Cutler-Investment-Counsel

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  "FNDF",
  "FNDA",
  "ABBV",
  null,
  "GOOGL",
  null,
  "BLK",
  "CAT",
  "LOW",
  "CMI",
  null,
  null,
  "HD",
  "MCD",
  "EMR",
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "ALK",
  "IJR",
  "KR",
  null,
  null,
  "PEP",
  "PNC",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "IEFA",
  "SPGI",
  "RY",
  null,
  "SCHX",
  null,
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SPYG",
  "BP",
  "RSG",
  "SPLG",
  "IBM",
  "SBUX",
  "TXN",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "SCHW",
  "AVO",
  "VWO",
  "VSS",
  null,
  "VIG",
  "VYM",
  "DD",
  null,
  "GVA",
  "AEP",
  "SGOL",
  "PEG",
  "AMZN",
  null,
  null,
  null,
  "VGT",
  "ESGV",
  "VUG",
  "VEA",
  "VNQI",
  null,
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VT",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "IUSG",
  "MTB",
  "SCHD",
  "SCHA",
  "NSC",
  null,
  null,
  null,
  null,
  "BRK-A",
  "BRK-B",
  "BDX",
  "CARR",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "COST",
  "CVS",
  "DE",
  "DFAC",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 132
Total Value: 671953155
Accession Number: 0001667731-25-000608
Form Type: 13F-HR
CIK: cutler-investment-counsel
Manager Name: Cutler-Investment-Counsel

Data Enrichment

80% identified

105 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

132 positions • $672.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 6 of 7

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CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.1K

Value:$376.7K

% of Portfolio:0.1% ($376.7K/$672.0M)

VISA INC.

V|92826C839

Shares:1.1K

Value:$375.0K

% of Portfolio:0.1% ($375.0K/$672.0M)

922908652

VXF|922908652

Shares:2.1K

Value:$365.5K

% of Portfolio:0.1% ($365.5K/$672.0M)

46428Q109

Shares:11.0K

Value:$341.6K

% of Portfolio:0.1% ($341.6K/$672.0M)

464288810

Shares:5.6K

Value:$338.9K

% of Portfolio:0.1% ($338.9K/$672.0M)

78463X889

SPDW|78463X889

Shares:9.2K

Value:$335.2K

% of Portfolio:0.0% ($335.2K/$672.0M)

922908611

VBR|922908611

Shares:1.8K

Value:$333.1K

% of Portfolio:0.0% ($333.1K/$672.0M)

922908595

VBK|922908595

Shares:1.3K

Value:$318.7K

% of Portfolio:0.0% ($318.7K/$672.0M)

Philip Morris International Inc.

PM|718172109

Shares:1.9K

Value:$302.9K

% of Portfolio:0.0% ($302.9K/$672.0M)

CUMMINS INC

CMI|231021106

Shares:956

Value:$299.8K

% of Portfolio:0.0% ($299.8K/$672.0M)

464287226

Shares:3.0K

Value:$294.0K

% of Portfolio:0.0% ($294.0K/$672.0M)

922908363

VOO|922908363

Shares:538

Value:$276.5K

% of Portfolio:0.0% ($276.5K/$672.0M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.5K

Value:$267.9K

% of Portfolio:0.0% ($267.9K/$672.0M)

921910733

ESGV|921910733

Shares:2.5K

Value:$243.0K

% of Portfolio:0.0% ($243.0K/$672.0M)

Meta Platforms, Inc.

META|30303M102

Shares:413

Value:$238.0K

% of Portfolio:0.0% ($238.0K/$672.0M)

46434G863

Shares:6.6K

Value:$231.4K

% of Portfolio:0.0% ($231.4K/$672.0M)

46438F101

Shares:4.9K

Value:$231.1K

% of Portfolio:0.0% ($231.1K/$672.0M)

BP PLC

BP|055622104

Shares:6.7K

Value:$226.6K

% of Portfolio:0.0% ($226.6K/$672.0M)

808524409

Shares:8.5K

Value:$226.0K

% of Portfolio:0.0% ($226.0K/$672.0M)

