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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 7 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LOW LOWE'S COS INC Consumer Cyclical 420.0 $101K 0.03% NEW $241.16 -8.9%
122 B BARRICK MNG Basic Materials 2,325.0 $101K 0.03% NEW $43.55 -6.9%
Page 7 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%