# The Cutler Trust

The Cutler Trust (CIK 892568) is an SEC-registered fund company with 3 reporting fund series and $222.6M in net assets as of 2026-03-31.

## Registrant

- CIK: 892568
- File number: 811-07242
- LEI: 549300KVSOCUTW3E0J66
- Address: 525 Bigham Knoll, Jacksonville, US-OR, 97530
- Phone: 514-770-9000
- Net assets: $222.6M
- Total assets: $223.8M
- Fund series: 3
- Latest report: 2026-03-31

## Fund series (3)

| Series | Net assets |
| --- | --- |
| [CUTLER EQUITY FUND](https://search.stillhousedata.com/fund/S000001540) | $213.2M |
| [CUTLER FIXED INCOME FUND](https://search.stillhousedata.com/fund/S000038409) | $8.2M |
| [CUTLER EMERGING MARKETS FUND](https://search.stillhousedata.com/fund/S000049841) | $1.2M |

## Largest reported holdings (across all series)

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

## More

- [CIK 892568 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=892568&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/registrant/892568.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.