Holdings of Boltwood Capital Management
173 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 33.8 % of the equity sleeve
Sector breakdown
- Funds 12.3 %
- Technology 11.9 %
- Financials 6.0 %
- Communication 4.0 %
- Consumer discretionary 3.6 %
- Health care 3.5 %
- Industrials 3.2 %
- Consumer staples 2.8 %
- Energy 1.4 %
- Real estate 0.3 %
- Utilities 0.3 %
- Materials 0.2 %
- Unattributed 50.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.6 %
- GB 0.3 %
- NL 0.1 %
- ES 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 169 | 347.5M $ | 99.62 % |
| 2 | GB | 2 | 913.9K $ | 0.26 % |
| 3 | NL | 1 | 270.8K $ | 0.08 % |
| 4 | ES | 1 | 124.1K $ | 0.04 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Prologis Inc | 5,095 | 673.5K $ | |
| 102 | iShares MSCI Emerging Markets ETF | 11,803 | 670.3K $ | |
| 103 | NextEra Energy Inc | 7,124 | 661.7K $ | |
| 104 | iShares Trust | 14,475 | 659.5K $ | |
| 105 | Automatic Data Processing Inc | 3,211 | 652.4K $ | |
| 106 | Select Sector Spdr Trust | 15,602 | 637K $ | |
| 107 | International Business Machines Corp. | 2,605 | 631.4K $ | |
| 108 | CVS Health Corp | 8,785 | 630.9K $ | |
| 109 | Palo Alto Networks Inc | 3,935 | 630.9K $ | |
| 110 | Goldman Sachs Group Inc/The | 740 | 626K $ | |
| 111 | Blackrock Inc | 639 | 614.5K $ | |
| 112 | McDonald's Corp. | 1,931 | 600.1K $ | |
| 113 | Vanguard International Equity Index Funds | 10,938 | 591.2K $ | |
| 114 | Freeport-McMoRan Inc | 9,952 | 585K $ | |
| 115 | AT&T Inc | 19,648 | 569.6K $ | |
| 116 | Cencora Inc | 1,796 | 564.2K $ | |
| 117 | Norfolk Southern Corp | 1,922 | 551.6K $ | |
| 118 | iShares MSCI Japan ETF | 6,475 | 546.7K $ | |
| 119 | Citigroup Inc | 4,801 | 544.5K $ | |
| 120 | Marsh & McLennan Cos Inc | 2,968 | 514.8K $ | |
| 121 | Vanguard Real Estate ETF | 5,656 | 501.7K $ | |
| 122 | iShares MSCI South Korea ETF | 4,065 | 500K $ | |
| 123 | American Tower Corp | 2,657 | 458.5K $ | |
| 124 | Netflix Inc | 4,737 | 455.5K $ | |
| 125 | Franklin FTSE Japan ETF | 12,400 | 448.6K $ | |
| 126 | Jacobs Solutions Inc | 3,465 | 441K $ | |
| 127 | Adobe Inc | 1,814 | 440.9K $ | |
| 128 | Ishares Inc | 10,150 | 440.3K $ | |
| 129 | Reddit Inc | 2,990 | 402.6K $ | |
| 130 | Ishares Inc | 6,700 | 394K $ | |
| 131 | iShares MSCI Canada ETF | 7,000 | 383.5K $ | |
| 132 | Vanguard Information Technology ETF | 547 | 381.7K $ | |
| 133 | Honeywell International Inc | 1,636 | 369.8K $ | |
| 134 | Ishares Inc | 9,250 | 366.9K $ | |
| 135 | Bristol-Myers Squibb Co | 5,965 | 361.8K $ | |
| 136 | Vanguard World Fund | 1,987 | 357.3K $ | |
| 137 | Zimmer Biomet Holdings Inc | 3,903 | 352.9K $ | |
| 138 | Crowdstrike Holdings Inc | 895 | 349.4K $ | |
| 139 | Verizon Communications Inc | 6,810 | 341.9K $ | |
| 140 | Emerson Electric Co. | 2,604 | 341.2K $ | |
| 141 | 3M Co | 2,277 | 330.7K $ | |
| 142 | General Electric Co | 1,133 | 321.5K $ | |
| 143 | PayPal Holdings Inc | 7,100 | 321.1K $ | |
| 144 | Halliburton Co | 8,185 | 319.1K $ | |
| 145 | Intel Corp | 7,100 | 313.3K $ | |
| 146 | Philip Morris International Inc. | 1,885 | 311.7K $ | |
| 147 | KKR & Co Inc | 3,319 | 307K $ | |
| 148 | US Bancorp | 5,770 | 300.1K $ | |
| 149 | iShares Residential and Multisector Real Estate ETF | 3,600 | 299.6K $ | |
| 150 | Moody's Corp | 680 | 296.7K $ | |
| 151 | VANGUARD ENERGY ETF VANGUARD ENERGY ETF | 1,689 | 292.3K $ | |
| 152 | Ishares Inc | 4,100 | 278K $ | |
| 153 | State Street SPDR S&P Global Infrastructure ETF | 3,620 | 275.2K $ | |
| 154 | ASML Holding NV | 205 | 270.8K $ | |
| 155 | Union Pacific Corp | 1,110 | 269.3K $ | |
| 156 | Corning Inc | 1,895 | 257.7K $ | |
| 157 | Dominion Energy Inc | 4,150 | 256.6K $ | |
| 158 | Nucor Corp | 1,495 | 252.8K $ | |
| 159 | Intuit Inc | 583 | 252.1K $ | |
| 160 | VANGUARD WORLD FUND | 702 | 252K $ | |
| 161 | Fortive Corp | 4,400 | 243.2K $ | |
| 162 | Vanguard Financials ETF | 1,997 | 241.3K $ | |
| 163 | Biogen Inc | 1,274 | 233.6K $ | |
| 164 | iShares National Muni Bond ETF | 2,191 | 232.6K $ | |
| 165 | Shell PLC | 2,475 | 230.2K $ | |
| 166 | Starbucks Corp | 2,555 | 228.9K $ | |
| 167 | Sandisk Corp/DE | 345 | 219.2K $ | |
| 168 | Chipotle Mexican Grill Inc | 6,760 | 216.4K $ | |
| 169 | GE Vernova Inc | 245 | 213.9K $ | |
| 170 | iShares MSCI Brazil ETF | 5,500 | 211.1K $ | |
| 171 | Visa Inc | 670 | 202.5K $ | |
| 172 | Palantir Technologies Inc | 1,380 | 201.9K $ | |
| 173 | Banco Santander SA | 11,000 | 124.1K $ | |