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CIK: 0001285973
Total reported value
$1.1B
$1.1B
140 檔
19.4%
In Q3 2025, Cutler Investment Counsel LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 140 disclosed stock positions.
Cutler Investment Counsel LLC executed strategic sector rebalancing during Q3 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.87% | +0.19% | +3.43% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.51% | -0.27% | +4.14% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.48% | -0.06% | +2.86% | |
| 4 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.94% | +0.07% | +2.55% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | -0.22% | -2.99% | |
| 6 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 3.43% | +0.08% | +5.97% | |
| 7 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.40% | +0.34% | +1.99% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 3.05% | +0.34% | -0.82% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.99% | +0.23% | +1.70% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.89% | -0.16% | +4.34% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.56% | -0.15% | +3.36% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.46% | -0.48% | -0.49% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.41% | +0.28% | +9.94% | |
| 14 | BLK | Blackrock Inc | Stock-Financials | 2.23% | -0.14% | -0.73% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 2.09% | -0.22% | -0.44% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.06% | -0.03% | -0.01% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.95% | -0.18% | -0.35% | |
| 18 | RSG | Republic Services Inc | Stock-Industrials | 1.94% | -0.20% | -0.60% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.67% | -0.33% | -1.23% | |
| 20 | DE | Deere & Co | Stock-Industrials | 1.62% | +0.05% | -0.68% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | +0.02% | -0.42% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.45% | -0.54% | -0.48% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.29% | +0.06% | -0.66% | |
| 24 | KR | Kroger Co | Stock-Consumer Staples | 1.28% | -0.39% | -0.63% | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 1.21% | -0.18% | -0.54% | |
| 26 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 1.16% | +0.24% | -5.10% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.15% | -0.37% | +10.62% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 1.14% | +0.46% | -0.90% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.12% | -0.28% | -1.02% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.09% | +0.25% | -0.57% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.15% | +19.71% | |
| 32 | CVS | Cvs Health CORP | Stock-Healthcare | 1.03% | +0.35% | -0.48% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.05% | -1.08% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | -0.07% | -0.89% | |
| 35 | PNC | Pnc Financial Services Group | Stock-Financials | 0.97% | +0.08% | -0.80% | |
| 36 | CARR | Carrier Global CORP | Stock-Industrials | 0.95% | +0.16% | -0.80% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.07% | -2.82% | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.88% | — | +5.75% | |
| 39 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.88% | -0.04% | +2.57% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | -0.18% | -0.93% | |
| 41 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.85% | -0.08% | -1.23% | |
| 42 | MTB | M & T Bank CORP | Stock-Financials | 0.83% | +0.05% | -1.00% | |
| 43 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.83% | -0.42% | EXIT | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.82% | -0.02% | -1.08% | |
| 45 | REET | Ishares Global Reit ETF | ETF-Other | 0.80% | +0.03% | +9.25% | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.78% | -0.10% | -2.51% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.74% | +0.02% | +0.57% | |
| 48 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.70% | -0.57% | -1.50% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | +0.02% | -1.16% | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.65% | +0.03% | -1.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.6% | -0.82% | Trim |
| 2 | MSFT | Microsoft CORP | +0.6% | -2.99% | Trim |
| 3 | JIRE | Jpmorgan Int Res Enh Eqty | +0.5% | +5.97% | Add |
| 4 | IUSG | Ishares Core S&p U.s. Growth | +0.5% | +1.99% | Add |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.4% | +9.94% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.4% | +1.70% | Add |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +19.71% | Add |
| 8 | SPEM | State Street Sp Ptf Em ETF | +0.3% | +2.55% | Add |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +2.86% | Add |
| 10 | VO | Vanguard Mid-cap ETF | +0.2% | +3.43% | Add |
| 11 | RTX | Rtx CORP | +0.2% | -0.44% | Trim |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | +0.2% | +5.75% | Add |
| 13 | BLK | Blackrock Inc | +0.1% | -0.73% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.42% | Trim |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | -2.82% | Add |
| 16 | SCHW | Schwab (charles) CORP | +0.1% | -0.35% | Trim |
| 17 | REET | Ishares Global Reit ETF | +0.1% | +9.25% | Add |
| 18 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.66% | Add |
| 19 | SCHA | Schwab US Small-cap ETF | +0.1% | -0.55% | Add |
| 20 | SCHX | Schwab US Large-cap ETF | +0.1% | -0.00% | Add |
| 21 | NVDA | Nvidia CORP | +0.1% | +10.50% | Add |
| 22 | TSLA | Tesla Inc | +0.1% | +17.66% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +0.69% | Trim |
| 24 | WMT | Walmart Inc | 0% | -0.49% | Trim |
| 25 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.16% | Add |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.93% | Add |
| 27 | AAPL | Apple Inc | 0% | -1.55% | Add |
| 28 | RPG | Invesco S&p 500 Pure Growth | 0% | -5.10% | Trim |
| 29 | PNC | Pnc Financial Services Group | 0% | -0.80% | Trim |
| 30 | JNJ | Johnson & Johnson | 0% | -1.08% | Trim |
| 31 | IBM | Intl Business Machines CORP | 0% | -0.66% | Trim |
| 32 | CVS | Cvs Health CORP | 0% | -0.48% | Trim |
| 33 | MTB | M & T Bank CORP | 0% | -1.00% | Trim |
| 34 | EMLC | Vaneck JPM Em Local Curr Bnd | -0.1% | +2.57% | Add |
| 35 | HD | Home Depot Inc | -0.1% | -0.01% | Add |
| 36 | MINT | Pimco Enhanced Short Maturit | -0.1% | -73.36% | Trim |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | -44.61% | Trim |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | +4.34% | Add |
| 39 | GOVT | Ishares US Treasury Bond ETF | -0.2% | +3.36% | Add |
| 40 | MRK | Merck & Co. Inc. | -0.2% | -1.08% | Trim |
| 41 | CARR | Carrier Global CORP | -0.2% | -0.80% | Trim |
| 42 | VZ | Verizon Communications Inc | -0.2% | -1.02% | Trim |
| 43 | PG | Procter & Gamble Co/the | -0.3% | -0.89% | Trim |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | -0.3% | +4.14% | Add |
| 45 | XOM | Exxon Mobil CORP | -0.3% | -0.48% | Trim |
| 46 | MCD | Mcdonald's CORP | -0.3% | -1.23% | Trim |
| 47 | BDX | Becton Dickinson And Co | -0.4% | -1.23% | Trim |
| 48 | RSG | Republic Services Inc | -0.4% | -0.60% | Trim |
| 49 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 50 | LEN | Lennar Corp-a | — | 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 140 disclosed positions in Q3 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 VO, IGSB, IEFA) accounted for 19.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
LEN
市值: $3.4M
Top Position Liquidated / Trimmed
CMCSA
前期市值: $4.0M
During Q3 2025, Cutler Investment Counsel LLC's top holdings by market value included VO (4.9%)、IGSB (4.5%)、IEFA (4.5%). The largest single position, VO, represented 4.9% of total portfolio value.
In Q3 2025, Cutler Investment Counsel LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 24 positions, trimming 24 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.
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