CE

CUTLER EQUITY FUND | CALEX

Mutual Fund
CUTLER EQUITY FUND
Last update 2025-06-23 32 Stocks (0 new)
Value $192.00 Mil Turnover 0 %
Countries:
Top Holdings: MSFT(5.82%)CAT(5.23%)WMT(5.08%)RSG(4.94%)BLK(4.58%)
Summary Stock Picks Current Portfolio
CUTLER EQUITY FUND Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
29,830
11,197.9
-2.45%
5.820
-0.16%
0.000
+38.94%
+21.47%
3,790,969.0
Software
CAT
Caterpillar Inc
30,519
10,065.2
-3.17%
5.230
-0.19%
0.010
+41.28%
+15.01%
194,574.0
Farm & Heavy Construction Machinery
WMT
Walmart Inc
111,433
9,782.7
-8.23%
5.080
-0.46%
0.000
+2.21%
+5.75%
758,538.7
Retail - Defensive
RSG
Republic Services Inc
39,250
9,504.8
-2.97%
4.940
-0.12%
0.010
-0.91%
+20.46%
75,155.5
Waste Management
BLK
BlackRock Inc
9,307
8,808.9
-3.87%
4.580
-0.20%
0.010
+26.68%
+8.82%
170,975.0
Asset Management
HD
The Home Depot Inc
22,925
8,401.8
-9.83%
4.370
-0.50%
0.000
+1.85%
-6.44%
357,577.1
Retail - Cyclical
RTX
RTX Corp
61,145
8,099.3
-2.08%
4.210
-0.08%
0.000
+18.14%
+32.25%
202,397.0
Aerospace & Defense
SCHW
Charles Schwab Corp
101,850
7,972.8
-3.69%
4.140
-0.15%
0.010
+26.21%
+30.29%
174,065.8
Capital Markets
MCD
McDonald's Corp
25,309
7,905.8
-3.43%
4.110
-0.13%
0.000
-4.03%
+3.65%
212,414.8
Restaurants
DE
Deere & Co
16,553
7,769.1
-4.47%
4.040
-0.17%
0.010
+10.91%
+18.75%
135,364.8
Farm & Heavy Construction Machinery

CUTLER EQUITY FUND's Historical Top Holdings Breakdowns

CUTLER EQUITY FUND's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HD
The Home Depot Inc
2025-03-31
Reduce
Reduce
-0.50%
●
347.25 ($389.72) 424.87
$359.40
-7.78%
Reduce -9.83%
22,925
-2,500
WMT
Walmart Inc
2025-03-31
Reduce
Reduce
-0.46%
●
84.5 ($93.81) 105.05
$95.05
1.32%
Reduce -8.23%
111,433
-10,000
BLK
BlackRock Inc
2025-03-31
Reduce
Reduce
-0.20%
●
900.46 ($980.1) 1075.5
$1,103.59
12.60%
Reduce -3.87%
9,307
-375
CAT
Caterpillar Inc
2025-03-31
Reduce
Reduce
-0.19%
●
326.75 ($356.21) 407.63
$413.71
16.14%
Reduce -3.17%
30,519
-1,000
DE
Deere & Co
2025-03-31
Reduce
Reduce
-0.17%
●
408.57 ($467.8) 509.27
$499.82
6.84%
Reduce -4.47%
16,553
-775
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.16%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Reduce -2.45%
29,830
-750
SCHW
Charles Schwab Corp
2025-03-31
Reduce
Reduce
-0.15%
●
71.24 ($78.48) 83.64
$95.80
22.07%
Reduce -3.69%
101,850
-3,900
MCD
McDonald's Corp
2025-03-31
Reduce
Reduce
-0.13%
●
279.74 ($299.1) 321.29
$297.07
-0.68%
Reduce -3.43%
25,309
-900
NEE
NextEra Energy Inc
2025-03-31
Reduce
Reduce
-0.12%
●
66.96 ($70.58) 76.16
$75.95
7.61%
Reduce -4.32%
70,808
-3,200
RSG
Republic Services Inc
2025-03-31
Reduce
Reduce
-0.12%
●
200.09 ($224.22) 242.16
$240.50
7.26%
Reduce -2.97%
39,250
-1,200

CUTLER EQUITY FUND Total Holding History ($B)

To

CUTLER EQUITY FUND's Asset Allocation

To

CUTLER EQUITY FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CUTLER EQUITY FUND's Hypothetical Growth since 2025-03-31

CUTLER EQUITY FUND's Yearly Returns

Year Portfolio % % Excess Gain %

CUTLER EQUITY FUND's Holdings Heat Map

Size field:

CUTLER EQUITY FUND's Holdings Bubble Chart

CUTLER EQUITY FUND News

  • 1

Discussions on CUTLER EQUITY FUND

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.