CUTLER INVESTMENT COUNSEL LLC
CIK 0001285973 · JACKSONVILLE, OR · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗
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
Top Holdings
VO
VANGUARD INDEX FDS
5.0%
IEFA
ISHARES TR
4.5%
IGSB
ISHARES TR
4.4%
SPEM
SPDR INDEX SHS FDS
3.9%
JIRE
J P MORGAN EXCHANGE TRADED F
3.7%
IUSG
ISHARES TR
3.4%
CAT
CATERPILLAR INC
3.1%
IJR
ISHARES TR
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.