Cutter & Co Brokerage 13F annual report
Cutter & Co Brokerage is an investment fund managing more than $413 billion ran by Deborah Castiglioni. There are currently 207 companies in Mrs. Castiglioni’s portfolio. The largest investments include Berkshire Hathaway Inc B and Novo Nordisk A S Adr, together worth $96.5 billion.
Limited to 30 biggest holdings
$413 billion Assets Under Management (AUM)
As of 24th July 2024, Cutter & Co Brokerage’s top holding is 137,574 shares of Berkshire Hathaway Inc B currently worth over $56 billion and making up 13.6% of the portfolio value.
In addition, the fund holds 284,178 shares of Novo Nordisk A S Adr worth $40.6 billion.
The third-largest holding is Alphabet Inc worth $19.7 billion and the next is Enterprise Products worth $18.6 billion, with 642,267 shares owned.
Currently, Cutter & Co Brokerage's portfolio is worth at least $413 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Cutter & Co Brokerage
The Cutter & Co Brokerage office and employees reside in Ballwin, Missouri. According to the last 13-F report filed with the SEC, Deborah Castiglioni serves as the CEO at Cutter & Co Brokerage.
Recent trades
In the most recent 13F filing, Cutter & Co Brokerage revealed that it had opened a new position in
Freeport-McMoRan Inc and bought 13,593 shares worth $661 million.
This means they effectively own approximately 0.1% of the company.
Freeport-McMoRan Inc makes up
2.6%
of the fund's Materials sector allocation and has grown its share price by 2.8% in the past year.
The investment fund also strengthened its position in Alphabet Inc by buying
576 additional shares.
This makes their stake in Alphabet Inc total 107,191 shares worth $19.7 billion.
Alphabet Inc soared 37.7% in the past year.
On the other hand, there are companies that Cutter & Co Brokerage is getting rid of from its portfolio.
Cutter & Co Brokerage closed its position in Woodward Inc on 31st July 2024.
It sold the previously owned 11,238 shares for $1.73 billion.
Deborah Castiglioni also disclosed a decreased stake in Berkshire Hathaway Inc B by approximately 0.1%.
This leaves the value of the investment at $56 billion and 137,574 shares.
One of the average hedge funds
The two most similar investment funds to Cutter & Co Brokerage are Mitchell Mcleod Pugh & Williams Inc and Gould Asset Management ca/. They manage $413 billion and $413 billion respectively.
Deborah Castiglioni investment strategy
Cutter & Co Brokerage’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 10.4% of
the total portfolio value.
The fund focuses on investments in the United States as
49.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
36% of the total holdings value.
On the other hand, small-cap stocks make up only 3.9% of the portfolio.
The average market cap of the portfolio companies is close to $143 billion.
