What does CUTLER INVESTMENT COUNSEL LLC hold?

CUTLER INVESTMENT COUNSEL LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1285973.

What is CUTLER INVESTMENT COUNSEL LLC's AUM?

CUTLER INVESTMENT COUNSEL LLC reported approximately $1.1B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.5B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source CUTLER INVESTMENT COUNSEL LLC's holdings?

All CUTLER INVESTMENT COUNSEL LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1285973. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is CUTLER INVESTMENT COUNSEL LLC's 13F data updated on 13F Pro?

CUTLER INVESTMENT COUNSEL LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

CUTLER INVESTMENT COUNSEL LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1285973

Institutional-grade research for retail investors

Sector Allocation

Other51.6%$547.9M
Financials9.0%$95.9M
Industrials9.0%$95.7M
Technology8.0%$85.1M
Healthcare5.8%$61.1M
Consumer Staples5.4%$57.1M
Consumer Discretionary3.5%$37.1M
Energy3.2%$34.2M
Utilities3.2%$33.6M
Communication Services1.0%$10.2M

AUM History

13fpro.ai/research/fund/cutler-investment-counsel-llc-1285973

Conviction and streaks

Stable · top 10 = 36.5%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold5.0% weight · held 10 quarters

$Conviction hold4.5% weight · held 10 quarters

$Conviction hold4.3% weight · held 10 quarters

$Conviction hold3.9% weight · held 10 quarters

$Conviction hold3.7% weight · held 8 quarters

$Accumulating+303% shares · 9 quarters running

$Accumulating+127% shares · 9 quarters running

$Accumulating+65% shares · 9 quarters running

$Accumulating+3108% shares · 9 quarters running

$DOVAccumulating+71% shares · 9 quarters running

$CATTrimming-54% shares · 9 quarters running

$WMTTrimming-15% shares · 9 quarters running

$DETrimming-14% shares · 9 quarters running

$RSGTrimming-12% shares · 9 quarters running

$IVZTrimming-53% shares · 9 quarters running

Largest positions — Q2 2026

VANGUARD
$52.7M
ISHARES
$48.1M
ISHARES
$46.2M
SPDR
$41.9M
J
$39.6M
ISHARES
$35.6M
CAT
$32.9M
ISHARES
$30.9M
VANGUARD
$30.6M
SPDR
$29.6M
ISHARES
$26.2M
MSFT
$25.1M
WMT
$24.6M
RTX
$21.9M
DE
$20.5M
SCHW
$17.2M
BLK
$16.9M
TXN
$16.9M
RSG
$16.5M
XOM.R34088
$16.3M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/cutler-investment-counsel-llc-1285973

CUTLER INVESTMENT COUNSEL LLC 13F holdings — Q2 2026

$1.1B portfolio (+9.4% QoQ) · 157 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio

1
VANGUARD INDEX FDS - MID CAP ETF
$52.7M
5.0% of stocks
+306%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES TR - CORE MSCI EAFE
$48.1M
4.5% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
3
ISHARES TR - ISHS 1-5YR INVS
$46.2M
4.3% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SPDR INDEX SHS FDS - ST PORT MARK ETF
$41.9M
3.9% of stocks
+0.8%This quarter—Since filed—Held
AIQuality—Est. buy—
5
J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT
$39.6M
3.7% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - CORE S&P US GWT
$35.6M
3.4% of stocks
+0.6%This quarter—Since filed—Held
AIQuality—Est. buy—
7
CATERPILLAR INC
$CAT
$32.9M
3.1% of stocks
-18%This quarter-25.8%Since filed10+ qtrsHeld
AIQuality66.6#397Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
8
ISHARES TR - CORE S&P SCP ETF
$30.9M
2.9% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD INDEX FDS - GROWTH ETF
$30.6M
2.9% of stocks
+505%This quarter—Since filed—Held
AIQuality—Est. buy—
10
SPDR SERIES TRUST - ST STR AGGRE ETF
$29.6M
2.8% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - MID CAP ETF	$52.7M	5.0%	+306%	—	—	—	—
2	ISHARES TR - CORE MSCI EAFE	$48.1M	4.5%	+1%	—	—	—	—
3	ISHARES TR - ISHS 1-5YR INVS	$46.2M	4.3%	+3%	—	—	—	—
4	SPDR INDEX SHS FDS - ST PORT MARK ETF	$41.9M	3.9%	+0.8%	—	—	—	—
5	J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT	$39.6M	3.7%	+3%	—	—	—	—
6	ISHARES TR - CORE S&P US GWT	$35.6M	3.4%	+0.6%	—	—	—	—
7	CATERPILLAR INC$CAT	$32.9M	3.1%	-18%	-25.8%	10+ qtrsTrimmed 3 qtrs in a row	66.6#397	Estimated buy price is Pro: unlock with a free trial
8	ISHARES TR - CORE S&P SCP ETF	$30.9M	2.9%	+1%	—	—	—	—
9	VANGUARD INDEX FDS - GROWTH ETF	$30.6M	2.9%	+505%	—	—	—	—
10	SPDR SERIES TRUST - ST STR AGGRE ETF	$29.6M	2.8%	+4%	—	—	—	—

