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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 7 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ZS Zscaler Inc Com Technology 16,357.0 $2.3M 0.09% NEW $141.15 +20.7%
122 NFLX Netflix Inc Communication Services 31,769.0 $2.3M 0.09% NEW $71.40 +14.1%
123 XLE Select Sector SPDR (TR Energy) 42,205.0 $2.2M 0.09% NEW $53.11 +17.6%
124 IAU iShares Gold TR (ishares New Isin #us4642852044 Sedol #BKP74N6) Financial Services 29,608.0 $2.2M 0.09% NEW $75.51 +14.4%
125 MDY SPDR S&P Midcap 400 (etf) Financial Services 3,150.0 $2.2M 0.09% NEW $703.18 -0.7%
126 BAC Bank America Corp Financial Services 38,138.0 $2.2M 0.08% NEW $56.98 +9.2%
127 LOW Lowes Companies Inc Consumer Cyclical 9,759.0 $2.2M 0.08% NEW $220.46 -4.6%
128 IBM IBM Technology 7,582.0 $2.1M 0.08% NEW $281.20 -18.3%
129 BN Brookfield Financial Services 50,640.0 $2.1M 0.08% NEW $41.89 -0.5%
130 PHM Pulte Group Inc Com Consumer Cyclical 15,004.0 $2.1M 0.08% NEW $137.20 -5.2%
131 MTUM iShares TR MSCI USA (mmentm) 5,956.0 $2.0M 0.08% NEW $342.78 -11.3%
132 C Citigroup Inc Financial Services 14,450.0 $2.0M 0.08% NEW $139.96 -4.6%
133 GS Goldman Sachs Group Financial Services 1,980.0 $2.0M 0.08% NEW $1010.98 +2.9%
134 AOA iShares Core (aggressive Allocation Etf) 20,479.0 $2.0M 0.08% NEW $97.60 +1.6%
135 QUAL iShares TR MSCI USA (QLT FCT) 9,106.0 $2.0M 0.08% NEW $219.41 +2.0%
136 KO Coca-Cola Consumer Defensive 23,836.0 $2.0M 0.08% NEW $83.09 +8.4%
137 EMQQ Emqq Emrng MKT Intrnt Ecmrc ETF 60,483.0 $1.9M 0.07% NEW $31.20 +9.1%
138 ACGL Arch Capital Group Financial Services 19,327.0 $1.9M 0.07% NEW $97.06 +3.8%
139 GEV GE Vernova Inc Com Utilities 1,597.0 $1.9M 0.07% NEW $1174.13 -18.8%
140 NEE Nextera Energy Inc Utilities 21,232.0 $1.9M 0.07% NEW $87.77 -4.0%
Page 7 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%