CUTLER INVESTMENT COUNSEL LLC

CIK 0001285973 · JACKSONVILLE, OR · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

CUTLER INVESTMENT COUNSEL LLC reported 157 positions worth $1.06B as of June 30, 2026 (13F filed July 14, 2026). Largest holding: VO (5.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.06B
2026 Q2
Positions
157
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.5%
Est. Net Flow (Q)
2026 Q2
10 / 157 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOVANGUARD INDEX FDSSH$52.7M4.96%654,530
2IEFAISHARES TRSH$48.1M4.52%497,532
3IGSBISHARES TRSH$46.2M4.35%881,726
4SPEMSPDR INDEX SHS FDSSH$41.9M3.94%808,417
5JIREJ P MORGAN EXCHANGE TRADED FSH$39.6M3.73%480,390
6IUSGISHARES TRSH$35.6M3.35%189,385
7CATCATERPILLAR INCSH$32.9M3.10%30,925
8IJRISHARES TRSH$30.9M2.91%208,300
9VUGVANGUARD INDEX FDSSH$30.6M2.88%355,675
10SPABSPDR SERIES TRUSTSH$29.6M2.79%1,160,764

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CUTLER INVESTMENT COUNSEL LLC hold as of Q2 2026?

CUTLER INVESTMENT COUNSEL LLC reported 157 positions worth $1.06B in its Q2 2026 13F filing. Largest positions: VO (5.0%), IEFA (4.5%), IGSB (4.4%), SPEM (3.9%) and JIRE (3.7%).

What did CUTLER INVESTMENT COUNSEL LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CUTLER INVESTMENT COUNSEL LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.