Cutter & CO Brokerage, Inc. Portfolio Holdings

Cutter & CO Brokerage, Inc.

  • $393 Million
  • Q1 2025

Cutter & CO Brokerage, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $393 Million distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $65M, Enterprise Products Partners L.P. with a value of $23.4M, Novo Nordisk A S with a value of $19.6M, Heico Corp with a value of $17.3M, and Alphabet Inc. with a value of $17.1M.

Examining the 13F form we can see an increase of $16.8M in the current position value, from $376M to 393M.

Below you can find more details about Cutter & CO Brokerage, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $393 Million
Financial Services: $84.9 Million
Industrials: $54.9 Million
Healthcare: $53.4 Million
ETFs: $46.8 Million
Energy: $43.9 Million
Technology: $31.1 Million
Communication Services: $26.9 Million
Utilities: $14.6 Million
Other: $36.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.35B
$6.8 Million 1.73% of portfolio
40,968
Q1 2025 Reduced 2.63%
$3.91B
$4.42 Million 1.12% of portfolio
181,048
Q1 2025 Reduced 3.59%
$7.59B
$2.73 Million 0.69% of portfolio
82,466
Q1 2025 Added 8.68%
$2.61B
$2.38 Million 0.6% of portfolio
50,673
Q1 2025 New
$4.73B
$2.06 Million 0.52% of portfolio
230,020
Q1 2025 Reduced 4.17%
$9.11B
$1.05 Million 0.27% of portfolio
5,144
Q1 2025 Reduced 7.71%
$8.69B
$534,000 0.14% of portfolio
14,046
Q1 2025 Added 63.29%
$6.57B
$203,000 0.05% of portfolio
13,443
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $393 Million
  • Prior Value $376 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
Track This Portfolio

Track Cutter & CO Brokerage, Inc. Portfolio

Follow Cutter & CO Brokerage, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cutter & CO Brokerage, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cutter & CO Brokerage, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email