Cullen Capital Management, LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$8566.1T

Holdings

205

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (205 positions)

#StockSharesValue% PortfolioType
1
NVSNNovartis AG (ADR)
2,714,809$276.5T3.23%
2
XOMExxon Mobil Corp.
2,302,938$270.8T3.16%
3
JPMJP Morgan Chase & Co.
1,850,403$268.3T3.13%
4
CVXChevron Corp.
1,576,646$265.9T3.10%
5
MRKMerck & Co. Inc.
2,451,727$252.4T2.95%
6
CSCOCisco Systems Inc.
4,625,134$248.6T2.90%
7
4I1Philip Morris International In
2,561,534$237.1T2.77%
8
DWDMorgan Stanley
2,893,433$236.3T2.76%
9
CMCSAComcast Corp. (Cl A)
5,230,651$231.9T2.71%
10
MDTMedtronic PLC
2,939,329$230.3T2.69%
11
BCEBCE Inc.
5,950,011$227.1T2.65%
12
DUKDuke Energy Corp.
2,559,607$225.9T2.64%
13
ULUnilever PLC (ADR)
4,466,950$220.7T2.58%
14
CBChubb Ltd.
1,056,813$220.0T2.57%
15
JNJJohnson & Johnson
1,367,772$213.0T2.49%
16
GDGeneral Dynamics Corp.
956,052$211.3T2.47%
17
KVUEKenvue Inc
10,354,907$207.9T2.43%
18
DOWDow Inc
3,960,783$204.2T2.38%
19
VICIVici Properties Inc.
6,892,339$200.6T2.34%
20
AVGOBroadcom Ltd.
236,102$196.1T2.29%
21
JCIJohnson Controls International
3,569,324$189.9T2.22%
22
RTXRTX Corp
2,565,379$184.6T2.16%
23
COPConocoPhillips
1,483,373$177.7T2.07%
24
GPCGenuine Parts Co.
1,193,050$172.3T2.01%
25
DOCHealthpeak Properties Inc
8,672,029$159.2T1.86%
26
BACBank of America Corp.
5,332,163$146.0T1.70%
27
NEENextEra Energy Inc.
2,529,571$144.9T1.69%
28
LOWLowe's Companies Inc.
685,131$142.4T1.66%
29
TRVCCitigroup Inc.
3,380,800$139.1T1.62%
30
MOAltria Group Inc.
3,304,910$139.0T1.62%
31
TFCTruist Financial Corp
4,832,486$138.3T1.61%
32
PFEPfizer Inc.
3,980,702$132.0T1.54%
33
UPSUnited Parcel Service Inc.
800,081$124.7T1.46%
34
INTCIntel Corp.
3,229,629$114.8T1.34%
35
TRVThe Travelers Companies Inc.
666,352$108.8T1.27%
36
DYHTarget Corp.
963,581$106.5T1.24%
37
TAT&T Inc.
6,958,228$104.5T1.22%
38
MSFTMicrosoft Corp.
307,580$97.1T1.13%
39
DEODiageo PLC (ADR)
569,147$84.9T0.99%
40
EOGEOG Resources Inc.
578,229$73.3T0.86%
41
RIORio Tinto PLC (ADR)
1,078,599$68.6T0.80%
42
BACVerizon Communications Inc.
2,080,736$67.4T0.79%
43
PPLPPL Corp.
2,719,700$64.1T0.75%
44
BMYBristol-Myers Squibb Co.
1,051,291$61.0T0.71%
45
KOFCoca-Cola Femsa SAB de CV (ADR)
744,288$58.4T0.68%
46
CAGConagra Brands Inc.
1,946,263$53.4T0.62%
47
QCOMQualcomm Inc.
459,944$51.1T0.60%
48
TMToyota Motor Corp. (ADR)
280,323$50.4T0.59%
49
ALSThe Allstate Corp.
451,244$50.3T0.59%
50
