Titelia

Holdings of CUTLER EQUITY FUND

The Cutler Trust · Original filing · Compare with another fund · Report an error

Net assets
213.2M $ including 213.2M $ in equities, 100.0 %
Positions
34 in 1 countries
Top ten
47.2 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Walmart Inc 107,97813.4M $6.29 %
2Caterpillar Inc 18,57513.2M $6.17 %
3RTX Corp 58,39411.3M $5.28 %
4Microsoft Corp 29,13010.8M $5.06 %
5Exxon Mobil Corp 55,5789.4M $4.42 %
6Charles Schwab Corp/The 96,2599M $4.24 %
7Deere & Co 16,0459M $4.24 %
8Blackrock Inc 8,9758.6M $4.05 %
9Republic Services Inc 37,6118.2M $3.86 %
10McDonald's Corp. 24,4707.6M $3.57 %
11Home Depot Inc/The 22,2127.3M $3.43 %
12Kroger Co/The 89,8436.5M $3.05 %
13JPMorgan Chase & Co 22,0446.5M $3.04 %
14NextEra Energy Inc 68,6476.4M $2.99 %
15Chevron Corp 29,8256.2M $2.89 %
16Johnson & Johnson 24,9326.1M $2.86 %
17Verizon Communications Inc 120,4346M $2.84 %
18CVS Health Corp 78,8385.7M $2.66 %
19Texas Instruments Inc 28,4885.5M $2.59 %
20Merck & Co Inc 43,9505.3M $2.48 %
21Medtronic PLC 60,0835.2M $2.44 %
22International Business Machines Corp. 20,6945M $2.35 %
23PNC Financial Services Group Inc/The 22,0664.6M $2.15 %
24PepsiCo Inc 28,1324.4M $2.05 %
25Carrier Global Corp 74,9834.2M $1.98 %
26Procter & Gamble Co/The 29,1354.2M $1.97 %
27M&T Bank Corp 19,9474.1M $1.93 %
28Phillips 66 20,6443.8M $1.76 %
29Becton Dickinson & Co 21,5193.4M $1.59 %
30NIKE Inc 58,8583.1M $1.46 %
31Qnity Electronics Inc 24,4372.8M $1.32 %
32Pfizer Inc 86,2882.4M $1.14 %
33Lennar Corp 22,6822M $0.92 %
34DuPont de Nemours Inc 41,2701.9M $0.89 %

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Sector breakdown

  • Industrials 21.5 %
  • Financials 15.4 %
  • Consumer staples 13.4 %
  • Health care 13.2 %
  • Technology 11.3 %
  • Consumer discretionary 9.4 %
  • Energy 6.2 %
  • Utilities 3.0 %
  • Communication 2.8 %
  • Unattributed 3.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States34213.2M $100.00 %
Cite this page

Titelia. "Holdings of CUTLER EQUITY FUND". https://titelia.com/en/funds/S000001540