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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 6 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XOM EXXON MOBIL Energy 1,293.0 $219K 0.06% $169.66 -5.3%
102 AMZN AMAZON.COM Consumer Cyclical 1,005.0 $209K 0.06% $208.27 +27.0%
103 GLD SPDR GOLD TRUST Financial Services 456.0 $196K 0.05% $430.29 -2.9%
104 HL HECLA MINING CO Basic Materials 10,000.0 $186K 0.05% $18.63 -6.5%
105 EBMT EAGLE BANCORP Financial Services 9,000.0 $185K 0.05% $20.58 +6.1%
106 DUK DUK ENRGY Utilities 1,183.0 $155K 0.04% $130.94 -6.9%
107 TSM TAIWAN SEMICOND Technology 455.0 $154K 0.04% -49.0 -9.7% $337.95 +17.0%
108 IBM INTL BUS MACHINE Technology 611.0 $148K 0.04% $242.39 -8.6%
109 SLV ISHARES SILVER Financial Services 2,038.0 $139K 0.04% -337.0 -14.2% $68.14 +2.1%
110 GREENBRIER COS 117,000.0 $135K 0.04% $1.15
111 QQQ INV QQQ TRUST Financial Services 228.0 $132K 0.04% -157.0 -40.8% $577.92 +21.7%
112 HALOZYME THERAP 110,000.0 $114K 0.03% $1.04
113 LOW LOWE'S COS INC Consumer Cyclical 473.0 $112K 0.03% +53.0 +12.6% $236.28 -7.1%
114 MOTG VE GLBL WIDE MT 2,925.0 $108K 0.03% $37.06 +3.0%
115 GOOG ALPHABET INC Communication Services 375.0 $108K 0.03% $286.86 +38.8%
116 JCI JOHNSON CONTROL Industrials 800.0 $105K 0.03% -750.0 -48.4% $130.95 +6.1%
Page 6 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%