Fund HoldingsCutler Capital Management, LLC

Total Portfolio Value
$256.15M
Total Bought
$29.25M
Total Sold
$21.58M
Net Transaction
+$7.67M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SHELL PLC(SHEL)0108,861+108,86107,8583.07%+7,858
ENERGY TRANSFER(ET)0457,077+457,07707,4142.89%+7,414
CNH INDUSTRIAL
SHS
12,500236,665+224,1651622,3970.94%+2,235
DUKE ENERGY(DUK)00002,1640.84%+2,164
PPL CAPITAL(PPL)0004,3355,9592.33%+1,624
AGNICO-EAGLE(AEM)148,426148,869+4438,8549,7363.80%+882
TOTALENERGIES(TTE)011,582+11,58207720.30%+772
CLARIVATE PLC(CLVT)0128,850+128,85007330.29%+733
BLUE RIDGE BANK84,195354,689+270,4942269260.36%+699
APPLE HOPTLY(APLE)155,223221,475+66,2522,5433,2201.26%+678
WESTERN OPP FUND(WIW)13,27677,470+64,1941156590.26%+545
LIBERTY MEDIA(SIRI)00005200.20%+520
VICI PRPTY(VICI)131,931155,233+23,3023,9304,4461.74%+516
VGRD S&P 5002,9283,836+9081,4071,9180.75%+511
ALBEMARLE CORP08,225+8,22503840.15%+384
BUNGE LIMITED(BG)80,16180,555+3948,2188,6013.36%+383
PEBBLEBRK HOTEL(PEB)00002650.10%+265
CTO REALTY GROW(CTO)156,969166,779+9,8102,6612,9121.14%+251
JAZZ INVEST(JAZZ)0004,1554,3561.70%+201
PFIZER INC(PFE)232,128237,144+5,0166,4426,6352.59%+194
GLOBAL MEDICAL0435,903+435,90303,9581.55%+3,958
VERIZON COMM(VZ)62,72168,160+5,4392,6322,8111.10%+179
VE WIDE MOAT
MRNGSTR WDE MOAT
16,23418,724+2,4901,4591,6220.63%+162
FNCB BANCORP212,447215,060+2,6131,2901,4520.57%+162
SFL CORP LTD
SHS
204,690204,595-952,6982,8401.11%+142
SB FINANCIAL0403,376+403,37605,6472.20%+5,647
ALPHABET INC(GOOG)0654+65401190.05%+119
GRUPO TELEV-ADR(TV)042,094+42,09401170.05%+117
TIMBERLAND BANC0300,563+300,56308,1423.18%+8,142
INNOVIVA INC0004,1124,2221.65%+110
HALOZYME THERAP(HALO)00001050.04%+105
MAINSTREET BANC0126,870+126,87002,2490.88%+2,249
AT&T INC(T)67,02766,957-701,1801,2800.50%+100
LIBERTY MEDIA(FWONA)0002,5412,6371.03%+96
PARKE BANCORP0309,519+309,51905,3862.10%+5,386
POTOMAC BANC185,868192,888+7,0202,7692,8451.11%+76
LXP INDUSTRIAL(LXP)260,774265,481+4,7072,3522,4210.95%+69
VE GOLD MINERS
GOLD MINERS ETF
26,98726,98708539160.36%+62
AMERIS BANCORP(ABCB)037,359+37,35901,8810.73%+1,881
FRANKLIN FINANC23,90723,798-1096266730.26%+47
AMAZON.COM(AMZN)8801,050+1701592030.08%+44
INVESCO MUNI86,11786,11708498840.35%+35
EAGLE BANCORP70,98571,229+2449119450.37%+34
EPR PRPTY(EPR)97,24597,145-1001,8441,8760.73%+32
HANCOCK WHITNEY(HWC)10,80210,898+964975210.20%+24
FINANCIAL INST(FISI)45,68345,725+428608830.34%+24
