Shotwell Rutter Baer Inc

· CIK 0002008310

13F Portfolio $182M AUM 38 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 13 Added 18 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SUB	ISHARES TR	—	1,873	$200K	0.12%	SOLD

Sector Allocation

Consumer Defensive 32.7%

Technology 29.8%

Financial Services 25.3%

Industrials 12.2%