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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 IGSB, VO, IEFA, SPEM, MSFT, and represent 20.60% of Cutler Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: JIRE (+$8.4M), IEFA, IJR, SPAB, VO, IGSB, GOVT, VSS, SPLG, SPGI.
Started 8 new stock positions in SCHV, SPDW, ESGE, KO, ESGV, TQQQ, BRK.A, BP.
Reduced shares in these 10 stocks: EFAV, PDN, RPG, WMT, HD, MSFT, BLK, CAT, DE, RSG.
Sold out of its positions in AVGO, PFF, SO, VMBS.
Cutler Investment Counsel was a net buyer of stock by $24M.
Cutler Investment Counsel has $832M in assets under management (AUM), dropping by 3.56%.
Central Index Key (CIK): 0001285973

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Portfolio Holdings for Cutler Investment Counsel

Cutler Investment Counsel holds 132 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.8	$40M	+8%	767k	52.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.7	$39M	+9%	150k	258.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.2	$35M	+14%	467k	75.66	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	3.7	$31M	+5%	775k	39.37	View chart
Microsoft Corporation (MSFT)	3.2	$27M	-2%	71k	375.39	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	3.0	$25M	+15%	984k	25.55	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	3.0	$25M	+51%	387k	63.72	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.9	$25M	+2%	193k	127.08	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.8	$23M	+9%	998k	23.00	View chart
Vanguard Index Fds Growth Etf (VUG)	2.6	$21M	+7%	58k	370.82	View chart
Caterpillar (CAT)	2.4	$20M	-2%	62k	329.80	View chart
Wal-Mart Stores (WMT)	2.4	$20M	-5%	229k	88.02	View chart
Republic Services (RSG)	2.4	$20M	-2%	82k	242.16	View chart
Home Depot (HD)	2.1	$18M	-6%	48k	366.49	View chart
Blackrock (BLK)	2.1	$17M	-3%	18k	946.46	View chart
McDonald's Corporation (MCD)	2.0	$17M	-2%	53k	312.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$16M	+28%	157k	104.57	View chart
Deere & Company (DE)	1.9	$16M	-3%	34k	470.97	View chart
Raytheon Technologies Corp (RTX)	1.9	$16M	-2%	121k	132.46	View chart
Charles Schwab Corporation (SCHW)	1.8	$15M	-3%	197k	78.28	View chart
Exxon Mobil Corporation (XOM)	1.8	$15M		124k	118.93	View chart
Kroger (KR)	1.5	$13M	-2%	185k	67.69	View chart
JPMorgan Chase & Co. (JPM)	1.4	$12M		49k	245.30	View chart
Verizon Communications (VZ)	1.4	$11M		248k	45.36	View chart
International Business Machines (IBM)	1.3	$11M		45k	248.66	View chart
Medtronic SHS (MDT)	1.3	$11M		121k	90.56	View chart
Procter & Gamble Company (PG)	1.3	$11M		63k	170.42	View chart
Texas Instruments Incorporated (TXN)	1.3	$11M	-3%	60k	179.70	View chart
Chevron Corporation (CVX)	1.3	$11M	-3%	64k	167.29	View chart
Becton, Dickinson and (BDX)	1.2	$10M	-2%	44k	229.06	View chart
Nextera Energy (NEE)	1.2	$9.9M	-3%	139k	70.89	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	1.2	$9.9M	-12%	258k	38.25	View chart
Carrier Global Corporation (CARR)	1.2	$9.8M	-2%	154k	63.40	View chart
CVS Caremark Corporation (CVS)	1.1	$8.9M	+3%	132k	67.75	View chart
Pepsi (PEP)	1.1	$8.8M	-2%	59k	149.94	View chart
Johnson & Johnson (JNJ)	1.0	$8.6M	-2%	52k	165.84	View chart
Merck & Co (MRK)	1.0	$8.5M	-3%	93k	90.56	View chart
PNC Financial Services (PNC)	1.0	$8.2M	-3%	47k	175.77	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.9	$7.8M	-31%	101k	77.92	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.9	$7.7M	+4%	323k	23.86	View chart
Dupont De Nemours (DD)	0.9	$7.7M		103k	74.68	View chart
M&T Bank Corporation (MTB)	0.9	$7.3M	-4%	41k	178.75	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.8	$6.8M	+6%	89k	76.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$6.7M	+4%	12k	561.88	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$6.5M	+35%	99k	65.77	View chart
Nike CL B (NKE)	0.7	$6.2M		97k	63.88	View chart
Ishares Tr Global Reit Etf (REET)	0.7	$6.0M	+32%	248k	24.26	View chart
S&p Global (SPGI)	0.7	$6.0M	+38%	12k	508.11	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.7	$5.9M	+43%	51k	115.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$5.7M	-5%	33k	172.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$5.5M	-8%	20k	274.84	View chart
Apple (AAPL)	0.6	$5.3M		24k	222.13	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.5	$4.6M	-30%	136k	33.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$4.5M	-4%	161k	27.96	View chart
Pfizer (PFE)	0.5	$4.4M		174k	25.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$4.2M	-8%	83k	50.83	View chart
Comcast Corp Cl A (CMCSA)	0.5	$4.0M	-2%	108k	36.90	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$3.8M		164k	23.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$3.1M		69k	45.26	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$2.9M	-2%	28k	102.64	View chart
Amazon (AMZN)	0.3	$2.6M		13k	190.26	View chart
Costco Wholesale Corporation Call Option (Principal) (COST)	0.3	$2.5M		2.7k	945.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.4M	-2%	4.6k	532.58	View chart
