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Portfolio (Quarterly) Guide ↗

Venturi Wealth Management, LLC

· CIK 0001666363
13F Portfolio $2.6B AUM 1,068 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 632 New
Page 20 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AX Axos Financial Inc Financial Services 5,000.0 $487K 0.02% NEW $97.39 +0.5%
382 STRL Sterling Industrials 580.0 $487K 0.02% NEW $839.36 -40.2%
383 SLF Sun Life Financial Financial Services 6,160.0 $483K 0.02% NEW $78.42 +0.4%
384 FCNCA First Citizens Financial Services 232.0 $483K 0.02% NEW $2080.79 +4.5%
385 ROKU Roku Inc Com CL A Communication Services 3,481.0 $481K 0.02% NEW $138.14 +14.6%
386 FDS Factset Research Financial Services 2,077.0 $478K 0.02% NEW $230.08 +32.7%
387 Aegon Limited Amer 56,301.0 $475K 0.02% NEW $8.44
388 HLI Houlihan Lokey Inc Financial Services 3,508.0 $471K 0.02% NEW $134.13 -2.1%
389 ARKQ Ark ETF TR Autnmus (technlgy) 3,557.0 $470K 0.02% NEW $132.22 -6.5%
390 CLH Clean Harbors Inc Industrials 1,565.0 $468K 0.02% NEW $298.75 +4.4%
391 RELX Relx PLC Spon Ads Communication Services 14,706.0 $466K 0.02% NEW $31.67 +14.9%
392 ODFL Old Dominion Freight Industrials 2,150.0 $466K 0.02% NEW $216.60 -7.8%
393 GILD Gilead Sciences Inc Healthcare 3,682.0 $465K 0.02% NEW $126.34 +17.5%
394 CBRE Cbre Group Inc Com Real Estate 3,439.0 $463K 0.02% NEW $134.69 +10.3%
395 Fortinet Inc Com 3,013.0 $463K 0.02% NEW $153.62
396 BPOP Popular Inc Financial Services 2,812.0 $462K 0.02% NEW $164.18 +3.2%
397 VO Vanguard Mid-Cap (index Fund) 5,716.0 $460K 0.02% NEW $80.55 +3.1%
398 RHI Robert Half Inc Com Industrials 14,945.0 $459K 0.02% NEW $30.70 +46.6%
399 FFIV F5 Inc Com Technology 1,101.0 $458K 0.02% NEW $415.96 -2.0%
400 PCG PG&E Corp Com NPV Utilities 27,218.0 $458K 0.02% NEW $16.82 +6.2%
Page 20 of 32  ·  632 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
Technology 40.9%
Financial Services 14.2%
Industrials 8.9%
Healthcare 8.4%
Communication Services 8.0%
Consumer Cyclical 7.6%
Energy 5.4%
Consumer Defensive 3.9%
Utilities 1.4%
Basic Materials 1.2%