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Home > Institutional Investor > Cutter & Co Brokerage, Inc. > Profile

Instuitional Investor - Cutter & Co Brokerage, Inc.

Fund Profile
Filing Period:
Fund Name: Cutter & Co Brokerage, Inc.
Portfolio Value $409,844,524
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 134,522 $60,976,132 14.87%
2.
Novo Nordisk A S
 NVO 290,101 $24,954,454 6.08%
3.
Enterprise Products Partners L.p.
 EPD 668,636 $20,968,425 5.11%
4.
Alphabet Inc.
 GOOGL 105,057 $20,007,078 4.88%
5.
Heico Corp
 HEI, HEI.A 64,460 $15,324,890 3.73%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)