Sponsored
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 β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
APPLIED MATLS INC
-1.84%APPLIED MATLS INC
Shares9.5K
Event2026-06-30
Filed2026-08-05
QQQM
29.32%INVESCO EXCH TRADED FD TR II
Shares19.0K
Event2026-06-30
Filed2026-08-05
SCHF
25.74%SCHWAB STRATEGIC TR
Shares203.9K
Event2026-06-30
Filed2026-08-05
SPDR SERIES TRUST
18.49%SPDR SERIES TRUST
Shares58.2K
Event2026-06-30
Filed2026-08-05
AAPL
-0.48%APPLE INC
Shares16.9K
Event2026-06-30
Filed2026-08-05
VTV
44.90%VANGUARD INDEX FDS
Shares18.0K
Event2026-06-30
Filed2026-08-05
ETN
-0.07%EATON CORP PLC
Shares8.9K
Event2026-06-30
Filed2026-08-05
JPMORGAN CHASE & CO
0.06%JPMORGAN CHASE & CO
Shares10.6K
Event2026-06-30
Filed2026-08-05
ABBVIE INC
1.35%ABBVIE INC
Shares13.6K
Event2026-06-30
Filed2026-08-05
VB
3.22%VANGUARD INDEX FDS
Shares11.1K
Event2026-06-30
Filed2026-08-05
GOOGL
2.27%ALPHABET INC
Shares9.4K
Event2026-06-30
Filed2026-08-05
BROADCOM INC
3.52%BROADCOM INC
Shares8.7K
Event2026-06-30
Filed2026-08-05
APH
1.62%AMPHENOL CORP
Shares17.7K
Event2026-06-30
Filed2026-08-05
NVDA
8.68%NVIDIA CORPORATION
Shares14.8K
Event2026-06-30
Filed2026-08-05
MSFT
6.49%MICROSOFT CORP
Shares7.7K
Event2026-06-30
Filed2026-08-05
XLF
1.79%SELECT SECTOR SPDR TR
Shares51.7K
Event2026-06-30
Filed2026-08-05
GLD
10.21%SPDR GOLD TR
Shares7.2K
Event2026-06-30
Filed2026-08-05
PKG
7.40%PACKAGING CORP AMER
Shares11.0K
Event2026-06-30
Filed2026-08-05
XLC
10.76%SELECT SECTOR SPDR TR
Shares24.4K
Event2026-06-30
Filed2026-08-05
QLTA
-0.36%ISHARES TR
Shares54.5K
Event2026-06-30
Filed2026-08-05
TJX
4.04%TJX COS INC NEW
Shares16.8K
Event2026-06-30
Filed2026-08-05
ANET
15.86%ARISTA NETWORKS INC
Shares14.9K
Event2026-06-30
Filed2026-08-05
VISA INC
3.10%VISA INC
Shares7.1K
Event2026-06-30
Filed2026-08-05
MCK
6.27%MCKESSON CORP
Shares3.2K
Event2026-06-30
Filed2026-08-05
SELECT SECTOR SPDR TR
5.61%SELECT SECTOR SPDR TR
Shares53.3K
Event2026-06-30
Filed2026-08-05
COSTCO WHOLESALE CORPORATION
5.32%COSTCO WHOLESALE CORPORATION
Shares2.6K
Event2026-06-30
Filed2026-08-05
EQIX
24.39%EQUINIX INC
Shares2.3K
Event2026-06-30
Filed2026-08-05
WASTE MGMT INC DEL
-3.23%WASTE MGMT INC DEL
Shares9.9K
Event2026-06-30
Filed2026-08-05
AMZN
10.08%AMAZON COM INC
Shares9.1K
Event2026-06-30
Filed2026-08-05
CBOE
5.65%CBOE GLOBAL MKTS INC
Shares8.9K
Event2026-06-30
Filed2026-08-05
ORACLE CORP
2.30%ORACLE CORP
Shares14.3K
Event2026-06-30
Filed2026-08-05
BND
-0.66%VANGUARD BD INDEX FDS
Shares27.5K
Event2026-06-30
Filed2026-08-05
IGSB
-0.57%ISHARES TR
Shares38.4K
Event2026-06-30
Filed2026-08-05
ISHARES TR
-0.76%ISHARES TR
Shares20.3K
Event2026-06-30
Filed2026-08-05
VDE
2.29%VANGUARD WORLD FD
Shares13.1K
Event2026-06-30
Filed2026-08-05
WMT
7.29%WALMART INC
Shares16.8K
Event2026-06-30
Filed2026-08-05
SHW
22.39%SHERWIN WILLIAMS CO
Shares5.1K
Event2026-06-30
Filed2026-08-05
FAST
28.58%FASTENAL CO
Shares35.5K
Event2026-06-30
Filed2026-08-05
PALANTIR TECHNOLOGIES INC
1.82%PALANTIR TECHNOLOGIES INC
Shares13.6K
Event2026-06-30
Filed2026-08-05
EMR
-0.32%EMERSON ELEC CO
Shares10.4K
Event2026-06-30
Filed2026-08-05
NETFLIX INC.
12.30%NETFLIX INC.
Shares18.6K
Event2026-06-30
Filed2026-08-05
SMH
2.23%VANECK ETF TRUST
Shares1.8K
Event2026-06-30
Filed2026-08-05
BSV
-0.48%VANGUARD BD INDEX FDS
Shares13.0K
Event2026-06-30
Filed2026-08-05
SOUTHERN CO
-14.15%SOUTHERN CO
Shares9.2K
Event2026-06-30
Filed2026-08-05
CTAS
9.36%CINTAS CORP
Shares5.1K
Event2026-06-30
Filed2026-08-05
CSX
-0.35%CSX CORP
Shares14.1K
Event2026-06-30
Filed2026-08-05
SCHB
-8.82%SCHWAB STRATEGIC TR
Shares21.4K
Event2026-06-30
Filed2026-08-05
AEP
-1.00%AMERICAN ELEC PWR CO INC
Shares3.0K
Event2026-06-30
Filed2026-08-05
VGT
NewVANGUARD WORLD FD
Shares2.0K
Event2026-06-30
Filed2026-08-05
WOR
0.00%WORTHINGTON ENTERPRISES INC
Shares4.0K
Event2026-06-30
Filed2026-08-05
ABT
-89.43%ABBOTT LABORATORIES
Shares2.2K
Event2026-06-30
Filed2026-08-05
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available