Cullen Capital Management, LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$8682.9T

Holdings

209

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (209 positions)

#StockSharesValue% PortfolioType
1
JPMJP Morgan Chase & Co.
1,513,906$306.2T3.53%
2
NVSNNovartis AG (ADR)
2,870,381$305.6T3.52%
3
DWDMorgan Stanley
2,580,429$250.8T2.89%
4
BACBank of America Corp.
6,230,068$247.8T2.85%
5
XOMExxon Mobil Corp.
2,109,591$242.9T2.80%
6
4I1Philip Morris International In
2,357,398$238.9T2.75%
7
DUKDuke Energy Corp.
2,330,956$233.6T2.69%
8
CVXChevron Corp.
1,485,769$232.4T2.68%
9
GDGeneral Dynamics Corp.
789,732$229.1T2.64%
10
CSCOCisco Systems Inc.
4,782,126$227.2T2.62%
11
CBChubb Ltd.
886,670$226.2T2.60%
12
JCIJohnson Controls International
3,391,370$225.4T2.60%
13
MDTMedtronic PLC
2,613,825$205.7T2.37%
14
AVGOBroadcom Ltd.
127,769$205.1T2.36%
15
MRKMerck & Co. Inc.
1,593,766$197.3T2.27%
16
NEENextEra Energy Inc.
2,780,966$196.9T2.27%
17
CMCSAComcast Corp. (Cl A)
4,968,296$194.6T2.24%
18
VICIVici Properties Inc.
6,504,415$186.3T2.15%
19
DOWDow Inc
3,509,797$186.2T2.14%
20
RTXRTX Corp
1,805,016$181.2T2.09%
21
TFCTruist Financial Corp
4,578,313$177.9T2.05%
22
JNJJohnson & Johnson
1,212,969$177.3T2.04%
23
KVUEKenvue Inc
9,119,549$165.8T1.91%
24
ULUnilever PLC (ADR)
2,888,988$158.9T1.83%
25
BCEBCE Inc.
4,882,411$158.0T1.82%
26
GPCGenuine Parts Co.
1,140,191$157.7T1.82%
27
TRVThe Travelers Companies Inc.
769,512$156.5T1.80%
28
COPConocoPhillips
1,311,136$150.0T1.73%
29
TRVCCitigroup Inc.
2,319,504$147.2T1.70%
30
TAT&T Inc.
7,490,984$143.2T1.65%
31
DYHTarget Corp.
956,790$141.6T1.63%
32
MOAltria Group Inc.
2,862,003$130.4T1.50%
33
LOWLowe's Companies Inc.
586,954$129.4T1.49%
34
DOCHealthpeak Properties Inc
6,513,457$127.7T1.47%
35
UPSUnited Parcel Service Inc.
877,171$120.0T1.38%
36
MSFTMicrosoft Corp.
262,138$117.2T1.35%
37
8CWCrown Castle Inc.
1,144,794$111.8T1.29%
38
PFEPfizer Inc.
3,856,844$107.9T1.24%
39
INTCIntel Corp.
2,659,964$82.4T0.95%
40
DEODiageo PLC (ADR)
579,945$73.1T0.84%
41
BACVerizon Communications Inc.
1,734,052$71.5T0.82%
42
EOGEOG Resources Inc.
551,436$69.4T0.80%
43
PPLPPL Corp.
2,299,718$63.6T0.73%
44
BMYBristol-Myers Squibb Co.
1,486,869$61.7T0.71%
45
RIORio Tinto PLC (ADR)
923,961$60.9T0.70%
46
CAGConagra Brands Inc.
1,958,727$55.7T0.64%
47
TSMTaiwan Semiconductor Manufactu
314,494$54.7T0.63%
48
ASXASE Technology Holding Company
4,606,706$52.6T0.61%
49
MMM3M Co.
490,404$50.1T0.58%
50
BAXBaxter International Inc.