M&T BANK CORP(MTB)3,0353,034-14414590.18%+18
JAZZ PHARMA(JAZZ)0001,5151,5310.60%+16
BANK BOTETOURT104,974104,97402,9812,9971.17%+16
SPDR S&P 500(SPY)660659-13453580.14%+13
SPOTIFY USA(SPOT)0002662760.11%+10
JOHNSON CONTROL
SHS
1,5381,648+1101001100.04%+9
ENERGIZER HLDNG(ENR)83,97183,906-652,4722,4790.97%+6
MICROSOFT CORP(MSFT)1,2411,182-595225280.21%+6
MERCHANTS FINL73,00073,200+2001,7341,7350.68%+1
ALLIANT ENERGY(LNT)0009849850.38%+1
JPMORGAN CHASE(JPM)50050001001010.04%+1
BANC OF CALIF(BANC)25,15025,15005795790.23%0
EURONET WORLD(EEFT)0001,4971,4960.58%-1
EXPEDIA GROUP(EXPE)0002532520.10%-1
CHEGG INC CONV0002702680.10%-2
ETSY INC BOND(ETSY)0001,6861,6830.66%-3
IS RUS MID VALU88688601111070.04%-4
GREENBRIER COS(GBX)0001301250.05%-4
CITIZENS BANC VA18,65018,65004804740.18%-7
IS S&P US VALUE4,5504,567+174124020.16%-9
INTL BUS MACHINE(IBM)61161101171060.04%-11
TEGNA INC12,80012,899+991911800.07%-11
AIRBNB INC BOND(ABNB)0006236110.24%-12
LYFT INC CONV(LYFT)0008238110.32%-12
VE GLBL WIDE MT
MRNGSTR GBL WIDE
3,2252,925-3001181050.04%-13
FIRST CMNTY SC076,500+76,50001,3200.52%+1,320
BERKSHIRE HATHA1,3361,33605625430.21%-18
SEACOAST BANKIN(SBCF)10,82610,82602752560.10%-19
BENCHMARK BANK159,000160,000+1,0003,3873,3601.31%-27
KROGER CO COM(KR)4,1574,160+32382080.08%-30
SCHWAB INTL EQUI3,7793,000-7791471150.04%-32
FT NAS CMTY BNK
UT COM SHS ETF
8,8048,206-5984103770.15%-32
STARWOOD PPTY(STWD)0001,0441,0050.39%-39
SCHWAB US LG VAL2,9672,436-5312251800.07%-45
SOUTHSTATE CORP5,6545,688+344814350.17%-46
FORD MOTOR CO(F)0002,0852,0360.79%-48
ABBVIE INC(ABBV)3,8493,786-637016490.25%-52
NY COMM BANC(FLG)0104,295+104,29503,3321.30%+3,332
FIRST BUSINESS0153,499+153,49905,6782.22%+5,678
LCI INDS CONV(LCII)0001,3991,3370.52%-62
FSBH CORP210,000210,00001,6801,6170.63%-63
TYSON FOODS(TSN)27,82427,401-4231,6341,5660.61%-68
MCHENRY BANC33,51533,51501,2821,2070.47%-75
LOW'S COS INC(LOW)4200-4201070-107
WARNER BROS DIS(WBD)12,4630-12,4631090-109
KIMCO REALTY(KIM)91,53792,265+7285,1595,0351.97%-124
AMERICAN INTL32,50032,50002,5412,4130.94%-128
GRUPO TELEV(TV)40,8000-40,8001310-131
CHESPKE FINAN173,000173,00003,0622,9301.14%-132
BANC CALIFORNIA(BANC)69,75072,450+2,7001,0619260.36%-135
CSB BANCORP69,85069,85002,7942,6541.04%-140
F&M BANK CORP0133,914+133,91402,1630.84%+2,163
FIDELITY CVNGTN243,413244,266+8536,2976,1292.39%-168
FIRST NATL VA0202,785+202,78503,0801.20%+3,080
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