CCEPCoca Cola Euro Pacific Partner
778,497$48.6T0.57%
51
BAXBaxter International Inc.
1,234,199$46.6T0.54%
52
TTENTotalEnergies SE (ADR)
706,773$46.5T0.54%
53
SHELShell PLC (ADR)
655,003$42.2T0.49%
54
SNYSanofi (ADR)
780,600$41.9T0.49%
55
BMTABritish American Tobacco PLC (ADR)
1,293,565$40.6T0.47%
56
BXPBoston Properties Inc.
646,396$38.4T0.45%
57
POWPower Corporation of Canada
1,435,036$36.6T0.43%
58
UNPUnion Pacific Corp.
172,653$35.2T0.41%
59
WOPWoodside Energy Group Ltd. (ADR)
1,413,837$32.9T0.38%
60
ASXASE Technology Holding Company
4,351,368$32.7T0.38%
61
8CWCrown Castle Inc.
330,813$30.4T0.36%
62
IBNICICI Bank Ltd. (ADR)
1,244,210$28.8T0.34%
63
TSMTaiwan Semiconductor Manufactu
302,689$26.3T0.31%
64
CPACopa Holdings SA
170,534$15.2T0.18%
65
INDAiShares MSCI India ETF
236,718$10.5T0.12%
66
EWTiShares MSCI Taiwan ETF
213,179$9.5T0.11%
67
EWYiShares MSCI South Korea ETF
139,694$8.2T0.10%
68
PBRPetroleo Brasileiro SA (ADR)
539,360$8.1T0.09%
69
ETEnergy Transfer LP
435,619$6.1T0.07%
70
MDLZMondelez International Inc.
65,996$4.6T0.05%
71
ORCLOracle Corp.
42,892$4.5T0.05%
72
EPDEnterprise Products Partners L
160,055$4.4T0.05%
73
ITUBItau Unibanco Holding SA (ADR)
770,764$4.1T0.05%
74
ETNEaton Corp. PLC
18,313$3.9T0.05%
75
AXPAmerican Express Co.
24,337$3.6T0.04%
76
CIThe Cigna Group
12,518$3.6T0.04%
77
ARWArrow Electronics Inc.
28,348$3.6T0.04%
78
WMTWalmart Inc.
21,063$3.4T0.04%
79
HONHoneywell International Inc.
18,068$3.3T0.04%
80
BWABorgWarner Inc.
82,610$3.3T0.04%
81
AMATApplied Materials Inc.
23,358$3.2T0.04%
82
DISThe Walt Disney Co.
32,373$2.6T0.03%
83
AXTAAxalta Coating Systems Ltd.
97,496$2.6T0.03%
84
CNRCanadian National Railway Co.
24,112$2.6T0.03%
85
MCDMcDonald's Corp.
8,846$2.3T0.03%
86
PKGPackaging Corp. of America
15,038$2.3T0.03%
87
BABOEING CO/THE
11,898$2.3T0.03%
88
ADMArcher-Daniels-Midland Co.
26,777$2.0T0.02%
89
PNCThe PNC Financial Services Gro
15,777$1.9T0.02%
90
XLVHealth Care Select Sector SPDR
14,452$1.9T0.02%
91
SRESempra
26,174$1.8T0.02%
92
PGThe Procter & Gamble Co.
12,170$1.8T0.02%
93
XLFFinancial Select Sector SPDR F
53,326$1.8T0.02%
94
VALEVale SA (ADR)
115,277$1.5T0.02%
95
XLFIConsumer Staples Select Sector
21,386$1.5T0.02%
96
GLDDGreat Lakes Dredge & Dock Corp
184,050$1.5T0.02%
97
STSensata Technologies Holding P
38,686$1.5T0.02%
98
PEPPepsiCo Inc.
8,595$1.5T0.02%
99
XLCCommunication Services Select
20,971$1.4T0.02%
100
SJMThe JM Smucker Co.
10,494$1.3T0.02%
Page 1 of 3Next