All holdings — CUTLER INVESTMENT COUNSEL LLC (Q2 2026)

Sort

157 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	ISHARES TR - US TREAS BD ETFetf/fund	—	$26.2M	2.5%	1.15M	+3%	—	—	13F
12	$MSFT	MICROSOFT CORP	Technology	$25.1M	2.4%	67K	-0.4%	10+ qtrs	79.8	13F
13	$WMT	Walmart Inc.	Consumer Staples	$24.6M	2.3%	217K	-0.2%	10+ qtrs	60.1	13F
14	$RTX	RTX Corp	Industrials	$21.9M	2.1%	115K	+0.2%	10+ qtrs	69.4	13F
15	$DE	DEERE & CO	Industrials	$20.5M	1.9%	32K	-0.1%	10+ qtrs	55.8	13F
16	$SCHW	SCHWAB CHARLES CORP	Financials	$17.2M	1.6%	187K	+0.3%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	$BLK	BlackRock, Inc.	Financials	$16.9M	1.6%	18K	+0.2%	7 qtrs	AI quality score is Pro: unlock with a free trial	13F
18	$TXN	TEXAS INSTRUMENTS INC	Technology	$16.9M	1.6%	57K	+0.3%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	$RSG	REPUBLIC SERVICES, INC.	Utilities	$16.5M	1.6%	78K	-0.0%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	$XOM.R34088	EXXON MOBIL CORP	Energy	$16.3M	1.5%	119K	+0.4%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	$NEE	NEXTERA ENERGY INC	Utilities	$16.3M	1.5%	185K	+38%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	$HD	HOME DEPOT, INC.	Consumer Discretionary	$16.2M	1.5%	46K	-0.4%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$CVS	CVS HEALTH Corp	Healthcare	$15.5M	1.5%	150K	+0.3%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$JPM	JPMORGAN CHASE & CO	Financials	$14.9M	1.4%	46K	-0.7%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	—	SPDR SERIES TRUST - ST STR P500ETFetf/fund	—	$13.8M	1.3%	157K	+8%	—	—	13F
26	$MCD	MCDONALDS CORP	Consumer Discretionary	$13.6M	1.3%	50K	+0.1%
27	$IVZ	Invesco Ltd.	Financials	$13.1M	1.2%	205K	-0.6%
28	$JNJ	JOHNSON & JOHNSON	Healthcare	$12.7M	1.2%	50K	+0.4%
29	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$11.9M	1.1%	42K	+0.0%
30	$MRK	Merck & Co., Inc.	Healthcare	$11.4M	1.1%	88K	+0.2%
31	$CVX	CHEVRON CORP	Energy	$10.9M	1.0%	66K	+0.3%
32	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$10.8M	1.0%	44K	-0.1%
33	—	ISHARES TR - CORE S&P500 ETF	—	$10.7M	1.0%	14K	+3%
34	$CARR	CARRIER GLOBAL Corp	Industrials	$10.7M	1.0%	145K	-0.1%
35	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$9.9M	0.9%	234K	+0.1%
36	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	—	$9.9M	0.9%	64K	+3%
37	$KR	KROGER CO	Consumer Staples	$9.7M	0.9%	175K	-0.1%
38	—	ISHARES TR - GLOBAL REIT ETF	—	$9.5M	0.9%	344K	+4%
39	$MTB	M&T BANK CORP	Financials	$9.2M	0.9%	39K	-0.0%
40	$MDT	Medtronic plc	Healthcare	$9.0M	0.8%	115K	-0.3%
41	$CSCO	CISCO SYSTEMS, INC.	Technology	$9.0M	0.8%	77K	+1060%
42	—	VANECK ETF TRUST - JP MRGAN EM LOC	—	$8.7M	0.8%	341K	+2%
43	$PG	PROCTER & GAMBLE Co	Consumer Staples	$8.7M	0.8%	59K	-0.6%
44	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$7.9M	0.7%	219K	+9%
45	—	VANGUARD BD INDEX FDS - INTERMED TERM	—	$7.9M	0.7%	103K	+13%
46	$Q	Qnity Electronics, Inc.	Technology	$7.8M	0.7%	48K	+0.1%
47	$PEP	PEPSICO INC	Consumer Staples	$7.7M	0.7%	57K	+0.4%
48	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$7.7M	0.7%	108K	+12%
49	—	VANGUARD INDEX FDS - VALUE ETF	—	$7.6M	0.7%	35K	+4%
50	—	ISHARES TR - MSCI EAFE MIN VL	—	$7.0M	0.7%	80K	-0.8%
51	$AAPL	Apple Inc.	Technology	$7.0M	0.7%	24K	-0.7%
