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The Analysis of SHUTTLEWORTH & Co's Holdings & P&L

Currently, SHUTTLEWORTH & Co holds 51 types of securities in its portfolio with a total value $125.1M. In the most recent quarter, they have increased their positions in QQQM (+4.3K shares, valued at $1.3M), VTV (+5.6K shares, valued at $1.2M), SCHF (+41.7K shares, valued at $1.2M); decreased their positions in ABT (-18.8K shares, valued at $1.7M), N/A (-1.5K shares, valued at $144.6K), N/A (-178 shares, valued at $128.7K); initiated new positions in VGT (+2.0K shares, valued at $236.7K).

1M P&L

+761.3K+0.92%

3M P&L

+508.7K+0.61%

HY P&L

+1.9M+2.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A38.4M

44.9%

2Specialty Industrial Machinery5.3M

6.2%

3Consumer Electronics4.9M

5.7%

Top Industries by Stock Count

1N/A15 stocks

40.5%

2Specialty Industrial Machinery2 stocks

5.4%

3Internet Content & Information1 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

APPLIED MATLS INC APPLIED MATLS INC9.5K shares-1.84%2026-06-302026-08-05

QQQM INVESCO EXCH TRADED FD TR II19.0K shares29.32%2026-06-302026-08-05

SCHF SCHWAB STRATEGIC TR203.9K shares25.74%2026-06-302026-08-05

SPDR SERIES TRUST SPDR SERIES TRUST58.2K shares18.49%2026-06-302026-08-05

AAPL APPLE INC16.9K shares-0.48%2026-06-302026-08-05

VTV VANGUARD INDEX FDS18.0K shares44.90%2026-06-302026-08-05

ETN EATON CORP PLC8.9K shares-0.07%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.6K shares0.06%2026-06-302026-08-05

Sponsored

ABBVIE INC ABBVIE INC13.6K shares1.35%2026-06-302026-08-05

VB VANGUARD INDEX FDS11.1K shares3.22%2026-06-302026-08-05

GOOGL ALPHABET INC9.4K shares2.27%2026-06-302026-08-05

BROADCOM INC BROADCOM INC8.7K shares3.52%2026-06-302026-08-05

APH AMPHENOL CORP17.7K shares1.62%2026-06-302026-08-05

NVDA NVIDIA CORPORATION14.8K shares8.68%2026-06-302026-08-05

MSFT MICROSOFT CORP7.7K shares6.49%2026-06-302026-08-05

XLF SELECT SECTOR SPDR TR51.7K shares1.79%2026-06-302026-08-05

Sponsored

GLD SPDR GOLD TR7.2K shares10.21%2026-06-302026-08-05

PKG PACKAGING CORP AMER11.0K shares7.40%2026-06-302026-08-05

XLC SELECT SECTOR SPDR TR24.4K shares10.76%2026-06-302026-08-05

QLTA ISHARES TR54.5K shares-0.36%2026-06-302026-08-05

TJX TJX COS INC NEW16.8K shares4.04%2026-06-302026-08-05

ANET ARISTA NETWORKS INC14.9K shares15.86%2026-06-302026-08-05

VISA INC VISA INC7.1K shares3.10%2026-06-302026-08-05

MCK MCKESSON CORP3.2K shares6.27%2026-06-302026-08-05

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR53.3K shares5.61%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.6K shares5.32%2026-06-302026-08-05

EQIX EQUINIX INC2.3K shares24.39%2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL9.9K shares-3.23%2026-06-302026-08-05

AMZN AMAZON COM INC9.1K shares10.08%2026-06-302026-08-05

CBOE CBOE GLOBAL MKTS INC8.9K shares5.65%2026-06-302026-08-05

ORACLE CORP ORACLE CORP14.3K shares2.30%2026-06-302026-08-05

BND VANGUARD BD INDEX FDS27.5K shares-0.66%2026-06-302026-08-05

Sponsored

IGSB ISHARES TR38.4K shares-0.57%2026-06-302026-08-05

ISHARES TR ISHARES TR20.3K shares-0.76%2026-06-302026-08-05

VDE VANGUARD WORLD FD13.1K shares2.29%2026-06-302026-08-05

WMT WALMART INC16.8K shares7.29%2026-06-302026-08-05

SHW SHERWIN WILLIAMS CO5.1K shares22.39%2026-06-302026-08-05

FAST FASTENAL CO35.5K shares28.58%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC13.6K shares1.82%2026-06-302026-08-05

