account_balance

Investment manager · 13F filer · SEC CIK 1285973

Cutler Investment Counsel LLC

Reported value$1.06Bas of Sep 30, 2026
Positions156 9 new, 10 sold out
Top 10 weight37.2%VO alone is 5%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VO Vanguard Index FDS 5.0% Added +2%
IEFA iShares Tr 4.6% Held
IGSB iShares Tr 4.4% Added +2%
SPEM SPDR Index SHS FDS 4.0% Added +2%
JIRE J P Morgan Exchange Traded F 3.9% Added +4%
IUSG iShares Tr 3.5% Held
MSFT Microsoft Corp 3.2% Held
VUG Vanguard Index FDS 3.1% Held
IJR iShares Tr 2.8% Added +3%
SPAB SPDR Series Trust 2.7% Added +3%
TLH iShares Tr 2.4% New
CAT Caterpillar Inc 2.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • TLH $24.9M
  • QCOM $4.09M
  • VOOG $553K
  • SCHR $278K
arrow_upwardAdded
  • BNDX +16%
  • FNDX +12%
  • SPYM +10%
  • AAPL +6%
arrow_downwardTrimmed
  • VNQ −10%
  • CVX −9%
  • PDN −8%
  • NOBL −8%
remove_circleSold out
  • GOVT $26.2M
  • LEN $3.75M
  • AIQ $319K
  • ALK $304K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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