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Portfolio (Quarterly) Guide ↗

Shotwell Rutter Baer Inc

· CIK 0002008310
13F Portfolio $167M AUM 39 positions Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 17 Added 13 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JMUB J P MORGAN EXCHANGE TRADED F 55,479.0 $2.8M 1.69% NEW $50.71 -1.6%
2 SUB ISHARES TR 1,873.0 $200K 0.12% NEW $106.86 -0.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 31.7%
Technology 31.2%
Financial Services 25.9%
Industrials 11.2%