CC
| |
Cutter & CO Brokerage, Inc.13F | |
| Cutter & CO Brokerage, Inc. | |
| Last update 2025-05-02 | 183 Stocks (34 new) |
| Value $423.00 Mil | Turnover 10 % |
Cutter & CO Brokerage, Inc. 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 122,013 | 64,981.7 | -9.30% | 15.370 | -1.38% | 0.010 | -7.28% | +5.51% | 1,032,446.5 | Insurance | |
EPD | Enterprise Products Partners LP | 684,113 | 23,355.6 | +2.31% | 5.530 | +0.13% | 0.030 | +12.67% | +5.67% | 69,513.3 | Oil & Gas | |
NVO | Novo Nordisk AS | 282,972 | 19,649.5 | -2.46% | 4.650 | -0.15% | 0.010 | +16.01% | -16.12% | 315,524.4 | Drug Manufacturers | |
HEI | Heico Corp | 64,647 | 17,272.8 | +0.29% | 4.090 | +0.01% | 0.050 | +24.98% | +31.17% | 37,487.8 | Aerospace & Defense | |
GOOG | Alphabet Inc | 109,214 | 17,062.6 | +3.96% | 4.040 | +0.15% | 0.000 | +15.15% | -5.94% | 2,161,496.6 | Interactive Media | |
LIN | Linde PLC | 31,098 | 14,480.3 | -6.77% | 3.430 | -0.23% | 0.010 | +9.25% | +13.08% | 221,400.5 | Chemicals | |
CP | Canadian Pacific Kansas City Ltd | 191,875 | 13,471.6 | -7.11% | 3.190 | -0.26% | 0.020 | +15.97% | +14.33% | 76,808.8 | Transportation | |
ET | Energy Transfer LP | 562,361 | 10,454.3 | +17.60% | 2.470 | +0.37% | 0.020 | +11.72% | -7.79% | 59,850.2 | Oil & Gas | |
AMZN | Amazon.com Inc | 43,971 | 8,365.9 | +36.58% | 1.980 | +0.53% | 0.000 | +22.65% | +1.31% | 2,359,590.5 | Retail - Cyclical | |
LLY | Eli Lilly and Co | 9,919 | 8,192.6 | +12.91% | 1.940 | +0.22% | 0.000 | +9.90% | +2.80% | 709,794.7 | Drug Manufacturers |
Cutter & CO Brokerage, Inc.'s Historical Top Holdings Breakdowns
Cutter & CO Brokerage, Inc.'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TDG | TransDigm Group Inc | 2025-03-31 | New Buy New Buy | +1.67% | 1251.32 ($1333.33) 1394.11 | $1,539.53 | 15.47% | New holding | 5,112 | 5,112 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -1.38% | 442.66 ($486.15) 534.52 | $478.27 | -1.62% | Reduce -9.3% | 122,013 | -12,509 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.85% | 375.39 ($407.71) 447.2 | $501.48 | 23.00% | Add 123.51% | 17,210 | 9,510 | |
PEP | PepsiCo Inc | 2025-03-31 | Sold Out Sold Out | -0.58% | 142.64 ($148.84) 156.42 | $136.06 | -8.59% | Sold Out | 0 | -15,751 | |
NFG | National Fuel Gas Co | 2025-03-31 | Sold Out Sold Out | -0.57% | 60.71 ($71.92) 79.19 | $82.19 | 14.28% | Sold Out | 0 | -38,218 | |
JOE | The St. Joe Co | 2025-03-31 | New Buy New Buy | +0.56% | 43.61 ($46.79) 49.45 | $51.58 | 10.24% | New holding | 50,673 | 50,673 | |
MA | Mastercard Inc | 2025-03-31 | Add Add | +0.54% | 504.67 ($544.39) 576.31 | $563.52 | 3.51% | Add 100.63% | 8,296 | 4,161 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.53% | 190.26 ($217) 242.06 | $222.26 | 2.42% | Add 36.58% | 43,971 | 11,776 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | New Buy New Buy | +0.49% | 461.52 ($511.2) 548.18 | $299.51 | -41.41% | New holding | 3,963 | 3,963 | |
VDE | Vanguard Energy ETF | 2025-03-31 | New Buy New Buy | +0.46% | 119.14 ($126.27) 132.76 | $124.42 | -1.47% | New holding | 15,148 | 15,148 |
Cutter & CO Brokerage, Inc. Total Holding History ($B)
Cutter & CO Brokerage, Inc.'s Asset Allocation
Cutter & CO Brokerage, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Cutter & CO Brokerage, Inc.'s Hypothetical Growth since 2025-03-31
Cutter & CO Brokerage, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cutter & CO Brokerage, Inc.'s Holdings Heat Map
Size field:
Cutter & CO Brokerage, Inc.'s Holdings Bubble Chart
Cutter & CO Brokerage, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers