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CIK: 0001285973
Total reported value
$1.1B
$1.1B
132 檔
16.1%
At the close of Q1 2025, Cutler Investment Counsel LLC disclosed equity holdings valued at approximately $1.1B, spread across 132 reported holdings.
In Q1 2025, Cutler Investment Counsel LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.83% | -0.27% | +8.79% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.66% | +0.19% | +9.46% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.24% | -0.06% | +14.84% | |
| 4 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.67% | +0.07% | +5.73% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.21% | -0.22% | -2.31% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.02% | -0.16% | +15.89% | |
| 7 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.96% | +0.08% | +51.97% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.94% | +0.34% | +2.88% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.76% | -0.15% | +9.38% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.58% | +0.23% | +7.33% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 2.44% | +0.34% | -2.91% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.42% | -0.48% | -5.78% | |
| 13 | RSG | Republic Services Inc | Stock-Industrials | 2.38% | -0.20% | -2.76% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.13% | -0.03% | -6.09% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 2.09% | -0.14% | -3.43% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.00% | -0.33% | -3.00% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.98% | +0.28% | +28.43% | |
| 18 | DE | Deere & Co | Stock-Industrials | 1.92% | +0.05% | -3.42% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.92% | -0.22% | -2.17% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.85% | -0.18% | -3.06% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.77% | -0.54% | -0.25% | |
| 22 | KR | Kroger Co | Stock-Consumer Staples | 1.50% | -0.39% | -2.87% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | +0.02% | -1.39% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.35% | -0.28% | -0.39% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 1.33% | +0.06% | -1.29% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 1.32% | -0.18% | -1.00% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.30% | -0.07% | -1.92% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 1.29% | +0.46% | -3.23% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.29% | -0.37% | -3.59% | |
| 30 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.21% | -0.08% | -2.72% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 1.19% | +0.25% | -3.24% | |
| 32 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 1.18% | +0.24% | -12.70% | |
| 33 | CARR | Carrier Global CORP | Stock-Industrials | 1.17% | +0.16% | -2.73% | |
| 34 | CVS | Cvs Health CORP | Stock-Healthcare | 1.07% | +0.35% | +3.06% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.06% | -0.18% | -2.83% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -0.05% | -2.12% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.02% | -0.02% | -3.88% | |
| 38 | PNC | Pnc Financial Services Group | Stock-Financials | 0.99% | +0.08% | -3.59% | |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.94% | -0.10% | -31.06% | |
| 40 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.93% | -0.04% | +4.76% | |
| 41 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.92% | -0.42% | EXIT | |
| 42 | MTB | M & T Bank CORP | Stock-Financials | 0.87% | +0.05% | -4.06% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.82% | +0.02% | +6.82% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.07% | +4.49% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.15% | +35.02% | |
| 46 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.74% | -0.57% | +1.35% | |
| 47 | REET | Ishares Global Reit ETF | ETF-Other | 0.72% | +0.03% | +32.95% | |
| 48 | SPGI | S&p Global Inc | Stock-Financials | 0.72% | -0.04% | +38.61% | |
| 49 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.71% | — | +43.35% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.69% | +0.03% | -5.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 2 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 3 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 4 | SPEM | State Street Sp Ptf Em ETF | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | — | NEW | New buy |
| 7 | JIRE | Jpmorgan Int Res Enh Eqty | — | NEW | New buy |
| 8 | IUSG | Ishares Core S&p U.s. Growth | — | NEW | New buy |
| 9 | GOVT | Ishares US Treasury Bond ETF | — | NEW | New buy |
| 10 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 11 | CAT | Caterpillar Inc | — | NEW | New buy |
| 12 | WMT | Walmart Inc | — | NEW | New buy |
| 13 | RSG | Republic Services Inc | — | NEW | New buy |
| 14 | HD | Home Depot Inc | — | NEW | New buy |
| 15 | BLK | Blackrock Inc | — | NEW | New buy |
| 16 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 17 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 18 | DE | Deere & Co | — | NEW | New buy |
| 19 | RTX | Rtx CORP | — | NEW | New buy |
| 20 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 21 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 22 | KR | Kroger Co | — | NEW | New buy |
| 23 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 24 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 25 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 26 | MDT | Medtronic plc | — | NEW | New buy |
| 27 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 28 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 29 | CVX | Chevron CORP | — | NEW | New buy |
| 30 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 31 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 32 | RPG | Invesco S&p 500 Pure Growth | — | NEW | New buy |
| 33 | CARR | Carrier Global CORP | — | NEW | New buy |
| 34 | CVS | Cvs Health CORP | — | NEW | New buy |
| 35 | PEP | Pepsico Inc | — | NEW | New buy |
| 36 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 37 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 38 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | — | NEW | New buy |
| 40 | EMLC | Vaneck JPM Em Local Curr Bnd | — | NEW | New buy |
| 41 | 6D8 | Dupont De Nemours Inc | — | NEW | New buy |
| 42 | MTB | M & T Bank CORP | — | NEW | New buy |
| 43 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
| 44 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 46 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 47 | REET | Ishares Global Reit ETF | — | NEW | New buy |
| 48 | SPGI | S&p Global Inc | — | NEW | New buy |
| 49 | VSS | Vanguard Ftse All Wo X-us Sc | — | NEW | New buy |
| 50 | VTV | Vanguard Value ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Cutler Investment Counsel LLC reported a total U.S. public equity portfolio value of $1.1B across 132 disclosed positions in Q1 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including IGSB, VO, IEFA) accounted for 16.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
IGSB
市值: $40.2M
During Q1 2025, Cutler Investment Counsel LLC's top holdings by market value included IGSB (4.8%)、VO (4.7%)、IEFA (4.2%). The largest single position, IGSB, represented 4.8% of total portfolio value.
In Q1 2025, Cutler Investment Counsel LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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