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Deborah Castiglioni

@Cutter & Co Brokerage, Inc.

Latest period2024 - Q3ReportedManaged Assets$442.12MTotal holdings218
Assets growth rate7.15%Assets growth rate (2-Q avg)4.25%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Cutter & Co Brokerage, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 218 positions.

Assets under management

The assets under management (AUM) of Cutter & Co Brokerage, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 442.12M in assets, with a quarterly growth rate of 7.15% and a 2-quarter average growth rate of 4.25%. The portfolio is managed by Deborah Castiglioni, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EPDEnterprise Products
Recent Activity
Increased 2.69%
4.35%
$19.198M
659,484 shares@ $29.12 avg price
ETEnergy Transfer Lp
Recent Activity
Increased 8.56%
1.73%
$7.609M
474,050 shares@ $16.06 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 36.38%
1.37%
$6.04M
32,417 shares@ $186.34 avg price
AAAUGoldman Sachs Etf
Recent Activity
Increased 811.66%
1.34%
$5.895M
226,456 shares@ $26.03 avg price
METAMeta Platforms Inc A
Recent Activity
Increased 0.68%
1.27%
$5.573M
9,735 shares@ $572.45 avg price
OXYOccidental Pete Corp
Recent Activity
Increased 32.46%
1.24%
$5.454M
105,823 shares@ $51.55 avg price
NSCNorfolk Southern Corp
Recent Activity
Increased 3.26%
0.95%
$4.198M
16,893 shares@ $248.5 avg price
LHXL3harris Technologies
Recent Activity
Increased 0.59%
0.95%
$4.18M
17,573 shares@ $237.88 avg price
APDAir Products Chem
Recent Activity
Increased 5%
0.82%
$3.608M
12,116 shares@ $297.76 avg price
VVisa Inc Class A
Recent Activity
Increased 79.44%
0.81%
$3.537M
12,864 shares@ $274.97 avg price