13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001285973
Total reported value
$1.1B
$1.1B
128 檔
15.1%
During the Q4 2024 filing period, Cutler Investment Counsel LLC (CIK: 0001285973) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 128 reported positions.
In Q4 2024, Cutler Investment Counsel LLC adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IGSB, VO, MSFT) accounted for 15.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $19.5M
Top Position Liquidated / Trimmed
NTRS
前期市值: $5.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.53% | -0.27% | +5.42% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.50% | +0.19% | +8.10% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.82% | -0.22% | -2.13% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.55% | -0.06% | +13.02% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.50% | +0.07% | +5.38% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.25% | +0.34% | +3.37% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.86% | +0.34% | -1.75% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.75% | +0.23% | +7.86% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.74% | -0.48% | -1.91% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.64% | -0.16% | +21.66% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.61% | -0.15% | +12.59% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.49% | -0.03% | -1.93% | |
| 13 | BLK | Blackrock Inc | Stock-Financials | 2.43% | -0.14% | — | |
| 14 | RSG | Republic Services Inc | Stock-Industrials | 2.10% | -0.20% | -1.81% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.98% | -0.33% | -2.05% | |
| 16 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.87% | -0.18% | -1.93% | |
| 17 | DE | Deere & Co | Stock-Industrials | 1.86% | +0.05% | -1.75% | |
| 18 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.85% | +0.08% | +59.11% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.78% | -0.22% | -0.21% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.76% | +0.28% | +35.07% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.66% | -0.54% | -0.15% | |
| 22 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 1.51% | +0.24% | -17.60% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.48% | +0.02% | -2.31% | |
| 24 | KR | Kroger Co | Stock-Consumer Staples | 1.45% | -0.39% | -1.86% | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 1.44% | +0.46% | -2.92% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.35% | -0.07% | -0.43% | |
| 27 | CARR | Carrier Global CORP | Stock-Industrials | 1.35% | +0.16% | -1.97% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.28% | +0.25% | -0.76% | |
| 29 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.28% | -0.10% | -19.96% | |
| 30 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.28% | -0.08% | -0.86% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.24% | -0.28% | -3.42% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 1.24% | +0.06% | -2.22% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 1.23% | -0.18% | -3.69% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.21% | -0.02% | -2.02% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 1.20% | -0.37% | -1.20% | |
| 36 | PNC | Pnc Financial Services Group | Stock-Financials | 1.16% | +0.08% | -2.80% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.16% | -0.18% | -1.99% | |
| 38 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.99% | -0.42% | EXIT | |
| 39 | MTB | M & T Bank CORP | Stock-Financials | 0.99% | +0.05% | -2.48% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.05% | -2.54% | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.91% | -0.57% | -6.99% | |
| 42 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.89% | -0.04% | -1.56% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.07% | -3.65% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | +0.02% | -6.82% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.78% | +0.02% | +61.00% | |
| 46 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 0.77% | -0.03% | -17.68% | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.75% | +0.03% | +0.84% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.74% | +0.03% | -28.74% | |
| 49 | CVS | Cvs Health CORP | Stock-Healthcare | 0.71% | +0.35% | -13.71% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.15% | +53.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +2.4% | NEW | New buy |
| 2 | PFE | Pfizer Inc | +0.6% | NEW | New buy |
| 3 | JIRE | Jpmorgan Int Res Enh Eqty | +0.5% | +59.11% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.4% | +35.07% | Add |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | +0.3% | +21.66% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.3% | +7.86% | Add |
| 7 | VO | Vanguard Mid-cap ETF | +0.3% | +8.10% | Add |
| 8 | BIV | Vanguard Intermediate-term B | +0.3% | +61.00% | Add |
| 9 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | +3.37% | Add |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +53.87% | Add |
| 11 | WMT | Walmart Inc | +0.2% | -1.91% | Trim |
| 12 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +12.59% | Add |
| 13 | SCHW | Schwab (charles) CORP | +0.2% | -1.93% | Trim |
| 14 | REET | Ishares Global Reit ETF | +0.2% | +60.02% | Add |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | +0.2% | +59.49% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -2.31% | Trim |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +161.47% | Add |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +5.42% | Add |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +264.01% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | +8.10% | Add |
| 21 | KR | Kroger Co | +0.1% | -1.86% | Trim |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | -37.82% | Trim |
| 23 | CMCSA | Comcast Corp-class A | -0.1% | -5.11% | Trim |
| 24 | EMLC | Vaneck JPM Em Local Curr Bnd | -0.1% | -1.56% | Trim |
| 25 | BDX | Becton Dickinson And Co | -0.1% | -0.86% | Trim |
| 26 | RTX | Rtx CORP | -0.1% | -0.21% | Trim |
| 27 | SPEM | State Street Sp Ptf Em ETF | -0.1% | +5.38% | Add |
| 28 | BND | Vanguard Total Bond Market | -0.2% | -34.25% | Trim |
| 29 | JNJ | Johnson & Johnson | -0.2% | -2.54% | Trim |
| 30 | PEP | Pepsico Inc | -0.2% | -1.99% | Trim |
| 31 | MCD | Mcdonald's CORP | -0.2% | -2.05% | Trim |
| 32 | XOM | Exxon Mobil CORP | -0.2% | -0.15% | Trim |
| 33 | HD | Home Depot Inc | -0.2% | -1.93% | Trim |
| 34 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -44.73% | Trim |
| 35 | MDT | Medtronic plc | -0.2% | -3.69% | Trim |
| 36 | VZ | Verizon Communications Inc | -0.2% | -3.42% | Trim |
| 37 | 6D8 | Dupont De Nemours Inc | -0.2% | -2.81% | Trim |
| 38 | MRK | Merck & Co. Inc. | -0.2% | -2.02% | Trim |
| 39 | TXN | Texas Instruments Inc | -0.2% | -2.92% | Trim |
| 40 | MSFT | Microsoft CORP | -0.2% | -2.13% | Trim |
| 41 | NKE | Nike Inc -cl B | -0.2% | -6.99% | Trim |
| 42 | RPG | Invesco S&p 500 Pure Growth | -0.3% | -17.60% | Trim |
| 43 | NEE | Nextera Energy Inc | -0.3% | -0.76% | Trim |
| 44 | PDN | Inv Rafi Dev Mkt US Sm-usdin | -0.3% | -17.68% | Trim |
| 45 | CARR | Carrier Global CORP | -0.3% | -1.97% | Trim |
| 46 | CAT | Caterpillar Inc | -0.3% | -1.75% | Trim |
| 47 | VTV | Vanguard Value ETF | -0.3% | -28.74% | Trim |
| 48 | CVS | Cvs Health CORP | -0.5% | -13.71% | Trim |
| 49 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.5% | -19.96% | Trim |
| 50 | NTRS | Northern Trust CORP | -0.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Cutler Investment Counsel LLC reported a total U.S. public equity portfolio value of $1.1B across 128 disclosed positions in Q4 2024.
During Q4 2024, Cutler Investment Counsel LLC's top holdings by market value included IGSB (4.5%)、VO (4.5%)、MSFT (3.8%). The largest single position, IGSB, represented 4.5% of total portfolio value.
In Q4 2024, Cutler Investment Counsel LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 16 positions, trimming 31 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.