Sponsored

The Analysis of Boltwood Capital Management's Holdings & P&L

Currently, Boltwood Capital Management holds 184 types of securities in its portfolio with a total value $392.1M. In the most recent quarter, they have increased their positions in TDTT (+116.6K shares, valued at $2.8M), STIP (+10.2K shares, valued at $1.1M), GUNR (+13.5K shares, valued at $746.5K); decreased their positions in HYGV (-60.3K shares, valued at $2.4M), MBSD (-26.3K shares, valued at $544.7K), MMC (-1.5K shares, valued at $261.0K); initiated new positions in GLW (+1.9K shares, valued at $257.7K), SHEL (+2.5K shares, valued at $230.2K), SNDK (+345 shares, valued at $219.2K).

1M P&L

+11.3M+2.65%

3M P&L

+16.3M+3.87%

HY P&L

+44.9M+11.44%

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/A254.2M

67.8%

2Semiconductors13.3M

3.5%

3Software - Infrastructure9.8M

2.6%

Top Industries by Stock Count

1N/A78 stocks

46.2%

2Drug Manufacturers - General6 stocks

3.6%

3Semiconductors5 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB STRATEGIC TR1.1M shares0.07%2026-03-312026-04-08

TDTT FLEXSHARES TR905.3K shares14.78%2026-03-312026-04-08

MBB ISHARES TR134.4K shares2.88%2026-03-312026-04-08

SPDW SPDR INDEX SHS FDS274.7K shares-0.21%2026-03-312026-04-08

IEI ISHARES TR98.1K shares-0.21%2026-03-312026-04-08

AAPL APPLE INC37.8K shares3.87%2026-03-312026-04-08

NVDA NVIDIA CORPORATION53.9K shares4.55%2026-03-312026-04-08

HYGV FLEXSHARES TR233.5K shares-20.53%2026-03-312026-04-08

Sponsored

SCHE SCHWAB STRATEGIC TR255.7K shares5.78%2026-03-312026-04-08

IJH ISHARES TR117.8K shares0.71%2026-03-312026-04-08

ALPHABET INC ALPHABET INC26.9K shares2.14%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR56.2K shares3.85%2026-03-312026-04-08

MSFT MICROSOFT CORP19.3K shares5.48%2026-03-312026-04-08

GUNR FLEXSHARES TR129.2K shares11.70%2026-03-312026-04-08

IJR ISHARES TR57.0K shares0.60%2026-03-312026-04-08

HYG ISHARES TR87.5K shares-2.81%2026-03-312026-04-08

Sponsored

SHY ISHARES TR83.3K shares5.46%2026-03-312026-04-08

MBSD FLEXSHARES TR285.7K shares-8.43%2026-03-312026-04-08

CAT CATERPILLAR INC7.6K shares-3.50%2026-03-312026-04-08

NFRA FLEXSHARES TR83.6K shares1.62%2026-03-312026-04-08

SPEM SPDR INDEX SHS FDS112.2K shares1.30%2026-03-312026-04-08

GQRE FLEXSHARES TR83.6K shares2.56%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO17.0K shares0.77%2026-03-312026-04-08

CVX CHEVRON CORPORATION22.8K shares-0.09%2026-03-312026-04-08

Sponsored

SPMB SPDR SERIES TRUST202.1K shares9.68%2026-03-312026-04-08

XOM EXXON MOBIL CORP25.4K shares0.36%2026-03-312026-04-08

IGSB ISHARES TR80.7K shares-2.00%2026-03-312026-04-08

AMZN AMAZON COM INC18.4K shares5.58%2026-03-312026-04-08

SKOR FLEXSHARES TR76.6K shares-3.43%2026-03-312026-04-08

GNR SPDR INDEX SHS FDS49.1K shares15.27%2026-03-312026-04-08

SCHA SCHWAB STRATEGIC TR117.9K shares2.89%2026-03-312026-04-08

EFA ISHARES TR32.1K shares-0.09%2026-03-312026-04-08

Sponsored

KLAC KLA CORP2.0K shares3.10%2026-03-312026-04-08

SCHM SCHWAB STRATEGIC TR95.3K shares4.70%2026-03-312026-04-08

IEF ISHARES TR30.1K shares3.98%2026-03-312026-04-08

XLV SELECT SECTOR SPDR TR19.4K shares3.44%2026-03-312026-04-08

LOW LOWES COS INC11.9K shares-0.96%2026-03-312026-04-08

META META PLATFORMS INC4.9K shares4.28%2026-03-312026-04-08

XLY SELECT SECTOR SPDR TR25.6K shares1.70%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR43.0K shares-0.19%2026-03-312026-04-08

