Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CUTLER INVESTMENT COUNSEL LLC (CIK 1285973) reported $971.1M across 145 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VO ($46.3M, 4.77%), IGSB ($44.8M, 4.62%), IEFA ($44.4M, 4.58%), SPEM ($37.6M, 3.87%), JIRE ($35.4M, 3.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | $46.3M | 4.77% | 161,267 | Trimmed |
| 2 | IGSB | ISHARES TR | $44.8M | 4.62% | 853,088 | Added |
| 3 | IEFA | ISHARES TR | $44.4M | 4.58% | 490,822 | Trimmed |
| 4 | SPEM | SPDR INDEX SHS FDS | $37.6M | 3.87% | 801,642 | Trimmed |
| 5 | JIRE | J P MORGAN EXCHANGE TRADED F | $35.4M | 3.65% | 467,420 | Added |
| 6 | IUSG | ISHARES TR | $29.2M | 3.01% | 188,165 | Trimmed |
| 7 | SPAB | SPDR SERIES TRUST | $28.7M | 2.95% | 1.1M | Added |
| 8 | WMT | WALMART INC | $27.1M | 2.79% | 217,517 | Trimmed |
| 9 | CAT | CATERPILLAR INC | $26.8M | 2.76% | 37,823 | Trimmed |
| 10 | VUG | VANGUARD INDEX FDS | $25.7M | 2.65% | 58,824 | Trimmed |
| 11 | IJR | ISHARES TR | $25.5M | 2.63% | 205,385 | Added |
| 12 | GOVT | ISHARES TR | $25.5M | 2.62% | 1.1M | Added |
| 13 | MSFT | MICROSOFT CORP | $25.0M | 2.58% | 67,557 | Trimmed |
| 14 | RTX | RTX CORPORATION | $22.2M | 2.28% | 114,965 | Trimmed |
| 15 | XOM | EXXON MOBIL CORP | $20.2M | 2.08% | 119,008 | Trimmed |
| 16 | DE | DEERE & CO | $18.3M | 1.88% | 32,350 | Trimmed |
| 17 | SCHW | SCHWAB CHARLES CORP | $17.5M | 1.80% | 186,331 | Trimmed |
| 18 | RSG | REPUBLIC SVCS INC | $17.0M | 1.75% | 77,527 | Trimmed |
| 19 | BLK | BLACKROCK INC | $16.8M | 1.73% | 17,500 | Trimmed |
| 20 | MCD | MCDONALDS CORP | $15.6M | 1.61% | 50,344 | Trimmed |
| 21 | HD | HOME DEPOT INC | $15.2M | 1.56% | 46,205 | Trimmed |
| 22 | CVX | CHEVRON CORPORATION | $13.6M | 1.40% | 65,806 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $13.5M | 1.39% | 45,921 | Added |
| 24 | KR | KROGER CO | $12.7M | 1.30% | 174,996 | Trimmed |
| 25 | NEE | NEXTERA ENERGY INC | $12.5M | 1.29% | 134,355 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31