Shotwell Rutter Baer Inc - Q42025 Holdings

Shotwell Rutter Baer Inc holds 39 stocks with a total portfolio value of $ 166.55M as of Q42025. In Q42025, Shotwell Rutter Baer Inc added 2 new positions, increased stakes in 18 stocks, reduced 14 holdings, and fully exited 0 positions. The largest holding is Vanguard Index Fds (VTI), representing 14.55% of the total portfolio.