SHUTTLEWORTH & Co
Latest statistics and disclosures from SHUTTLEWORTH & Co's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SCHF, SPYM, QQQM, AMAT, and represent 17.10% of SHUTTLEWORTH & Co's stock portfolio.
- Added to shares of these 10 stocks: VB, XLC, SCHF, AGG, IGSB, BND, QLTA, BSV, VTV, EQIX.
- Started 1 new stock position in VB.
- Reduced shares in these 10 stocks: BSX, PG, INTU, , PGR, IBM, SCHG, , AMAT, SO.
- Sold out of its positions in BSX, FTNT, IBM, INTU, PG, PGR, SCHG, VGT.
- SHUTTLEWORTH & Co was a net buyer of stock by $2.4M.
- SHUTTLEWORTH & Co has $111M in assets under management (AUM), dropping by 1.06%.
- Central Index Key (CIK): 0002096913
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Portfolio Holdings for SHUTTLEWORTH & Co
SHUTTLEWORTH & Co holds 52 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.9 | $4.3M | 17k | 253.79 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.6 | $4.0M | +31% | 162k | 24.75 |
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| Spdr Series Trust State Street Spd (SPYM) | 3.4 | $3.8M | +3% | 49k | 76.54 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.2 | $3.5M | +4% | 15k | 237.62 |
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| Applied Materials (AMAT) | 3.0 | $3.3M | -3% | 9.7k | 341.79 |
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| Eaton Corp SHS (ETN) | 2.9 | $3.2M | 8.9k | 357.67 |
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| JPMorgan Chase & Co. (JPM) | 2.8 | $3.1M | 11k | 294.16 |
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| Abbvie (ABBV) | 2.6 | $2.9M | 13k | 217.49 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.6 | $2.8M | +2% | 6.6k | 430.29 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.6 | $2.8M | NEW | 11k | 261.92 |
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| Microsoft Corporation (MSFT) | 2.4 | $2.7M | 7.2k | 370.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $2.6M | 9.2k | 287.56 |
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| McKesson Corporation (MCK) | 2.4 | $2.6M | 3.0k | 865.36 |
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| Broadcom (AVGO) | 2.4 | $2.6M | 8.4k | 309.51 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 2.4 | $2.6M | +24% | 55k | 47.59 |
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| TJX Companies (TJX) | 2.3 | $2.6M | 16k | 159.70 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 2.3 | $2.5M | 51k | 49.37 |
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| Select Sector Spdr Tr State Street Com (XLC) | 2.2 | $2.4M | +94% | 22k | 110.86 |
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| Vanguard Index Fds Value Etf (VTV) | 2.2 | $2.4M | +11% | 12k | 196.20 |
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| Costco Wholesale Corporation (COST) | 2.2 | $2.4M | 2.4k | 996.43 |
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| NVIDIA Corporation (NVDA) | 2.2 | $2.4M | 14k | 174.40 |
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| CBOE Holdings (CBOE) | 2.1 | $2.4M | 8.4k | 281.07 |
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| Waste Management (WM) | 2.1 | $2.4M | 10k | 229.79 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 2.1 | $2.3M | 51k | 45.89 |
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| Vanguard World Energy Etf (VDE) | 2.0 | $2.2M | 13k | 173.04 |
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| Amphenol Corp Cl A (APH) | 2.0 | $2.2M | 17k | 126.35 |
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| Packaging Corporation of America (PKG) | 2.0 | $2.2M | 10k | 212.22 |
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| Abbott Laboratories (ABT) | 2.0 | $2.2M | 21k | 102.67 |
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| Visa Com Cl A (V) | 1.9 | $2.1M | 6.9k | 302.24 |
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| Oracle Corporation (ORCL) | 1.9 | $2.1M | 14k | 147.11 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.8 | $2.0M | +51% | 28k | 73.64 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.8 | $2.0M | +55% | 39k | 52.56 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.8 | $2.0M | +59% | 20k | 99.27 |
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| Palantir Technologies Cl A (PLTR) | 1.8 | $2.0M | 13k | 146.28 |
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| Wal-Mart Stores (WMT) | 1.8 | $1.9M | +4% | 16k | 124.28 |
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| Equinix (EQIX) | 1.6 | $1.8M | +15% | 1.8k | 980.24 |
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| Amazon (AMZN) | 1.6 | $1.7M | 8.3k | 208.27 |
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| Netflix (NFLX) | 1.4 | $1.6M | 17k | 96.15 |
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| Arista Networks Com Shs (ANET) | 1.4 | $1.6M | +14% | 13k | 122.78 |
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| Metropcs Communications (TMUS) | 1.3 | $1.5M | +7% | 7.1k | 210.03 |
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| Stryker Corporation (SYK) | 1.3 | $1.4M | +7% | 4.2k | 328.59 |
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| Emerson Electric (EMR) | 1.2 | $1.4M | -2% | 10k | 131.02 |
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| Sherwin-Williams Company (SHW) | 1.2 | $1.3M | +4% | 4.2k | 320.55 |
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| Fastenal Company (FAST) | 1.2 | $1.3M | +10% | 28k | 46.40 |
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| Southern Company (SO) | 0.9 | $1.0M | -4% | 11k | 96.52 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.9 | $1.0M | +46% | 13k | 78.41 |
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| Cintas Corporation (CTAS) | 0.7 | $789k | +12% | 4.7k | 169.14 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.6 | $687k | +10% | 1.8k | 383.40 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $590k | +3% | 24k | 25.10 |
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| CSX Corporation (CSX) | 0.5 | $582k | 14k | 41.05 |
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| American Electric Power Company (AEP) | 0.4 | $395k | 3.0k | 131.08 |
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| Worthington Industries (WOR) | 0.2 | $208k | -2% | 4.0k | 52.14 |
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Past Filings by SHUTTLEWORTH & Co
SEC 13F filings are viewable for SHUTTLEWORTH & Co going back to 2025
- SHUTTLEWORTH & Co 2026 Q1 filed May 20, 2026
- SHUTTLEWORTH & Co 2025 Q4 filed Feb. 13, 2026
- SHUTTLEWORTH & Co 2025 Q3 filed Nov. 17, 2025