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Portfolio (Quarterly) Guide ↗

Cutler Capital Management, LLC

· CIK 0001353098
13F Portfolio $369.9B AUM 116 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 30 Added 35 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BANK AMERICA CORP 3,355.0 $4.0M 1.08% NEW $1191.56
2 LXP INDUSTRIAL 54,115.0 $2.5M 0.68% NEW $46.26
3 CHEESECAKE FACTORY INC 1,500,000.0 $1.5M 0.41% NEW $1.02

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
Financial Services 41.6%
Basic Materials 12.8%
Real Estate 12.8%
Energy 11.3%
Healthcare 10.3%
Communication Services 4.7%
Industrials 3.1%
Consumer Defensive 2.3%
Technology 0.7%
Consumer Cyclical 0.2%