Top 50 SHUTTLEWORTH & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 5.5% | 9.5K | $6.9M | -1.84%(-178) | $193.91(+175.15%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.61% | 19.0K | $5.8M | +29.32%(+4.32K) | $244.80(+21.18%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 4.52% | 203.9K | $5.6M | +25.74%(+41.75K) | $23.67(+19.46%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 4.09% | 58.2K | $5.1M | +18.49%(+9.09K) | $77.45(+17.54%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.91% | 16.9K | $4.9M | -0.48%(-81) | $234.37(+30.85%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.13% | 18.0K | $3.9M | +44.90%(+5.57K) | $190.78(+18.36%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 3.02% | 8.9K | $3.8M | -0.07%(-6) | $365.48(+24.52%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.77% | 10.6K | $3.5M | +0.06%(+6) | $302.73(+19.41%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.74% | 13.6K | $3.4M | +1.35%(+181) | $209.07(+19.25%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 2.69% | 11.1K | $3.4M | +3.22%(+347) | $260.51(+17.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +8.44% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +8.72% |
SHUTTLEWORTH & Co reports $125.06M in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (5.5%), QQQM (4.6%) and SCHF (4.5%). The top 20 holdings account for 60.08% of reported assets. Its disclosed equity book has returned +8.44% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from SHUTTLEWORTH & Coโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2096913). View SHUTTLEWORTH & Coโs 13F filings on SEC