Cutler Investment Counsel LLC Portfolio Holdings
Cutler Investment Counsel LLC
- $733 Million
- Q2 2024
Cutler Investment Counsel LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $733 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 $34.3M, Ishares Trust Ishares 1 5 Year with a value of $32.3M, Vanguard Mid Cap ETF with a value of $27.2M, Spdr Ser Tr Fds Spdr Portfolio with a value of $25.6M, and Caterpillar Inc with a value of $22.1M.
Examining the 13F form we can see an decrease of $11.3M in the current position value, from $744M to 733M.
Below you can find more details about Cutler Investment Counsel LLC portfolio as well as his latest detailed transactions.
Portfolio value
$733 Million
ETFs: $310 Million
Industrials: $78.3 Million
Financial Services: $69 Million
Technology: $61.2 Million
Consumer Defensive: $53.4 Million
Healthcare: $51.9 Million
Consumer Cyclical: $45.7 Million
Energy: $25.8 Million
Other: $37.5 Million