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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 21 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MTSI Macom Tech Solutions HLDGS Incorporated Technology 1,200.0 $456K 0.02% NEW $380.37 -28.3%
402 UMC United Micr Elctrns Technology 16,612.0 $452K 0.02% NEW $27.21 -30.1%
403 STE Steris PLC Ord Healthcare 2,139.0 $450K 0.02% NEW $210.57 +12.4%
404 BNDX Vanguard Charlotte (FDS Total Intl BD Etf) 9,286.0 $450K 0.02% NEW $48.42 -1.3%
405 CVE Cenovus Energy Inc Energy 18,109.0 $449K 0.02% NEW $24.81 +26.9%
406 YETI Yeti HLDGS Inc Com Consumer Cyclical 9,023.0 $447K 0.02% NEW $49.56 -15.7%
407 BlackRock ETF Trust (ii iShares High Yield Muni Active Etf) 8,881.0 $442K 0.02% NEW $49.80
408 RGA Reinsurance GRP Of Financial Services 2,079.0 $442K 0.02% NEW $212.65 +15.9%
409 WTM White MTNS Ins Group Financial Services 213.0 $442K 0.02% NEW $2073.39 +2.9%
410 ROST Ross Stores Inc Consumer Cyclical 2,071.0 $441K 0.02% NEW $212.85 +11.0%
411 BMY Bristol-Myers Squibb Healthcare 7,650.0 $441K 0.02% NEW $57.62 +17.3%
412 SYK Stryker Corporation Healthcare 1,384.0 $436K 0.02% NEW $314.84 +4.7%
413 YUM Yum! Brands Inc Consumer Cyclical 2,719.0 $435K 0.02% NEW $159.86 -3.4%
414 LMT Lockheed Martin Corp Industrials 853.0 $434K 0.02% NEW $508.92 +11.1%
415 GSK GSK PLC Spon Ads Healthcare 8,279.0 $434K 0.02% NEW $52.42 -1.9%
416 Liberty Media Corp 4,469.0 $425K 0.02% NEW $95.14
417 Beigene LTD Spon Ads 1,481.0 $422K 0.02% NEW $284.97
418 FRDM Ea Series Trust (freedom 100 Em) 5,744.0 $419K 0.02% NEW $72.89 -5.2%
419 PKG Packaging Corp Of Consumer Cyclical 1,754.0 $418K 0.02% NEW $238.28 +3.5%
420 RNG Ringcentral Technology 10,623.0 $414K 0.02% NEW $38.98 +69.5%
Page 21 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%