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Portfolio (Quarterly) Guide ↗

CUTLER INVESTMENT COUNSEL LLC

· CIK 0001285973
13F Portfolio $1.1B AUM 157 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 157 New
Page 4 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LEN LENNAR CORP Consumer Cyclical 41,401.0 $3.7M 0.35% NEW $90.49 -3.5%
62 BERKSHIRE HATHAWAY INC DEL 5.0 $3.7M 0.35% NEW $748850.00
63 FNDX SCHWAB STRATEGIC TR 112,177.0 $3.5M 0.33% NEW $31.10 +5.0%
64 NOBL PROSHARES TR 61,435.0 $3.5M 0.33% NEW $56.16 +4.6%
65 AMZN AMAZON COM INC Consumer Cyclical 14,464.0 $3.4M 0.33% NEW $238.34 +11.5%
66 VT VANGUARD INTL EQUITY INDEX F 21,859.0 $3.4M 0.32% NEW $156.95 +2.4%
67 FNDC SCHWAB STRATEGIC TR 66,204.0 $3.2M 0.30% NEW $48.56 +4.7%
68 VNQ VANGUARD INDEX FDS 33,322.0 $3.2M 0.30% NEW $96.43 +2.3%
69 FNDA SCHWAB STRATEGIC TR 81,394.0 $3.1M 0.29% NEW $38.06 -0.6%
70 SPGI S&P GLOBAL INC Financial Services 7,590.0 $3.1M 0.29% NEW $407.26 +4.8%
71 FNDF SCHWAB STRATEGIC TR 58,028.0 $3.1M 0.29% NEW $52.76 +4.9%
72 BERKSHIRE HATHAWAY INC DEL 6,021.0 $3.0M 0.28% NEW $500.39
73 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,936.0 $2.7M 0.26% NEW $935.45 +2.3%
74 GOOG ALPHABET INC Communication Services 7,457.0 $2.6M 0.25% NEW $353.35 -3.3%
75 AVO MISSION PRODUCE INC Consumer Defensive 211,750.0 $2.5M 0.23% NEW $11.79 +12.1%
76 SCHX SCHWAB STRATEGIC TR 72,039.0 $2.1M 0.20% NEW $29.43 +3.1%
77 VIG VANGUARD SPECIALIZED FUNDS 8,402.0 $2.0M 0.19% NEW $236.63 +3.5%
78 BNDX VANGUARD CHARLOTTE FDS 40,724.0 $2.0M 0.19% NEW $48.43 -1.4%
79 VCSH VANGUARD SCOTTSDALE FDS 22,400.0 $1.8M 0.17% NEW $79.03 -0.4%
80 NVDA NVIDIA CORPORATION Technology 8,158.0 $1.6M 0.15% NEW $200.08 +8.7%
Page 4 of 8  ·  157 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 21.5%
Technology 16.6%
Financial Services 16.0%
Healthcare 12.3%
Consumer Defensive 11.6%
Consumer Cyclical 8.4%
Energy 7.0%
Utilities 3.5%
Communication Services 3.0%