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SHUTTLEWORTH & Co13F | |
| SHUTTLEWORTH & Co | |
| Last update 2026-05-20 | 52 Stocks (1 new) |
| Value $111.00 Mil | Turnover 9 % |
SHUTTLEWORTH & Co Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 16,978 | 4,308.9 | -0.18% | 3.900 | -0.01% | 0.000 | +12.32% | +4.58% | 4,167,977.9 | Hardware | |
SCHF | Schwab International Equity ETF | 162,183 | 4,014.0 | +31.16% | 3.630 | +0.86% | 0.010 | +14.10% | +14.67% | 65,403.8 | ||
SPYM |
State Street SPDR Portfolio S&P 500 ETF
State Street SPDR Portfolio S&P 500 ETF
| 49,156 | 3,762.4 | +3.10% | 3.400 | +0.10% | 0.000 | +13.27% | +7.47% | 135,406.5 | ||
QQQM | Invesco NASDAQ 100 ETF | 14,718 | 3,497.3 | +4.08% | 3.160 | +0.12% | 0.000 | +23.32% | +15.33% | 94,791.5 | ||
AMAT | Applied Materials Inc | 9,685 | 3,310.2 | -3.87% | 3.000 | -0.09% | 0.000 | +85.38% | +144.52% | 497,685.5 | Semiconductors | |
ETN | Eaton Corp PLC | 8,876 | 3,174.7 | +0.51% | 2.870 | +0.01% | 0.000 | +13.08% | +27.17% | 156,360.6 | Industrial Products | |
JPM | JPMorgan Chase & Co | 10,561 | 3,106.6 | +1.06% | 2.810 | +0.03% | 0.000 | +13.40% | +3.11% | 881,693.2 | Banks | |
ABBV | AbbVie Inc | 13,423 | 2,919.4 | +0.97% | 2.640 | +0.03% | 0.000 | +21.00% | +12.70% | 447,617.0 | Drug Manufacturers | |
GLD | SPDR Gold Shares | 6,570 | 2,827.0 | +2.51% | 2.560 | +0.06% | 0.000 | -6.74% | -5.72% | 132,638.6 | ||
VB | Vanguard Small Cap ETF | 10,760 | 2,818.3 | New Holding | 2.550 | +2.55% | 0.000 | +15.20% | +16.89% | 184,516.8 |
SHUTTLEWORTH & Co's Historical Top Holdings Breakdowns
SHUTTLEWORTH & Co's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VB | Vanguard Small Cap ETF | 2026-03-31 | New Buy New Buy | +2.55% | 253.84 ($270.62) 279.93 | $299.49 | 10.67% | New holding | 10,760 | 10,760 | |
BSX | Boston Scientific Corp | 2026-03-31 | Sold Out Sold Out | -1.58% | 62.75 ($80) 98.65 | $44.23 | -44.71% | Sold Out | 0 | -18,130 | |
PG | Procter & Gamble Co | 2026-03-31 | Sold Out Sold Out | -1.39% | 138.04 ($151.6) 167.2 | $149.02 | -1.70% | Sold Out | 0 | -10,593 | |
INTU | Intuit Inc | 2026-03-31 | Sold Out Sold Out | -1.10% | 358.71 ($476.99) 652.75 | $267.72 | -43.87% | Sold Out | 0 | -1,810 | |
XLC |
State Street Communication Services Select Sector SPDR ETF
State Street Communication Services Select Sector SPDR ETF
| 2026-03-31 | Add Add | +1.07% | 107.04 ($115.77) 120.08 | $106.18 | -8.28% | Add 94.13% | 22,055 | 10,694 | |
FTNT | Fortinet Inc | 2026-03-31 | Sold Out Sold Out | -1.04% | 75.23 ($80.77) 87.82 | $151.35 | 87.38% | Sold Out | 0 | -14,353 | |
PGR | Progressive Corp | 2026-03-31 | Sold Out Sold Out | -1.03% | 198.24 ($206.39) 216.5 | $224.34 | 8.70% | Sold Out | 0 | -4,949 | |
SCHF | Schwab International Equity ETF | 2026-03-31 | Add Add | +0.86% | 23.97 ($25.44) 27.08 | $27.40 | 7.70% | Add 31.16% | 162,183 | 38,534 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2026-03-31 | Add Add | +0.68% | 98.54 ($100.05) 101.4 | $99.34 | -0.71% | Add 59.74% | 20,421 | 7,637 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2026-03-31 | Add Add | +0.66% | 52.26 ($52.86) 53.23 | $52.46 | -0.76% | Add 55.94% | 38,602 | 13,847 |
SHUTTLEWORTH & Co Total Holding History ($B)
SHUTTLEWORTH & Co's Asset Allocation
SHUTTLEWORTH & Co Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SHUTTLEWORTH & Co's Hypothetical Growth since 2026-03-31
SHUTTLEWORTH & Co's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
SHUTTLEWORTH & Co's Holdings Heat Map
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SHUTTLEWORTH & Co's Holdings Bubble Chart
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