SEC 13F Intelligence

Cutter & Co Brokerage, Inc. / WSO

Cutter & Co Brokerage, Inc.’s Watsco Inc Position

Does Cutter & Co Brokerage, Inc. own Watsco Inc (WSO)? Not currently — the last reported position was 15.0K shares worth $8M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q1 2025
Shares
15.0K
% of Portfolio
+1.81%
Quarters Held
25
position exited

Position History WSO

Reported value by quarter
Q1 ’19: $594,000Q1 ’19Q2 ’19: $784,000Q3 ’19: $899,000Q4 ’19: $976,000Q1 ’20: $2MQ1 ’20Q2 ’20: $945,000Q3 ’20: $1MQ4 ’20: $1MQ1 ’21: $1MQ1 ’21Q2 ’21: $2MQ3 ’21: $1MQ4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ1 ’23: $4MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ1 ’24: $6MQ1 ’24Q2 ’24: $6MQ3 ’24: $6MQ4 ’24: $7MQ1 ’25: $8MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202515.0K$8M+1.81%
Q4 202413.8K$7M+1.59%
Q3 202412.6K$6M+1.40%
Q2 202412.8K$6M+1.44%
Q1 202412.9K$6M+1.37%
Q4 202312.1K$5M+1.44%
Q3 202312.3K$5M+1.36%
Q2 202312.3K$5M+1.39%
Q1 202312.2K$4M+1.21%
Q4 202212.4K$3M+1.04%
Q3 202212.0K$3M+1.15%
Q2 202212.5K$3M+1.02%
Q1 20225.5K$2M+0.50%
Q4 20215.5K$2M+0.48%
Q3 20215.3K$1M+0.33%
Q2 20215.3K$2M+0.35%
Q1 20215.3K$1M+0.34%
Q4 20205.3K$1M+0.32%
Q3 20205.3K$1M+0.34%
Q2 20205.3K$945,000+0.31%
Q1 202010.1K$2M+0.64%
Q4 20195.4K$976,000+0.34%
Q3 20195.3K$899,000+0.29%
Q2 20194.8K$784,000+0.25%
Q1 20194.1K$594,000+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cutter & Co Brokerage, Inc.’s full portfolio or all institutional holders of WSO.