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Brook Anderson

Cutler Investment Counsel Llc

Assets Managed
$971.118M
Holdings
146
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
1.03%(2Q avg: 0.91%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Cutler Investment Counsel Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Cutler Investment Counsel Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 971.118M in assets, with a quarterly growth rate of 1.03% and a 2-quarter average growth rate of 0.91%. The portfolio is managed by Brook Anderson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -0.17%
4.77%
$46.313M
161,267 shares@ $287.18 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 1.51%
4.62%
$44.838M
853,088 shares@ $52.56 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -1.52%
4.58%
$44.434M
490,822 shares@ $90.54 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -1.83%
3.88%
$37.605M
801,642 shares@ $46.91 avg price
JIRE
Jpmorgan Int Res Enh Eqty
Recent Activity
Increased 0.48%
3.65%
$35.402M
467,420 shares@ $75.74 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Decreased -2.31%
3.01%
$29.186M
188,165 shares@ $155.11 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 1.41%
2.96%
$28.665M
1.119M shares@ $25.63 avg price
WMT
Walmart Inc
Recent Activity
Decreased -1.72%
2.79%
$27.086M
217,517 shares@ $124.53 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -19.78%
2.76%
$26.796M
37,823 shares@ $708.47 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1.19%
2.65%
$25.694M
58,824 shares@ $436.79 avg price

1-10 of 146