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Holdings (Monthly) Guide ↗

Cutler Equity Fund

· The Cutler Trust
Monthly Holdings $223M AUM 35 positions Period Jun 2026 Filed Aug 17, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 CATERPILLAR INC 149123101 Jun 2026 14,860 $15.8M 7.13% EC
2 WALMART INC 931142103 Jun 2026 107,978 $12.2M 5.51% EC
3 RTX CORP 75513E101 Jun 2026 58,394 $11.1M 4.99% EC
4 MICROSOFT CORP 594918104 Jun 2026 28,968 $10.8M 4.87% EC
5 DEERE & COMPANY 244199105 Jun 2026 16,008 $10.2M 4.58% EC
6 CHARLES SCHWAB CORP (THE) 808513105 Jun 2026 96,259 $8.9M 4.00% EC
7 BLACKROCK INC 09290D101 Jun 2026 8,975 $8.6M 3.89% EC
8 NEXTERA ENERGY INC 65339F101 Jun 2026 98,152 $8.6M 3.88% EC
9 TEXAS INSTRUMENTS INC 882508104 Jun 2026 28,488 $8.5M 3.83% EC
10 CVS HEALTH CORP 126650100 Jun 2026 78,838 $8.2M 3.67% EC
11 REPUBLIC SERVICES INC 760759100 Jun 2026 37,611 $8.0M 3.61% EC
12 HOME DEPOT INC (THE) 437076102 Jun 2026 22,212 $7.8M 3.53% EC
13 EXXON MOBIL CORP 30231G102 Jun 2026 55,578 $7.6M 3.42% EC
14 JP MORGAN CHASE & COMPANY 46625H100 Jun 2026 22,044 $7.2M 3.25% EC
15 MCDONALD'S CORP 580135101 Jun 2026 24,470 $6.6M 2.98% EC
16 JOHNSON & JOHNSON 478160104 Jun 2026 24,932 $6.3M 2.85% EC
17 INTERNATIONAL BUSINESS MACHINES CORP 459200101 Jun 2026 20,694 $5.8M 2.62% EC
18 MERCK & COMPANY INC 58933Y105 Jun 2026 43,950 $5.6M 2.54% EC
19 CARRIER GLOBAL CORP 14448C104 Jun 2026 74,983 $5.5M 2.48% EC
20 PNC FINANCIAL SERVICES GROUP INC (THE) 693475105 Jun 2026 22,066 $5.4M 2.45% EC
21 VERIZON COMMUNICATIONS INC 92343V104 Jun 2026 120,434 $5.1M 2.30% EC
22 KROGER COMPANY (THE) 501044101 Jun 2026 89,843 $5.0M 2.25% EC
23 CHEVRON CORP 166764100 Jun 2026 29,825 $4.9M 2.23% EC
24 M&T BANK CORP 55261F104 Jun 2026 19,947 $4.7M 2.14% EC
25 MEDTRONIC PLC G5960L103 Jun 2026 60,083 $4.7M 2.12% EC
26 CISCO SYSTEMS INC 17275R102 Jun 2026 36,634 $4.3M 1.94% EC
27 PROCTER & GAMBLE COMPANY (THE) 742718109 Jun 2026 29,135 $4.3M 1.92% EC
28 QNITY ELECTRONICS INC 74743L100 Jun 2026 24,437 $4.0M 1.80% EC
29 PEPSICO INC 713448108 Jun 2026 28,132 $3.8M 1.72% EC
30 PHILLIPS 66 718546104 Jun 2026 20,644 $3.5M 1.57% EC
31 BECTON DICKINSON & COMPANY 075887109 Jun 2026 21,519 $3.3M 1.47% EC
32 PFIZER INC 717081103 Jun 2026 86,288 $2.1M 0.94% EC
33 LENNAR CORP 526057104 Jun 2026 22,482 $2.0M 0.92% EC
34 DUPONT DE NEMOURS INC 26614N201 Jun 2026 13,757 $1.9M 0.84% EC
35 SHORT-TERM INVESTMENTS TRUST 825252885 Jun 2026 202,157 $202K 0.09% STIV