Shotwell Rutter Baer Inc - Portfolio Stock Holdings
Shotwell Rutter Baer Inc disclosed 38 stock positions in a recent SEC 13F filing. $182,143,365 of stock holdings were filed, with the largest holdings including VTI, AVLV, and DFGX. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $183,887,687 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
38Est. Stock Holding Value:
$182,143,365Top Stock Holdings By Sector
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Portfolio Stock Holdings - Shotwell Rutter Baer Inc
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