Cutler Investment Counsel LLC holds a diversified book of 157 stocks worth $1.1B as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Caterpillar Inc. Their largest long position is Vanguard Mid-Cap ETF at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1285973/holdings"
Use Arkolith to show CUTLER INVESTMENT COUNSEL LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
46% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS MID CAP ETF | $52.7M | 654.5K | 5.0% | ▲+306% Added · +493K sh | |
| 2 | Ishares TR CORE MSCI EAFE | $48.1M | 497.5K | 4.5% | ▲+1.4% Added · +7K sh | |
| 3 | Ishares TR ISHS 1-5YR INVS | $46.2M | 881.7K | 4.4% | ▲+3.4% Added · +29K sh | |
| 4 | SPDR Index SHS FDS ST PORT MARK ETF | $41.9M | 808.4K | 3.9% | ▲+0.8% Added · +7K sh | |
| 5 | J P Morgan Exchange Traded F INTRNL RES EQT | $39.6M | 480.4K | 3.7% | ▲+2.8% Added · +13K sh | |
| 6 | Ishares TR CORE S&P US GWT | $35.6M | 189.4K | 3.4% | ▲+0.6% Added · +1K sh | |
| 7 | Caterpillar Inc COM | $32.9M | 30.9K | 3.1% | ▼−18% Reduced · −7K sh | |
| 8 | Ishares TR CORE S&P SCP ETF | $30.9M | 208.3K | 2.9% | ▲+1.4% Added · +3K sh | |
| 9 | Vanguard Index FDS GROWTH ETF | $30.6M | 355.7K | 2.9% | ▲+505% Added · +297K sh | |
| 10 | SPDR Series Trust ST STR AGGRE ETF | $29.6M | 1.16M | 2.8% | ▲+3.7% Added · +42K sh | |
| 11 | Ishares TR US TREAS BD ETF | $26.2M | 1.15M | 2.5% | ▲+3.4% Added · +38K sh | |
| 12 | Microsoft Corp COM | $25.1M | 67.3K | 2.4% | ▼−0.4% Reduced · −296 sh | |
| 13 | Walmart Inc COM | $24.6M | 217.1K | 2.3% | ▼−0.2% Reduced · −425 sh | |
| 14 | RTX Corporation COM | $21.9M | 115.2K | 2.1% | ▲+0.2% Added · +258 sh | |
| 15 | Deere & Co COM | $20.5M | 32.3K | 1.9% | ▼−0.1% Reduced · −38 sh | |
| 16 | Schwab Charles Corp COM | $17.2M | 186.8K | 1.6% | ▲+0.3% Added · +498 sh | |
| 17 | BlackRock Inc COM | $16.9M | 17.5K | 1.6% | ▲+0.2% Added · +31 sh | |
| 18 | Texas Instrs Inc COM | $16.9M | 56.5K | 1.6% | ▲+0.3% Added · +193 sh | |
| 19 | Republic Svcs Inc COM | $16.5M | 77.5K | 1.6% | ▼~0% Reduced · −15 sh | |
| 20 | Exxon Mobil Corp COM | $16.3M | 119.4K | 1.5% | ▲+0.4% Added · +441 sh | |
| 21 | NextEra Energy Inc COM | $16.3M | 185.4K | 1.5% | ▲+38% Added · +51K sh | |
| 22 | Home Depot Inc COM | $16.2M | 46.0K | 1.5% | ▼−0.4% Reduced · −182 sh | |
| 23 | CVS Health Corp COM | $15.5M | 149.9K | 1.5% | ▲+0.3% Added · +387 sh | |
| 24 | JPMorgan Chase & Co COM | $14.9M | 45.6K | 1.4% | ▼−0.7% Reduced · −301 sh | |
| 25 | SPDR Series Trust ST STR P500ETF | $13.8M | 157.4K | 1.3% | ▲+7.9% Added · +12K sh | |
| 26 | McDonalds Corp COM | $13.6M | 50.4K | 1.3% | ▲+0.1% Added · +65 sh | |
| 27 | Invesco Exchange Traded FD T S&P500 PUR GWT | $13.1M | 204.7K | 1.2% | ▼−0.6% Reduced · −1K sh | |
| 28 | Johnson & Johnson COM | $12.7M | 50.0K | 1.2% | ▲+0.4% Added · +223 sh | |
| 29 | International Business Machs COM | $11.9M | 42.4K | 1.1% | ▲~0% Added · +5 sh | |
| 30 | Merck & Co Inc COM | $11.4M | 87.8K | 1.1% | ▲+0.1% Added · +134 sh | |
| 31 | Chevron Corporation COM | $10.9M | 66.0K | 1.0% | ▲+0.3% Added · +202 sh | |
| 32 | PNC Finl Svcs Group Inc COM | $10.8M | 44.0K | 1.0% | ▼−0.1% Reduced · −52 sh | |
| 33 | Ishares TR CORE S&P500 ETF | $10.7M | 14.2K | 1.0% | ▲+2.7% Added · +373 sh | |
| 34 | Carrier Global Corporation COM | $10.7M | 145.3K | 1.0% | ▼−0.1% Reduced · −118 sh | |
| 35 | Verizon Communications Inc COM | $9.9M | 233.7K | 0.9% | ▲+0.1% Added · +181 sh | |
| 36 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $9.9M | 64.0K | 0.9% | ▲+2.9% Added · +2K sh | |
| 37 | Kroger Co COM | $9.7M | 174.8K | 0.9% | ▼−0.1% Reduced · −171 sh | |
| 38 | Ishares TR GLOBAL REIT ETF | $9.5M | 344.1K | 0.9% | ▲+4.0% Added · +13K sh | |
| 39 | M & T BK Corp COM | $9.2M | 38.7K | 0.9% | ▼~0% Reduced · −11 sh | |
| 40 | Medtronic PLC SHS | $9.0M | 114.6K | 0.9% | ▼−0.3% Reduced · −323 sh | |
| 41 | Cisco Sys Inc COM | $9.0M | 76.8K | 0.8% | ▲12× Added · +70K sh | |
| 42 | Vaneck ETF Trust JP MRGAN EM LOC | $8.7M | 341.4K | 0.8% | ▲+2.5% Added · +8K sh | |
| 43 | Procter & Gamble Co COM | $8.7M | 59.2K | 0.8% | ▼−0.6% Reduced · −359 sh | |
| 44 | Schwab Strategic TR US SML CAP ETF | $7.9M | 219.0K | 0.7% | ▲+8.5% Added · +17K sh | |
| 45 | Vanguard BD Index FDS INTERMED TERM | $7.9M | 102.8K | 0.7% | ▲+13% Added · +12K sh | |
| 46 | Qnity Electronics Inc COMMON STOCK | $7.8M | 47.9K | 0.7% | ▲+0.1% Added · +40 sh | |
| 47 | Pepsico Inc COM | $7.7M | 56.8K | 0.7% | ▲+0.3% Added · +201 sh | |
| 48 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.7M | 107.6K | 0.7% | ▲+12% Added · +11K sh | |
| 49 | Vanguard Index FDS VALUE ETF | $7.6M | 34.8K | 0.7% | ▲+3.8% Added · +1K sh | |
| 50 | Ishares TR MSCI EAFE MIN VL | $7.0M | 80.3K | 0.7% | ▼−0.8% Reduced · −669 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 157 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 146 | $971.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 144 | $961.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 140 | $953.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 138 | $898.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 151 | $832.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 128 | $803.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 127 | $792.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.