Shotwell Rutter Baer Inc - Q12026 Holdings

Shotwell Rutter Baer Inc holds 38 stocks with a total portfolio value of $ 170.2M as of Q12026. In Q12026, Shotwell Rutter Baer Inc added 0 new positions, increased stakes in 17 stocks, reduced 16 holdings, and fully exited 1 position. The largest holding is Vanguard Index Fds (VTI), representing 14.27% of the total portfolio.