Shotwell Rutter Baer Inc Portfolio Holdings

Shotwell Rutter Baer Inc

  • $147 Billion
  • Q2 2025

Shotwell Rutter Baer Inc has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $21.8B, American Centy ETF Tr Avantis with a value of $14.5B, Dimensional ETF Trust with a value of $12.1B, Vanguard Intermediate Term Cor with a value of $12.1B, and Vanguard Ftse Developed Market with a value of $9.91B.

Examining the 13F form we can see an increase of $33.8B in the current position value, from $113B to 147B.

Shotwell Rutter Baer Inc is based out at Lansing, MI

Below you can find more details about Shotwell Rutter Baer Inc portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $111 Billion
Technology: $584 Million
Consumer Defensive: $536 Million
Financial Services: $482 Million
Industrials: $221 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $147 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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