CUTLER INVESTMENT COUNSEL LLC
CIK 1285973
13F filing for Q2 2026・No. 2,481
- Holdings
- US$1.06B
- Quarter change
- +US$91.16M
- Entries
- 157
- Net bought (estimate)
- +US$22.19M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 3
- Cut 47
- Added 74
- Corporate actions 0
- Unchanged 22
Largest holdings
157 stocks worth US$1.06B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 4:1 | 654,530 | US$52.74M | 4.96% |
| ISHARES TRCORE MSCI EAFE | Added | 497,532 | US$48.05M | 4.52% |
| ISHARES TRISHS 1-5YR INVS | Added | 881,726 | US$46.21M | 4.35% |
| SPDR INDEX SHS FDSST PORT MARK ETF | Added | 808,417 | US$41.86M | 3.94% |
| J P MORGAN EXCHANGE TRADED FINTRNL RES EQT | Added | 480,390 | US$39.63M | 3.73% |
| ISHARES TRCORE S&P US GWT | Added | 189,385 | US$35.62M | 3.35% |
| CATCATERPILLAR INCCOM | Cut | 30,925 | US$32.93M | 3.10% |
| ISHARES TRCORE S&P SCP ETF | Added | 208,300 | US$30.89M | 2.91% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 355,675 | US$30.64M | 2.88% |
| SPDR SERIES TRUSTST STR AGGRE ETF | Added | 1,160,764 | US$29.62M | 2.79% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.