Shotwell Rutter Baer Inc Portfolio Holdings

Shotwell Rutter Baer Inc

  • $167 Billion
  • Q4 2025

Shotwell Rutter Baer Inc has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 39 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 $24.2B, American Centy ETF Tr Avantis with a value of $16.8B, Dimensional ETF Trust with a value of $13.4B, Vanguard Intermediate Term Cor with a value of $13.4B, and American Centy ETF Tr Avantis with a value of $11.2B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $155B to 167B.

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 $167 Billion
ETFs: $126 Billion
Consumer Defensive: $616 Million
Technology: $606 Million
Financial Services: $502 Million
Industrials: $217 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 39
  • Current Value $167 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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