CUTLER INVESTMENT COUNSEL LLC
CIK: 1285973SEC EDGAR →
Portfolio Value
$436.8B
Holdings
146
As of
Q1 2026
New Positions
146
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 853,088 | $44.8B | 10.26% |
| 2 | ISHARES TR | 490,822 | $44.4B | 10.17% |
| 3 | SPDR INDEX SHS FDS | 801,642 | $37.6B | 8.61% |
| 4 | J P MORGAN EXCHANGE TRADED F | 467,420 | $35.4B | 8.10% |
| 5 | SPDR SERIES TRUST | 1,118,858 | $28.7B | 6.56% |
| 6 | ISHARES TR | 1,111,849 | $25.5B | 5.83% |
| 7 | SCHWAB CHARLES CORP | 186,331 | $17.5B | 4.01% |
| 8 | KROGER CO | 174,996 | $12.7B | 2.90% |
| 9 | NEXTERA ENERGY INC | 134,355 | $12.5B | 2.86% |
| 10 | VERIZON COMMUNICATIONS INC | 233,509 | $11.7B | 2.68% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 81 | $287.0B | 65.7% |
| Unknown | 6 | $69.9B | 16.0% |
| Healthcare | 10 | $26.2B | 6.0% |
| Consumer Defensive | 7 | $15.9B | 3.6% |
| Utilities | 3 | $13.2B | 3.0% |
| Consumer Cyclical | 9 | $10.1B | 2.3% |
| Industrials | 10 | $8.5B | 1.9% |
| Basic Materials | 1 | $4.1B | 0.9% |
| Technology | 10 | $1.2B | 0.3% |
| Communication Services | 4 | $471.9M | 0.1% |
| Energy | 5 | $364.9M | 0.1% |