The complete list of Cutter & Co Brokerage trades based on 13F SEC filings
These positions were updated on July 31st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Berkshire Hathaway Inc B |
1.58%
137,574
|
$55,965,103,000 | 13.56% |
| Novo Nordisk A S Adr |
1.08%
284,178
|
$40,563,572,000 | 9.83% |
| Alphabet Inc |
0.54%
107,191
|
$19,660,942,000 | 4.76% |
| Enterprise Products |
1.57%
642,267
|
$18,612,916,000 | 4.51% |
| Canadian Pacific Kansas City |
13.32%
211,086
|
$16,618,784,000 | 4.03% |
| Linde Plc. |
1.00%
33,356
|
$14,636,867,000 | 3.55% |
| Heico Corp. |
1.11%
60,837
|
$13,603,834,000 | 3.30% |
| Regeneron Pharm Inc |
0.64%
7,776
|
$8,172,809,000 | 1.98% |
| Apple Inc |
1.76%
35,804
|
$7,540,906,000 | 1.83% |
| Energy Transfer LP |
1.60%
436,677
|
$7,082,897,000 | 1.72% |
| American Water Works Co. Inc. |
2.21%
53,545
|
$6,915,929,000 | 1.68% |
| Balchem Corp. |
1.46%
42,966
|
$6,614,587,000 | 1.60% |
| Eli Lilly Co |
8.98%
7,001
|
$6,338,216,000 | 1.54% |
| Watsco, Inc. |
0.94%
12,806
|
$5,932,227,000 | 1.44% |
| Vertex Pharm Inc |
1.46%
11,734
|
$5,499,960,000 | 1.33% |
| Archer Daniels Midland Co. |
3.38%
87,983
|
$5,318,536,000 | 1.29% |
| Vanguard Indx S P500 Etf |
0.81%
10,590
|
$5,296,285,000 | 1.28% |
| Occidental Pete Corp |
0.83%
79,896
|
$5,035,825,000 | 1.22% |
| Union Pacific Corp. |
1.70%
21,899
|
$4,954,825,000 | 1.20% |
| Meta Platforms Inc A |
4.02%
9,670
|
$4,875,820,000 | 1.18% |
| Amazon.com Inc. |
0.84%
23,770
|
$4,593,553,000 | 1.11% |
| Zebra Technologies Corp. |
1.65%
14,094
|
$4,354,060,000 | 1.06% |
| L3Harris Technologies Inc |
3.69%
17,471
|
$3,923,543,000 | 0.95% |
| Kinder Morgan Inc |
2.70%
193,659
|
$3,848,005,000 | 0.93% |
| Microsoft Corporation |
1.49%
8,489
|
$3,794,354,000 | 0.92% |
| Norfolk Southern Corp. |
356.25%
16,361
|
$3,512,524,000 | 0.85% |
| Bjs Wholesale Club |
0.84%
38,501
|
$3,381,928,000 | 0.82% |
| Pfizer Inc. |
1.41%
119,283
|
$3,337,543,000 | 0.81% |
| Northrop Grumman Corp. |
2.96%
7,214
|
$3,145,082,000 | 0.76% |
| Pepsico Inc |
3.55%
18,092
|
$2,983,840,000 | 0.72% |
| Air Products Chemicals |
10.83%
11,540
|
$2,977,845,000 | 0.72% |
| Chevron Corp. |
1.73%
19,033
|
$2,977,211,000 | 0.72% |
| NVIDIA Corp |
827.28%
24,035
|
$2,969,230,000 | 0.72% |
| St. Joe Co. |
2.19%
53,584
|
$2,931,026,000 | 0.71% |
| Lam Research Corp. |
2.58%
2,646
|
$2,817,811,000 | 0.68% |
| Broadcom Inc |
5.31%
1,658
|
$2,662,428,000 | 0.65% |
| Vanguard Info Tech Etf |
3.06%
4,429
|
$2,553,927,000 | 0.62% |
| Spdr S P 500 Trust Etf |
7.25%
4,519
|
$2,459,456,000 | 0.60% |
| Invesco Qqq Tr Etf |
1.31%
5,127
|
$2,456,478,000 | 0.60% |
| MP Materials Corp. |
6.68%
189,188
|
$2,408,363,000 | 0.58% |
| Lockheed Martin Corp. |
1.39%
5,109
|
$2,386,349,000 | 0.58% |
| RGC Resources, Inc. |
4.45%
116,459
|
