CUTLER INVESTMENT COUNSEL LLC

CIK 0001285973 • 6 13F filings • May 8, 2025 – Jul 14, 2026

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Filer information

Filed by: CUTLER INVESTMENT COUNSEL LLC, CCO
Address: 525 Bigham Knoll, Jacksonville, OR, 97530
Phone: 206-624-5863
AUM: $961.3M

AUM over time

$1.06B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $961.3M139 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$726K	0.1%Prev: 0.1%	3,179 SH	Decreased-352 SH
ALASKA AIR GROUP INC	COM	$364K	0.0%Prev: 0.0%	7,238 SH	Decreased-241 SH
ALPHABET INC	CAP STK CL A	$1.1M	0.1%Prev: 0.1%	3,476 SH	Increased
ALPHABET INC	CAP STK CL C	$2.3M	0.2%Prev: 0.2%	7,475 SH	Increased+200 SH
AMAZON COM INC	COM	$3.0M	0.3%Prev: 0.3%	13,169 SH	Increased+146 SH
AMERICAN ELEC PWR CO INC	COM	$277K	0.0%Prev: 0.0%	2,406 SH	Increased
AMGEN INC	COM	$221K	0.0%	674 SH	New
APPLE INC	COM	$6.9M	0.7%Prev: 0.7%	25,201 SH	Increased+798 SH
BECTON DICKINSON & CO	COM	$8.0M	0.8%Prev: 0.8%	41,450 SH	Decreased-1,837 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.2%Prev: 0.2%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	0.3%Prev: 0.3%	5,553 SH	Increased+176 SH
BLACKROCK INC	COM	$19.1M	2.0%Prev: 2.2%	17,861 SH	Decreased-350 SH
BP PLC	SPONSORED ADR	$239K	0.0%Prev: 0.0%	6,880 SH	Increased+151 SH
BROADCOM INC	COM	$379K	0.0%Prev: 0.0%	1,094 SH	Decreased-63 SH
CARRIER GLOBAL CORPORATION	COM	$7.9M	0.8%Prev: 1.0%	148,583 SH	Decreased-3,363 SH
CATERPILLAR INC	COM	$27.0M	2.8%Prev: 3.0%	47,154 SH	Decreased-13,762 SH
CENCORA INC	COM	$828K	0.1%Prev: 0.1%	2,451 SH	Increased
CHEVRON CORP NEW	COM	$10.3M	1.1%Prev: 1.1%	67,738 SH	Decreased-2,787 SH
CISCO SYS INC	COM	$483K	0.1%Prev: 0.0%	6,274 SH	Increased+148 SH
COCA COLA CO	COM	$222K	0.0%Prev: 0.0%	3,177 SH	Increased+5 SH
COSTCO WHSL CORP NEW	COM	$2.5M	0.3%Prev: 0.3%	2,931 SH	Decreased+58 SH
CUMMINS INC	COM	$476K	0.0%Prev: 0.0%	933 SH	Increased
CVS HEALTH CORP	COM	$12.0M	1.3%Prev: 1.0%	151,681 SH	Increased+20,825 SH
DEERE & CO	COM	$15.3M	1.6%Prev: 1.6%	32,791 SH	Decreased-830 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$454K	0.0%Prev: 0.0%	11,475 SH	Increased
DUPONT DE NEMOURS INC	COM	$3.6M	0.4%Prev: 0.8%	89,789 SH	Decreased-11,496 SH
EMERSON ELEC CO	COM	$458K	0.0%Prev: 0.0%	3,450 SH	Decreased-100 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$681K	0.1%Prev: 0.1%	16,586 SH	Increased
EXXON MOBIL CORP	COM	$14.4M	1.5%Prev: 1.5%	119,536 SH	Increased-3,467 SH
GLOBAL X FDS	ARTIFICIAL ETF	$267K	0.0%Prev: 0.0%	5,248 SH	Increased
GRANITE CONSTR INC	COM	$422K	0.0%Prev: 0.0%	3,650 SH	Increased+900 SH
HOME DEPOT INC	COM	$16.1M	1.7%Prev: 2.1%	46,810 SH	Decreased-1,579 SH
IDAHO STRATEGIC RESOURCES	COM NEW	$202K	0.0%	5,000 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$12.6M	1.3%Prev: 1.3%	42,646 SH	Increased-1,063 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$4.6M	0.5%Prev: 0.5%	107,791 SH	Decreased-7,519 SH
INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$10.2M	1.1%Prev: 1.2%	218,806 SH	Decreased-12,959 SH
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.1%Prev: 0.1%	2,024 SH	Increased+491 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$245K	0.0%Prev: 0.0%	4,942 SH	Decreased-1,026 SH
ISHARES INC	CORE MSCI EMKT	$232K	0.0%Prev: 0.0%	3,456 SH	Decreased-129 SH
ISHARES INC	ESG AWR MSCI EM	$330K	0.0%Prev: 0.0%	7,466 SH	Increased+846 SH
ISHARES SILVER TR	ISHARES	$791K	0.1%Prev: 0.1%	12,286 SH	Increased
ISHARES TR	CORE MSCI EAFE	$44.6M	4.6%Prev: 4.5%	498,407 SH	Increased+8,649 SH
ISHARES TR	CORE S&P MCP ETF	$509K	0.1%Prev: 0.1%	7,708 SH	Increased
ISHARES TR	CORE S&P SCP ETF	$24.4M	2.5%Prev: 2.4%	202,824 SH	Increased+9,720 SH
ISHARES TR	CORE S&P US GWT	$32.4M	3.4%Prev: 3.4%	192,634 SH	Decreased-4,471 SH
ISHARES TR	CORE S&P500 ETF	$9.3M	1.0%Prev: 0.9%	13,532 SH	Increased+319 SH
ISHARES TR	CORE US AGGBD ET	$331K	0.0%Prev: 0.0%	3,314 SH	Increased+187 SH
ISHARES TR	EAFE SML CP ETF	$652K	0.1%Prev: 0.1%	8,407 SH	Decreased-285 SH
ISHARES TR	GLOBAL REIT ETF	$8.1M	0.8%Prev: 0.8%	323,641 SH	Increased+26,387 SH
ISHARES TR	ISHS 1-5YR INVS	$44.4M	4.6%Prev: 4.5%	840,439 SH	Increased+28,421 SH
ISHARES TR	JPMORGAN USD EMG	$560K	0.1%Prev: 0.1%	5,819 SH	Decreased-236 SH
ISHARES TR	MSCI EAFE MIN VL	$7.4M	0.8%Prev: 0.8%	85,432 SH	Decreased-1,823 SH
ISHARES TR	RUS 1000 GRW ETF	$231K	0.0%Prev: 0.0%	488 SH	Increased
ISHARES TR	U.S. MED DVC ETF	$360K	0.0%Prev: 0.0%	5,793 SH	Increased-53 SH
ISHARES TR	US TREAS BD ETF	$25.4M	2.6%Prev: 2.6%	1,102,938 SH	Increased+48,047 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$34.8M	3.6%Prev: 3.4%	465,225 SH	Increased+20,480 SH
JOHNSON & JOHNSON	COM	$10.4M	1.1%Prev: 1.0%	50,177 SH	Increased-1,201 SH
JPMORGAN CHASE & CO.	COM	$14.8M	1.5%Prev: 1.6%	45,906 SH	Decreased-1,954 SH
KROGER CO	COM	$11.1M	1.2%Prev: 1.3%	177,485 SH	Decreased-4,010 SH
LENNAR CORP	CL A	$4.4M	0.5%Prev: 0.4%	42,464 SH	Increased+15,802 SH
LOWES COS INC	COM	$730K	0.1%Prev: 0.1%	3,028 SH	Decreased
M & T BK CORP	COM	$7.9M	0.8%Prev: 0.8%	39,223 SH	Decreased-892 SH
MCDONALDS CORP	COM	$15.6M	1.6%Prev: 1.7%	51,082 SH	Decreased-1,229 SH
MEDTRONIC PLC	SHS	$11.4M	1.2%Prev: 1.2%	117,479 SH	Decreased-2,634 SH
MERCK & CO INC	COM	$9.4M	1.0%Prev: 0.8%	88,580 SH	Increased-3,421 SH
META PLATFORMS INC	CL A	$301K	0.0%Prev: 0.0%	456 SH	Decreased+3 SH
MICROSOFT CORP	COM	$33.1M	3.4%Prev: 3.8%	68,345 SH	Decreased-988 SH
MISSION PRODUCE INC	COM	$2.5M	0.3%Prev: 0.3%	211,750 SH	Decreased-1,000 SH
NETFLIX INC	COM	$457K	0.0%Prev: 0.0%	4,870 SH	Decreased+4,483 SH
NEXTERA ENERGY INC	COM	$10.9M	1.1%Prev: 1.1%	135,352 SH	Increased-2,775 SH
NIKE INC	CL B	$7.7M	0.8%Prev: 0.7%	120,391 SH	Increased+24,916 SH
NORFOLK SOUTHN CORP	COM	$580K	0.1%Prev: 0.1%	2,008 SH	Decreased
NVIDIA CORPORATION	COM	$1.6M	0.2%Prev: 0.1%	8,470 SH	Increased+1,653 SH
PEPSICO INC	COM	$8.3M	0.9%Prev: 0.9%	57,369 SH	Increased-1,502 SH
