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Home > Institutional Investor > Cutler Investment Counsel Llc > Profile

Instuitional Investor - Cutler Investment Counsel Llc

Fund Profile
Filing Period:
Fund Name: Cutler Investment Counsel Llc
Portfolio Value $700,154,953
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 623,017 $31,945,195 4.56%
2.
Microsoft Corp
 MSFT 77,722 $29,226,732 4.17%
3.
Vanguard Index Fds
 105,509 $24,545,601 3.5%
4.
Caterpillar Inc
 CAT 79,051 $23,373,060 3.33%
5.
Spdr Index Shs Fds
 643,001 $22,768,650 3.25%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)