13F Insight
DOSSIER · 13F-HR · Q1 2026

CUTLER INVESTMENT COUNSEL LLC

CUTLER INVESTMENT COUNSEL's family office based in San Francisco, CA — $971M in tracked AUM across 146 positions as of Q1 2026.

CI
CUTLER INVESTMENT COUNSEL·San Francisco, CA·Family Office
CIK 0001285973 · last filed Mar 31, 2026
Total AUM
$971M
▲ 5.2%
vs prior
Holdings
146
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
35% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CUTLER INVESTMENT COUNSEL LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VO
VANGUARD INDEX FDS
$46M161K4.8%
02
IGSB
ISHARES TR
$45M853K4.6%
03
IEFA
ISHARES TR
$44M491K4.6%
04
SPEM
SPDR INDEX SHS FDS
$38M802K3.9%
05
JIRE
J P MORGAN EXCHANGE TRADED F
$35M467K3.6%
06
IUSG
ISHARES TR
$29M188K3.0%
07
SPAB
SPDR SERIES TRUST
$29M1.1M3.0%
08
WMT
WALMART INC
$27M218K2.8%
09
CAT
CATERPILLAR INC
$27M38K2.8%
10
VUG
VANGUARD INDEX FDS
$26M59K2.6%

Filing history

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