EMR EMERSON ELEC CO10.4K shares-0.32%2026-06-302026-08-05

Sponsored

NETFLIX INC. NETFLIX INC.18.6K shares12.30%2026-06-302026-08-05

SMH VANECK ETF TRUST1.8K shares2.23%2026-06-302026-08-05

BSV VANGUARD BD INDEX FDS13.0K shares-0.48%2026-06-302026-08-05

SOUTHERN CO SOUTHERN CO9.2K shares-14.15%2026-06-302026-08-05

CTAS CINTAS CORP5.1K shares9.36%2026-06-302026-08-05

CSX CSX CORP14.1K shares-0.35%2026-06-302026-08-05

SCHB SCHWAB STRATEGIC TR21.4K shares-8.82%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC3.0K shares-1.00%2026-06-302026-08-05

Sponsored

VGT VANGUARD WORLD FD2.0K sharesnew addition2026-06-302026-08-05

WOR WORTHINGTON ENTERPRISES INC4.0K shares0.00%2026-06-302026-08-05

ABT ABBOTT LABORATORIES2.2K shares-89.43%2026-06-302026-08-05

APPLIED MATLS INC

-1.84%

Shares9.5K

Event2026-06-30

Filed2026-08-05

QQQM

INVESCO EXCH TRADED FD TR II

29.32%

Shares19.0K

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB STRATEGIC TR

25.74%

Shares203.9K

Event2026-06-30

Filed2026-08-05

SPDR SERIES TRUST

18.49%

Shares58.2K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-0.48%

Shares16.9K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

44.90%

Shares18.0K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC

-0.07%

Shares8.9K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

0.06%

Shares10.6K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

1.35%

Shares13.6K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

3.22%

Shares11.1K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

2.27%

Shares9.4K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

3.52%

Shares8.7K

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP

1.62%

Shares17.7K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

8.68%

Shares14.8K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

6.49%

Shares7.7K

Event2026-06-30

Filed2026-08-05

XLF

SELECT SECTOR SPDR TR

1.79%

Shares51.7K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

10.21%

Shares7.2K

Event2026-06-30

Filed2026-08-05

PKG

PACKAGING CORP AMER

7.40%

Shares11.0K

Event2026-06-30

Filed2026-08-05

XLC

SELECT SECTOR SPDR TR

10.76%

Shares24.4K

Event2026-06-30

Filed2026-08-05

QLTA

ISHARES TR

-0.36%

Shares54.5K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

4.04%

Shares16.8K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC

15.86%

Shares14.9K

Event2026-06-30

Filed2026-08-05

VISA INC

3.10%

Shares7.1K

Event2026-06-30

Filed2026-08-05

MCK

MCKESSON CORP

6.27%

Shares3.2K

Event2026-06-30

Filed2026-08-05

SELECT SECTOR SPDR TR

5.61%

Shares53.3K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

5.32%

Shares2.6K

Event2026-06-30

Filed2026-08-05

EQIX

EQUINIX INC

24.39%

Shares2.3K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

-3.23%

Shares9.9K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

10.08%

Shares9.1K

Event2026-06-30

Filed2026-08-05

CBOE

CBOE GLOBAL MKTS INC

5.65%

Shares8.9K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

2.30%

Shares14.3K

Event2026-06-30

Filed2026-08-05

BND

VANGUARD BD INDEX FDS

-0.66%

Shares27.5K

Event2026-06-30

Filed2026-08-05

IGSB

ISHARES TR

-0.57%

Shares38.4K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-0.76%

Shares20.3K

Event2026-06-30

Filed2026-08-05

VDE

VANGUARD WORLD FD

2.29%

Shares13.1K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

7.29%

Shares16.8K

Event2026-06-30

Filed2026-08-05

SHW

SHERWIN WILLIAMS CO

22.39%

Shares5.1K

Event2026-06-30

Filed2026-08-05

FAST

FASTENAL CO

28.58%

Shares35.5K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC

1.82%

Shares13.6K

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO

-0.32%

Shares10.4K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

12.30%

Shares18.6K

Event2026-06-30

Filed2026-08-05

SMH

VANECK ETF TRUST

2.23%

Shares1.8K

Event2026-06-30

Filed2026-08-05

BSV

VANGUARD BD INDEX FDS

-0.48%

Shares13.0K

Event2026-06-30

Filed2026-08-05

SOUTHERN CO

-14.15%

Shares9.2K

Event2026-06-30

Filed2026-08-05

CTAS

CINTAS CORP

9.36%

Shares5.1K

Event2026-06-30

Filed2026-08-05

CSX

CSX CORP

-0.35%

Shares14.1K

Event2026-06-30

Filed2026-08-05

SCHB

SCHWAB STRATEGIC TR

-8.82%

Shares21.4K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

-1.00%

Shares3.0K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

New

Shares2.0K

Event2026-06-30

Filed2026-08-05

WOR

WORTHINGTON ENTERPRISES INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

-89.43%

Shares2.2K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available