CUTLER INVESTMENT COUNSEL LLC
CIK: 0001285973SEC EDGAR →
Portfolio Value
$970K
Holdings
143
As of
Q4 2025
New Positions
143
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 161,555 | $47K | 4.83% |
| 2 | ISHARES TR | 498,407 | $45K | 4.60% |
| 3 | ISHARES TR | 840,439 | $44K | 4.58% |
| 4 | SPDR INDEX SHS FDS | 816,599 | $38K | 3.94% |
| 5 | J P MORGAN EXCHANGE TRADED F | 465,225 | $35K | 3.59% |
| 6 | MICROSOFT CORP | 68,345 | $33K | 3.41% |
| 7 | ISHARES TR | 192,634 | $32K | 3.33% |
| 8 | VANGUARD INDEX FDS | 59,533 | $29K | 2.99% |
| 9 | SPDR SERIES TRUST | 1,103,313 | $28K | 2.93% |
| 10 | CATERPILLAR INC | 47,154 | $27K | 2.78% |
Quarterly Changes
New Positions (143)
$47K · 162K shares
$45K · 498K shares
$44K · 840K shares
$38K · 817K shares
$35K · 465K shares
$33K · 68K shares
$32K · 193K shares
$29K · 60K shares
$28K · 1.1M shares
$27K · 47K shares
$25K · 1.1M shares
$25K · 221K shares
$24K · 203K shares
$21K · 116K shares
$19K · 18K shares
$19K · 188K shares
$17K · 79K shares
$16K · 47K shares
$16K · 51K shares
$15K · 33K shares
$15K · 46K shares
$14K · 120K shares
$13K · 43K shares
$12K · 152K shares
$11K · 117K shares
$11K · 177K shares
$11K · 138K shares
$11K · 135K shares
$10K · 50K shares
$10K · 68K shares
$10K · 219K shares
$10K · 57K shares
$10K · 236K shares
$9K · 89K shares
$9K · 45K shares
$9K · 14K shares
$9K · 34K shares
$9K · 62K shares
$9K · 337K shares
$9K · 60K shares
$8K · 57K shares
$8K · 324K shares
$8K · 41K shares
$8K · 39K shares
$8K · 149K shares
$8K · 120K shares
$7K · 85K shares
$7K · 91K shares
$7K · 25K shares
$7K · 20K shares
$6K · 33K shares
$6K · 94K shares
$5K · 183K shares
$4K · 104K shares
$4K · 42K shares
$4K · 159K shares
$4K · 165K shares
$4K · 8K shares
$4K · 49K shares
$4K · 73K shares
$4K · 90K shares
$3K · 46K shares
$3K · 32K shares
$3K · 13K shares
$3K · 6K shares
$3K · 19K shares
$3K · 3K shares
$2K · 212K shares
$2K · 55K shares
$2K · 7K shares
$2K · 72K shares
$2K · 25K shares
$2K · 48K shares
$2K · 72K shares
$2K · 9K shares
$2K · 23K shares
$2K · 2K shares
$2K · 8K shares
$2K · 2 shares
$1K · 28K shares
$1K · 3K shares
$1K · 2K shares
$1K · 23K shares
$1K · 31K shares
$1K · 3K shares
$1K · 1K shares
$995 · 3K shares
$949 · 35K shares
$908 · 39K shares
$827 · 2K shares
$791 · 12K shares
$779 · 8K shares
$730 · 3K shares
$726 · 3K shares
$691 · 8K shares
$681 · 17K shares
$651 · 8K shares
$618 · 4K shares
$579 · 2K shares
$560 · 6K shares
$543 · 7K shares
$526 · 7K shares
$522 · 12K shares
$508 · 8K shares
$483 · 6K shares
$476 · 933 shares
$457 · 3K shares
$456 · 5K shares
$454 · 11K shares
$453 · 4K shares
$435 · 4K shares
$428 · 14K shares
$422 · 2K shares
$421 · 4K shares
$410 · 17K shares
$407 · 9K shares
$398 · 1K shares
$382 · 610 shares
$378 · 1K shares
$377 · 1K shares
$373 · 2K shares
$371 · 1K shares
$364 · 7K shares
$360 · 6K shares
$341 · 1K shares
$331 · 3K shares
$329 · 7K shares
$312 · 6K shares
$312 · 2K shares
$301 · 456 shares
$294 · 3K shares
$277 · 2K shares
$267 · 5K shares
$245 · 5K shares
$242 · 5K shares
$242 · 4K shares
$238 · 7K shares
$232 · 3K shares
$230 · 488 shares
$222 · 3K shares
$220 · 674 shares
$206 · 4K shares
$201 · 5K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $515K | 53.1% |
| Industrials | 10 | $91K | 9.3% |
| Unknown | 6 | $77K | 7.9% |
| Technology | 10 | $70K | 7.2% |
| Healthcare | 9 | $65K | 6.7% |
| Consumer Defensive | 7 | $58K | 6.0% |
| Consumer Cyclical | 9 | $50K | 5.2% |
| Energy | 3 | $25K | 2.6% |
| Utilities | 3 | $12K | 1.2% |
| Communication Services | 4 | $4K | 0.4% |
| Basic Materials | 2 | $4K | 0.4% |