Sponsored

SCHB SCHWAB STRATEGIC TR102.8K shares-0.49%2026-03-312026-04-08

WMT WALMART INC18.6K shares-1.62%2026-03-312026-04-08

STIP ISHARES TR22.3K shares85.16%2026-03-312026-04-08

XLC SELECT SECTOR SPDR TR20.5K shares6.32%2026-03-312026-04-08

XLI SELECT SECTOR SPDR TR14.0K shares1.02%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR45.3K shares2.60%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO7.1K shares-0.49%2026-03-312026-04-08

VEU VANGUARD INTL EQUITY INDEX F27.6K shares-1.99%2026-03-312026-04-08

Sponsored

PG PROCTER & GAMBLE CO14.0K shares2.75%2026-03-312026-04-08

KO COCA COLA CO26.2K shares-0.55%2026-03-312026-04-08

ABT ABBOTT LABORATORIES19.3K shares-3.04%2026-03-312026-04-08

TJX TJX COS INC NEW12.1K shares-0.15%2026-03-312026-04-08

SPTL SPDR SERIES TRUST72.4K shares0.24%2026-03-312026-04-08

ICE INTERCONTINENTAL EXCHANGE IN11.9K shares-2.70%2026-03-312026-04-08

TLT ISHARES TR20.9K shares9.81%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC8.7K shares5.78%2026-03-312026-04-08

Sponsored

CRM SALESFORCE INC9.2K shares0.71%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION1.7K shares6.70%2026-03-312026-04-08

LLY ELI LILLY & CO1.9K shares-1.33%2026-03-312026-04-08

RTX RTX CORPORATION8.7K shares1.86%2026-03-312026-04-08

PFE PFIZER INC56.8K shares-2.39%2026-03-312026-04-08

RAVI FLEXSHARES TR20.1K shares0.00%2026-03-312026-04-08

ORCL ORACLE CORP10.2K shares2.66%2026-03-312026-04-08

ABBV ABBVIE INC6.9K shares-0.07%2026-03-312026-04-08

Sponsored

ALL ALLSTATE CORP7.0K shares-0.07%2026-03-312026-04-08

WFC WELLS FARGO & CO17.2K shares0.12%2026-03-312026-04-08

BROADCOM INC BROADCOM INC4.4K shares27.67%2026-03-312026-04-08

SUB ISHARES TR12.6K shares6.33%2026-03-312026-04-08

MA MASTERCARD INCORPORATED2.7K shares9.28%2026-03-312026-04-08

XLP SELECT SECTOR SPDR TR16.1K shares2.05%2026-03-312026-04-08

RWO SPDR INDEX SHS FDS28.4K shares8.29%2026-03-312026-04-08

IGIB ISHARES TR23.9K shares-2.57%2026-03-312026-04-08

Sponsored

DIS DISNEY WALT CO13.0K shares0.26%2026-03-312026-04-08

MCHI ISHARES TR21.0K shares20.26%2026-03-312026-04-08

SPTI SPDR SERIES TRUST40.9K shares0.00%2026-03-312026-04-08

INDA ISHARES TR23.4K shares21.46%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON4.4K shares4.13%2026-03-312026-04-08

