CUTLER INVESTMENT COUNSEL LLC 13F Holdings
CIK 0001285973 · MEDFFORD, OR
As of Sep 30, 2025, CUTLER INVESTMENT COUNSEL LLC reported 140 positions worth $953.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD MID-CAP INDEX FUND | VO | — | 157,726 | $46.5M | 4.87% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 812,018 | $43.1M | 4.51% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 489,758 | $42.8M | 4.48% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 803,495 | $37.6M | 3.94% |
| MICROSOFT CORP | MSFT | Technology | 69,333 | $35.9M | 3.77% |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | JIRE | — | 444,745 | $32.7M | 3.43% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 197,105 | $32.4M | 3.40% |
| CATERPILLAR INC | CAT | Industrials | 60,916 | $29.1M | 3.05% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 59,424 | $28.5M | 2.99% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 1,065,835 | $27.6M | 2.89% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 1,054,891 | $24.4M | 2.56% |
| WALMART INC | WMT | Consumer Defensive | 227,561 | $23.5M | 2.46% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 193,104 | $22.9M | 2.41% |
| BLACKROCK INC | BLK | Financial Services | 18,211 | $21.2M | 2.23% |
| RTX CORP | RTX | Equity | 119,184 |