CUTLER EQUITY FUND is a registered fund series of The Cutler Trust (series S000001540). Net assets $213.2M as of 2026-03-31.
Showing 15 of 35 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| Walmart Inc | — | $13.4M | 629.48% |
| Caterpillar Inc | — | $13.2M | 617.29% |
| RTX Corp. | — | $11.3M | 528.38% |
| Microsoft Corp. | — | $10.8M | 505.81% |
| Exxon Mobil Corp. | — | $9.4M | 442.31% |
| The Charles Schwab Corporation | — | $9.0M | 424.35% |
| Deere & Company | — | $9.0M | 423.96% |
| Blackrock Inc. | — | $8.6M | 404.88% |
| Republic Services, Inc. | — | $8.2M | 386.41% |
| McDonald's Corp. | — | $7.6M | 356.74% |
| Home Depot Inc. | — | $7.3M | 342.68% |
| The Kroger Co. | — | $6.5M | 304.95% |
| JPMorgan Chase & Co. | — | $6.5M | 304.17% |
| NextEra Energy Inc | — | $6.4M | 299.08% |
| Chevron Corp. | — | $6.2M | 289.46% |
| Report date | Net assets |
|---|---|
| 2026-03-31 | $213.2M |
| 2025-12-31 | $205.0M |
| 2025-09-30 | $210.9M |
| 2025-06-30 | $202.4M |
| 2025-03-31 | $192.2M |
| 2024-12-31 | $195.4M |
| 2024-09-30 | $207.8M |
| 2024-06-30 | $192.8M |