SHUTTLEWORTH & Co — 13F Holdings & Portfolio

CIK 2096913 · latest 13F-HR filed 2026-05-20

SHUTTLEWORTH & Co manages $110.5M in 13F-reported U.S. long-equity assets across 52 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (3.90%), SCHF (3.63%), SPYM (3.40%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 8, added to 26, and trimmed 13.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$110.5M

Long-equity book

Holdings

52

Distinct positions

Period

2026-03-31

Filed 2026-05-20

Q/Q Activity

+1 / −8 / ↑26 / ↓13

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SELECT SECTOR SPDR TR$1.1M +82.8%
  • SCHWAB STRATEGIC TR$1.0M +35.0%
  • ISHARES TR$750.3K +58.8%
  • APPLIED MATLS INC$721.1K +27.8%
  • ISHARES TR$719.9K +55.0%
Show all 26

Top Trims

  • MICROSOFT CORP-$776.6K -22.5%
  • ORACLE CORP-$627.5K -23.4%
  • ABBOTT LABORATORIES-$436.7K -16.8%
  • PALANTIR TECHNOLOGIES INC-$399.1K -17.0%
  • BROADCOM INC-$333.3K -11.3%
Show all 13

New Positions

  • VANGUARD INDEX FDS$2.8M
Show all 1

Exited Positions

  • BOSTON SCIENTIFIC CORP$1.7M
  • PROCTER AND GAMBLE CO$1.5M
  • INTUIT$1.2M
  • FORTINET INC$1.1M
  • PROGRESSIVE CORP$1.1M
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $4.3M 3.90% 16,978 SH
2 SCHWAB STRATEGIC TR SCHF 808524805 $4.0M 3.63% 162,183 SH
3 SPDR SERIES TRUST SPYM 78464A854 $3.8M 3.40% 49,156 SH
4 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $3.5M 3.16% 14,718 SH
5 APPLIED MATLS INC AMAT 038222105 $3.3M 3.00% 9,685 SH
6 EATON CORP PLC ETN G29183103 $3.2M 2.87% 8,876 SH
7 JPMORGAN CHASE & CO JPM 46625H100 $3.1M 2.81% 10,561 SH
8 ABBVIE INC ABBV 00287Y109 $2.9M 2.64% 13,423 SH
9 SPDR GOLD TR GLD 78463V107 $2.8M 2.56% 6,570 SH
10 VANGUARD INDEX FDS VB 922908751 $2.8M 2.55% 10,760 SH
11 MICROSOFT CORP MSFT 594918104 $2.7M 2.43% 7,246 SH
12 ALPHABET INC GOOGL 02079K305 $2.6M 2.39% 9,203 SH
13 MCKESSON CORP MCK 58155Q103 $2.6M 2.37% 3,031 SH
14 BROADCOM INC AVGO 11135F101 $2.6M 2.36% 8,437 SH
15 ISHARES TR QLTA 46429B291 $2.6M 2.36% 54,745 SH
16 TJX COS INC NEW TJX 872540109 $2.6M 2.34% 16,182 SH
17 SELECT SECTOR SPDR TR XLF 81369Y605 $2.5M 2.27% 50,754 SH
18 SELECT SECTOR SPDR TR XLC 81369Y852 $2.4M 2.21% 22,055 SH
19 VANGUARD INDEX FDS VTV 922908744 $2.4M 2.20% 12,411 SH
20 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.4M 2.20% 2,442 SH
21 NVIDIA CORPORATION NVDA 67066G104 $2.4M 2.15% 13,624 SH
22 CBOE GLOBAL MKTS INC CBOE 12503M108 $2.4M 2.14% 8,405 SH
23 WASTE MGMT INC DEL WM 94106L109 $2.4M 2.14% 10,268 SH
24 SELECT SECTOR SPDR TR XLU 81369Y886 $2.3M 2.10% 50,512 SH
25 VANGUARD WORLD FD VDE 92204A306 $2.2M 2.01% 12,829 SH
26 AMPHENOL CORP APH 032095101 $2.2M 2.00% 17,449 SH
27 PACKAGING CORP AMER PKG 695156109 $2.2M 1.98% 10,287 SH
28 ABBOTT LABORATORIES ABT 002824100 $2.2M 1.95% 20,991 SH
29 VISA INC V 92826C839 $2.1M 1.90% 6,929 SH
30 ORACLE CORP ORCL 68389X105 $2.1M 1.86% 13,993 SH
31 VANGUARD BD INDEX FDS BND 921937835 $2.0M 1.84% 27,658 SH
32 ISHARES TR IGSB 464288646 $2.0M 1.84% 38,602 SH
33 ISHARES TR AGG 464287226 $2.0M 1.83% 20,421 SH
34 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $2.0M 1.77% 13,349 SH
35 WALMART INC WMT 931142103 $1.9M 1.76% 15,648 SH
36 EQUINIX INC EQIX 29444U700 $1.8M 1.64% 1,845 SH
37 AMAZON COM INC AMZN 023135106 $1.7M 1.56% 8,287 SH
38 NETFLIX INC. NFLX 64110L106 $1.6M 1.44% 16,550 SH
39 ARISTA NETWORKS INC ANET 040413205 $1.6M 1.43% 12,888 SH
40 T-MOBILE US INC TMUS 872590104 $1.5M 1.35% 7,097 SH
41 STRYKER CORPORATION SYK 863667101 $1.4M 1.26% 4,229 SH
42 EMERSON ELEC CO EMR 291011104 $1.4M 1.23% 10,384 SH
43 SHERWIN WILLIAMS CO SHW 824348106 $1.3M 1.21% 4,171 SH
44 FASTENAL CO FAST 311900104 $1.3M 1.16% 27,571 SH
45 SOUTHERN CO SO 842587107 $1.0M 0.93% 10,682 SH
46 VANGUARD BD INDEX FDS BSV 921937827 $1.0M 0.93% 13,100 SH
47 CINTAS CORP CTAS 172908105 $789.4K 0.71% 4,667 SH
48 VANECK ETF TRUST SMH 92189F676 $687.1K 0.62% 1,792 SH
49 SCHWAB STRATEGIC TR SCHB 808524102 $590.4K 0.53% 23,523 SH
50 CSX CORP CSX 126408103 $581.8K 0.53% 14,173 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-20 $110.5M 52 0002096913-26-000002
2025-12-31 2026-02-13 $109.4M 59 0002096913-26-000001
2025-09-30 2025-11-17 $110.2M 63 0002096913-25-000001