Cutler Investment Counsel
Cutler Investment Counsel reported 156 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are VO (5.0%), IEFA (4.7%) and IGSB (4.4%). Compared with Q2 2026, the fund opened new positions in TLH, XOM and QCOM, added to VO, IEFA and IGSB, trimmed MSFT, CAT and DE and sold out of GOVT, XOM and LEN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VO Vanguard Index Fds | $52.5M | 5.0% | 669K | +15K (+2%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $49M | 4.7% | 506K | +8,496 (+2%) | 8 of 8 | |
| 3 |  IGSB Ishares TR | $46.3M | 4.4% | 903K | +21K (+2%) | 8 of 8 | |
| 4 |  SPEM Spdr Emerging | $42.7M | 4.0% | 825K | +17K (+2%) | 8 of 8 | |
| 5 |  JIRE J P Morgan Exchange Traded F | $40.9M | 3.9% | 498K | +17K (+4%) | 8 of 8 | |
| 6 |  IUSG Ishares TR | $36.9M | 3.5% | 190K | +895 (+0%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $34M | 3.2% | 66K | −984 (−1%) | 8 of 8 | |
| 8 |  VUG Vanguard Index Fds | $32.6M | 3.1% | 362K | +6,361 (+2%) | 8 of 8 | |
| 9 |  IJR Ishares TR | $29.2M | 2.8% | 215K | +6,347 (+3%) | 8 of 8 | |
| 10 |  SPAB Spdr Series Trust | $29M | 2.8% | 1.2M | +29K (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GOVT Ishares US Treasury Bond | $26.2M | 1.1M |
 XOM Exxon Mobil Corp | $16.3M | 119K |
 LEN Lennar Corp | $3.7M | 41K |
 AIQ Global X | $319K | 4,864 |
 ALK Alaska Air Group Inc | $304K | 5,817 |
🔒 Free account: see all 12.
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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cutler Investment Counsel 13F FAQ
What does Cutler Investment Counsel own?
Cutler Investment Counsel reported 156 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are VO (5.0%), IEFA (4.7%) and IGSB (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Cutler Investment Counsel buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 42 added to, 71 trimmed and 12 sold out. New positions include TLH, XOM and QCOM. It sold all of GOVT, XOM and LEN.
When will Cutler Investment Counsel file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cutler Investment Counsel's portfolio worth?
The Q3 2026 filing reports $1.1B 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.