52	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$7.0M	0.7%	19K	-2%
53	$PSX	Phillips 66	Energy	$6.6M	0.6%	39K	-0.0%
54	$BDX	BECTON DICKINSON & CO	Healthcare	$6.1M	0.6%	41K	-0.0%
55	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$5.2M	0.5%	163K	+4%
56	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$4.9M	0.5%	81K	+11%
57	—	INVESCO EXCH TRADED FD TR II - RAFI DVLPD MRKTS	—	$4.4M	0.4%	97K	-1%
58	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$4.2M	0.4%	58K	+17%
59	$DD	DuPont de Nemours, Inc.	Materials	$4.2M	0.4%	31K	-65%
60	$PFE	PFIZER INC	Healthcare	$3.9M	0.4%	163K	-0.0%
61	$LEN	LENNAR CORP /NEW/	Industrials	$3.7M	0.3%	41K	-0.8%
62	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$3.7M	0.3%	5	+150%
63	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US L	—	$3.5M	0.3%	112K	+48%
64	—	PROSHARES TR - S&P 500 DV ARIST	—	$3.5M	0.3%	61K	+93%
65	$AMZN	AMAZON COM INC	Consumer Discretionary	$3.4M	0.3%	14K	+0.0%
66	$DOV	DOVER Corp	Industrials	$3.4M	0.3%	22K	+9%
67	—	SCHWAB STRATEGIC TR - FUNDAMENTAL INTL	—	$3.2M	0.3%	66K	+12%
68	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$3.2M	0.3%	33K	+15%
69	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US S	—	$3.1M	0.3%	81K	+9%
70	$SPGI	S&P Global Inc.	Financials	$3.1M	0.3%	7,590	—
71	—	SCHWAB STRATEGIC TR - FUNDAMENTAL INTL	—	$3.1M	0.3%	58K	+11%
72	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$3.0M	0.3%	6,021	+6%
73	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$2.7M	0.3%	2,936	-0.6%
74	$GOOG	Alphabet Inc.	Technology	$2.6M	0.3%	7,457	-7%
75	$AVO	Mission Produce, Inc.	Consumer Staples	$2.5M	0.2%	212K	—
76	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$2.1M	0.2%	72K	+0.0%
77	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$2.0M	0.2%	8,402	-0.0%
78	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	—	$2.0M	0.2%	41K	+2%
79	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$1.8M	0.2%	22K	+1.0%
80	$NVDA	NVIDIA CORP	Technology	$1.6M	0.1%	8,158	-3%
81	$SBUX	STARBUCKS CORP	Consumer Discretionary	$1.6M	0.1%	16K	+95%
82	—	SCHWAB STRATEGIC TR - FUND EM EQUI ETF	—	$1.5M	0.1%	39K	+1%
83	$GOOGL	Alphabet Inc.	Technology	$1.4M	0.1%	3,940	+1%
84	—	DIMENSIONAL ETF TRUST - WORLD EX US CORE	—	$1.4M	0.1%	38K	New
85	$SPY	SPDR S&P 500 ETF TRUST	—	$1.4M	0.1%	1,839	-20%
86	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.4M	0.1%	1,851	+0.5%
87	—	VANGUARD WORLD FD - INF TECH ETF	—	$1.3M	0.1%	11K	+683%
88	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.3M	0.1%	3,051	-0.1%
89	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$1.1M	0.1%	21K	—
90	$IBRX	ImmunityBio, Inc.	Healthcare	$978K	0.1%	112K	+12%
91	—	SCHWAB STRATEGIC TR - US AGGREGATE B	—	$900K	0.1%	39K	+0.0%
92	$GLD	SPDR GOLD TRUST	Financials	$732K	0.1%	1,988	+5%
93	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$705K	0.1%	4,464	+3%
94	$WFC	WELLS FARGO & COMPANY/MN	Financials	$681K	0.1%	8,241	-2%
95	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$668K	0.1%	3,028	—
96	—	ISHARES TR - CORE S&P MCP ETF	—	$652K	0.1%	8,458	+10%
97	$AVGO	Broadcom Inc.	Technology	$651K	0.1%	1,723	-4%
98	$CMI	CUMMINS INC	Industrials	$650K	0.1%	911	+0.1%
99	—	ISHARES TR - EAFE SML CP ETF	—	$643K	0.1%	7,819	-3%
100	$COR	Cencora, Inc.	Consumer Staples	$638K	0.1%	2,256	-8%
