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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
Page 5 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MTB M&T BANK CORP Financial Services 3,238.0 $669K 0.18% $206.74 -0.3%
82 BERKSHIRE HATHA 1,330.0 $637K 0.17% $479.20
83 MSFT MICROSOFT CORP Technology 1,646.0 $609K 0.17% $370.17 +13.5%
84 QABA FT NAS CMTY BNK 10,207.0 $594K 0.16% +2K +18.9% $58.24 +4.6%
85 SOUTHSTATE CORP 5,755.0 $532K 0.14% +32.0 +0.6% $92.52
86 AGI ALAMOS GOLD Basic Materials 10,822.0 $481K 0.13% -600.0 -5.2% $44.43 -9.3%
87 IUSV IS S&P US VALUE 4,550.0 $465K 0.13% $102.25 +6.0%
88 ORCL ORACLE CORP Technology 3,000.0 $441K 0.12% $147.11 +26.1%
89 ABBV ABBVIE INC Healthcare 1,915.0 $416K 0.11% $217.49 -3.9%
90 KR KROGER CO COM Consumer Defensive 4,955.0 $359K 0.10% -200.0 -3.9% $72.35 -7.0%
91 SKEENA 11,880.0 $353K 0.10% -2K -13.9% $29.72
92 JPM JPMORGAN CHASE Financial Services 1,188.0 $349K 0.09% $294.16 +1.8%
93 ALBEMARLE CORP 4,675.0 $336K 0.09% -450.0 -8.8% $71.85
94 GOOGL ALPHABET INC Communication Services 1,147.0 $330K 0.09% $287.56 +39.6%
95 SBCF SEACOAST BANKIN Financial Services 10,826.0 $328K 0.09% $30.29 -0.6%
96 SPY SPDR S&P 500 Financial Services 481.0 $313K 0.09% -12.0 -2.4% $650.58 +13.2%
97 ES EVERSOURCE Utilities 4,247.0 $294K 0.08% -2K -37.0% $69.28 -2.4%
98 PEBBLEBRK HOTEL 300,000.0 $292K 0.08% $0.97
99 FFSM FIDELITY FNDMNTL 8,125.0 $260K 0.07% $31.95 +9.4%
100 FRAF FRANKLIN FINANC Financial Services 4,400.0 $225K 0.06% $51.08 +8.1%
Page 5 of 6  ·  116 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 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%