CUTLER INVESTMENT COUNSEL LLC

Est. AUM

$970.9M

13F long equity only

Positions

145

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	MID CAP ETF	$46.3M	161,267	4.77%	SOLE
2	ISHARES TR	ISHS 1-5YR INVS	$44.8M	853,088	4.62%	SOLE
3	ISHARES TR	CORE MSCI EAFE	$44.4M	490,822	4.58%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$37.6M	801,642	3.87%	SOLE
5	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$35.4M	467,420	3.65%	SOLE
6	ISHARES TR	CORE S&P US GWT	$29.2M	188,165	3.01%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$28.7M	1,118,858	2.95%	SOLE
8	WALMART INC	COM	$27.1M	217,517	2.79%	SOLE
9	CATERPILLAR INC	COM	$26.8M	37,823	2.76%	SOLE
10	VANGUARD INDEX FDS	GROWTH ETF	$25.7M	58,824	2.65%	SOLE
11	ISHARES TR	CORE S&P SCP ETF	$25.5M	205,385	2.63%	SOLE
12	ISHARES TR	US TREAS BD ETF	$25.5M	1,111,849	2.62%	SOLE
13	MICROSOFT CORP	COM	$25.0M	67,557	2.58%	SOLE
14	RTX CORPORATION	COM	$22.2M	114,965	2.28%	SOLE
15	EXXON MOBIL CORP	COM	$20.2M	119,008	2.08%	SOLE
16	DEERE & CO	COM	$18.3M	32,350	1.88%	SOLE
17	SCHWAB CHARLES CORP	COM	$17.5M	186,331	1.80%	SOLE
18	REPUBLIC SVCS INC	COM	$17.0M	77,527	1.75%	SOLE
19	BLACKROCK INC	COM	$16.8M	17,500	1.73%	SOLE
20	MCDONALDS CORP	COM	$15.6M	50,344	1.61%	SOLE
21	HOME DEPOT INC	COM	$15.2M	46,205	1.57%	SOLE
22	CHEVRON CORPORATION	COM	$13.6M	65,806	1.40%	SOLE
23	JPMORGAN CHASE & CO	COM	$13.5M	45,921	1.39%	SOLE
24	KROGER CO	COM	$12.7M	174,996	1.30%	SOLE
25	NEXTERA ENERGY INC	COM	$12.5M	134,355	1.29%	SOLE
26	JOHNSON & JOHNSON	COM	$12.2M	49,823	1.25%	SOLE
27	VERIZON COMMUNICATIONS INC	COM	$11.7M	233,509	1.21%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$11.2M	145,782	1.15%	SOLE
29	TEXAS INSTRS INC	COM	$10.9M	56,340	1.13%	SOLE
30	CVS HEALTH CORP	COM	$10.7M	149,514	1.11%	SOLE
31	MERCK & CO INC	COM	$10.6M	87,631	1.09%	SOLE
32	INTERNATIONAL BUSINESS MACHS	COM	$10.3M	42,397	1.06%	SOLE
33	MEDTRONIC PLC	SHS	$10.0M	114,878	1.03%	SOLE
34	INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$9.6M	205,947	0.99%	SOLE
35	PNC FINL SVCS GROUP INC	COM	$9.2M	44,063	0.94%	SOLE
36	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$9.1M	62,165	0.93%	SOLE
37	ISHARES TR	CORE S&P500 ETF	$9.1M	13,861	0.93%	SOLE
38	PEPSICO INC	COM	$8.8M	56,564	0.90%	SOLE
39	PROCTER & GAMBLE CO	COM	$8.6M	59,528	0.89%	SOLE
40	VANECK ETF TRUST	JP MRGAN EM LOC	$8.4M	333,138	0.86%	SOLE
41	ISHARES TR	GLOBAL REIT ETF	$8.3M	330,801	0.86%	SOLE
42	CARRIER GLOBAL CORPORATION	COM	$8.2M	145,419	0.84%	SOLE
43	M & T BK CORP	COM	$8.0M	38,753	0.83%	SOLE
44	ISHARES TR	MSCI EAFE MIN VL	$7.4M	80,933	0.76%	SOLE
45	PHILLIPS 66	COM	$7.2M	39,285	0.74%	SOLE
46	VANGUARD BD INDEX FDS	INTERMED TERM	$7.0M	91,218	0.73%	SOLE
47	VANGUARD INDEX FDS	VALUE ETF	$6.6M	33,475	0.68%	SOLE
48	BECTON DICKINSON & CO	COM	$6.4M	40,568	0.66%	SOLE
49	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.2M	96,431	0.64%	SOLE
50	APPLE INC	COM	$6.2M	24,234	0.63%	SOLE

1–50 of 145

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.