CUTLER EQUITY FUND (DIVHX) is an MF managed by Independent / Boutique. Its largest position is Walmart Inc. (WMT), representing 6.29% of fund assets.
CUTLER EQUITY FUND Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DIVHX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
Walmart Inc.
|
6.29% | $13,419,505.84 | 107,978 |
|
-
CATERPILLAR INC
|
6.17% | $13,159,644.50 | 18,575 |
|
-
RTX Corp
|
5.28% | $11,264,202.60 | 58,394 |
|
-
MICROSOFT CORP
|
5.06% | $10,783,052.10 | 29,130 |
|
-
ExxonMobil Holdings Corp
|
4.42% | $9,429,363.48 | 55,578 |
|
-
SCHWAB CHARLES CORP
|
4.24% | $9,046,420.82 | 96,259 |
|
-
DEERE & CO
|
4.24% | $9,038,148.50 | 16,045 |
|
-
BlackRock, Inc.
|
4.05% | $8,631,347.25 | 8,975 |
|
-
REPUBLIC SERVICES, INC.
|
3.86% | $8,237,561.22 | 37,611 |
|
-
MCDONALDS CORP
|
3.57% | $7,605,031.30 | 24,470 |
|
-
HOME DEPOT, INC.
|
3.43% | $7,305,304.68 | 22,212 |
|
-
KROGER CO
|
3.05% | $6,501,039.48 | 89,843 |
|
-
JPMORGAN CHASE & CO
|
3.04% | $6,484,463.04 | 22,044 |
|
-
NEXTERA ENERGY INC
|
2.99% | $6,375,933.36 | 68,647 |
|
-
CHEVRON CORP
|
2.89% | $6,170,792.50 | 29,825 |
|
-
JOHNSON & JOHNSON
|
2.86% | $6,094,378.08 | 24,932 |
|
-
VERIZON COMMUNICATIONS INC
|
2.84% | $6,045,786.80 | 120,434 |
|
-
CVS HEALTH Corp
|
2.66% | $5,662,145.16 | 78,838 |
|
-
TEXAS INSTRUMENTS INC
|
2.59% | $5,530,660.32 | 28,488 |
|
-
Merck & Co., Inc.
|
2.48% | $5,286,745.50 | 43,950 |
|
-
Medtronic plc
|
2.44% | $5,206,191.95 | 60,083 |
|
-
INTERNATIONAL BUSINESS MACHINES CORP
|
2.35% | $5,016,018.66 | 20,694 |
|
-
PNC FINANCIAL SERVICES GROUP, INC.
|
2.15% | $4,591,713.94 | 22,066 |
|
-
PEPSICO INC
|
2.05% | $4,368,618.28 | 28,132 |
|
-
CARRIER GLOBAL Corp
|
1.98% | $4,222,292.73 | 74,983 |
|
-
PROCTER & GAMBLE Co
|
1.97% | $4,208,259.40 | 29,135 |
|
-
M&T BANK CORP
|
1.93% | $4,123,443.84 | 19,947 |
|
-
Phillips 66
|
1.76% | $3,760,923.92 | 20,644 |
|
-
BECTON DICKINSON & CO
|
1.59% | $3,383,432.37 | 21,519 |
|
-
NIKE, Inc.
|
1.46% | $3,108,879.56 | 58,858 |
|
-
Qnity Electronics, Inc.
|
1.32% | $2,819,541.06 | 24,437 |
|
-
PFIZER INC
|
1.14% | $2,422,967.04 | 86,288 |
|
-
LENNAR CORP /NEW/
|
0.92% | $1,969,704.88 | 22,682 |
|
-
DuPont de Nemours, Inc.
|
0.89% | $1,890,166.00 | 41,270 |
|
-
INVESCO GOVERNMENT & AGENCY PORTFOLIO
|
0.31% | $667,963.76 | 667,964 |
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