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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 6 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PG Procter & Gamble Consumer Defensive 18,849.0 $2.8M 0.11% NEW $146.64 -1.1%
102 AZN Astrazeneca PLC Healthcare 14,174.0 $2.7M 0.10% NEW $189.57 -12.3%
103 EFV iShares TR EAFE (value Etf) 35,088.0 $2.7M 0.10% NEW $76.55 +7.4%
104 CMI Cummins Inc Industrials 3,758.0 $2.7M 0.10% NEW $712.93 -18.9%
105 NVS Novartis AG Healthcare 17,084.0 $2.7M 0.10% NEW $156.72 +0.5%
106 QTWO Q2 Holdings Inc Technology 55,305.0 $2.7M 0.10% NEW $48.10 +35.1%
107 MA Mastercard Financial Services 5,039.0 $2.6M 0.10% NEW $513.42 +16.6%
108 SPFI South Plains Financial Services 59,374.0 $2.6M 0.10% NEW $43.09 +1.1%
109 ANET Arista Networks Inc Technology 14,969.0 $2.5M 0.10% NEW $169.88 +19.1%
110 SMH Vaneck ETF Trust (semiconductr Etf) 3,851.0 $2.5M 0.10% NEW $655.89 -15.3%
111 APH Amphenol Corp Class Technology 14,312.0 $2.5M 0.10% NEW $176.31 -8.5%
112 IWR iShares TR Rus Mid (cap Etf) 22,280.0 $2.5M 0.10% NEW $110.32 +2.6%
113 HOOD Robinhood MKTS Inc Financial Services 24,445.0 $2.5M 0.10% NEW $100.28 +8.2%
114 BAI BlackRock ETF Trust (ishares Ai Innovation And Tech Actv Etf) 45,617.0 $2.4M 0.09% NEW $52.72 -16.1%
115 XLP Consumer Staples (select Sector SPDR) 28,829.0 $2.4M 0.09% NEW $83.07 +3.9%
116 MLPX Global X FDS GLB X (MLP Enrg I) 32,351.0 $2.4M 0.09% NEW $73.66 +2.8%
117 WSM Williams-Sonoma Inc Consumer Cyclical 10,127.0 $2.4M 0.09% NEW $233.08 +1.9%
118 CL Colgate-Palmolive Co Consumer Defensive 25,581.0 $2.3M 0.09% NEW $91.68 +0.4%
119 ADI Analog Devices Inc Technology 5,845.0 $2.3M 0.09% NEW $397.09 -6.4%
120 TLH iShares TR 10-20 YR (TRS Etf) 23,078.0 $2.3M 0.09% NEW $100.35 -2.6%
Page 6 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%