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CIK: 0001285973
Total reported value
$1.1B
$1.1B
143 檔
19.7%
At the close of Q4 2025, Cutler Investment Counsel LLC disclosed equity holdings valued at approximately $1.1B, spread across 143 reported holdings.
Cutler Investment Counsel LLC executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.88% | +0.19% | +2.43% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.64% | -0.06% | +1.77% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.62% | -0.27% | +3.50% | |
| 4 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.98% | +0.07% | +1.63% | |
| 5 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 3.62% | +0.08% | +4.60% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.44% | -0.22% | -1.43% | |
| 7 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.37% | +0.34% | -2.27% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.02% | +0.23% | +0.18% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.96% | -0.16% | +3.52% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.81% | +0.34% | -22.59% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.64% | -0.15% | +4.55% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.57% | -0.48% | -2.73% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.54% | +0.28% | +5.03% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 2.22% | -0.22% | -2.39% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 1.99% | -0.14% | -1.92% | |
| 16 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.95% | -0.18% | -3.65% | |
| 17 | RSG | Republic Services Inc | Stock-Industrials | 1.74% | -0.20% | -2.32% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.68% | -0.03% | -3.26% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.62% | -0.33% | -2.35% | |
| 20 | DE | Deere & Co | Stock-Industrials | 1.59% | +0.05% | -2.47% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | +0.02% | -4.08% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.50% | -0.54% | -2.82% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.31% | +0.06% | -2.43% | |
| 24 | CVS | Cvs Health CORP | Stock-Healthcare | 1.25% | +0.35% | +15.91% | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 1.18% | -0.18% | -2.19% | |
| 26 | KR | Kroger Co | Stock-Consumer Staples | 1.15% | -0.39% | -2.21% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.15% | +4.75% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.13% | +0.25% | -2.01% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -0.05% | -2.34% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.07% | -0.37% | -3.95% | |
| 31 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 1.06% | +0.24% | -5.59% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 1.03% | +0.46% | -3.39% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.00% | -0.28% | -2.64% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | -0.02% | -3.72% | |
| 35 | PNC | Pnc Financial Services Group | Stock-Financials | 0.97% | +0.08% | -3.13% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.07% | +2.41% | |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.92% | — | +5.42% | |
| 38 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.90% | -0.04% | +2.83% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.07% | -2.67% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.86% | -0.18% | -2.55% | |
| 41 | REET | Ishares Global Reit ETF | ETF-Other | 0.84% | +0.03% | +8.88% | |
| 42 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.84% | -0.08% | -4.24% | |
| 43 | MTB | M & T Bank CORP | Stock-Financials | 0.82% | +0.05% | -2.22% | |
| 44 | CARR | Carrier Global CORP | Stock-Industrials | 0.82% | +0.16% | -2.21% | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.80% | -0.57% | +26.10% | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.77% | -0.10% | -2.09% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.74% | +0.02% | +1.12% | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.71% | +0.03% | +3.27% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | +0.02% | -1.81% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.65% | +0.03% | -0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVS | Cvs Health CORP | +0.2% | +15.91% | Add |
| 2 | JIRE | Jpmorgan Int Res Enh Eqty | +0.2% | +4.60% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +1.77% | Add |
| 4 | MRK | Merck & Co. Inc. | +0.2% | -3.72% | Trim |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.1% | +5.03% | Add |
| 6 | RTX | Rtx CORP | +0.1% | -2.39% | Trim |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +3.50% | Add |
| 8 | WMT | Walmart Inc | +0.1% | -2.73% | Trim |
| 9 | BND | Vanguard Total Bond Market | +0.1% | +50.47% | Add |
| 10 | NKE | Nike Inc -cl B | +0.1% | +26.10% | Add |
| 11 | LEN | Lennar Corp-a | +0.1% | +59.27% | Add |
| 12 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +4.55% | Add |
| 13 | JNJ | Johnson & Johnson | +0.1% | -2.34% | Trim |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +3.52% | Add |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +4.75% | Add |
| 16 | AAPL | Apple Inc | +0.1% | +3.27% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +2.75% | Add |
| 18 | XOM | Exxon Mobil CORP | +0.1% | -2.82% | Trim |
| 19 | SPEM | State Street Sp Ptf Em ETF | 0% | +1.63% | Add |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +5.42% | Add |
| 21 | REET | Ishares Global Reit ETF | 0% | +8.88% | Add |
| 22 | NEE | Nextera Energy Inc | 0% | -2.01% | Trim |
| 23 | VUG | Vanguard Growth ETF | 0% | +0.18% | Add |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | +2.41% | Add |
| 25 | BNDX | Vanguard Total Intl Bond ETF | 0% | +35.05% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | +32.03% | Add |
| 27 | NVDA | Nvidia CORP | 0% | +24.25% | Add |
| 28 | EMLC | Vaneck JPM Em Local Curr Bnd | 0% | +2.83% | Add |
| 29 | IBM | Intl Business Machines CORP | 0% | -2.43% | Trim |
| 30 | VO | Vanguard Mid-cap ETF | 0% | +2.43% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -4.08% | Trim |
| 32 | MCD | Mcdonald's CORP | -0.1% | -2.35% | Trim |
| 33 | CVX | Chevron CORP | -0.1% | -3.95% | Trim |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -2.67% | Trim |
| 35 | RPG | Invesco S&p 500 Pure Growth | -0.1% | -5.59% | Trim |
| 36 | TXN | Texas Instruments Inc | -0.1% | -3.39% | Trim |
| 37 | VZ | Verizon Communications Inc | -0.1% | -2.64% | Trim |
| 38 | CARR | Carrier Global CORP | -0.1% | -2.21% | Trim |
| 39 | KR | Kroger Co | -0.1% | -2.21% | Trim |
| 40 | SPGI | S&p Global Inc | -0.2% | -35.52% | Trim |
| 41 | RSG | Republic Services Inc | -0.2% | -2.32% | Trim |
| 42 | BLK | Blackrock Inc | -0.2% | -1.92% | Trim |
| 43 | CAT | Caterpillar Inc | -0.2% | -22.59% | Trim |
| 44 | MSFT | Microsoft CORP | -0.3% | -1.43% | Trim |
| 45 | HD | Home Depot Inc | -0.4% | -3.26% | Trim |
| 46 | 6D8 | Dupont De Nemours Inc | -0.5% | -11.35% | Trim |
| 47 | Q | Qnity Electronics Inc | — | NEW | New buy |
| 48 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | New buy |
| 49 | PM | Philip Morris International | — | EXIT | Sold out |
| 50 | ORCL | Oracle CORP | — | 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 143 disclosed positions in Q4 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, IEFA, IGSB) accounted for 19.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
Q
市值: $4.0M
Top Position Liquidated / Trimmed
PM
前期市值: $309.6K
During Q4 2025, Cutler Investment Counsel LLC's top holdings by market value included VO (4.9%)、IEFA (4.6%)、IGSB (4.6%). The largest single position, VO, represented 4.9% of total portfolio value.
In Q4 2025, Cutler Investment Counsel LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 23 positions, trimming 23 holdings, and fully liquidating 2 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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