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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 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ALBEMARLE CORP 5,125.0 $304K 0.09% NEW $59.39
102 PEBBLEBRK HOTEL 300,000.0 $290K 0.08% NEW $0.96
103 FFSM FIDELITY FNDMNTL 8,085.0 $248K 0.07% NEW $30.69 +13.8%
104 QQQ INV QQQ TRUST Financial Services 385.0 $237K 0.07% NEW $614.72 +14.4%
105 AMZN AMAZON.COM Consumer Cyclical 1,005.0 $232K 0.07% NEW $230.82 +14.6%
106 FRAF FRANKLIN FINANC Financial Services 4,400.0 $221K 0.06% NEW $50.20 +10.0%
107 HL HECLA MINING CO Basic Materials 10,000.0 $192K 0.06% NEW $19.19 -9.3%
108 JCI JOHNSON CONTROL Industrials 1,550.0 $186K 0.05% NEW $119.75 +16.0%
109 IBM INTL BUS MACHINE Technology 611.0 $181K 0.05% NEW $296.21 -25.2%
110 GLD SPDR GOLD TRUST Financial Services 456.0 $181K 0.05% NEW $396.31 +5.4%
111 EBMT EAGLE BANCORP Financial Services 9,000.0 $179K 0.05% NEW $19.90 +9.8%
112 XOM EXXON MOBIL Energy 1,293.0 $156K 0.04% NEW $120.34 +33.5%
113 TSM TAIWAN SEMICOND Technology 504.0 $153K 0.04% NEW $303.89 +30.1%
114 SLV ISHARES SILVER Financial Services 2,375.0 $153K 0.04% NEW $64.42 +8.0%
115 DUK DUK ENRGY Utilities 1,183.0 $139K 0.04% NEW $117.21 +4.0%
116 GREENBRIER COS 117,000.0 $126K 0.04% NEW $1.07
117 HALOZYME THERAP 110,000.0 $119K 0.04% NEW $1.08
118 GOOG ALPHABET INC Communication Services 375.0 $118K 0.03% NEW $313.80 +26.9%
119 MOTG VE GLBL WIDE MT 2,925.0 $113K 0.03% NEW $38.77 -1.6%
120 RSP INVESCO S&P 500 560.0 $107K 0.03% NEW $191.56 +5.5%
Page 6 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%