PFIZER INC	COM	$4.1M	0.4%Prev: 0.5%	165,269 SH	Decreased-4,135 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$436K	0.0%Prev: 0.0%	4,328 SH	Increased+1,495 SH
PNC FINL SVCS GROUP INC	COM	$9.3M	1.0%Prev: 1.0%	44,546 SH	Increased-1,438 SH
PROCTER AND GAMBLE CO	COM	$8.6M	0.9%Prev: 1.0%	60,146 SH	Decreased-1,651 SH
PROSHARES TR	S&P 500 DV ARIST	$3.4M	0.3%Prev: 0.3%	32,226 SH	Increased+11 SH
PROSHARES TR	ULTRAPRO QQQ	$207K	0.0%Prev: 0.0%	3,919 SH	Decreased-148 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$543K	0.1%Prev: 0.1%	6,768 SH	Decreased
QNITY ELECTRONICS INC	COMMON STOCK	$4.0M	0.4%	48,546 SH	New
REPUBLIC SVCS INC	COM	$16.7M	1.7%Prev: 1.9%	78,836 SH	Decreased-1,875 SH
REVIVA PHARMACEUTCLS HLDGS I	COM	$9K	0.0%	33,500 SH	New
ROYAL BK CDA	COM	$313K	0.0%Prev: 0.0%	1,835 SH	Increased
RTX CORPORATION	COM	$21.3M	2.2%Prev: 2.1%	116,338 SH	Increased-2,846 SH
S&P GLOBAL INC	COM	$4.0M	0.4%Prev: 0.6%	7,590 SH	Decreased-4,182 SH
SCHWAB CHARLES CORP	COM	$18.8M	2.0%Prev: 2.0%	188,026 SH	Increased-7,119 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$1.1M	0.1%Prev: 0.1%	30,729 SH	Increased+1,654 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$4.6M	0.5%Prev: 0.4%	102,371 SH	Increased+5,561 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$949K	0.1%	34,886 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$2.3M	0.2%Prev: 0.2%	71,662 SH	Increased+3,167 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$411K	0.0%Prev: 0.0%	17,094 SH	Increased-28 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$909K	0.1%Prev: 0.1%	38,894 SH	Decreased+5 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.4M	0.5%Prev: 0.5%	159,122 SH	Decreased-1,865 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$429K	0.0%Prev: 0.0%	14,478 SH	Increased+3,601 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.9M	0.2%Prev: 0.2%	72,018 SH	Increased+11 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.2M	0.5%Prev: 0.5%	182,517 SH	Increased+785 SH
SELECT SECTOR SPDR TR	STATE STREET UTI	$522K	0.1%	12,238 SH	New
SPDR GOLD TR	GOLD SHS	$995K	0.1%Prev: 0.1%	2,511 SH	Increased-155 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$408K	0.0%Prev: 0.0%	9,178 SH	Increased-35 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$38.2M	4.0%Prev: 3.9%	816,599 SH	Increased+13,104 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.7M	0.2%Prev: 0.2%	2,480 SH	Increased+113 SH
SPDR SERIES TRUST	STATE STREET SPD	$39.7M	4.1%	1,243,611 SH	New
STARBUCKS CORP	COM	$692K	0.1%Prev: 0.1%	8,214 SH	Decreased-1,806 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$342K	0.0%Prev: 0.0%	1,122 SH	Increased-12 SH
TESLA INC	COM	$1.3M	0.1%Prev: 0.1%	2,901 SH	Increased+289 SH
TEXAS INSTRS INC	COM	$9.9M	1.0%Prev: 1.1%	57,011 SH	Decreased-2,001 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$8.7M	0.9%Prev: 0.9%	336,869 SH	Increased+9,267 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$7.1M	0.7%Prev: 0.7%	91,302 SH	Increased+1,014 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.4M	0.4%Prev: 0.2%	45,954 SH	Increased+15,414 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$312K	0.0%Prev: 0.0%	6,266 SH	Decreased