TPR TAPESTRY INC7.6K shares-1.42%2026-03-312026-04-08

BLACKSTONE INC BLACKSTONE INC9.2K shares2.39%2026-03-312026-04-08

XLB SELECT SECTOR SPDR TR20.9K shares-1.31%2026-03-312026-04-08

Sponsored

ICSH ISHARES TR20.5K shares0.24%2026-03-312026-04-08

IGF ISHARES TR15.1K shares13.50%2026-03-312026-04-08

SPLB SPDR SERIES TRUST45.0K shares-0.44%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares2.47%2026-03-312026-04-08

XLU SELECT SECTOR SPDR TR21.5K shares1.82%2026-03-312026-04-08

FLCH FRANKLIN TEMPLETON ETF TR42.8K shares0.06%2026-03-312026-04-08

VTI VANGUARD INDEX FDS3.0K shares-1.75%2026-03-312026-04-08

HD HOME DEPOT INC2.8K shares0.18%2026-03-312026-04-08

Sponsored

CSCO CISCO SYS INC12.0K shares2.66%2026-03-312026-04-08

CME CME GROUP INC3.1K shares0.80%2026-03-312026-04-08

ADI ANALOG DEVICES INC2.9K shares0.69%2026-03-312026-04-08

MCHP MICROCHIP TECHNOLOGY INC.14.1K shares-2.35%2026-03-312026-04-08

FLTW FRANKLIN TEMPLETON ETF TR13.1K shares2.76%2026-03-312026-04-08

ALPHABET INC ALPHABET INC2.9K shares6.91%2026-03-312026-04-08

TSLA TESLA INC2.2K shares5.90%2026-03-312026-04-08

EWT ISHARES INC11.8K shares18.69%2026-03-312026-04-08

Sponsored

DHR DANAHER CORP DEL4.4K shares-0.11%2026-03-312026-04-08

PEP PEPSICO INC5.3K shares1.93%2026-03-312026-04-08

BA BOEING CO4.0K shares4.12%2026-03-312026-04-08

SCHW SCHWAB CHARLES CORP8.0K shares3.29%2026-03-312026-04-08

MDLZ MONDELEZ INTL INC13.0K shares-0.42%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS3.4K shares0.00%2026-03-312026-04-08

CMF ISHARES TR12.4K shares6.07%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC5.8K shares2.63%2026-03-312026-04-08

Sponsored

GSK PLC GSK PLC12.4K shares3.04%2026-03-312026-04-08

FLKR FRANKLIN TEMPLETON ETF TR17.0K shares0.00%2026-03-312026-04-08

PLD PROLOGIS INC.5.1K shares0.59%2026-03-312026-04-08

EEM ISHARES TR11.8K shares0.04%2026-03-312026-04-08

NEE NEXTERA ENERGY INC7.1K shares0.37%2026-03-312026-04-08

EWU ISHARES TR14.5K shares7.22%2026-03-312026-04-08

ADP AUTOMATIC DATA PROCESSING IN3.2K shares0.00%2026-03-312026-04-08

XLRE SELECT SECTOR SPDR TR15.6K shares-0.39%2026-03-312026-04-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.6K shares0.58%2026-03-312026-04-08

CVS CVS HEALTH CORP8.8K shares-0.11%2026-03-312026-04-08

PANW PALO ALTO NETWORKS INC3.9K shares-0.08%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC740 shares62.64%2026-03-312026-04-08

BLACKROCK INC BLACKROCK INC639 shares1.11%2026-03-312026-04-08

MCD MCDONALDS CORP1.9K shares0.57%2026-03-312026-04-08

BMO BANK MONTREAL MEDIUM4.4K shares0.00%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F10.9K shares0.00%2026-03-312026-04-08

Sponsored

FCX FREEPORT MCMORAN INC10.0K shares0.15%2026-03-312026-04-08

T AT&T INC19.6K shares-1.01%2026-03-312026-04-08

CENCORA INC CENCORA INC1.8K shares3.82%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP1.9K shares-19.14%2026-03-312026-04-08

