DOSSIER · 13F-HR · Q1 2026
Shotwell Rutter Baer Inc
$170M in tracked AUM across 38 positions as of Q1 2026.
SR
CIK 0002008310 · last filed Mar 31, 2026
AI Analysis · Q1 2026
SEC 13F Filing Analysis: Shotwell Rutter Baer Inc
Portfolio Overview
Shotwell Rutter Baer Inc. has reported a substantial expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 120.4%, rising from $75.56M to $166.55M. This dramatic increase is driven not only by market performance but by significant capital inflows or a strategic shift in asset allocation, evidenced by a major restructuring of holdings. The portfolio ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.