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.4M	0.1%Prev: 0.1%	28,109 SH	Increased+7,295 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$422K	0.0%Prev: 0.0%	2,020 SH	Decreased-102 SH
VANGUARD INDEX FDS	GROWTH ETF	$29.0M	3.0%Prev: 3.0%	59,533 SH	Increased+109 SH
VANGUARD INDEX FDS	MID CAP ETF	$46.9M	4.9%Prev: 4.9%	161,555 SH	Increased+3,829 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.2M	0.2%Prev: 0.2%	24,817 SH	Decreased+231 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$382K	0.0%Prev: 0.0%	610 SH	Increased+68 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$373K	0.0%Prev: 0.0%	1,763 SH	Decreased-35 SH
VANGUARD INDEX FDS	SMALL CP ETF	$378K	0.0%Prev: 0.0%	1,465 SH	Increased
VANGUARD INDEX FDS	SML CP GRW ETF	$398K	0.0%Prev: 0.0%	1,318 SH	Increased+12 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.6M	0.7%Prev: 0.7%	19,724 SH	Increased-363 SH
VANGUARD INDEX FDS	VALUE ETF	$6.2M	0.6%Prev: 0.6%	32,640 SH	Increased-8 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.9M	0.4%Prev: 0.4%	72,606 SH	Increased+764 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$8.9M	0.9%Prev: 0.9%	61,864 SH	Increased+3,179 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$242K	0.0%Prev: 0.0%	5,280 SH	Decreased-1,665 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.7M	0.3%Prev: 0.3%	19,266 SH	Increased+860 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.2M	0.1%Prev: 0.1%	22,944 SH	Increased
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.9M	0.2%Prev: 0.2%	23,281 SH	Increased+369 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	0.2%Prev: 0.2%	8,506 SH	Increased+70 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.9M	0.6%Prev: 0.6%	94,024 SH	Increased+42 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$619K	0.1%Prev: 0.1%	4,310 SH	Increased
VANGUARD WORLD FD	ESG INTL STK ETF	$526K	0.1%Prev: 0.0%	7,348 SH	Increased+625 SH
VANGUARD WORLD FD	ESG US STK ETF	$453K	0.0%Prev: 0.0%	3,746 SH	Increased+1,172 SH
VANGUARD WORLD FD	INF TECH ETF	$1.1M	0.1%Prev: 0.1%	1,415 SH	Increased+41 SH
VERIZON COMMUNICATIONS INC	COM	$9.6M	1.0%Prev: 1.1%	236,481 SH	Decreased-6,410 SH
VISA INC	COM CL A	$371K	0.0%Prev: 0.0%	1,058 SH	Increased-4 SH
WALMART INC	COM	$24.7M	2.6%Prev: 2.5%	221,338 SH	Increased-6,223 SH
WELLS FARGO CO NEW	COM	$779K	0.1%Prev: 0.1%	8,359 SH	Increased

Sold (vs prior filing)

ORACLE CORP — $305K
PHILIP MORRIS INTL INC — $310K
SELECT SECTOR SPDR TR — $534K
SPDR SERIES TRUST — $27.6M
SPDR SERIES TRUST — $10.3M
SPDR SERIES TRUST — $288K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0002085853-26-000254	$961.3M	View
Nov 4, 2025	Q3 2025	13F-HR	0002085853-25-000222	$953.8M	View
Jul 14, 2026	Q2 2026