Cullen Capital Management, LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$8.7B

Holdings

209

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (209 positions)

#StockSharesValue% PortfolioType
101
BILSPDR Bloomberg 1-3 Month T-Bil
24,424$2.2T25816.81%
102
CNRCanadian National Railway Co.
18,426$2.2T25068.53%
103
MCDMcDonald's Corp.
8,122$2.1T23837.90%
104
PGThe Procter & Gamble Co.
9,504$1.6T18051.67%
105
SJMThe JM Smucker Co.
14,315$1.6T17976.90%
106
QCOMQualcomm Inc.
7,834$1.6T17970.78%
107
BABOEING CO/THE
8,420$1.5T17650.01%
108
T77LendingTree Inc.
34,592$1.4T16569.22%
109
PEPPepsiCo Inc.
8,580$1.4T16297.63%
110
ADMArcher-Daniels-Midland Co.
23,353$1.4T16258.36%
111
GLDDGreat Lakes Dredge & Dock Corp
157,897$1.4T15966.37%
112
FISFidelity National Information
18,188$1.4T15785.69%
113
CSXCSX Corp.
40,718$1.4T15686.29%
114
AAPLApple Inc.
6,444$1.4T15631.21%
115
SPGSimon Property Group Inc.
8,737$1.3T15274.67%
116
VNOMUSDViper Energy Inc
33,410$1.3T14440.84%
117
DDDuPont De Nemours Inc.
15,535$1.3T14400.94%
118
STSensata Technologies Holding P
30,952$1.2T13328.51%
119
AWCAmerican Water Works Company I
8,591$1.1T12779.37%
120
RLRalph Lauren Corp.
6,006$1.1T12109.04%
121
GEGeneral Electric Co.
6,551$1.0T11993.89%
122
VNMVanEck Vietnam ETF
80,010$973.7B11214.31%
123
VACMarriot Vacations Worldwide Co
10,233$893.5B10290.93%
124
CTRACoterra Energy Inc.
32,284$861.0B9916.26%
125
WTRGEssential Utilites Inc.
22,241$830.3B9562.03%
126
FT2First Horizon Corp.
51,857$817.8B9418.39%
127
WTTRSelect Water Solutions Inc.
74,259$794.6B9151.04%
128
KMBKimberly-Clark Corp.
5,602$774.2B8916.38%
129
PORPortland General Electric Co.
17,306$748.3B8618.26%
130
BXBlackstone Inc
6,005$743.4B8561.92%
131
CUZCousins Properties Inc.
28,840$667.6B7689.25%
132
PEGPublic Service Enterprise Grou
8,999$663.2B7638.34%
133
CIVICivitas Resources Inc.
9,595$662.1B7624.86%
134
KOThe Coca-Cola Co.
10,219$650.4B7491.08%
135
ABBVAbbVie Inc.
3,772$647.0B7451.16%
136
ABCBAmeris Bancorp
12,733$641.1B7383.60%
137
AWRAmerican States Water Co.
8,588$623.2B7177.72%
138
SPYSPDR S&P500 ETF Trust
1,126$612.8B7057.50%
139
CWTCalifornia Water Service Group
12,593$610.6B7032.65%
140
KFYKorn Ferry
9,066$608.7B7010.27%
141
SB9Sitio Royalties Corp
25,549$603.2B6947.16%
142
WBDWarner Brothers Discovery Inc.
80,503$598.9B6897.99%
143
HBMHudBay Minerals Inc.
64,230$581.2B6693.40%
144
TTEKTetra Tech Inc.
2,722$556.6B6410.28%
145
CROXCrocs Inc.
3,806$555.4B6397.07%
146
MASMasco Corp.
8,267$551.2B6347.70%
147
PSAPublic Storage
1,891$543.9B6264.60%
148
CNMCore & Main Inc
10,953$536.0B6173.55%
149
XYLXylem Inc.
3,895$528.3B6084.16%
