§ 13F · FUND PROFILE
CUTLER INVESTMENT COUNSEL LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $954M (13F)Positions · 140Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | 161K | $46M | 4.8% | ±0% |
| 2 | IGSB | ISHARES TR | 853K | $45M | 4.6% | +2% |
| 3 | IEFA | ISHARES TR | 491K | $44M | 4.6% | −2% |
| 4 | SPEM | SPDR INDEX SHS FDS | 802K | $38M | 3.9% | −2% |
| 5 | JIRE | J P MORGAN EXCHANGE TRADED F | 467K | $35M | 3.6% | ±0% |
| 6 | IUSG | ISHARES TR | 188K | $29M | 3.0% | −2% |
| 7 | SPAB | SPDR SERIES TRUST | 1.12M | $29M | 3.0% | +1% |
| 8 | WMT | WALMART INC | 218K | $27M | 2.8% | −2% |
| 9 | CAT | CATERPILLAR INC | 38K | $27M | 2.8% | −20% |
| 10 | VUG | VANGUARD INDEX FDS | 59K | $26M | 2.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CUTLER SIGNAL
AC read
CUTLER INVESTMENT COUNSEL LLC is a Other fund managing $954 million in assets. The fund runs a portfolio of 140 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed