SEC 13F Intelligence

Managers / Q2 2019 · view latest →

CUTLER INVESTMENT COUNSEL LLC

CIK 0001285973 · 525 BIGHAM KNOLL, JACKSONVILLE, OR, 97530 · 541-770-9000

Reported Value
$521M
Q2 2019
Positions
94
Filings on Record
30
2019–present window
Filed
Aug 5, 2019
original filing

Summary

Cutler Investment Counsel Llc reported $521M in U.S.-listed holdings across 94 positions for Q2 2019.

Its largest position, RPG, represents 6.1% of the portfolio.

Compared with Q1 2019, the fund opened 7 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $465MQ4 ’18Q1 ’19: $511MQ2 ’19: $521MQ3 ’19: $519MQ4 ’19: $500MQ4 ’19Q1 ’20: $414MQ2 ’20: $471MQ3 ’20: $516MQ4 ’20: $546MQ4 ’20Q1 ’21: $575MQ2 ’21: $640MQ3 ’21: $634MQ4 ’21: $664MQ4 ’21Q1 ’22: $721MQ2 ’22: $635MQ3 ’22: $602MQ4 ’22: $655.1BQ4 ’22Q1 ’23: $645MQ2 ’23: $661MQ3 ’23: $635MQ4 ’23: $700MQ4 ’23Q1 ’24: $746MQ2 ’24: $735MQ3 ’24: $793MQ4 ’24: $804MQ4 ’24Q1 ’25: $832MQ2 ’25: $899MQ3 ’25: $954MQ4 ’25: $961MQ4 ’25Q1 ’26: $971Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 61.4%ETP: 36.4%Other: 1.8%ADR: 0.4%
  • Common Stock · 61.4% · $319M
  • ETP · 36.4% · $189M
  • Other · 1.8% · $9M
  • ADR · 0.4% · $2M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$971M146May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$961M144Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$954M140Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$899M138Jul 28, 202513F-HRchanges · EDGAR ↗
Q1 2025$832M151May 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$804M128Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$793M127Nov 6, 202413F-HRchanges · EDGAR ↗
Q2 2024$735M145Jul 30, 202413F-HRchanges · EDGAR ↗
Q1 2024$746M145Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$700M148Jan 31, 202413F-HRchanges · EDGAR ↗
Q3 2023$635M141Oct 25, 202313F-HRchanges · EDGAR ↗
Q2 2023$661M126Jul 25, 202313F-HRchanges · EDGAR ↗
Q1 2023$645M128May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$655.1B131Jan 26, 202313F-HRchanges · EDGAR ↗
Q3 2022$602M136Nov 7, 202213F-HRchanges · EDGAR ↗
Q2 2022$635M128Jul 19, 202213F-HRchanges · EDGAR ↗
Q1 2022$721M132May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$664M94Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$634M93Oct 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$640M90Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$575M88May 7, 202113F-HRchanges · EDGAR ↗
Q4 2020$546M91Jan 25, 202113F-HRchanges · EDGAR ↗
Q3 2020$516M88Oct 15, 202013F-HRchanges · EDGAR ↗
Q2 2020$471M86Aug 19, 202013F-HRchanges · EDGAR ↗
Q1 2020$414M77May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$500M94Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$519M91Nov 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$521M94Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$511M90May 7, 201913F-HRchanges · EDGAR ↗
Q4 2018$465M90Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.