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Showing Q1 2025 data
Cutter & CO Brokerage, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Cutter & CO Brokerage, Inc.
•CIK: 1406995•Filing: Q1 2025
**Cutter & CO Brokerage, Inc.** manages $423M across a diversified portfolio of 183 positions. The firm exhibits significant conviction in defensive and growth sectors, evidenced by its top holdings. Key allocations include a substantial $65.0M in BRK/B, followed by $23.4M in EPD and $19.6M in NVO. This concentrated exposure suggests a value-oriented approach targeting established market leaders.
Total AUM
$422.7M
QoQ Performance
+3.1%
Positions
182
Top 10 Concentration
46.7%
Latest Filing
Q1 2025
Top Holdings Allocation
BRK/B
EPD
BRK/B15.4%
EPD5.5%
NVO4.6%
HEI4.1%
GOOG4.0%
LIN3.4%
CP3.2%
ET2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.0%
Financial18.7%
Technology10.8%
Healthcare4.6%
Materials3.4%
Consumer2.7%
Industrial2.3%
ETF1.8%
🚪 Exited Positionssold since Q4 2024
+55 more exited positions
Changes from Q4 2024
NEW34 new positions
↑74 increased
↓65 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023