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CUTLER TRUST

CIK: 0000892568 Equity
Report date: 2026-02-27
AUM $205M
Expense Ratio —
Category Equity
State DE
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-02-27

About this Fund

CUTLER TRUST is a renowned mutual fund company that has been at the forefront of asset management, providing a comprehensive range of investment solutions to cater to the diverse needs of its clients. With a strong focus on wealth management, the company offers a broad spectrum of mutual funds, including equity, debt, hybrid, and money market funds, allowing investors to create a well-diversified portfolio that aligns with their financial goals and risk tolerance. CUTLER TRUST's investment approach is centered around a rigorous research process, where a team of experienced professionals employs a combination of quantitative and qualitative methods to identify high-potential investment opportunities, ensuring that clients' investments are optimized for growth and returns. The company's investor-centric approach has earned it a reputation for being a trusted partner in the realm of mutual fund investing, with a commitment to transparency, accountability, and customer service. By offering a systematic investment plan, or SIP, CUTLER TRUST enables investors to invest a fixed amount of money at regular intervals, promoting a disciplined approach to investing and helping to mitigate the impact of market volatility. The company's expertise in managing complex investment portfolios has made it a preferred choice among investors seeking to achieve their long-term financial objectives, whether it is saving for retirement, funding a child's education, or accumulating wealth over time. CUTLER TRUST's key strengths lie in its ability to balance risk and return, its adherence to a well-defined investment philosophy, and its dedication to providing personalized service to its clients, which has fostered a culture of trust and loyalty among its investor base. As a result, investors have come to rely on CUTLER TRUST as a trusted steward of their wealth, valuing the company's commitment to delivering consistent performance, minimizing risk, and maximizing returns, making it an ideal partner for those seeking to navigate the complexities of the investment landscape and achieve their financial aspirations. With its extensive range of mutual fund offerings, cutting-edge research capabilities, and unwavering commitment to investor satisfaction, CUTLER TRUST has established itself as a leading player in the asset management industry, poised to continue delivering value to its clients and contributing to the growth and prosperity of the investment community.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

19 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 BDX Becton, Dickinson and Company Since 2026-05-10 075887109 Equity (Common)
2.05%
 $4.21 21,669
2 BLK Blackrock Inc. Since 2026-05-10 09290D101 Equity (Common)
4.77%
 $9.77 9,130
3 CARR Carrier Global Corporation Since 2026-05-10 14448C104 Equity (Common)
1.97%
 $4.04 76,383
4 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
6.49%
 $13.30 23,219
5 DE Deere & Company Since 2026-05-10 244199105 Equity (Common)
3.65%
 $7.49 16,095
6 DD Dupont De Nemours Inc Since 2026-05-10 26614N102 Equity (Common)
0.81%
 $1.66 41,270
7 JPM JPMorgan Chase & Co. Since 2026-05-10 46625H100 Equity (Common)
3.46%
 $7.10 22,044
8 KR The Kroger Co. Since 2026-05-10 501044101 Equity (Common)
2.75%
 $5.64 90,343
9 MTB M&T Bank Corporation Since 2026-05-10 55261F104 Equity (Common)
1.97%
 $4.04 20,047
10 MRK Merck & Co., Inc Since 2026-05-10 58933Y105 Equity (Common)
2.26%
 $4.63 43,950
11 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
2.69%
 $5.51 68,647
12 NKE Nike, Inc. Since 2026-05-10 654106103 Equity (Common)
1.85%
 $3.80 59,658
13 PEP Pepsico Inc Since 2026-05-10 713448108 Equity (Common)
1.98%
 $4.07 28,332
14 PFE Pfizer Inc. Since 2026-05-10 717081103 Equity (Common)
1.05%
 $2.15 86,288
15 RSG Republic Services, Inc. Since 2026-05-10 760759100 Equity (Common)
3.91%
 $8.02 37,861
16 SCHW The Charles Schwab Corporation Since 2026-05-10 808513105 Equity (Common)
4.69%
 $9.62 96,259
17 VZ Verizon Communications Inc. Since 2026-05-10 92343V104 Equity (Common)
2.40%
 $4.92 120,884
18 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
5.89%
 $12.08 108,428
19 MDT Medtronic PLC Since 2026-05-10 G5960L103 Equity (Common)
2.86%
 $5.87 61,083
Frequently Asked Questions — CUTLER TRUST
What type of mutual fund is CUTLER TRUST?
CUTLER TRUST is a SEC-registered Equity fund, with $205M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, CUTLER TRUST holds 19 portfolio positions, all detailed in the holdings table on this page.
What are CUTLER TRUST's assets under management (AUM)?
CUTLER TRUST has $205M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are CUTLER TRUST's top holdings?
According to CUTLER TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Becton, Dickinson and Company, Blackrock Inc., Carrier Global Corporation , among others. The complete list of all 19 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is CUTLER TRUST's expense ratio?
Expense ratio data for CUTLER TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find CUTLER TRUST's SEC filings?
CUTLER TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000892568. You can access all of CUTLER TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000892568). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is CUTLER TRUST's holdings data on StockSifting?
Holdings data for CUTLER TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.