Cutler Investment Counsel LLC has filed its 13F-HR report, revealing significant investment holdings valued at over $1 billion as of September 30, 2026. This filing is crucial as it provides insights into the company's investment strategies and the sectors it is focusing on.
Cutler Investment Counsel LLC, based in Jacksonville, Oregon, is an investment advisory firm. The company is categorized under the SEC's other entity type and has a Central Index Key (CIK) of 0001285973. The firm has been active in filing various reports, including multiple 13F-HR submissions throughout 2026, indicating its ongoing engagement in asset management.
The recent filing, accession number 0002085853-26-001314, shows that Cutler Investment Counsel holds a total of 156 different securities with a total reported value of $1,055,217,018. This diverse portfolio includes notable investments in major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., among others. The filing states, "The total value of the reported securities is $1,055,217,018," reflecting the firm's strategic positioning in the market.
The implications of this filing are significant for various stakeholders, including investors, analysts, and competitors in the investment advisory industry. The reported holdings may influence market perceptions and investment strategies, particularly among firms that compete in the asset management sector. By disclosing its holdings, Cutler Investment Counsel provides transparency that could affect investor confidence and market dynamics.
Looking ahead, the filing does not specify any immediate next steps or upcoming events related to these holdings. However, the firm is expected to continue monitoring its investments and may file additional reports as needed to reflect changes in its portfolio.
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