101	$NSC	NORFOLK SOUTHERN CORP	Industrials	$632K	0.1%	2,008	—
102	$ABBV	AbbVie Inc.	Healthcare	$626K	0.1%	2,488	-7%
103	$AMGN	AMGEN INC	Healthcare	$605K	0.1%	1,671	+116%
104	$SGOL	abrdn Gold ETF Trust	Financials	$598K	0.1%	16K	—
105	—	VANGUARD WORLD FD - ESG INTL STK ETF	—	$575K	0.1%	6,983	-4%
106	—	ISHARES TR - JPMORGAN USD EMG	—	$559K	0.1%	5,801	+1%
107	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$559K	0.1%	1,169	+4%
108	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$555K	0.1%	12K	—
109	$PEG	PUBLIC SERVICE ENTERPRISE GROUP INC	Utilities	$549K	0.1%	6,768	—
110	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$515K	0.1%	15K	+20%
111	—	VANGUARD WORLD FD - ESG US STK ETF	—	$505K	0.1%	3,820	-0.8%
112	$SLV	iShares Silver Trust	Financials	$495K	0.1%	9,266	—
113	$EMR	EMERSON ELECTRIC CO	Industrials	$494K	0.1%	3,450	—
114	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	—	$488K	0.1%	11K	-3%
115	—	VANGUARD INDEX FDS - SML CP GRW ETF	—	$465K	0.0%	1,272	-0.4%
116	—	VANGUARD INDEX FDS - EXTEND MKT ETF	—	$465K	0.0%	1,889	—
117	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$462K	0.0%	9,178	—
118	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$460K	0.0%	1,518	+4%
119	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$455K	0.0%	16K	-4%
120	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$437K	0.0%	637	+0.6%
121	$GVA	GRANITE CONSTRUCTION INC	Industrials	$435K	0.0%	2,750	—
122	—	VANGUARD INDEX FDS - SM CP VAL ETF	—	$428K	0.0%	1,763	—
123	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	—	$424K	0.0%	10K	New
124	$V	VISA INC.	Financials	$377K	0.0%	1,099	+4%
125	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	Financials	$371K	0.0%	6,777	-9%
126	—	PIMCO ETF TR - ENHAN SHRT MA AC	—	$369K	0.0%	3,662	-15%
127	$RY	ROYAL BANK OF CANADA	Financials	$364K	0.0%	1,760	-3%
128	$NFLX	NETFLIX INC	Communication Services	$341K	0.0%	4,770	-2%
129	—	ISHARES TR - CORE US AGGBD ET	—	$336K	0.0%	3,393	+2%
130	—	SPDR SERIES TRUST - ST STR P500GRW	—	$328K	0.0%	2,757	—
131	—	GLOBAL X FDS - ARTIFICIAL ETF	—	$319K	0.0%	4,864	—
132	—	VANGUARD BD INDEX FDS - VANGUARD ULTRA	—	$312K	0.0%	6,266	—
133	$ALK	ALASKA AIR GROUP, INC.	Industrials	$304K	0.0%	5,817	+2%
134	—	DIMENSIONAL ETF TRUST - US HIGH PROF ETF	—	$293K	0.0%	7,033	New
135	—	ISHARES TR - U.S. MED DVC ETF	—	$293K	0.0%	5,930	+5%
136	$AMD	ADVANCED MICRO DEVICES INC	Technology	$290K	0.0%	499	New
137	$KO	COCA COLA CO	Consumer Staples	$287K	0.0%	3,509	+9%
138	—	ISHARES INC - CORE MSCI EMKT	—	$286K	0.0%	3,456	—
139	$GLW	CORNING INC /NY	Materials	$284K	0.0%	1,110	New
140	$IVZ	Invesco Ltd.	Financials	$279K	0.0%	3,695	—
141	$META	Meta Platforms, Inc.	Technology	$276K	0.0%	490	-1%
142	—	ISHARES TR - S&P SML 600 GWT	—	$268K	0.0%	1,499	New
143	—	ISHARES INC - MSCI EMRG CHN	—	$263K	0.0%	2,570	+0.5%
144	$BP	BP PLC	Energy	$255K	0.0%	6,898	+0.1%
145	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$241K	0.0%	2,916	—
146	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	—	$235K	0.0%	2,871	New
147	—	GLOBAL X FDS - LITHIUM BTRY ETF	—	$234K	0.0%	2,972	—
148	—	ISHARES TR - RUS 1000 GRW ETF	—	$229K	0.0%	1,848	+220%
149	—	VANGUARD INTL EQUITY INDEX F - GLB EX US ETF	—	$229K	0.0%	5,108	-0.6%
150	—	ISHARES TR - ESG AWR US AGRGT	—	$229K	0.0%	4,829	New