$2,381,592,000 | 0.58% |
| National Fuel Gas Co. |
38.64%
40,850
|
$2,213,645,000 | 0.54% |
| Vanguard Energy Etf |
0.13%
15,011
|
$1,914,999,000 | 0.46% |
| First Tr Vii Tcw Opp Etf |
5.36%
44,204
|
$1,902,969,000 | 0.46% |
| Visa Inc |
20.02%
7,169
|
$1,881,656,000 | 0.46% |
| Plains Gp Hldgs Lp |
2.06%
98,424
|
$1,852,341,000 | 0.45% |
| First Nasdaq Cybersc Etf |
0.12%
31,867
|
$1,797,917,000 | 0.44% |
| Woodward Inc |
Closed
11,238
|
$1,732,006,000 | |
| Schwab Us Dividend Etf |
1.54%
21,848
|
$1,698,866,000 | 0.41% |
| Williams Companies Inc |
44.26%
38,587
|
$1,639,964,000 | 0.40% |
| Alphabet Inc |
0.96%
8,747
|
$1,593,317,000 | 0.39% |
| Vanguard Materials Etf |
1.74%
8,258
|
$1,590,727,000 | 0.39% |
| Mastercard Incorporated |
16.50%
3,579
|
$1,578,996,000 | 0.38% |
| I Shares Silver Tr Etf |
22.25%
55,531
|
$1,475,459,000 | 0.36% |
| First Trust Water Etf |
0.20%
13,643
|
$1,364,069,000 | 0.33% |
| At T Inc |
6.68%
70,247
|
$1,342,419,000 | 0.33% |
| Ares Capital Corp |
6.85%
64,345
|
$1,340,961,000 | 0.32% |
| Spdr Dow Jones Indl Etf |
8.02%
3,408
|
$1,332,995,000 | 0.32% |
| Abbvie Inc |
1.23%
7,395
|
$1,268,480,000 | 0.31% |
| Shell Plc Adr |
0.62%
16,979
|
$1,225,521,000 | 0.30% |
| Huntington Ingalls |
2.90%
4,482
|
$1,104,058,000 | 0.27% |
| Schwab Us Large Cap Etf |
3.91%
10,094
|
$1,017,856,000 | 0.25% |
| Remark Holdings Inc |
Closed
4,687,572
|
$984,390,000 | |
| Vaneck Gold Miners Etf |
0.72%
27,731
|
$940,911,000 | 0.23% |
| Jpmorgan Chase Co |
5.44%
4,623
|
$935,124,000 | 0.23% |
| Verizon Communications Inc |
2.76%
22,081
|
$910,633,000 | 0.22% |
| Merck Co Inc New |
1.47%
7,310
|
$905,028,000 | 0.22% |
| NextEra Energy Inc |
10.13%
12,095
|
$856,433,000 | 0.21% |
| Ishares Msci Emg Etf |
0.46%
14,231
|
$842,465,000 | 0.20% |
| Bunge Global SA |
11.37%
7,632
|
$814,860,000 | 0.20% |
| Bristol-Myers Squibb Co. |
2.45%
19,221
|
$798,246,000 | 0.19% |
| Brown-Forman Corporation |
2.23%
18,001
|
$777,470,000 | 0.19% |
| Valero Energy Corp. |
0.91%
4,864
|
$762,543,000 | 0.18% |
| International Business Machines Corp. |
1.24%
4,371
|
$755,894,000 | 0.18% |
| Cigna Corp New |
3.23%
2,238
|
$739,858,000 | 0.18% |
| Palantir Technologies Inc. |
74.54%
29,049
|
$735,811,000 | 0.18% |
| Ishares U S Technology Etf |
0.90%
4,830
|
$726,859,000 | 0.18% |
| First Trust Financl Etf |
6.72%
15,667
|
$725,232,000 | 0.18% |
| Home Depot, Inc. |
9.67%
2,036
|
$701,108,000 | 0.17% |
| S W Seed Co |
1.72%
1,909,655
|
$687,476,000 | 0.17% |
| Enovix Corp |
6.48%
44,268
|
$684,383,000 | 0.17% |
| Freeport-McMoRan Inc |
Opened
13,593
|
$660,650,000 | 0.16% |
| Build A Bear Workshop Inc |
No change
24,751
|
$625,458,000 | 0.15% |
| Invesco NASDAQ 100 ETF |
2.06%
3,164
|
$623,661,000 | 0.15% |
| First Tr Dorsey Etf |
1.23%
10,851
|
$621,437,000 | 0.15% |
| Berkshire Hathaway Inc. |
No change
