CUTLER INVESTMENT COUNSEL LLC

All 13F Filings

Location
Jacksonville, OR
Most recent 13F
Q2 2026
Holdings value ($000)
1,062,275
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/14/2026 157 1,062,275 13F-HR CUTLER INVESTMENT COUNSEL LLC
Q1 2026 5/7/2026 146 971,118 13F-HR CUTLER INVESTMENT COUNSEL LLC
Q4 2025 2/12/2026 144 961,312 13F-HR CUTLER INVESTMENT COUNSEL LLC
Q3 2025 11/4/2025 140 953,808 13F-HR CUTLER INVESTMENT COUNSEL LLC
Q2 2025 7/28/2025 138 898,685 13F-HR CUTLER INVESTMENT COUNSEL LLC
Q2 2014 7/23/2014 59 295,675 13F-HR CUTLER INVESTMENT COUNSEL LLC
Q1 2014 5/12/2014 59 282,626 13F-HR CUTLER INVESTMENT COUNSEL LLC
Q4 2013 2/12/2014 60 275,806 13F-HR/A - RESTATEMENT CUTLER INVESTMENT COUNSEL LLC
Q4 2013 2/12/2014 51 207,475 13F-HR CUTLER INVESTMENT COUNSEL LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 496 K 46.7% 25.07 K 0 25.07 K
ETFs 566.3 K 53.3% 66.09 K 0 66.09 K
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Fund Snapshot

Q2 2026
Latest filed
7/14/2026
Total value ($000)
1,062,275
Holdings
157
QoQ value change ($000)
91,157 (9.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.