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Geoffrey Dancey

Cutler Capital Management, Llc

Assets Managed
$369.86M
Holdings
116
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
7.8%(2Q avg: 8.58%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Cutler Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Cutler Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 369.86M in assets, with a quarterly growth rate of 7.8% and a 2-quarter average growth rate of 8.58%. The portfolio is managed by Geoffrey Dancey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AEM
Agnico Eagle Mines Ltd
Recent Activity
Decreased -1.26%
6.51%
$24.073M
118,598 shares@ $202.98 avg price
MET
Metlife Inc
Recent Activity
Increased 5.8%
3.37%
$12.43M
175,759 shares@ $70.72 avg price
CTO
Cto Realty Growth Inc
Recent Activity
Decreased -0.62%
3.3%
$12.192M
659,370 shares@ $18.5 avg price
TSBK
Timberland Bancorp Inc
Recent Activity
Decreased -0.2%
3.11%
$11.482M
291,202 shares@ $39.43 avg price
EXSR
Exchange Bank Santa Rosa Cal
Recent Activity
Decreased -0.34%
2.99%
$11.034M
75,781 shares@ $145.61 avg price
SHEL
Shell Plc-adr
Recent Activity
Decreased -0.56%
2.79%
$10.295M
110,701 shares@ $93.0 avg price
BG
Bunge Global Sa
Recent Activity
Decreased -0.7%
2.73%
$10.095M
79,360 shares@ $127.2 avg price
FENY
Fidelity Msci Energy Etf
Recent Activity
Decreased -2.85%
2.46%
$9.094M
267,315 shares@ $34.03 avg price
PKBK
Parke Bancorp Inc
Recent Activity
Increased 0.31%
2.44%
$9.015M
317,426 shares@ $28.4 avg price
FBIZ
First Business Financial Ser
Recent Activity
Increased 0.53%
2.26%
$8.337M
154,590 shares@ $53.94 avg price

1-10 of 116