Holdings of SHUTTLEWORTH & Co
51 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 31 % of the equity sleeve
Sector breakdown
- Technology 21.5 %
- Health care 8.5 %
- Financials 7.0 %
- Communication 5.3 %
- Industrials 5.2 %
- Consumer staples 4.1 %
- Consumer discretionary 4.0 %
- Materials 3.3 %
- Real estate 1.7 %
- Utilities 1.3 %
- Unattributed 38.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 51 | 107.3M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Apple Inc | 16,978 | 4.3M $ | |
| 2 | Schwab International Equity ETF | 162,183 | 4M $ | |
| 3 | SPDR Series Trust | 49,156 | 3.8M $ | |
| 4 | INVESCO EXCHANGE-TRADED FUND TRUST II | 14,718 | 3.5M $ | |
| 5 | Applied Materials Inc | 9,685 | 3.3M $ | |
| 6 | JPMorgan Chase & Co | 10,561 | 3.1M $ | |
| 7 | AbbVie Inc | 13,423 | 2.9M $ | |
| 8 | SPDR Gold Shares | 6,570 | 2.8M $ | |
| 9 | Vanguard Small-Cap ETF | 10,760 | 2.8M $ | |
| 10 | Microsoft Corp | 7,246 | 2.7M $ | |
| 11 | Alphabet Inc | 9,203 | 2.6M $ | |
| 12 | McKesson Corp | 3,031 | 2.6M $ | |
| 13 | Broadcom Inc | 8,437 | 2.6M $ | |
| 14 | iShares Aaa - A Rated Corporate Bond ETF | 54,745 | 2.6M $ | |
| 15 | TJX Cos Inc/The | 16,182 | 2.6M $ | |
| 16 | Select Sector Spdr Trust | 50,754 | 2.5M $ | |
| 17 | SELECT SECTOR SPDR TRUST (THE) | 22,055 | 2.4M $ | |
| 18 | Vanguard Value ETF | 12,411 | 2.4M $ | |
| 19 | Costco Wholesale Corp | 2,442 | 2.4M $ | |
| 20 | NVIDIA Corp | 13,624 | 2.4M $ | |
| 21 | Cboe Global Markets Inc | 8,405 | 2.4M $ | |
| 22 | Waste Management Inc | 10,268 | 2.4M $ | |
| 23 | State Street Utilities Select Sector SPDR ETF | 50,512 | 2.3M $ | |
| 24 | VANGUARD ENERGY ETF VANGUARD ENERGY ETF | 12,829 | 2.2M $ | |
| 25 | Amphenol Corp | 17,449 | 2.2M $ | |
| 26 | Packaging Corp of America | 10,287 | 2.2M $ | |
| 27 | Abbott Laboratories | 20,991 | 2.2M $ | |
| 28 | Visa Inc | 6,929 | 2.1M $ | |
| 29 | Oracle Corp | 13,993 | 2.1M $ | |
| 30 | Vanguard Total Bond Market ETF | 27,658 | 2M $ | |
| 31 | iShares Trust | 38,602 | 2M $ | |
| 32 | iShares Core U.S. Aggregate Bond ETF | 20,421 | 2M $ | |
| 33 | Palantir Technologies Inc | 13,349 | 2M $ | |
| 34 | Walmart Inc | 15,648 | 1.9M $ | |
| 35 | Equinix Inc | 1,845 | 1.8M $ | |
| 36 | Amazon.com Inc | 8,287 | 1.7M $ | |
| 37 | Netflix Inc | 16,550 | 1.6M $ | |
| 38 | Arista Networks Inc | 12,888 | 1.6M $ | |
| 39 | T-Mobile US Inc | 7,097 | 1.5M $ | |
| 40 | Stryker Corp | 4,229 | 1.4M $ | |
| 41 | Emerson Electric Co. | 10,384 | 1.4M $ | |
| 42 | Sherwin-Williams Co/The | 4,171 | 1.3M $ | |
| 43 | Fastenal Co | 27,571 | 1.3M $ | |
| 44 | Southern Co/The | 10,682 | 1M $ | |
| 45 | Vanguard Short-term Bond Etf | 13,100 | 1M $ | |
| 46 | Cintas Corp | 4,667 | 789.4K $ | |
| 47 | VanEck Semiconductor ETF | 1,792 | 687.1K $ | |
| 48 | Schwab US Broad Market ETF | 23,523 | 590.4K $ | |
| 49 | CSX Corp | 14,173 | 581.8K $ | |
| 50 | American Electric Power Co Inc | 3,010 | 394.6K $ | |
| 51 | Worthington Enterprises Inc | 3,990 | 208K $ | |