Cutler Investment Counsel LLC Portfolio Holdings
Cutler Investment Counsel LLC
- $814 Million
- Q1 2025
Cutler Investment Counsel LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $814 Million distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares 1 5 Year with a value of $40.2M, Vanguard Mid Cap ETF with a value of $38.7M, Ishares Tr with a value of $35.3M, Spdr Ser Tr Fds Spdr Portfolio with a value of $30.5M, and Microsoft Corp with a value of $26.7M.
Examining the 13F form we can see an increase of $31.1M in the current position value, from $783M to 814M.
Below you can find more details about Cutler Investment Counsel LLC portfolio as well as his latest detailed transactions.
Portfolio value
$814 Million
ETFs: $404 Million
Industrials: $83.5 Million
Consumer Defensive: $57.6 Million
Technology: $55.7 Million
Financial Services: $54 Million
Healthcare: $52.4 Million
Consumer Cyclical: $45.3 Million
Energy: $25.6 Million
Other: $36 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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