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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, IEFA, IGSB, SPEM, JIRE, and represent 21.74% of Cutler Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: Q, CVS, LEN, NKE, JIRE, IGSB, IJR, BND, VO, GOVT.
Started 5 new stock positions in AMGN, IDR, Q, RVPH, FNDX.
Reduced shares in these 10 stocks: CAT (-$7.9M), SPGI, IUSG, SCHW, WMT, JPM, RPG, HD, RTX, MSFT.
Sold out of its positions in ORCL, PM.
Cutler Investment Counsel was a net buyer of stock by $2.5M.
Cutler Investment Counsel has $961M in assets under management (AUM), dropping by 0.79%.
Central Index Key (CIK): 0001285973

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Portfolio Holdings for Cutler Investment Counsel

Cutler Investment Counsel holds 143 positions in its portfolio as reported in the December 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	+2%	162k	290.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.6	$45M		498k	89.46	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.6	$44M	+3%	840k	52.88	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	4.0	$38M		817k	46.81	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	3.6	$35M	+4%	465k	74.88	View chart
Microsoft Corporation (MSFT)	3.4	$33M		68k	483.62	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.4	$32M	-2%	193k	167.94	View chart
Vanguard Index Fds Growth Etf (VUG)	3.0	$29M		60k	487.86	View chart
Spdr Series Trust State Street Spd (SPAB)	3.0	$28M	+3%	1.1M	25.75	View chart
Caterpillar (CAT)	2.8	$27M	-22%	47k	572.87	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.6	$25M	+4%	1.1M	23.02	View chart
Wal-Mart Stores (WMT)	2.6	$25M	-2%	221k	111.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.5	$24M	+5%	203k	120.18	View chart
Raytheon Technologies Corp (RTX)	2.2	$21M	-2%	116k	183.40	View chart
Blackrock (BLK)	2.0	$19M		18k	1070.33	View chart
Charles Schwab Corporation (SCHW)	2.0	$19M	-3%	188k	99.91	View chart
Republic Services (RSG)	1.7	$17M	-2%	79k	211.93	View chart
Home Depot (HD)	1.7	$16M	-3%	47k	344.10	View chart
McDonald's Corporation (MCD)	1.6	$16M	-2%	51k	305.63	View chart
Deere & Company (DE)	1.6	$15M	-2%	33k	467.19	View chart
JPMorgan Chase & Co. (JPM)	1.5	$15M	-4%	46k	322.22	View chart
Exxon Mobil Corporation (XOM)	1.5	$14M	-2%	120k	120.34	View chart
International Business Machines (IBM)	1.3	$13M	-2%	43k	296.21	View chart
CVS Caremark Corporation (CVS)	1.3	$12M	+15%	152k	79.36	View chart
Medtronic SHS (MDT)	1.2	$11M	-2%	118k	96.75	View chart
Kroger (KR)	1.2	$11M	-2%	178k	62.48	View chart
Spdr Series Trust State Street Spd (SPYM)	1.1	$11M	+4%	138k	80.22	View chart
Nextera Energy (NEE)	1.1	$11M	-2%	135k	80.28	View chart
Johnson & Johnson (JNJ)	1.1	$10M	-2%	50k	206.95	View chart
Chevron Corporation (CVX)	1.1	$10M	-3%	68k	152.41	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	1.1	$10M	-5%	219k	46.67	View chart
Texas Instruments Incorporated (TXN)	1.0	$9.9M	-3%	57k	173.49	View chart
Verizon Communications (VZ)	1.0	$9.6M	-2%	237k	40.73	View chart
Merck & Co (MRK)	1.0	$9.4M	-3%	89k	106.11	View chart
PNC Financial Services (PNC)	1.0	$9.3M	-3%	45k	208.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$9.3M	+2%	14k	684.96	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$8.9M	+5%	62k	143.33	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.9	$8.7M	+2%	337k	25.82	View chart
Procter & Gamble Company (PG)	0.9	$8.6M	-2%	60k	143.31	View chart
Pepsi (PEP)	0.9	$8.3M	-2%	57k	144.94	View chart
Ishares Tr Global Reit Etf (REET)	0.8	$8.1M	+8%	324k	24.95	View chart
Becton, Dickinson and (BDX)	0.8	$8.0M	-4%	42k	194.07	View chart
M&T Bank Corporation (MTB)	0.8	$7.9M	-2%	39k	201.48	View chart
Carrier Global Corporation (CARR)	0.8	$7.9M	-2%	149k	52.84	View chart
Nike CL B (NKE)	0.8	$7.7M	+26%	120k	64.09	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.8	$7.4M	-2%	85k	86.25	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$7.1M		91k	77.88	View chart
Apple (AAPL)	0.7	$6.9M	+3%	25k	271.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$6.6M		20k	335.27	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$6.2M		33k	190.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$5.9M		94k	62.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$5.2M		183k	28.48	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.5	$4.4M	-6%	104k	42.19	View chart
Lennar Corp Cl A (LEN)	0.5	$4.4M	+59%	43k	102.80	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$4.4M		159k	27.43	View chart
Pfizer (PFE)	0.4	$4.1M	-2%	165k	24.90	View chart
S&p Global (SPGI)	0.4	$4.0M	-35%	7.6k	522.59	View chart
Qnity Electronics Common Stock (Q)	0.4	$4.0M	NEW	49k	81.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$3.9M		73k	53.76	View chart
Dupont De Nemours (DD)	0.4	$3.6M	-11%	90k	40.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$3.4M	+50%	46k	74.07	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$3.4M		32k	104.07	View chart
Amazon (AMZN)	0.3	$3.0M		13k	230.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.8M	+3%	5.6k	502.65	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$2.7M	+4%	19k	141.06	View chart
Costco Wholesale Corporation (COST)	0.3	$2.5M	+2%	2.9k	862.36	View chart
