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CIK: 0001406995
Total reported value
—
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1 檔
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In Q2 2025, Cutter & CO Brokerage, Inc.'s U.S. equity holdings reached a combined market value of —, distributed across 1 disclosed stock positions.
In Q2 2025, Cutter & CO Brokerage, Inc. adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 50 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology Inc | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 2 | EPD | Enterprise Products Partners | — | EXIT | Sold out |
| 3 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 4 | HEI | Heico CORP | — | EXIT | Sold out |
| 5 | GOOG | Alphabet Inc-cl C | — | EXIT | Sold out |
| 6 | LIN | Linde plc | — | EXIT | Sold out |
| 7 | CP | Canadian Pacific Kansas City | — | EXIT | Sold out |
| 8 | ET | Energy Transfer LP | — | EXIT | Sold out |
| 9 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 10 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 11 | WSO | Watsco Inc | — | EXIT | Sold out |
| 12 | AWK | American Water Works Co Inc | — | EXIT | Sold out |
| 13 | TDG | Transdigm Group Inc | — | EXIT | Sold out |
| 14 | AAAU | Goldman Sachs Physical Gold | — | EXIT | Sold out |
| 15 | REGN | Regeneron Pharmaceuticals | — | EXIT | Sold out |
| 16 | BCPC | Balchem CORP | — | EXIT | Sold out |
| 17 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 18 | AAPL | Apple Inc | — | EXIT | Sold out |
| 19 | OXY | Occidental Petroleum CORP | — | EXIT | Sold out |
| 20 | UNP | Union Pacific CORP | — | EXIT | Sold out |
| 21 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 22 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
| 23 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 24 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 25 | MP | Mp Materials CORP | — | EXIT | Sold out |
| 26 | BJ | Bj's Wholesale Club Holdings | — | EXIT | Sold out |
| 27 | VRTX | Vertex Pharmaceuticals Inc | — | EXIT | Sold out |
| 28 | LHX | L3harris Technologies Inc | — | EXIT | Sold out |
| 29 | ZBRA | Zebra Technologies Corp-cl A | — | EXIT | Sold out |
| 30 | ADM | Archer-daniels-midland Co | — | EXIT | Sold out |
| 31 | NOC | Northrop Grumman CORP | — | EXIT | Sold out |
| 32 | RGCO | Rgc Resources Inc | — | EXIT | Sold out |
| 33 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
| 34 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 35 | UGI | Ugi CORP | — | EXIT | Sold out |
| 36 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 38 | CSX | Csx CORP | — | EXIT | Sold out |
| 39 | AVGO | Broadcom Inc | — | EXIT | Sold out |
| 40 | FIXD | First Trust Smith Opportunis | — | EXIT | Sold out |
| 41 | JOE | St Joe Co/the | — | EXIT | Sold out |
| 42 | CVX | Chevron CORP | — | EXIT | Sold out |
| 43 | VGT | Vanguard Info Tech ETF | — | EXIT | Sold out |
| 44 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 45 | CIBR | First Trust Nasdaq Cybersecu | — | EXIT | Sold out |
| 46 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 47 | VDE | Vanguard Energy ETF | — | EXIT | Sold out |
| 48 | PSLV | Sprott Physical Silver Trust | — | EXIT | Sold out |
| 49 | SCHD | Schwab US Dvd Equity ETF | — | EXIT | Sold out |
| 50 | PLTR | Palantir Technologies Inc-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, Cutter & CO Brokerage, Inc. reported a total U.S. public equity portfolio value of — across 1 disclosed positions in Q2 2025.
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Top Position Liquidated / Trimmed
BRK-B
前期市值: $65.0M
During Q2 2025, Cutter & CO Brokerage, Inc.'s top holdings by market value included IKENA ONCOLOGY INC (0.0%). The largest single position, IKENA ONCOLOGY INC, represented 0.0% of total portfolio value.
In Q2 2025, Cutter & CO Brokerage, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 50 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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