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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
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BGRN ISHARES TR 16,615.0 $796K 0.48% +93.0 +0.6% $47.92 -1.8%
22 NUSC NUSHARES ETF TR 14,434.0 $671K 0.40% -143.0 -1.0% $46.46 +2.8%
23 MUB ISHARES TR 5,944.0 $639K 0.38% -1K -15.4% $107.53 -1.7%
24 WMT WALMART INC Consumer Defensive 5,449.0 $616K 0.37% $113.07 +17.9%
25 IBM INTERNATIONAL BUSINESS MACHS Technology 2,002.0 $606K 0.36% $302.65 -28.3%
26 ESGE ISHARES INC 12,646.0 $580K 0.35% $45.85 +12.6%
27 ESGD ISHARES TR 5,934.0 $576K 0.35% $97.02 +4.1%
28 VCEB VANGUARD WORLD FD 8,491.0 $541K 0.33% +550.0 +6.9% $63.66 -2.6%
29 SUSB ISHARES TR 20,600.0 $520K 0.31% +607.0 +3.0% $25.23 -1.4%
30 WTM WHITE MTNS INS GROUP LTD Financial Services 242.0 $502K 0.30% -28.0 -10.4% $2074.49 +3.5%
31 HYMB SPDR SERIES TRUST 18,973.0 $475K 0.28% -41K -68.1% $25.05 -1.1%
32 DFAX DIMENSIONAL ETF TRUST 12,471.0 $418K 0.25% -652.0 -5.0% $33.51 +8.7%
33 EFV ISHARES TR 5,220.0 $377K 0.23% -240.0 -4.4% $72.22 +7.8%
34 IVV ISHARES TR 456.0 $316K 0.19% $692.55 +6.7%
35 SPYM SPDR SERIES TRUST 3,154.0 $256K 0.15% -77.0 -2.4% $81.12 +6.7%
36 AVDV AMERICAN CENTY ETF TR 2,322.0 $224K 0.14% -22.0 -0.9% $96.49 +10.6%
37 IEFA ISHARES TR 2,399.0 $219K 0.13% $91.34 +4.6%
38 ITW ILLINOIS TOOL WKS INC Industrials 854.0 $217K 0.13% $253.81 -3.4%
39 SUB ISHARES TR 1,873.0 $200K 0.12% NEW $106.86 -0.7%
Page 2 of 2  ·  39 positions

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%