1
|
$612,241,000 | 0.15% |
| Mccormick Co Inc |
80.35%
8,373
|
$593,989,000 | 0.14% |
| Goldman Sachs Etf |
104.36%
24,840
|
$571,568,000 | 0.14% |
| Ishares Tip Bond Etf |
0.75%
5,341
|
$570,304,000 | 0.14% |
| Hawkins Inc |
No change
6,242
|
$568,035,000 | 0.14% |
| Cohen Steers Infra Fd |
Closed
23,860
|
$562,371,000 | |
| Mcdonalds Corp |
4.50%
2,164
|
$551,555,000 | 0.13% |
| Coca-Cola Co |
2.38%
8,610
|
$548,026,000 | 0.13% |
| Cardinal Health, Inc. |
4.22%
5,529
|
$543,589,000 | 0.13% |
| Takeda Pharm Co Ltd Adr |
3.32%
41,974
|
$543,149,000 | 0.13% |
| Palo Alto Networks Inc |
12.93%
1,522
|
$515,973,000 | 0.13% |
| Danaher Corp. |
4.64%
2,035
|
$508,408,000 | 0.12% |
| Gabelli Dividend |
2.75%
22,008
|
$499,797,000 | 0.12% |
| Vanguard Div Apprec Etf |
No change
2,733
|
$498,852,000 | 0.12% |
| Jpmorgan Equity Etf |
1.45%
8,595
|
$487,160,000 | 0.12% |
| Kraft Heinz Co |
1.49%
15,043
|
$484,712,000 | 0.12% |
| Proshares Tr Etf |
No change
20,750
|
$478,080,000 | 0.12% |
| Alliance Resource Partners L P Unit Ltd Partner Int |
2.98%
19,534
|
$477,802,000 | 0.12% |
| NXP Semiconductors NV |
0.06%
1,765
|
$474,875,000 | 0.12% |
| Bank Of America Corp. |
2.02%
11,793
|
$469,018,000 | 0.11% |
| Costco Whsl Corp New |
3.68%
549
|
$466,747,000 | 0.11% |
| Spdr Gold Trust |
Opened
2,073
|
$445,716,000 | 0.11% |
| Advanced Micro Devices Inc. |
8.08%
2,672
|
$433,379,000 | 0.11% |
| First Tr Nasdaq Etf |
0.38%
13,999
|
$429,918,000 | 0.10% |
| Vanguard S P 500 Val Etf |
No change
2,426
|
$426,379,000 | 0.10% |
| Altria Group Inc. |
1.29%
9,339
|
$425,411,000 | 0.10% |
| Walmart Inc |
15.71%
6,267
|
$424,349,000 | 0.10% |
| Honeywell International Inc |
2.14%
1,958
|
$418,072,000 | 0.10% |
| Waste Mgmt Inc Del |
0.21%
1,932
|
$412,095,000 | 0.10% |
| Atlanta Braves Holdings Inc Ser C |
0.21%
10,258
|
$404,576,000 | 0.10% |
| Proshares S P 500 Etf |
2.99%
4,208
|
$404,500,000 | 0.10% |
| Genasys Inc |
57.88%
190,250
|
$403,330,000 | 0.10% |
| Invesco Sr Income Trust |
5.03%
92,882
|
$400,323,000 | 0.10% |
| Thermo Fisher Sci Inc |
No change
722
|
$399,037,000 | 0.10% |
| Everest Group Ltd |
5.15%
1,001
|
$381,294,000 | 0.09% |
| Cisco System Inc |
2.18%
7,926
|
$376,580,000 | 0.09% |
| Chubb Ltd |
Opened
1,460
|
$372,417,000 | 0.09% |
| ASML Holding NV |
0.84%
361
|
$370,028,000 | 0.09% |
| Johnson Johnson |
19.34%
2,530
|
$369,814,000 | 0.09% |
| Exxon Mobil Corp. |
0.12%
3,207
|
$369,177,000 | 0.09% |
| Philip Morris International Inc |
2.94%
3,635
|
$368,300,000 | 0.09% |
| Southern Company |
5.11%
4,678
|
$362,870,000 | 0.09% |
| Unitedhealth Group Inc |
1.99%
689
|
$351,000,000 | 0.09% |
| Arista Networks Inc |
31.87%
993
|
$348,027,000 | 0.08% |
| Abrdn Precious Mtls Etf |
No change
3,365
|
$346,528,000 | 0.08% |
| IQVIA Holdings Inc |
No change
1,638
|
$346,339,000 | 0.08% |
