C&
Cutter & CO Brokerage, Inc. — 13F Portfolio Analysis & Stock Picks (Q2 2026)
Cutter & CO Brokerage, Inc.CIK: 0001406995
Long-term holder
Total reported value
—
Reporting period: 2026-06-30 · Number of holdings: 1
Cutter & CO Brokerage, Inc. disclosed 1 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of — and a quarterly turnover rate of 0.0%.
Personality snowflake
- Concentration
- 0
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govUnchanged 000000000
$0.0
Holdings Map
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology Inc | Stock-Other | — | — | — |
Portfolio Performance
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 84% of reported portfolio value with available pricing
- Stdev
- +11.1%
- Beta
- +0.76
- Alpha
- -1.7%
- Max Drawdown
- -7.5%
- Annualized Perf
- +14.1%
- Batting Avg vs S&P
- +37.5%
- Sortino
- +2.25
- Stutzer
- +0.36
- Treynor
- +0.18
- Sterling
- +0.96
- Calmar
- +1.87
- Information Ratio
- -1.14
- Tracking Error
- +5.7%
- Stdev Down
- +6.1%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +25.5%
- Worst 12 Months
- +2.3%
- Efficiency Ratio
- +0.42
- Sharpe
- +1.25
- Stdev Sectors
- —
- Skewness
- -0.49
- Kurtosis
- -0.96
- Upside Potential
- +4.03
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 1 | — | 0 | ||
| 2026 Q1 | 1 | — | 0 | ||
| 2025 Q4 | 1 | — | 0 | ||
| 2025 Q3 | 1 | — | 0 | ||
| 2025 Q2 | 1 | — | 0 | ||
| 2025 Q1 | 183 | $422.7M | 100 | ||
| 2024 Q4 | 209 | $409.8M | 0 | ||
| 2024 Q3 | 218 | $442.1M | 0 | ||
| 2024 Q2 | 207 | $412.6M | 0 | ||
| 2024 Q1 | 209 | $407.1M | 0 | ||
| 2023 Q4 | 198 | $360.2M | 0 | ||
| 2023 Q3 | 209 | $342.2M | 0 | ||
| 2023 Q2 | 212 | $339.1M | 0 | ||
| 2023 Q1 | 218 | $320.8M | 0 | ||
| 2022 Q4 | 217 | $295.7M | 0 | ||
| 2022 Q3 | 226 | $269.1M | 0 | ||
| 2022 Q2 | 229 | $292.8M | 0 | ||
| 2022 Q1 | 231 | $336.0M | 0 | ||
| 2021 Q4 | 276 | $364.9M | 0 | ||
| 2021 Q3 | 306 | $419.4M | 0 | ||
| 2021 Q2 | 313 | $434.7M | 100 | ||
| 2021 Q1 | 301 | $409.6M | 23 | ||
| 2020 Q4 | 284 | $380.7M | 22 | ||
| 2020 Q3 | 274 | $337.4M | 22 | ||
| 2020 Q2 | 247 | $307.1M | 37 | ||
| 2020 Q1 | 235 | $265.2M | 66 | ||
| 2019 Q4 | 251 | $284.7M | 24 | ||
| 2019 Q3 | 297 | $310.9M | 15 | ||
| 2019 Q2 | 302 | $316.9M | 27 | ||
| 2019 Q1 | 292 | $352.0M | 38 | ||
| 2018 Q4 | 268 | $263.2M | 30 | ||
| 2018 Q3 | 282 | $293.2M | 25 | ||
| 2018 Q2 | 246 | $259.3M | 27 | ||
| 2018 Q1 | 252 | $253.1M | 31 | ||
| 2017 Q4 | 254 | $243.4M | 24 | ||
| 2017 Q3 | 262 | $252.3M | 25 | ||
| 2017 Q2 | 273 | $254.5M | 20 | ||
| 2017 Q1 | 264 | $242.0M | 28 | ||
| 2016 Q4 | 253 | $241.5M | 24 | ||
| 2016 Q3 | 249 | $229.4M | 23 | ||
| 2016 Q2 | 246 | $234.2M | 28 | ||
| 2016 Q1 | 240 | $216.4M | 29 | ||
| 2015 Q4 | 220 | $213.8M | 20 | ||
| 2015 Q3 | 218 | $203.5M | 31 | ||
| 2015 Q2 | 254 | $251.2M | 24 | ||
| 2015 Q1 | 231 | $245.6M | 24 | ||
| 2014 Q4 | 257 | $262.5M | 30 | ||
| 2014 Q3 | 242 | $260.2M | 19 | ||
| 2014 Q2 | 245 | $272.1M | 20 | ||
| 2014 Q1 | 229 | $253.6M | 26 | ||
| 2013 Q4 | 202 | $215.0M | 30 | ||
| 2013 Q3 | 222 | $224.1M | 24 | ||
| 2013 Q2 | 212 | $209.7M | — |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology Inc | — | — | Unchanged |
Filing History
FAQ
What is Cutter & CO Brokerage, Inc. and what type of investor is it?
Cutter & CO Brokerage, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.
What are Cutter & CO Brokerage, Inc.'s largest equity positions?
Based on the latest 13F filing, Cutter & CO Brokerage, Inc.'s top holdings by market value are:
1. Ikena Oncology Inc — $0.0
What changes did Cutter & CO Brokerage, Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Cutter & CO Brokerage, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Cutter & CO Brokerage, Inc. focus on?
Sector breakdown data is not yet available for Cutter & CO Brokerage, Inc.. Check back after the next 13F processing cycle.
Investment Profile
Cutter & CO Brokerage, Inc. returned an annualized 14.1% over the trailing 24 months — underperforming the S&P 500 by 1.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.76 (less volatile than the market) and a 38% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
Peer Institutions
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—
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Concentration0.0
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Sector conviction0.0
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KF
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RA
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Total reported value
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Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
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Developer Access
Access Cutter & CO Brokerage, Inc.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/cutter-co-brokerage-incCLI
npx alphasmo institutions get cutter-co-brokerage-inc