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 7 of 7

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78464A409

SPYG|78464A409

Shares:2.8K

Value:$221.6K

% of Portfolio:0.0% ($221.6K/$672.0M)

ROYAL BANK OF CANADA

RY|780087102

Shares:1.9K

Value:$214.7K

% of Portfolio:0.0% ($214.7K/$672.0M)

GRANITE CONSTRUCTION INC

GVA|387328107

Shares:2.8K

Value:$207.7K

% of Portfolio:0.0% ($207.7K/$672.0M)

74347X831

Shares:3.5K

Value:$202.0K

% of Portfolio:0.0% ($202.0K/$672.0M)

808524797

SCHD|808524797

Shares:252

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$672.0M)

922908629

VO|922908629

Shares:27

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$672.0M)

464287671

IUSG|464287671

Shares:35

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$672.0M)

464287804

IJR|464287804

Shares:41

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$672.0M)

922908736

VUG|922908736

Shares:11

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$672.0M)

921937819

BIV|921937819

Shares:28

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$672.0M)

464288646

Shares:24

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$672.0M)

92189H300

Shares:14

Value:$335

% of Portfolio:0.0% ($335/$672.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPYGcusip78464A409)	2.8K	QoQ 0.00% (-0) YoY NEW(+2.8K)	All Managers (Combined)	$221.6K	0.0% ($221.6K/$672.0M)	QoQ -8.56% (-$20.8K) YoY NEW(+$221.6K)
ROYAL BANK OF CANADA(RYcusip780087102)	1.9K	QoQ -15.29% (-344) YoY -23.24% (-577)	All Managers (Combined)	$214.7K	0.0% ($214.7K/$672.0M)	QoQ -20.77% (-$56.3K) YoY -14.23% (-$35.7K)
GRANITE CONSTRUCTION INC(GVAcusip387328107)	2.8K	QoQ 0.00% (-0) YoY NEW(+2.8K)	All Managers (Combined)	$207.7K	0.0% ($207.7K/$672.0M)	QoQ -14.01% (-$33.9K) YoY NEW(+$207.7K)
(cusip74347X831)✕	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$202.0K	0.0% ($202.0K/$672.0M)	QoQ NEW(+$202.0K) YoY NEW(+$202.0K)
(SCHDcusip808524797)	252	QoQ -99.85% (-167.8K) YoY -99.50% (-50.4K)	All Managers (Combined)	$7.0K	0.0% ($7.0K/$672.0M)	QoQ -99.84% (-$4.6M) YoY -99.82% (-$4.1M)
(VOcusip922908629)	27	QoQ -99.98% (-136.9K) YoY -99.97% (-112.0K)	All Managers (Combined)	$7.0K	0.0% ($7.0K/$672.0M)	QoQ -99.98% (-$36.1M) YoY -99.97% (-$28.0M)
(IUSGcusip464287671)	35	QoQ -99.98% (-187.3K) YoY 0.00% (+0)	All Managers (Combined)	$4.4K	0.0% ($4.4K/$672.0M)	QoQ -99.98% (-$26.1M) YoY +8.40% (+$345)
(IJRcusip464287804)	41	QoQ -99.96% (-122.4K) YoY -99.92% (-51.7K)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$672.0M)	QoQ -99.96% (-$14.1M) YoY -99.92% (-$5.7M)
(VUGcusip922908736)	11	QoQ -99.97% (-53.8K) YoY -99.97% (-44.4K)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$672.0M)	QoQ -99.98% (-$22.1M) YoY -99.97% (-$15.3M)
(BIVcusip921937819)	28	QoQ -99.96% (-83.5K) YoY +75.00% (+12)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$672.0M)	QoQ -99.96% (-$6.2M) YoY +77.63% (+$937)
(cusip464288646)✕	24	QoQ -99.99% (-705.0K) YoY -99.99% (-633.5K)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$672.0M)	QoQ -99.99% (-$36.5M) YoY -99.99% (-$32.5M)
(cusip92189H300)✕	14	QoQ -99.99% (-308.7K) YoY 0.00% (-0)	All Managers (Combined)	$335	0.0% ($335/$672.0M)	QoQ -99.99% (-$7.1M) YoY -2.61% (-$9)