What changed in Q2 2026

Against the previous quarter's 13F: 13 new, 76 added to, 46 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.

New positions (13)

DIMENSIONAL ETF TRUST - WORLD EX US CORE$1.4M
first bought this quarter
DIMENSIONAL ETF TRUST - INTL CORE EQT MK$424K
first bought this quarter
DIMENSIONAL ETF TRUST - US HIGH PROF ETF$293K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$290K
first bought this quarter
$GLWCORNING INC /NY$284K
first bought this quarter
ISHARES TR - S&P SML 600 GWT$268K
first bought this quarter

+7 more in the Excel export

Added to (76)

VANGUARD INDEX FDS - MID CAP ETF+306%
now $52.7M
VANGUARD INDEX FDS - GROWTH ETF+505%
now $30.6M
$CSCOCISCO SYSTEMS, INC.+1060%
now $9.0M · held 10+ qtrs, 3 adds in a row
$NEENEXTERA ENERGY INC+38%
now $16.3M · held 10+ qtrs
$BRK.ABERKSHIRE HATHAWAY INC+150%
now $3.7M · held 6 qtrs
PROSHARES TR - S&P 500 DV ARIST+93%
now $3.5M

+70 more in the Excel export

Trimmed (46)

$DDDuPont de Nemours, Inc.-65%
now $4.2M · held 10+ qtrs
$CATCATERPILLAR INC-18%
now $32.9M · held 10+ qtrs, 3 trims in a row
$NKENIKE, Inc.-96%
now $210K · held 10+ qtrs, 2 trims in a row
$SPYSPDR S&P 500 ETF TRUST-20%
now $1.4M · held 10+ qtrs, 2 trims in a row
$GOOGAlphabet Inc.-7%
now $2.6M · held 10+ qtrs
$MSFTMICROSOFT CORP-0.4%
now $25.1M · held 10+ qtrs

+40 more in the Excel export

Sold out (2)

$WATWATERS CORP /DE/was $617K
held 1 qtr
$COPCONOCOPHILLIPSwas $230K
held 1 qtr

Firm AUM (Form ADV): $1.5B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F CUTLER INVESTMENT COUNSEL LLC has filed, 41 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow CUTLER INVESTMENT COUNSEL?

Q2 2026 13F filed with the SEC on Jul 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of CUTLER INVESTMENT COUNSEL's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

+3.1%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 7% over the last 4

Top 10 weight

37%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

97%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

CUTLER INVESTMENT COUNSEL LLC disclosed 157 positions worth $1.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 13 new positions and exited 2 and a full exit from $WAT. The portfolio is most concentrated in Other (51.6% of disclosed assets). All figures are sourced directly from CUTLER INVESTMENT COUNSEL LLC’s Form 13F-HR filing with the SEC under CIK 1285973.

Funds like this

managers whose biggest positions overlap CUTLER INVESTMENT COUNSEL's

Tandem Investment Advisors, Inc.$1.49B 13F book · 6 shared top holdingsBLKNEERSGMCD Welch Group, LLC$2.93B 13F book · 7 shared top holdingsTXNNEEMCDVZ CORDA Investment Management, LLC.$1.52B 13F book · 7 shared top holdingsDESCHWVZMCD RNC CAPITAL MANAGEMENT LLC$2.43B 13F book · 6 shared top holdingsCVSBLKMTBMDT BERKSHIRE ASSET MANAGEMENT LLC/PA$2.55B 13F book · 7 shared top holdingsPNCDEMTBSCHW MATRIX ASSET ADVISORS INC/NY$1.21B 13F book · 6 shared top holdingsTXNPNCNEEMTB

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: CUTLER INVESTMENT COUNSEL LLC

13F Pro is an AI hedge fund tracker and stock research platform. For CUTLER INVESTMENT COUNSEL LLC (SEC CIK: 1285973), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in CUTLER INVESTMENT COUNSEL LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.