Mission Produce (AVO)	0.3	$2.5M		212k	11.60	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.3	$2.4M	+4%	55k	44.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.3M	+2%	7.5k	313.80	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$2.3M	+4%	72k	31.51	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$2.2M		25k	88.49	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$2.2M	+7%	48k	45.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.9M		72k	26.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.9M		8.5k	219.77	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.9M		23k	79.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.7M	+4%	2.5k	683.84	View chart
NVIDIA Corporation (NVDA)	0.2	$1.6M	+24%	8.5k	186.49	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.5M		2.00	754800.00	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.4M	+35%	28k	48.32	View chart
Tesla Motors (TSLA)	0.1	$1.3M	+11%	2.9k	449.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.2M	+32%	2.0k	614.36	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.2M		23k	50.29	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$1.1M	+5%	31k	36.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.1M		3.5k	313.04	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.1M	+2%	1.4k	753.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$995k	-5%	2.5k	396.31	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$949k	NEW	35k	27.21	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$909k		39k	23.37	View chart
AmerisourceBergen (COR)	0.1	$828k		2.5k	337.75	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$792k		12k	64.42	View chart
Wells Fargo & Company (WFC)	0.1	$779k		8.4k	93.20	View chart
Lowe's Companies (LOW)	0.1	$730k		3.0k	241.12	View chart
Abbvie (ABBV)	0.1	$726k	-9%	3.2k	228.49	View chart
Starbucks Corporation (SBUX)	0.1	$692k	-18%	8.2k	84.21	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$681k		17k	41.08	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$652k	-3%	8.4k	77.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$619k		4.3k	143.52	View chart
Norfolk Southern (NSC)	0.1	$580k		2.0k	288.72	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$560k	-3%	5.8k	96.28	View chart
Public Service Enterprise (PEG)	0.1	$544k		6.8k	80.30	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$526k	+9%	7.3k	71.62	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$522k	+100%	12k	42.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$509k		7.7k	66.00	View chart
Cisco Systems (CSCO)	0.1	$483k	+2%	6.3k	77.03	View chart
Cummins (CMI)	0.0	$477k		933.00	510.71	View chart
Emerson Electric (EMR)	0.0	$458k	-2%	3.5k	132.72	View chart
Netflix (NFLX)	0.0	$457k	+1158%	4.9k	93.76	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$454k		12k	39.59	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$453k	+45%	3.7k	120.96	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$436k	+52%	4.3k	100.70	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$429k	+33%	15k	29.61	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$422k	-4%	2.0k	209.12	View chart
Granite Construction (GVA)	0.0	$422k	+32%	3.7k	115.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$411k		17k	24.04	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$408k		9.2k	44.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$398k		1.3k	302.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$382k	+12%	610.00	626.91	View chart
Broadcom (AVGO)	0.0	$379k	-5%	1.1k	346.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$378k		1.5k	257.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$373k		1.8k	211.79	View chart
Visa Com Cl A (V)	0.0	$371k		1.1k	350.75	View chart
Alaska Air (ALK)	0.0	$364k	-3%	7.2k	50.30	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$360k		5.8k	62.15	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$342k		1.1k	304.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$331k	+5%	3.3k	99.88	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$330k	+12%	7.5k	44.17	View chart
Rbc Cad (RY)	0.0	$313k		1.8k	170.49	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$312k		6.3k	49.84	View chart
Meta Platforms Cl A (META)	0.0	$301k		456.00	660.14	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$294k		2.8k	106.70	View chart
American Electric Power Company (AEP)	0.0	$277k		2.4k	115.31	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$267k		5.2k	50.91	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$245k	-17%	4.9k	49.65	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$242k		3.7k	65.55	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$242k	-23%	5.3k	45.84	View chart
BP Sponsored Adr (BP)	0.0	$239k	+2%	6.9k	34.73	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$232k	-3%	3.5k	67.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$231k		488.00	473.12	View chart
Coca-Cola Company (KO)	0.0	$222k		3.2k	69.91	View chart
Amgen (AMGN)	0.0	$221k	NEW	674.00	327.31	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$207k	-3%	3.9k	52.73	View chart
Idaho Strategic Resources Com New (IDR)	0.0	$202k	NEW	5.0k	40.30	View chart
Reviva Pharmaceutcls Hldgs I (RVPH)	0.0	$9.3k	NEW	34k	0.28	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 Q4 filed Feb. 12, 2026
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

View all past filings

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