CUTLER INVESTMENT COUNSEL LLC
CIK: 1285973SEC EDGAR →
Portfolio Value
$537.3B
Holdings
157
As of
Q2 2026
New Positions
13
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 654,530 | $52.7B | 9.81% |
| 2 | ISHARES TR | 497,532 | $48.1B | 8.94% |
| 3 | ISHARES TR | 881,726 | $46.2B | 8.60% |
| 4 | SPDR INDEX SHS FDS | 808,417 | $41.9B | 7.79% |
| 5 | J P MORGAN EXCHANGE TRADED F | 480,390 | $39.6B | 7.38% |
| 6 | VANGUARD INDEX FDS | 355,675 | $30.6B | 5.70% |
| 7 | SPDR SERIES TRUST | 1,160,764 | $29.6B | 5.51% |
| 8 | ISHARES TR | 1,149,762 | $26.2B | 4.87% |
| 9 | SCHWAB CHARLES CORP | 186,829 | $17.2B | 3.21% |
| 10 | NEXTERA ENERGY INC | 185,395 | $16.3B | 3.03% |
Quarterly Changes
Top Buys
New Positions (14)
$1.4B · 38K shares
$424.0M · 10K shares
$293.5M · 7K shares
$235.3M · 3K shares
$228.9M · 5K shares
$218.6M · 5K shares
$205.8M · 3K shares
DUPONT DE NEMOURS INC
$4.2M · 31K shares
$290K · 499 shares
$284K · 1K shares
$268K · 1K shares
$225K · 1K shares
$208K · 693 shares
$202K · 168 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 90 | $403.2B | 75.0% |
| Unknown | 8 | $74.3B | 13.8% |
| Utilities | 3 | $17.0B | 3.2% |
| Healthcare | 10 | $14.0B | 2.6% |
| Consumer Defensive | 7 | $12.5B | 2.3% |
| Industrials | 10 | $11.1B | 2.1% |
| Consumer Cyclical | 9 | $4.0B | 0.7% |
| Technology | 12 | $576.5M | 0.1% |
| Communication Services | 4 | $344.9M | 0.1% |
| Energy | 4 | $288.8M | 0.1% |