Cutler Capital Management
Cutler Capital Management reported 105 stocks worth $332M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AEM (5.4%), MET (4.4%) and CTO (4.2%). Compared with Q1 2026, the fund opened new positions in VT, AAPL and SWZ, added to BMBN, XRN and CPKF, trimmed AEM, MET and CTO and sold out of MOTG, GOOG and JCI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AEM Agnico Eagle Mines Ltd F | $18M | 5.4% | 116K | −2,264 (−2%) | 8 of 8 | |
| 2 |  MET Metlife Inc | $14.5M | 4.4% | 172K | −4,224 (−2%) | 8 of 8 | |
| 3 |  CTO Cto Rlty Growth Inc New | $14M | 4.2% | 651K | −8,096 (−1%) | 8 of 8 | |
| 4 |  TSBK Timberland Bancorp Inc | $12.8M | 3.9% | 285K | −5,944 (−2%) | 8 of 8 | |
| 5 |  EXSR Exchange Bank | $12.4M | 3.7% | 75K | −847 (−1%) | 8 of 8 | |
| 6 |  PKBK Parke Bancorp Inc | $10.4M | 3.1% | 314K | −3,300 (−1%) | 8 of 8 | |
| 7 |  SBFG SB Finl Group Inc | $9.8M | 3.0% | 388K | −2,285 (−1%) | 8 of 8 | |
| 8 |  FBIZ First Business Finl Svcs Inc | $9.8M | 2.9% | 154K | −244 (−0%) | 8 of 8 | |
| 9 |  SHEL Shell PLC | $8.5M | 2.6% | 109K | −1,340 (−1%) | 8 of 8 | |
| 10 |  BG Bunge Global | $8.3M | 2.5% | 78K | −1,568 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cutler Capital Management 13F FAQ
What does Cutler Capital Management own?
Cutler Capital Management reported 105 stocks worth $332M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AEM (5.4%), MET (4.4%) and CTO (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Cutler Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 31 added to, 36 trimmed and 3 sold out. New positions include VT, AAPL and SWZ. It sold all of MOTG, GOOG and JCI.
When will Cutler Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cutler Capital Management's portfolio worth?
The Q2 2026 filing reports $332M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.