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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 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VISHAY INTERT 850,000.0 $763K 0.22% NEW $0.90
82 HWC HANCOCK WHITNEY Financial Services 10,898.0 $694K 0.20% NEW $63.68 +2.6%
83 BERKSHIRE HATHA 1,330.0 $669K 0.20% NEW $502.65
84 NOG NORTHERN OIL Energy 30,900.0 $663K 0.19% NEW $21.47 +15.9%
85 MTB M&T BANK CORP Financial Services 3,238.0 $652K 0.19% NEW $201.50 +2.5%
86 IFF INTL FLAVORS Basic Materials 9,593.0 $646K 0.19% NEW $67.39 +6.8%
87 ORCL ORACLE CORP Technology 3,000.0 $585K 0.17% NEW $194.91 -6.9%
88 SOUTHSTATE CORP 5,723.0 $539K 0.16% NEW $94.11
89 WINNEBAGO INDS 570,000.0 $534K 0.16% NEW $0.94
90 QABA FT NAS CMTY BNK 8,587.0 $487K 0.14% NEW $56.66 +7.6%
91 IUSV IS S&P US VALUE 4,550.0 $467K 0.14% NEW $102.54 +5.8%
92 ES EVERSOURCE Utilities 6,747.0 $454K 0.13% NEW $67.33 +2.2%
93 AGI ALAMOS GOLD Basic Materials 11,422.0 $441K 0.13% NEW $38.58 -0.1%
94 ABBV ABBVIE INC Healthcare 1,915.0 $438K 0.13% NEW $228.49 -6.4%
95 JPM JPMORGAN CHASE Financial Services 1,188.0 $383K 0.11% NEW $322.22 -8.2%
96 GOOGL ALPHABET INC Communication Services 1,147.0 $359K 0.10% NEW $313.00 +23.9%
97 SBCF SEACOAST BANKIN Financial Services 10,826.0 $340K 0.10% NEW $31.42 -5.3%
98 SPY SPDR S&P 500 Financial Services 493.0 $336K 0.10% NEW $682.15 +7.6%
99 SKEENA 13,805.0 $328K 0.10% NEW $23.73
100 KR KROGER CO COM Consumer Defensive 5,155.0 $322K 0.09% NEW $62.48 +13.0%
Page 5 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%