Cutler Investment Counsel LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $744 Million distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $32.7M, Ishares Trust Ishares 1 5 Year with a value of $32.5M, Vanguard Mid Cap ETF with a value of $28M, Caterpillar Inc with a value of $24.5M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $24.2M.

Examining the 13F form we can see an increase of $45.6M in the current position value, from $699M to 744M.

Below you can find more details about Cutler Investment Counsel LLC portfolio as well as his latest detailed transactions.

Portfolio value $744 Million
ETFs: $308 Million
Industrials: $81.4 Million
Financial Services: $69.9 Million
Healthcare: $58.6 Million
Technology: $58.1 Million
Consumer Defensive: $53.8 Million
Consumer Cyclical: $51.8 Million
Energy: $26.3 Million
Other: $36.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 145
  • Current Value $744 Million
  • Prior Value $699 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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