASXASE Technology Holding Company
4,405,340$35.1T321277.28%
72
SKHHYSonic Healthcare Ltd. (ADR)
1,457,334$34.3T313511.94%
73
TOELYTokyo Electron Ltd. (ADR)
381,960$34.0T311099.13%
74
CODYYCie de Saint-Gobain (ADR)
2,965,600$33.7T308542.69%
75
SOBKYSoftbank Corp (ADR)
2,896,326$33.7T307961.05%
76
Smurfit Kappa Group PLC (ADR)
906,854$33.0T301553.51%
77
UPMMYUPM-Kymmene OYJ (ADR)
962,969$32.3T295893.44%
78
SVNLYSvenska Handelsbanken AB (ADR)
7,542,694$32.2T295056.26%
79
TSMTaiwan Semiconductor Manufactu
337,157$31.4T286979.41%
80
WOPWoodside Energy Group Ltd. (ADR)
1,281,950$28.8T263113.16%
81
IBDRYIberdrola SA (ADR)
574,255$28.6T261263.27%
82
Arca Continental SAB de CV
3,056,249$27.7T253923.56%
83
NNGRYNN Group NV (ADR)
1,483,672$26.9T246409.03%
84
MBGYYMercedes-Benz Group AG (ADR)
1,397,773$26.8T245316.95%
85
Prologis Property Mexico
7,288,436$26.4T241308.89%
86
ENLAYEnel SPA (ADR)
3,851,076$23.3T212843.91%
87
TMToyota Motor Corp. (ADR)
162,854$23.1T211145.18%
88
MGDDYMichelin cie Generale de Estab
1,502,083$22.8T208232.67%
89
81299.HKAIA Group Ltd.
2,124,556$22.4T204686.47%
90
Britvic PLC (ADR)
984,870$21.7T198984.98%
91
VLVLYVolvo AB B-Shares (ADR)
1,015,331$20.9T191017.42%
92
OPAP SA
1,291,234$20.7T189512.27%
93
Bank Rakyat Indonesia Persero
59,775,916$18.9T172767.79%
94
IBNICICI Bank Ltd. (ADR)
824,031$17.8T162718.61%
95
GLNCYGlencore PLC (ADR)
1,552,576$17.8T162525.39%
96
KSPIKaspi.kz JSC
233,340$17.6T161204.95%
97
XYIGYXinyi Glass Holdings Ltd. (ADR
473,148$16.9T155092.71%
98
Zijin Mining Group Company Ltd
9,901,772$16.5T151434.51%
99
CPACopa Holdings SA
161,271$14.9T136281.03%
100
Banco Del Bajio
3,668,637$13.4T122189.35%
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