CUTLER EQUITY FUND
SCHEDULE OF INVESTMENTS
March 31, 2026 (Unaudited)
     
COMMON STOCKS - 100.0% Shares Value
Communications - 2.8%    
Telecommunications - 2.8%    
Verizon Communications, Inc. 120,434   $ 6,045,787  
       
 
Consumer Discretionary - 9.4%    
Apparel & Textile Products - 1.5%    
NIKE, Inc. - Class B 58,858   3,108,879  
       
 
Home Construction - 0.9%    
Lennar Corporation - Class A 22,682   1,969,705  
       
 
Leisure Facilities & Services - 3.6%    
McDonald's Corporation 24,470   7,605,031  
       
 
Retail - Discretionary - 3.4%    
Home Depot, Inc. (The) 22,212   7,305,305  
       
 
Consumer Staples - 13.4%    
Beverages - 2.1%    
PepsiCo, Inc. 28,132   4,368,618  
       
 
Household Products - 2.0%    
Procter & Gamble Company (The) 29,135   4,208,260  
       
 
Retail - Consumer Staples - 9.3%    
Kroger Company (The) 89,843   6,501,039  
Walmart, Inc. 107,978   13,419,506  
        19,920,545  
Energy - 9.1%    
Oil & Gas Producers - 9.1%    
Chevron Corporation 29,825   6,170,793  
Exxon Mobil Corporation 55,578   9,429,363  
Phillips 66 20,644   3,760,924  
        19,361,080  
Financials - 15.4%    
Asset Management - 8.3%    
BlackRock, Inc. 8,975   8,631,347  
Charles Schwab Corporation (The) 96,259   9,046,421  
        17,677,768  
Banking - 7.1%    
JPMorgan Chase & Company 22,044   6,484,463  
 
 

 

CUTLER EQUITY FUND
SCHEDULE OF INVESTMENTS (Continued)
     
COMMON STOCKS - 100.0% (Continued) Shares Value
Financials - 15.4% (Continued)    
Banking - 7.1% (Continued)    
M&T Bank Corporation 19,947   $ 4,123,444  
PNC Financial Services Group, Inc. (The) 22,066   4,591,714  
        15,199,621  
Health Care - 13.2%    
Biotech & Pharma - 6.5%    
Johnson & Johnson 24,932   6,094,378  
Merck & Company, Inc. 43,950   5,286,746  
Pfizer, Inc. 86,288   2,422,967  
        13,804,091  
Health Care Facilities & Services - 2.7%    
CVS Health Corporation 78,838   5,662,145  
       
 
Medical Equipment & Devices - 4.0%    
Becton, Dickinson and Company 21,519   3,383,432  
Medtronic plc 60,083   5,206,192  
        8,589,624  
Industrials - 21.5%    
Aerospace & Defense - 5.3%    
RTX Corporation 58,394   11,264,203  
       
 
Commercial Support Services - 3.8%    
Republic Services, Inc. 37,611   8,237,561  
       
 
Electrical Equipment - 2.0%    
Carrier Global Corporation 74,983   4,222,293  
       
 
Machinery - 10.4%    
Caterpillar, Inc. 18,575   13,159,644  
Deere & Company 16,045   9,038,149  
        22,197,793  
Materials - 0.9%    
Chemicals - 0.9%    
DuPont de Nemours, Inc. 41,270   1,890,166  
       
 
Technology - 11.3%    
Semiconductors - 3.9%    
Qnity Electronics, Inc. 24,437   2,819,541  
Texas Instruments, Inc. 28,488   5,530,660  
        8,350,201  
 
 

 

CUTLER EQUITY FUND
SCHEDULE OF INVESTMENTS (Continued)
     
COMMON STOCKS - 100.0% (Continued) Shares Value
Technology - 11.3% (Continued)    
Software - 5.1%    
Microsoft Corporation 29,130   $ 10,783,052  
       
 
Technology Services - 2.3%    
International Business Machines Corporation 20,694   5,016,019  
       
 
Utilities - 3.0%    
Electric Utilities - 3.0%    
NextEra Energy, Inc. 68,647   6,375,933  
       
 
Total Common Stocks (Cost $89,824,441) $ 213,163,680  
         
         
MONEY MARKET FUNDS - 0.3% Shares Value
Invesco Short-Term Investment Trust Government & Agency Portfolio - Institutional Class, 3.58% (a) (Cost $667,964) 667,964   $ 667,964  
         
Total Investments at Value - 100.3% (Cost $90,492,405) $ 213,831,644  
       
Liabilities in Excess of Other Assets - (0.3%)     (648,421)
       
Net Assets - 100.0% $ 213,183,223  
 

 

 

 

 

 

 

 

 

(a) The rate shown is the 7-day effective yield as of March 31, 2026.