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Cutler Investment Counsel

Latest statistics and disclosures from Cutler Investment Counsel's latest quarterly 13F-HR filing:

Top 5 stock holdings are VO, IGSB, IEFA, SPEM, MSFT, and represent 21.58% of Cutler Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: LEN, IJR, JIRE, IGSB, SPLG, VO, IEFA, SPAB, CVX, SPEM.
Started 5 new stock positions in LEN, TSM, SCHF, AIQ, VB.
Reduced shares in these 10 stocks: , MSFT, MINT, SCHZ, RPG, VUSB, IAGG, MP, IVV, CAT.
Sold out of its positions in CMCSA, IAGG, MP.
Cutler Investment Counsel was a net buyer of stock by $11M.
Cutler Investment Counsel has $954M in assets under management (AUM), dropping by 6.13%.
Central Index Key (CIK): 0001285973

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Portfolio Holdings for Cutler Investment Counsel

Cutler Investment Counsel holds 140 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Mid Cap Etf (VO)	4.9	$47M	+3%	158k	294.76	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.5	$43M	+4%	812k	53.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.5	$43M	+2%	490k	87.31	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	3.9	$38M	+2%	804k	46.81	View chart
Microsoft Corporation (MSFT)	3.8	$36M	-2%	69k	517.95	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	3.4	$33M	+5%	445k	73.54	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.4	$32M		197k	164.54	View chart
Caterpillar (CAT)	3.0	$29M		61k	477.15	View chart
Vanguard Index Fds Growth Etf (VUG)	3.0	$29M		59k	480.11	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	2.9	$28M	+4%	1.1M	25.85	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.6	$24M	+3%	1.1M	23.12	View chart
Wal-Mart Stores (WMT)	2.5	$24M		228k	103.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.4	$23M	+9%	193k	118.83	View chart
Blackrock (BLK)	2.2	$21M		18k	1165.85	View chart
Raytheon Technologies Corp (RTX)	2.1	$20M		119k	167.33	View chart
Home Depot (HD)	2.1	$20M		48k	405.19	View chart
Charles Schwab Corporation (SCHW)	2.0	$19M		195k	95.47	View chart
Republic Services (RSG)	1.9	$19M		81k	229.48	View chart
McDonald's Corporation (MCD)	1.7	$16M		52k	303.89	View chart
Deere & Company (DE)	1.6	$15M		34k	458.88	View chart
JPMorgan Chase & Co. (JPM)	1.6	$15M		48k	315.43	View chart
Exxon Mobil Corporation (XOM)	1.5	$14M		123k	112.75	View chart
International Business Machines (IBM)	1.3	$12M		44k	282.16	View chart
Kroger (KR)	1.3	$12M		182k	67.41	View chart
Medtronic SHS (MDT)	1.2	$12M		120k	95.95	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	1.2	$11M	-5%	232k	47.72	View chart
Chevron Corporation (CVX)	1.1	$11M	+10%	71k	155.29	View chart
Texas Instruments Incorporated (TXN)	1.1	$11M		59k	183.73	View chart
Verizon Communications (VZ)	1.1	$11M		243k	43.95	View chart
Nextera Energy (NEE)	1.1	$10M		138k	75.49	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.1	$10M	+19%	131k	78.34	View chart
CVS Caremark Corporation (CVS)	1.0	$9.9M		131k	75.39	View chart
Johnson & Johnson (JNJ)	1.0	$9.5M		51k	185.42	View chart
Procter & Gamble Company (PG)	1.0	$9.5M		62k	153.65	View chart
PNC Financial Services (PNC)	1.0	$9.2M		46k	200.93	View chart
Carrier Global Corporation (CARR)	1.0	$9.1M		152k	59.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$8.8M	-2%	13k	669.30	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$8.4M	+5%	59k	142.55	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.9	$8.4M	+2%	328k	25.51	View chart
Pepsi (PEP)	0.9	$8.3M		59k	140.44	View chart
Becton, Dickinson and (BDX)	0.8	$8.1M		43k	187.17	View chart
M&T Bank Corporation (MTB)	0.8	$7.9M		40k	197.62	View chart
Dupont De Nemours (DD)	0.8	$7.9M		101k	77.90	View chart
Merck & Co (MRK)	0.8	$7.8M		92k	84.72	View chart
Ishares Tr Global Reit Etf (REET)	0.8	$7.6M	+9%	297k	25.56	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.8	$7.4M	-2%	87k	84.83	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$7.1M		90k	78.09	View chart
Nike CL B (NKE)	0.7	$6.7M		96k	70.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$6.6M		20k	329.08	View chart
Apple (AAPL)	0.7	$6.2M		24k	254.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$6.1M		33k	187.41	View chart
S&p Global (SPGI)	0.6	$5.7M		12k	486.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$5.6M	+2%	94k	59.92	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$5.1M		182k	27.90	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.5	$4.6M	-3%	112k	41.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$4.4M		161k	27.30	View chart
Pfizer (PFE)	0.5	$4.3M		169k	25.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$3.9M		72k	54.18	View chart
Lennar Corp Cl A (LEN)	0.4	$3.4M	NEW	27k	126.04	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$3.3M		32k	103.07	View chart
Amazon (AMZN)	0.3	$2.9M	-3%	13k	219.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.7M	+6%	5.4k	502.74	View chart
Costco Wholesale Corporation (COST)	0.3	$2.7M		2.9k	925.51	View chart
Mission Produce (AVO)	0.3	$2.6M		213k	12.02	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$2.5M	+6%	18k	137.80	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$2.3M		52k	44.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$2.3M	+11%	31k	74.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$2.2M	+6%	25k	91.42	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$2.1M	+9%	69k	31.16	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.9M		45k	42.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.9M		72k	26.34	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.8M		23k	79.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.8M		8.4k	216.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.8M		7.3k	243.55	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.6M	+11%	2.4k	667.95	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.5M		2.00	754200.00	View chart
NVIDIA Corporation (NVDA)	0.1	$1.3M	+10%	6.8k	186.59	View chart
Tesla Motors (TSLA)	0.1	$1.2M	+17%	2.6k	444.72	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.1M	+27%	23k	50.07	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$1.1M		29k	36.16	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.0M	+24%	21k	49.46	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.0M	-6%	1.4k	746.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$948k	+9%	2.7k	355.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$921k	+2%	1.5k	600.96	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$913k	-44%	39k	23.47	View chart
Starbucks Corporation (SBUX)	0.1	$848k	-4%	10k	84.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$845k	-5%	3.5k	243.10	View chart
Abbvie (ABBV)	0.1	$818k	+6%	3.5k	231.54	View chart
AmerisourceBergen (COR)	0.1	$766k		2.5k	312.53	View chart
Lowe's Companies (LOW)	0.1	$761k		3.0k	251.27	View chart
Wells Fargo & Company (WFC)	0.1	$701k	+2%	8.4k	83.82	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$667k	-7%	8.7k	76.72	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$611k	+10%	17k	36.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$608k		4.3k	140.95	View chart
Norfolk Southern (NSC)	0.1	$603k		2.0k	300.41	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$576k		6.1k	95.19	View chart
Public Service Enterprise (PEG)	0.1	$565k		6.8k	83.46	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$534k	-3%	6.1k	87.21	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$521k	+12%	12k	42.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$503k	-8%	7.7k	65.26	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$466k		6.7k	69.37	View chart
Emerson Electric (EMR)	0.0	$466k		3.6k	131.18	View chart
Netflix (NFLX)	0.0	$464k	-14%	387.00	1198.92	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$444k		2.1k	209.34	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$443k	-2%	12k	38.57	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$421k	+22%	4.1k	103.40	View chart
Cisco Systems (CSCO)	0.0	$419k		6.1k	68.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$399k	NEW	17k	23.28	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$394k		9.2k	42.79	View chart
Cummins (CMI)	0.0	$394k	-2%	933.00	422.35	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$389k	+3%	1.3k	297.97	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$388k	+7%	6.0k	65.00	View chart
Broadcom (AVGO)	0.0	$382k	+6%	1.2k	330.02	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$377k		1.8k	209.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$374k	NEW	1.5k	255.09	View chart
Alaska Air (ALK)	0.0	$372k	-3%	7.5k	49.78	View chart
Visa Com Cl A (V)	0.0	$363k	+3%	1.1k	341.40	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$351k	-6%	5.8k	60.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$333k	+23%	542.00	614.21	View chart
Meta Platforms Cl A (META)	0.0	$333k		453.00	734.41	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$332k		6.9k	47.74	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$318k	NEW	1.1k	280.11	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$317k	+11%	11k	29.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$314k		3.1k	100.25	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$313k	-57%	6.3k	50.00	View chart
Philip Morris International (PM)	0.0	$310k		1.9k	162.20	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$305k		2.6k	118.44	View chart
Oracle Corporation (ORCL)	0.0	$305k		1.1k	281.24	View chart
Granite Construction (GVA)	0.0	$302k		2.8k	109.78	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.0	$288k		2.8k	104.51	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$287k		6.6k	43.42	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$285k	-73%	2.8k	100.69	View chart
American Electric Power Company (AEP)	0.0	$271k		2.4k	112.50	View chart
Rbc Cad (RY)	0.0	$270k	-3%	1.8k	147.32	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$259k	NEW	5.2k	49.39	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$236k	+3%	3.6k	65.92	View chart
BP Sponsored Adr (BP)	0.0	$232k		6.7k	34.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$228k		488.00	468.12	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$226k		3.7k	61.18	View chart
Coca-Cola Company (KO)	0.0	$212k	+2%	3.2k	66.83	View chart

