Shuttleworth & Co Portfolio Stock Holdings
Shuttleworth & Co disclosed 52 stock positions valued at approximately $110.5 million in its latest SEC 13F filing. The largest holdings include APPLE INC, SCHWAB STRATEGIC TR, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 52
- Portfolio Value
- $110.5M
Holdings by Sector
Shuttleworth & Co Portfolio Holdings in Q1 2026
52 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3.90% | 16,978 | -30 | -0.18% | $4,308,879 |
| SCHWAB STRATEGIC TR | SCHF | Other | 3.63% | 162,183 | +38,534 | +31.16% | $4,014,020 |
| SPDR SERIES TRUST | SPLG | Other | 3.40% | 49,156 | +1,479 | +3.10% | $3,762,400 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 3.16% | 14,718 | +577 | +4.08% | $3,497,294 |
| APPLIED MATLS INC | AMAT | Technology | 3.00% | 9,685 | -390 | -3.87% | $3,310,236 |
| EATON CORP PLC | ETN | Other | 2.87% | 8,876 | +45 | +0.51% | $3,174,679 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.81% | 10,561 | +111 | +1.06% | $3,106,624 |
| ABBVIE INC | ABBV | Healthcare | 2.64% | 13,423 | +129 | +0.97% | $2,919,368 |
| SPDR GOLD TR | GLD | Other | 2.56% | 6,570 | +161 | +2.51% | $2,827,005 |
| VANGUARD INDEX FDS | VB | Other | 2.55% | 10,760 | +10,760 | +100.00% | $2,818,259 |
| MICROSOFT CORP | MSFT | Technology | 2.43% | 7,246 | +94 | +1.31% | $2,682,252 |
| ALPHABET INC | GOOGL | Communication Services | 2.39% | 9,203 | -63 | -0.68% | $2,646,415 |
| MCKESSON CORP | MCK | Healthcare | 2.37% | 3,031 | +24 | +0.80% | $2,622,906 |
| BROADCOM INC | AVGO | Technology | 2.36% | 8,437 | -71 | -0.83% | $2,611,336 |
| ISHARES TR | QLTA | Other | 2.36% | 54,745 | +10,846 | +24.71% | $2,605,315 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 2.34% | 16,182 | +50 | +0.31% | $2,584,265 |
| SELECT SECTOR SPDR TR | XLF | Other | 2.27% | 50,754 | +411 | +0.82% | $2,505,725 |
| SELECT SECTOR SPDR TR | XLC | Other | 2.21% | 22,055 | +10,694 | +94.13% | $2,445,017 |
| VANGUARD INDEX FDS | VTV | Other | 2.20% | 12,411 | +1,301 | +11.71% | $2,435,038 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.20% | 2,442 | +10 | +0.41% | $2,433,282 |
| NVIDIA CORPORATION | NVDA | Technology | 2.15% | 13,624 | +144 | +1.07% | $2,376,026 |
| CBOE GLOBAL MKTS INC | CBOE | Financial Services | 2.14% | 8,405 | +66 | +0.79% | $2,362,393 |
| WASTE MGMT INC DEL | WM | Industrials | 2.14% | 10,268 | +67 | +0.66% | $2,359,484 |
| SELECT SECTOR SPDR TR | XLU | Other | 2.10% | 50,512 | +828 | +1.67% | $2,317,996 |
| VANGUARD WORLD FD | VDE | Other | 2.01% | 12,829 | +78 | +0.61% | $2,219,930 |
| AMPHENOL CORP | APH | Technology | 2.00% | 17,449 | -20 | -0.11% | $2,204,681 |
| PACKAGING CORP AMER | PKG | Consumer Cyclical | 1.98% | 10,287 | +147 | +1.45% | $2,183,107 |
| ABBOTT LABORATORIES | ABT | Healthcare | 1.95% | 20,991 | +304 | +1.47% | $2,155,146 |
| VISA INC | V | Financial Services | 1.90% | 6,929 | +76 | +1.11% | $2,094,221 |
| ORACLE CORP | ORCL | Technology | 1.86% | 13,993 | +212 | +1.54% | $2,058,510 |
| VANGUARD BD INDEX FDS | BND | Other | 1.84% | 27,658 | +9,371 | +51.24% | $2,036,735 |
| ISHARES TR | IGSB | Other | 1.84% | 38,602 | +13,847 | +55.94% | $2,028,921 |
| ISHARES TR | AGG | Other | 1.83% | 20,421 | +7,637 | +59.74% | $2,027,193 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.77% | 13,349 | +118 | +0.89% | $1,952,692 |
| WALMART INC | WMT | Consumer Defensive | 1.76% | 15,648 | +687 | +4.59% | $1,944,733 |
| EQUINIX INC | EQIX | Real Estate | 1.64% | 1,845 | +252 | +15.82% | $1,808,543 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.56% | 8,287 | +112 | +1.37% | $1,725,933 |
| NETFLIX INC. | NFLX | Communication Services | 1.44% | 16,550 | +80 | +0.49% | $1,591,283 |
| ARISTA NETWORKS INC | ANET | Other | 1.43% | 12,888 | +1,591 | +14.08% | $1,582,389 |
| T-MOBILE US INC | TMUS | Communication Services | 1.35% | 7,097 | +515 | +7.82% | $1,490,583 |
| STRYKER CORPORATION | SYK | Healthcare | 1.26% | 4,229 | +307 | +7.83% | $1,389,607 |
| EMERSON ELEC CO | EMR | Industrials | 1.23% | 10,384 | -243 | -2.29% | $1,360,512 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 1.21% | 4,171 | +186 | +4.67% | $1,337,014 |
| FASTENAL CO | FAST | Industrials | 1.16% | 27,571 | +2,539 | +10.14% | $1,279,294 |
| SOUTHERN CO | SO | Utilities | 0.93% | 10,682 | -535 | -4.77% | $1,031,027 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.93% | 13,100 | +4,164 | +46.60% | $1,027,171 |
| CINTAS CORP | CTAS | Industrials | 0.71% | 4,667 | +501 | +12.03% | $789,376 |
| VANECK ETF TRUST | SMH | Other | 0.62% | 1,792 | +165 | +10.14% | $687,053 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.53% | 23,523 | +854 | +3.77% | $590,415 |
| CSX CORP | CSX | Industrials | 0.53% | 14,173 | -240 | -1.67% | $581,802 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.36% | 3,010 | - | - | $394,551 |
| WORTHINGTON ENTERPRISES INC | WOR | Industrials | 0.19% | 3,990 | -85 | -2.09% | $208,039 |