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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 5 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SBUX STARBUCKS CORP Consumer Cyclical 15,952.0 $1.6M 0.15% NEW $102.19 +2.7%
82 FNDE SCHWAB STRATEGIC TR 38,696.0 $1.5M 0.14% NEW $39.68 +4.5%
83 GOOGL ALPHABET INC Communication Services 3,940.0 $1.4M 0.13% NEW $357.38 -3.5%
84 DFAX DIMENSIONAL ETF TRUST 37,754.0 $1.4M 0.13% NEW $36.84 +2.7%
85 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,839.0 $1.4M 0.13% NEW $748.47 +2.8%
86 QQQ INVESCO QQQ TR Financial Services 1,851.0 $1.4M 0.13% NEW $737.23 -2.9%
87 VGT VANGUARD WORLD FD 11,047.0 $1.3M 0.12% NEW $119.52 -0.6%
88 TSLA TESLA INC Consumer Cyclical 3,051.0 $1.3M 0.12% NEW $420.60 -16.5%
89 VTEB VANGUARD MUN BD FDS 21,144.0 $1.1M 0.10% NEW $50.58 -1.8%
90 IMMUNITYBIO INC 111,698.0 $978K 0.09% NEW $8.76
91 SCHZ SCHWAB STRATEGIC TR 38,900.0 $900K 0.09% NEW $23.13 -1.2%
92 GLD SPDR GOLD TR Financial Services 1,988.0 $732K 0.07% NEW $368.38 +12.3%
93 VYM VANGUARD WHITEHALL FDS 4,464.0 $705K 0.07% NEW $158.03 +4.6%
94 WFC WELLS FARGO & CO Financial Services 8,241.0 $681K 0.06% NEW $82.64 +4.0%
95 LOW LOWES COS INC Consumer Cyclical 3,028.0 $668K 0.06% NEW $220.45 +0.1%
96 IJH ISHARES TR 8,458.0 $652K 0.06% NEW $77.11 -0.1%
97 AVGO BROADCOM INC Technology 1,723.0 $651K 0.06% NEW $377.75 -4.0%
98 CMI CUMMINS INC Industrials 911.0 $650K 0.06% NEW $713.10 -14.7%
99 SCZ ISHARES TR 7,819.0 $643K 0.06% NEW $82.27 +4.7%
100 CENCORA INC 2,256.0 $638K 0.06% NEW $282.98
Page 5 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%