Past Filings by Cutler Investment Counsel

SEC 13F filings are viewable for Cutler Investment Counsel going back to 2011

Cutler Investment Counsel 2025 Q3 filed Nov. 4, 2025
Cutler Investment Counsel 2025 Q2 filed July 28, 2025
Cutler Investment Counsel 2025 Q1 filed May 8, 2025
Cutler Investment Counsel 2024 Q4 filed Jan. 31, 2025
Cutler Investment Counsel 2024 Q3 filed Nov. 6, 2024
Cutler Investment Counsel 2024 Q2 filed July 30, 2024
Cutler Investment Counsel 2024 Q1 filed April 30, 2024
Cutler Investment Counsel 2023 Q4 filed Jan. 31, 2024
Cutler Investment Counsel 2023 Q3 filed Oct. 25, 2023
Cutler Investment Counsel 2023 Q2 filed July 25, 2023
Cutler Investment Counsel 2023 Q1 filed May 11, 2023
Cutler Investment Counsel 2022 Q4 filed Jan. 26, 2023
Cutler Investment Counsel 2022 Q3 filed Nov. 7, 2022
Cutler Investment Counsel 2022 Q2 filed July 19, 2022
Cutler Investment Counsel 2022 Q1 filed May 10, 2022
Cutler Investment Counsel 2021 Q4 filed Feb. 11, 2022

View all past filings

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