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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 27 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TRGP Targa Resources Corp Energy 1,046.0 $280K 0.01% NEW $268.14 +9.7%
522 WM Waste Management Inc Industrials 1,243.0 $277K 0.01% NEW $222.88 -0.7%
523 TKO Tko Group Holdings Incorporated Class A Communication Services 1,373.0 $276K 0.01% NEW $201.31 -6.7%
524 JBL Jabil Inc Com Technology 717.0 $276K 0.01% NEW $385.48 -19.3%
525 HON Honeywell Intl Inc Com Industrials 1,233.0 $276K 0.01% NEW $223.90 -1.4%
526 HLT Hilton Worldwide Consumer Cyclical 833.0 $275K 0.01% NEW $330.46 +0.6%
527 SMTC Semtech Corporation Technology 1,700.0 $275K 0.01% NEW $161.85 -13.0%
528 FDL First Trust Mornngstretf 5,605.0 $273K 0.01% NEW $48.66 +9.8%
529 Honeywell Aerospace Inc. CMN 1,233.0 $273K 0.01% NEW $221.08
530 NVMI Nova LTD Ordinary Technology 494.0 $268K 0.01% NEW $542.94 -32.5%
531 GRMN Garmin LTD Com Technology 1,129.0 $268K 0.01% NEW $237.54 +21.7%
532 FTV Fortive Corp Com Technology 4,374.0 $267K 0.01% NEW $61.09 -1.4%
533 ECL Ecolab Inc Basic Materials 959.0 $267K 0.01% NEW $278.61 +4.3%
534 Unilever PLC 4,421.0 $266K 0.01% NEW $60.12
535 AVT Avnet Inc Com Technology 2,986.0 $265K 0.01% NEW $88.82 +1.7%
536 BYD Boyd Gaming Corp Consumer Cyclical 2,990.0 $264K 0.01% NEW $88.33 -8.7%
537 AOM iShares Core (moderate Allocation Etf) 5,188.0 $259K 0.01% NEW $49.88 -0.0%
538 PAYC Paycom Software Inc Technology 2,058.0 $259K 0.01% NEW $125.68 +84.8%
539 TPR Tapestry Inc Com Consumer Cyclical 1,765.0 $258K 0.01% NEW $146.38 -11.0%
540 Etsy Inc Com 3,426.0 $258K 0.01% NEW $75.33
Page 27 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%