Institutions / SHUTTLEWORTH & Co

SHUTTLEWORTH & Co

CIK 2096913 · Institution · as of Dec 31, 2025

Portfolio value

$109.35M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 59 →

Company	Class	Value	Shares	% of portfolio
Apple Inc.	—	$4.62M	17,008	4.2%
SPDR Series Trust	—	$3.82M	47,677	3.5%
Invesco Exch Traded Fd Tr II	—	$3.58M	14,141	3.3%
Microsoft Corp	—	$3.46M	7,152	3.2%
JPMorgan Chase & Co	—	$3.37M	10,450	3.1%
AbbVie Inc.	—	$3.04M	13,294	2.8%
Schwab Strategic Tr	—	$2.97M	123,649	2.7%
Broadcom Inc.	—	$2.94M	8,508	2.7%
Alphabet Inc.	—	$2.90M	9,266	2.7%
Eaton Corp plc	—	$2.81M	8,831	2.6%
Select Sector SPDR Tr	—	$2.76M	50,343	2.5%
Oracle Corp	—	$2.69M	13,781	2.5%
Abbott Laboratories	—	$2.59M	20,687	2.4%
Applied Materials Inc /De	—	$2.59M	10,075	2.4%
SPDR Gold Tr	—	$2.54M	6,409	2.3%
NVIDIA Corp	—	$2.51M	13,480	2.3%
TJX Cos Inc/The	—	$2.48M	16,132	2.3%
McKesson Corp	—	$2.47M	3,007	2.3%
Visa Inc	—	$2.40M	6,853	2.2%
Amphenol Corp /De	—	$2.36M	17,469	2.2%
Palantir Technologies Inc	—	$2.35M	13,231	2.2%
Waste Management Inc	—	$2.24M	10,201	2.0%
Vanguard Index Fds	—	$2.12M	11,110	1.9%
Select Sector SPDR Tr	—	$2.12M	49,684	1.9%
iShares Tr	—	$2.11M	43,899	1.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.