| Leidos Holdings Inc |
0.13%
2,368
|
$345,464,000 | 0.08% |
| United Sts Oil Fd Lp Etf |
Opened
4,275
|
$340,247,000 | 0.08% |
| Quanta Svcs Inc |
10.14%
1,330
|
$337,903,000 | 0.08% |
| American Tower Corp Reit |
0.87%
1,719
|
$334,061,000 | 0.08% |
| Procter Gamble Co |
0.35%
1,985
|
$327,445,000 | 0.08% |
| Sprott Physical Silver Trust Unit |
No change
32,350
|
$321,236,000 | 0.08% |
| Adobe Sys Inc Com |
4.52%
555
|
$308,325,000 | 0.07% |
| Ishares Edge Msci Etf |
1.00%
3,666
|
$307,756,000 | 0.07% |
| Micron Technology Inc. |
0.04%
2,328
|
$306,116,000 | 0.07% |
| Spdr S P Dividend Etf |
0.46%
2,389
|
$303,848,000 | 0.07% |
| Invesco Bearish Fund Etf |
No change
16,925
|
$302,941,000 | 0.07% |
| Gilead Sciences, Inc. |
2.75%
4,296
|
$294,743,000 | 0.07% |
| Crown Crafts, Inc. |
No change
56,200
|
$293,926,000 | 0.07% |
| Ford Motor Co. |
2.94%
23,386
|
$293,259,000 | 0.07% |
| General Motors Company |
4.45%
6,292
|
$292,322,000 | 0.07% |
| Cummins Inc. |
No change
1,050
|
$290,777,000 | 0.07% |
| Amarin Corp |
4.42%
419,501
|
$289,456,000 | 0.07% |
| Cirrus Logic, Inc. |
Opened
2,267
|
$289,405,000 | 0.07% |
| Wells Fargo Co New |
0.16%
4,860
|
$288,656,000 | 0.07% |
| Ishares Core S P 500 Etf |
5.40%
526
|
$287,921,000 | 0.07% |
| Hewlett Packard |
3.41%
13,335
|
$282,312,000 | 0.07% |
| KLA Corp. |
3.33%
341
|
$281,597,000 | 0.07% |
| Omega Healthcare Invs |
3.66%
8,206
|
$281,054,000 | 0.07% |
| Vanguard Totl Stk Mk Etf |
5.46%
1,038
|
$277,649,000 | 0.07% |
| CSX Corp. |
4.69%
8,273
|
$276,734,000 | 0.07% |
| Target Corp |
4.80%
1,863
|
$275,775,000 | 0.07% |
| Schwb Strtgc Tr Brod Etf |
2.34%
4,370
|
$274,743,000 | 0.07% |
| Qualcomm, Inc. |
1.58%
1,371
|
$272,950,000 | 0.07% |
| Block Inc |
No change
4,115
|
$265,376,000 | 0.06% |
| CVS Health Corp |
Closed
3,313
|
$264,278,000 | |
| Abbott Laboratories |
2.31%
2,524
|
$262,308,000 | 0.06% |
| Galectin Therapeutics Inc |
0.03%
115,488
|
$261,003,000 | 0.06% |
| Fiserv, Inc. |
2.42%
1,735
|
$258,584,000 | 0.06% |
| AMGEN Inc. |
11.92%
826
|
$257,985,000 | 0.06% |
| Costamare Inc |
No change
15,683
|
$257,672,000 | 0.06% |
| Caterpillar Inc. |
No change
772
|
$257,153,000 | 0.06% |
| Cadence Design Sys Inc |
17.59%
829
|
$255,125,000 | 0.06% |
| Marathon Petroleum Corp |
0.77%
1,425
|
$247,260,000 | 0.06% |
| Phillips 66 |
Closed
1,476
|
$241,152,000 | |
| Disney Walt Company |
6.35%
2,420
|
$240,316,000 | 0.06% |
| Energy Sector Spdr Etf |
Opened
2,624
|
$239,185,000 | 0.06% |
| Dow Inc |
23.73%
4,427
|
$234,861,000 | 0.06% |
| First Low Duratn Mtg Etf |
1.20%
4,841
|
$232,622,000 | 0.06% |
| Sprott Physical Gold |
No change
10,360
|
$228,438,000 | 0.06% |
| Proshares S P Midcap Etf |
Closed
2,900
|
$227,811,000 | |
| Marvell Technology Inc |
Closed
3,179
|
$225,332,000 | |
| Vanguard Total Intl Etf |
6.16%
3,707