150
HUNHuntsman Corp.
23,071$525.3B6050.17%
151
XLUUtilities Select Sector SPDR F
7,653$521.5B6005.80%
152
POOLPool Corp.
1,686$518.2B5967.60%
153
XLEEnergy Select Sector SPDR Fund
5,656$515.5B5937.50%
154
PFCPremier Financial Corp
25,063$512.8B5905.77%
155
DVNDevon Energy Corp.
10,810$512.4B5901.22%
156
PNRPentair PLC
6,385$489.5B5637.99%
157
VMIValmont Industries Inc.
1,755$481.7B5547.26%
158
LDILoanDepot Inc.
269,013$443.9B5112.04%
159
SFNCSimons First National Corp.
25,028$440.0B5067.37%
160
LINLinde PLC
1,000$439.0B5055.88%
161
HIWHighwoods Properties Inc.
16,440$431.9B4973.93%
162
WYWeyerhaeuser Co.
14,917$423.5B4877.36%
163
CPCanadian Pacific Kansas City L
5,368$422.6B4867.33%
164
XLBMaterials Select Sector SPDR F
4,677$413.0B4756.80%
165
YORWThe York Water Co.
10,976$407.1B4688.55%
166
DDominion Energy Inc.
8,217$402.6B4637.11%
167
SSBUSDSouthState Corp.
5,216$398.6B4591.16%
168
GWRSGlobal Water Resources Inc.
32,746$396.2B4563.33%
169
CWCOConsolidated Water Company Ltd
14,155$375.7B4326.62%
170
TEXTerex Corp.
6,549$359.1B4136.28%
171
SWIMLatham Group Inc.
118,383$358.7B4131.13%
172
PFSIPennyMac Financial Services In
3,751$354.8B4086.73%
173
FIBKFirst Interstate Bancsystem In
12,704$352.8B4063.07%
174
CBRLCracker Barrel Old Country Sto
8,344$351.8B4051.47%
175
EFSCEnterprise Financial Services
8,583$351.1B4043.96%
176
BABAAlibaba Group Holding Ltd.
38,749$349.8B4028.95%
177
VLTOVeralto Corp.
3,620$345.6B3980.27%
178
HAEHaemonetics Corp.
4,143$342.8B3947.44%
179
ECLEcolab Inc.
1,421$338.2B3895.01%
180
WMSAdvanced Drainage Systems Inc.
2,096$336.2B3871.73%
181
ZWSZurn Elkay Water Solutions Cor
10,899$320.4B3690.39%
182
WPCWP Carey Inc.
5,723$315.1B3628.43%
183
UAUnder Armour Inc. (class C)
48,048$313.8B3613.48%
184
RYNRayonier Inc.
10,713$311.6B3589.15%
185
S9QSpirit AeroSystems Holdings In
9,384$308.5B3552.43%
186
ECVTEcovyst Inc
34,153$306.4B3528.24%
187
CATCaterpillar Inc.
900$299.8B3452.67%
188
STXSeagate Technology Holdings PL
2,901$299.6B3450.32%
189
BGSFBGSF Inc.
34,513$295.1B3398.49%
190
HTOSJW Group
5,434$294.6B3393.25%
191
ARTNAArtesian Resources Corp.
8,206$288.5B3322.91%
192
PLDPrologis Inc.
2,519$282.9B3258.25%
193
CRICarter's Inc.
4,537$281.2B3238.08%
194
GEVGE Vernova LLC
1,637$280.8B3233.52%
195
GRT-UCADGranite Real Estate Investment
5,598$277.4B3194.38%
196
ENBEnbridge Inc.
7,380$262.7B3024.97%
197
MSEXMiddlesex Water Co.
4,674$244.3B2813.17%
198
DWMWisdomTree International Equit
4,156$223.3B2571.27%
199
STNStantec Inc.
2,578$215.4B2480.66%
200
IPInternational Paper Co.
4,960$214.0B2464.90%
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