# CUTLER EQUITY FUND

CUTLER EQUITY FUND is a registered fund series of The Cutler Trust (series S000001540). Net assets $213.2M as of 2026-03-31.

## Profile

- Series ID: S000001540
- Registrant: The Cutler Trust
- LEI: 549300PVCU95CJI0CF50
- Net assets: $213.2M
- Total assets: $214.0M
- As of: 2026-03-31

## Advisers

- [Cutler Investment Counsel LLC (Advisor)](https://search.stillhousedata.com/firm/128483)

## Top holdings (35 reported)

_Showing 15 of 35 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Walmart Inc](https://search.stillhousedata.com/security/931142103) | — | $13.4M | 629.48% |
| [Caterpillar Inc](https://search.stillhousedata.com/security/149123101) | — | $13.2M | 617.29% |
| [RTX Corp.](https://search.stillhousedata.com/security/75513E101) | — | $11.3M | 528.38% |
| [Microsoft Corp.](https://search.stillhousedata.com/security/594918104) | — | $10.8M | 505.81% |
| [Exxon Mobil Corp.](https://search.stillhousedata.com/security/30231G102) | — | $9.4M | 442.31% |
| [The Charles Schwab Corporation](https://search.stillhousedata.com/security/808513105) | — | $9.0M | 424.35% |
| [Deere & Company](https://search.stillhousedata.com/security/244199105) | — | $9.0M | 423.96% |
| [Blackrock Inc.](https://search.stillhousedata.com/security/09290D101) | — | $8.6M | 404.88% |
| [Republic Services, Inc.](https://search.stillhousedata.com/security/760759100) | — | $8.2M | 386.41% |
| [McDonald's Corp.](https://search.stillhousedata.com/security/580135101) | — | $7.6M | 356.74% |
| [Home Depot Inc.](https://search.stillhousedata.com/security/437076102) | — | $7.3M | 342.68% |
| [The Kroger Co.](https://search.stillhousedata.com/security/501044101) | — | $6.5M | 304.95% |
| [JPMorgan Chase & Co.](https://search.stillhousedata.com/security/46625H100) | — | $6.5M | 304.17% |
| [NextEra Energy Inc](https://search.stillhousedata.com/security/65339F101) | — | $6.4M | 299.08% |
| [Chevron Corp.](https://search.stillhousedata.com/security/166764100) | — | $6.2M | 289.46% |

## Net asset history

| 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 |

## More

- [Registrant: The Cutler Trust](https://search.stillhousedata.com/registrant/892568)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000001540.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.