1,457,484$48.8T0.56%
51
KELKellanova
824,559$47.6T0.55%
52
CCEPCoca Cola Euro Pacific Partner
635,698$46.3T0.53%
53
KOFCoca-Cola Femsa SAB de CV (ADR
531,642$45.6T0.53%
54
TTENTotalEnergies SE
664,998$44.3T0.51%
55
KSPIKaspi.kz JSC
330,171$42.6T0.49%
56
PBRPetroleo Brasileiro SA (ADR)
2,904,686$42.1T0.48%
57
IBNICICI Bank Ltd. (ADR)
1,382,454$39.8T0.46%
58
TMToyota Motor Corp.
179,782$36.8T0.42%
59
IBMInternational Business Machine
209,053$36.2T0.42%
60
CLVTrip.com Group Ltd.
703,398$33.6T0.39%
61
XLVHealth Care Select Sector SPDR
228,476$33.3T0.38%
62
SHELShell PLC
453,331$32.7T0.38%
63
BHPBHP Group Ltd.
490,366$28.0T0.32%
64
BMTABritish American Tobacco PLC (
860,167$26.6T0.31%
65
XLCCommunication Services Select
243,510$20.9T0.24%
66
SNYSanofi (ADR)
367,589$17.8T0.21%
67
XLIIndustrial Select Sector SPDR
106,501$13.0T0.15%
68
XLFIConsumer Staples Select Sector
161,192$12.3T0.14%
69
XLFFinancial Select Sector SPDR F
297,562$12.2T0.14%
70
EWYiShares MSCI South Korea ETF
165,951$11.0T0.13%
71
XLREReal Estate Select Sector SPDR
285,250$11.0T0.13%
72
LAURLaureate Education Inc.
724,146$10.8T0.12%
73
EWTiShares MSCI Taiwan ETF
186,639$10.1T0.12%
74
EPIWisdomTree India Earnings Fund
208,436$10.1T0.12%
75
INDAiShares MSCI India ETF
132,084$7.4T0.08%
76
KBIAKB Financial Group Inc. (ADR)
128,883$7.3T0.08%
77
CPACopa Holdings SA
61,671$5.9T0.07%
78
ORCLOracle Corp.
39,641$5.6T0.06%
79
ETEnergy Transfer LP
338,579$5.5T0.06%
80
XLKTechnology Select Sector SPDR
21,739$4.9T0.06%
81
ETNEaton Corp. PLC
14,885$4.7T0.05%
82
AXPAmerican Express Co.
20,128$4.7T0.05%
83
EWMiShares MSCI Malaysia ETF
201,686$4.5T0.05%
84
EPDEnterprise Products Partners L
152,567$4.4T0.05%
85
AMATApplied Materials Inc.
18,369$4.3T0.05%
86
CIThe Cigna Group
12,475$4.1T0.05%
87
HONHoneywell International Inc.
18,191$3.9T0.04%
88
XLYConsumer Discretionary Select
21,061$3.8T0.04%
89
MDLZMondelez International Inc.
58,258$3.8T0.04%
90
WMTWalmart Inc.
54,872$3.7T0.04%
91
AXTAAxalta Coating Systems Ltd.
97,775$3.3T0.04%
92
DISThe Walt Disney Co.
30,981$3.1T0.04%
93
ALSThe Allstate Corp.
19,149$3.1T0.04%
94
ARWArrow Electronics Inc.
23,488$2.8T0.03%
95
BWABorgWarner Inc.
86,614$2.8T0.03%
96
PNCThe PNC Financial Services Gro
17,834$2.8T0.03%
97
SRESempra
32,362$2.5T0.03%
98
PKGPackaging Corp. of America
13,167$2.4T0.03%
99
ITUBItau Unibanco Holding SA (ADR)
411,456$2.4T0.03%
100
UNPUnion Pacific Corp.
10,482$2.4T0.03%
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