Cutler Investment Counsel Llc: Significant ETF Purchases and Stock Sale Observed in Q2 2026 Portfolio Changes
Cutler Investment Counsel Llc significantly increased its holdings in popular Vanguard ETFs like VO, VUG, and CSCO while exiting a position in NKE during the quarter ending June 30th.
As of Cutler Investment Counsel Llc's latest filing dated for the period ending June 2026, investors are observing notable shifts in their portfolio. The analysis focuses on changes to individual holdings during this quarter.
One of the most significant actions taken by Cutler Investment Counsel Llc was substantial buying activity concentrated within exchange-traded funds (ETFs). They notably increased shares in Vanguard Index Funds ETF (VO), a move that saw an increase of 305.87% in its position during the quarter, making it one of their largest purchases.
Alongside VO, Cutler also significantly boosted their stake in Vanguard Information Technology ETF (VUG), increasing shares by 504.64% over the quarter.
Furthermore, they purchased a large number of shares in other prominent holdings like Cisco Systems Inc (CSCO), increasing their position by 1059.66% during the quarter.
Conversely, Cutler Investment Counsel Llc divested a substantial portion of its holdings in Nike Inc (NKE). The position was reduced by 96.21%, indicating a significant exit from this stock during the period.
While NKE saw an exit, other individual stock purchases were noted but less pronounced compared to the ETF buys. Additionally, they increased their stake in iShares U.S. Treasury Bond ETF (GOVT) by 3.41%.
In summary, Cutler Investment Counsel Llc's portfolio saw a strong emphasis on buying into broad-based and sector-specific ETFs during the quarter ending June 2026, while they sold out their position in Nike Inc.