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Portfolio (Quarterly) Guide ↗

Cutler Capital Management, LLC

· CIK 0001353098
13F Portfolio $343M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 122 New
Page 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOO VGRD S&P 500 2,655.0 $1.7M 0.48% NEW $627.06 +8.3%
62 TSN TYSON FOODS Consumer Defensive 27,107.0 $1.6M 0.46% NEW $58.62 +12.2%
63 AIRBNB INC BOND 1,600,000.0 $1.6M 0.46% NEW $0.99
64 CNH INDUSTRIAL 170,563.0 $1.6M 0.46% NEW $9.22
65 T AT&T INC Communication Services 62,356.0 $1.5M 0.45% NEW $24.84 -3.3%
66 FISI FINANCIAL INST Financial Services 49,428.0 $1.5M 0.45% NEW $31.17 +8.5%
67 BANC BANC CALIFORNIA Financial Services 78,750.0 $1.5M 0.44% NEW $19.29 -3.4%
68 PACIRA BIOSCIENCE 1,495,000.0 $1.5M 0.44% NEW $1.00
69 LCI INDS CONV 1,482,000.0 $1.5M 0.42% NEW $0.98
70 PFIS PEOPLES FIN SERV Financial Services 28,748.0 $1.4M 0.41% NEW $48.71 +15.7%
71 HAEMONETICS CORP 1,160,000.0 $1.2M 0.35% NEW $1.04
72 SOLVAY BANK 37,665.0 $1.1M 0.31% NEW $28.10
73 ALLIANT ENERGY 935,000.0 $971K 0.28% NEW $1.04
74 STARWOOD PPTY 935,000.0 $966K 0.28% NEW $1.03
75 VGM INVESCO MUNI Financial Services 86,117.0 $893K 0.26% NEW $10.37 -3.3%
76 WIW WESTERN OPP FUND Financial Services 103,892.0 $892K 0.26% NEW $8.59 -1.2%
77 CITIZENS BANC VA 25,250.0 $850K 0.25% NEW $33.66
78 SPYM SPDR PORT SP 500 9,995.0 $802K 0.23% NEW $80.22 +8.4%
79 MSFT MICROSOFT CORP Technology 1,646.0 $796K 0.23% NEW $483.62 -12.8%
80 IAT ISHARES US REGIO 14,000.0 $772K 0.23% NEW $55.15 +1.3%
Page 4 of 7  ·  122 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
Financial Services 43.9%
Real Estate 14.7%
Basic Materials 11.6%
Healthcare 9.9%
Energy 9.1%
Communication Services 4.1%
Industrials 2.8%
Consumer Defensive 2.4%
Technology 0.9%
Utilities 0.3%