Mission Produce (AVO)	0.3	$2.2M		213k	10.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$2.2M		24k	90.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$2.0M	+8%	17k	115.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.9M		26k	73.45	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.8M		23k	78.94	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$1.8M	-2%	48k	36.20	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$1.6M		60k	27.39	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$1.6M	+80%	70k	23.16	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.6M	-9%	8.3k	193.99	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.6M	NEW	2.00	798442.00	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.5M	-2%	40k	36.14	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.2M		53k	22.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$1.2M	+5%	2.1k	561.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.1M		7.3k	156.24	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.1M		11k	100.62	View chart
Starbucks Corporation (SBUX)	0.1	$1.0M		11k	98.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$937k		19k	49.62	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$904k	-2%	29k	30.80	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$859k	-4%	1.6k	542.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$710k		1.5k	469.53	View chart
Lowe's Companies (LOW)	0.1	$705k		3.0k	233.19	View chart
Abbvie (ABBV)	0.1	$696k		3.3k	209.52	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$686k		14k	49.85	View chart
AmerisourceBergen (COR)	0.1	$681k		2.5k	278.09	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$679k		2.4k	288.14	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$669k		14k	48.82	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$595k	+19%	9.4k	63.53	View chart
Wells Fargo & Company (WFC)	0.1	$587k		8.2k	71.79	View chart
NVIDIA Corporation (NVDA)	0.1	$576k	+7%	5.3k	108.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$568k		3.7k	154.63	View chart
Public Service Enterprise (PEG)	0.1	$557k	+89%	6.8k	82.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$556k		4.3k	128.96	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$548k	-2%	6.1k	90.59	View chart
Tesla Motors (TSLA)	0.1	$501k	-7%	1.9k	259.16	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$498k		6.3k	78.85	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$480k	-40%	12k	40.46	View chart
Norfolk Southern (NSC)	0.1	$476k	+99%	2.0k	236.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$472k	-3%	8.1k	58.35	View chart
Alaska Air (ALK)	0.1	$452k		9.2k	49.22	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$447k		15k	29.82	View chart
Netflix (NFLX)	0.1	$424k	-2%	455.00	932.53	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$413k	+22%	7.0k	58.98	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$393k		12k	32.99	View chart
Emerson Electric (EMR)	0.0	$389k		3.6k	109.64	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$385k		7.7k	49.99	View chart
Cisco Systems (CSCO)	0.0	$377k		6.1k	61.71	View chart
Visa Com Cl A (V)	0.0	$375k		1.1k	350.47	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$366k		2.1k	172.26	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$342k		11k	30.99	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$339k	-23%	5.6k	60.19	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$335k	NEW	9.2k	36.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$333k		1.8k	186.29	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$319k		1.3k	251.77	View chart
Philip Morris International (PM)	0.0	$303k		1.9k	160.08	View chart
Cummins (CMI)	0.0	$300k	-14%	956.00	313.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$294k	-3%	3.0k	98.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$277k	+30%	538.00	513.98	View chart
American Electric Power Company (AEP)	0.0	$268k	+2%	2.5k	109.27	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$243k	NEW	2.5k	97.95	View chart
Meta Platforms Cl A (META)	0.0	$238k		413.00	576.36	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$231k	NEW	6.6k	34.95	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$231k	+19%	4.9k	46.81	View chart
BP Sponsored Adr (BP)	0.0	$227k	NEW	6.7k	33.79	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$226k	NEW	8.5k	26.58	View chart
Coca-Cola Company (KO)	0.0	$223k	NEW	3.1k	72.14	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$222k		2.8k	80.37	View chart
Rbc Cad (RY)	0.0	$215k	-15%	1.9k	112.72	View chart
Granite Construction (GVA)	0.0	$208k		2.8k	75.53	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$202k	NEW	3.5k	57.40	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 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
Cutler Investment Counsel 2021 Q3 filed Oct. 15, 2021
Cutler Investment Counsel 2021 Q2 filed Aug. 10, 2021

View all past filings

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