COCA COLA CO

KO|191216100

Shares:3.1K

Value:$223.3K

% of Portfolio:0.0% ($223.3K/$672.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.1K	QoQ +1.05% (+64) YoY +1.02% (+62)	All Managers (Combined)	$376.7K	0.1% ($376.7K/$672.0M)	QoQ +5.34% (+$19.1K) YoY +24.91% (+$75.1K)
VISA INC.(Vcusip92826C839)	1.1K	QoQ -0.74% (-8) YoY +2.29% (+24)	All Managers (Combined)	$375.0K	0.1% ($375.0K/$672.0M)	QoQ +10.06% (-$34.3K) YoY +28.45% (+$83.1K)
(VXFcusip922908652)	2.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$365.5K	0.1% ($365.5K/$672.0M)	QoQ -9.32% (-$37.6K) YoY -1.71% (-$6.4K)
(cusip46428Q109)✕	11.0K	QoQ 0.00% (+0) YoY 0.00% (-1)	All Managers (Combined)	$341.6K	0.1% ($341.6K/$672.0M)	QoQ +17.69% (+$51.4K) YoY +36.20% (-$90.8K)
(cusip464288810)✕	5.6K	QoQ -23.62% (-1.7K) YoY -39.48% (-3.7K)	All Managers (Combined)	$338.9K	0.1% ($338.9K/$672.0M)	QoQ -21.22% (-$91.3K) YoY -37.82% (-$206.2K)
(SPDWcusip78463X889)	9.2K	QoQ NEW(+9.2K) YoY +57.61% (+3.4K)	All Managers (Combined)	$335.2K	0.0% ($335.2K/$672.0M)	QoQ NEW(+$335.2K) YoY +60.12% (+$125.8K)
(VBRcusip922908611)	1.8K	QoQ -0.77% (-14) YoY -32.70% (-869)	All Managers (Combined)	$333.1K	0.0% ($333.1K/$672.0M)	QoQ -6.72% (-$24.0K) YoY -34.66% (-$176.7K)
(VBKcusip922908595)	1.3K	QoQ 0.00% (-0) YoY -1.40% (-18)	All Managers (Combined)	$318.7K	0.0% ($318.7K/$672.0M)	QoQ -10.10% (-$35.8K) YoY -4.78% (-$16.0K)
Philip Morris International Inc.(PMcusip718172109)	1.9K	QoQ +0.74% (+14) YoY NEW(+1.9K)	All Managers (Combined)	$302.9K	0.0% ($302.9K/$672.0M)	QoQ +32.51% (+$74.3K) YoY NEW(+$302.9K)
CUMMINS INC(CMIcusip231021106)	956	QoQ -14.41% (-161) YoY -20.46% (-246)	All Managers (Combined)	$299.8K	0.0% ($299.8K/$672.0M)	QoQ -23.00% (-$89.6K) YoY -15.37% (-$54.5K)
(cusip464287226)✕	3.0K	QoQ -3.66% (-113) YoY NEW(+3.0K)	All Managers (Combined)	$294.0K	0.0% ($294.0K/$672.0M)	QoQ -1.65% (-$4.9K) YoY NEW(+$294.0K)
(VOOcusip922908363)	538	QoQ +30.90% (+127) YoY -65.94% (-1.0K)	All Managers (Combined)	$276.5K	0.0% ($276.5K/$672.0M)	QoQ +24.84% (+$55.0K) YoY -63.59% (-$483.0K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.5K	QoQ +2.50% (+60) YoY +1.44% (+35)	All Managers (Combined)	$267.9K	0.0% ($267.9K/$672.0M)	QoQ +21.44% (+$47.3K) YoY +28.74% (+$59.8K)
(ESGVcusip921910733)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$243.0K	0.0% ($243.0K/$672.0M)	QoQ NEW(+$243.0K) YoY NEW(+$243.0K)
Meta Platforms, Inc.(METAcusip30303M102)	413	QoQ -0.72% (-3) YoY NEW(+413)	All Managers (Combined)	$238.0K	0.0% ($238.0K/$672.0M)	QoQ -2.27% (-$5.5K) YoY NEW(+$238.0K)
(cusip46434G863)✕	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$231.4K	0.0% ($231.4K/$672.0M)	QoQ NEW(+$231.4K) YoY NEW(+$231.4K)
(cusip46438F101)✕	4.9K	QoQ +19.28% (+798) YoY NEW(+4.9K)	All Managers (Combined)	$231.1K	0.0% ($231.1K/$672.0M)	QoQ +5.25% (+$11.5K) YoY NEW(+$231.1K)
BP PLC(BPcusip055622104)	6.7K	QoQ NEW(+6.7K) YoY +24.87% (+1.3K)	All Managers (Combined)	$226.6K	0.0% ($226.6K/$672.0M)	QoQ NEW(+$226.6K) YoY +12.00% (+$24.3K)
(cusip808524409)✕	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$226.0K	0.0% ($226.0K/$672.0M)	QoQ NEW(+$226.0K) YoY NEW(+$226.0K)
COCA COLA CO(KOcusip191216100)	3.1K	QoQ NEW(+3.1K) YoY -9.86% (-339)	All Managers (Combined)	$223.3K	0.0% ($223.3K/$672.0M)	QoQ NEW(+$223.3K) YoY +5.45% (-$11.6K)