Boltwood Capital Management's Q3 2026 Investment Activity

Investment Activity Overview

Boltwood Capital Management's portfolio, valued at $443.3 million as of September 30, 2026, experienced changes during the quarter. The investor made several notable transactions, including buying and selling various ETFs and stocks.

Significant Purchases

This quarter, Boltwood Capital Management made several significant purchases, boosting their positions in certain ETFs. Notably, they increased their holdings in STIP by 185.38%, which represents a substantial addition to their portfolio. Another major buy was FLBR, with a 100.0% increase in shares, indicating a strong confidence in this Franklin Templeton ETF Trust. Additionally, they purchased FLKR and FLIN, both showing over 78% growth in their positions. Furthermore, they added to MBB with a +5.71% increase, and also bought SPMB and RWO, which saw moderate percentage increases.

Other Changes

Additionally, the investor made adjustments to other holdings. For instance, they sold TDTT, which experienced a -10.17% reduction in shares. They also sold SCHF by 0.8%, SCHE by 1.98%, and HYGV by 12.52%. Other notable exits include the sale of MBSD and MBSD, both with over 12% decreases. The investor also sold TDTT and SCHF, which saw decreases of 10.17% and 0.8%, respectively. Furthermore, they sold SCHE by 1.98% and exited NFRA, which had a decrease of 5.53%.