CUTLER INVESTMENT COUNSEL LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, CUTLER INVESTMENT COUNSEL LLC opened 17 positions, added to 42, reduced 14, sold out of 8 and left 9 unchanged. The largest increase in value was SPEM (+$41,859,836); the largest decrease was SPEM (-$37,605,011).
- AIQ: Country of operation —; Class ARTIFICIAL ETF; Shares 2026-03-31 4,864; Shares 2026-06-30 4,864.
- VXF: Country of operation —; Class EXTEND MKT ETF; Shares 2026-03-31 1,889; Shares 2026-06-30 1,889.
- VBR: Country of operation —; Class SM CP VAL ETF; Shares 2026-03-31 1,763; Shares 2026-06-30 1,763.
- IEMG: Country of operation —; Class CORE MSCI EMKT; Shares 2026-03-31 3,456; Shares 2026-06-30 3,456.
Two Form 13F-HR filings compared (SEC CIK 1285973): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MANE GLOBAL CAPITAL MANAGEMENT LP | United States | $0.971B | 57 |
| Cascade Financial Partners, LLC | United States | $0.970B | 266 |
| Jackson Wealth Management, LLC | United States | $0.972B | 153 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | United States | $0.970B | 217 |
| Parkman Healthcare Partners LLC | United States | $0.970B | 90 |
| STANSBERRY ASSET MANAGEMENT, LLC | United States | $0.973B | 141 |
| Stokes Family Office, LLC | United States | $0.969B | 276 |
| Bensler, LLC | United States | $0.969B | 194 |
| Intrua Financial, LLC | United States | $0.969B | 459 |
| Two Creeks Capital Management, LP | United States | $0.974B | 22 |