|
$223,532,000 | 0.05% |
| KeyCorp |
0.89%
15,638
|
$222,217,000 | 0.05% |
| Ishs N Amern Tch Sft Etf |
Opened
2,537
|
$220,494,000 | 0.05% |
| LCNB Corp |
12.62%
15,815
|
$219,987,000 | 0.05% |
| Proshares Tr Eqtys Etf |
5.33%
3,765
|
$219,409,000 | 0.05% |
| Warner Bros.Discovery Inc |
2.28%
29,165
|
$216,990,000 | 0.05% |
| United Rentals, Inc. |
Closed
300
|
$216,333,000 | |
| John Multifactor Mid Etf |
Closed
3,750
|
$215,197,000 | |
| Vanguard S P 500 Grw Etf |
Opened
639
|
$213,167,000 | 0.05% |
| First Tr Globl Tactl Etf |
0.99%
8,863
|
$211,907,000 | 0.05% |
| Agilysys, Inc |
Opened
2,000
|
$208,280,000 | 0.05% |
| Grayscale Bitcoin Tr |
No change
3,900
|
$207,636,000 | 0.05% |
| Steel Dynamics Inc. |
Closed
1,397
|
$207,135,000 | |
| Dnp Select Income Fd Inc |
19.14%
24,900
|
$204,678,000 | 0.05% |
| Ameren Corp. |
Closed
2,706
|
$200,130,000 | |
| Huntington Bancshares, Inc. |
11.98%
14,018
|
$184,757,000 | 0.04% |
| Acco Brands Corporation |
1.95%
36,600
|
$172,020,000 | 0.04% |
| Proshares Tr Etf |
Closed
26,125
|
$168,768,000 | |
| Pitney Bowes, Inc. |
6.68%
31,933
|
$162,220,000 | 0.04% |
| Blackrock Cr Alloc Incm |
1.20%
14,140
|
$151,439,000 | 0.04% |
| Banco Santander S.A. |
1.69%
32,400
|
$150,012,000 | 0.04% |
| Us Silica Holdings Inc |
Closed
11,900
|
$147,679,000 | |
| Invesco Tr Ii Pfd Etf |
7.10%
11,993
|
$138,525,000 | 0.03% |
| VAALCO Energy, Inc. |
Opened
20,500
|
$128,535,000 | 0.03% |
| Cel-Sci Corp. |
29.39%
108,445
|
$125,796,000 | 0.03% |
| Medallion Financial Corp. |
No change
14,800
|
$113,664,000 | 0.03% |
| Natural Alternatives International, Inc. |
0.13%
16,711
|
$100,600,000 | 0.02% |
| Manitex International Inc |
17.84%
22,059
|
$97,721,000 | 0.02% |
| SoFi Technologies, Inc. |
Opened
14,000
|
$92,540,000 | 0.02% |
| Hanesbrands Inc |
10.64%
16,800
|
$82,824,000 | 0.02% |
| Angi Inc |
No change
41,400
|
$79,488,000 | 0.02% |
| Prospect Capital Corp |
3.46%
12,105
|
$66,939,000 | 0.02% |
| Lifecore Biomedical Inc |
14.55%
12,334
|
$63,273,000 | 0.02% |
| Ultrapar Participacoes S.A. |
Opened
14,500
|
$56,695,000 | 0.01% |
| AMMO, Inc. |
No change
19,000
|
$31,920,000 | 0.01% |
| Profire Energy Inc |
No change
16,350
|
$23,217,000 | 0.01% |
| Yield10 Bioscience Inc |
Closed
50,000
|
$19,000,000 | |
| Nerdy Inc |
No change
11,000
|
$18,370,000 | 0.00% |
| Qurate Retail Inc Ser A |
13.83%
24,691
|
$15,556,000 | 0.00% |
| CarParts.com Inc |
Opened
10,000
|
$10,000,000 | 0.00% |
| Desktop Metal, Inc. |
Closed
11,191
|
$9,848,000 | |
| Biolinerx Ltd Spon Adr |
No change
16,667
|
$9,500,000 | 0.00% |
| Senseonics Holdings Inc |
No change
10,000
|
$3,990,000 | 0.00% |
| Trinity Place Holdings Inc |
No change
12,100
|
$1,416,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 222 holdings | |||
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