JCI JOHNSON CONTROLS INTERNATION4.2K shares-2.21%2026-03-312026-04-08

EWJ ISHARES INC6.5K shares15.11%2026-03-312026-04-08

CITIGROUP INC CITIGROUP INC4.8K shares23.32%2026-03-312026-04-08

MMC MARSH & MCLENNAN COS INC3.0K shares-33.65%2026-03-312026-04-08

Sponsored

VNQ VANGUARD INDEX FDS5.7K shares0.00%2026-03-312026-04-08

EWY ISHARES INC4.1K shares1.63%2026-03-312026-04-08

AMT AMERICAN TOWER CORP2.7K shares4.20%2026-03-312026-04-08

NFLX NETFLIX INC.4.7K shares15.54%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC1.3K shares9.10%2026-03-312026-04-08

FLJP FRANKLIN TEMPLETON ETF TR12.4K shares1.22%2026-03-312026-04-08

J JACOBS SOLUTIONS INC3.5K shares0.00%2026-03-312026-04-08

ADBE ADOBE INC1.8K shares-2.79%2026-03-312026-04-08

Sponsored

EWQ ISHARES INC10.2K shares5.18%2026-03-312026-04-08

RDDT REDDIT INC3.0K shares0.34%2026-03-312026-04-08

EWL ISHARES INC6.7K shares10.29%2026-03-312026-04-08

EWC ISHARES INC7.0K shares15.70%2026-03-312026-04-08

VGT VANGUARD WORLD FD547 shares0.55%2026-03-312026-04-08

HON HONEYWELL INTL INC1.6K shares0.31%2026-03-312026-04-08

EWG ISHARES INC9.3K shares7.56%2026-03-312026-04-08

MEDTRONIC PLC MEDTRONIC PLC4.2K shares73.21%2026-03-312026-04-08

Sponsored

BMY BRISTOL-MYERS SQUIBB CO6.0K shares14.60%2026-03-312026-04-08

VOX VANGUARD WORLD FD2.0K shares2.21%2026-03-312026-04-08

ZBH ZIMMER BIOMET HOLDINGS INC3.9K shares0.96%2026-03-312026-04-08

CRWD CROWDSTRIKE HLDGS INC895 shares1.70%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC6.8K shares2.25%2026-03-312026-04-08

EMR EMERSON ELEC CO2.6K shares34.99%2026-03-312026-04-08

MMM 3M CO2.3K shares1.79%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE1.1K shares-1.56%2026-03-312026-04-08

Sponsored

PYPL PAYPAL HLDGS INC7.1K shares3.77%2026-03-312026-04-08

HAL HALLIBURTON CO8.2K shares-1.09%2026-03-312026-04-08

INTC INTEL CORP7.1K shares0.71%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC1.9K shares0.53%2026-03-312026-04-08

KKR & CO INC KKR & CO INC3.3K shares52.11%2026-03-312026-04-08

USB US BANCORP5.8K shares-1.28%2026-03-312026-04-08

REZ ISHARES TR3.6K shares0.00%2026-03-312026-04-08

MCO MOODYS CORP680 shares-2.86%2026-03-312026-04-08

Sponsored

VDE VANGUARD WORLD FD1.7K shares-2.60%2026-03-312026-04-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares2.48%2026-03-312026-04-08

EZA ISHARES INC4.1K shares13.89%2026-03-312026-04-08

GII SPDR INDEX SHS FDS3.6K shares2.84%2026-03-312026-04-08

ASML ASML HLDG NV205 shares0.00%2026-03-312026-04-08

UNP UNION PAC CORP1.1K shares1.83%2026-03-312026-04-08

GLW CORNING INC1.9K sharesnew addition2026-03-312026-04-08

D DOMINION ENERGY INC4.2K shares1.10%2026-03-312026-04-08

Sponsored

NUE NUCOR CORP1.5K shares2.05%2026-03-312026-04-08

INTU INTUIT583 shares67.05%2026-03-312026-04-08

VCR VANGUARD WORLD FD702 shares0.29%2026-03-312026-04-08

FTV FORTIVE CORP4.4K shares-0.45%2026-03-312026-04-08

VFH VANGUARD WORLD FD2.0K shares1.06%2026-03-312026-04-08

BIIB BIOGEN INC1.3K shares11.66%2026-03-312026-04-08

MUB ISHARES TR2.2K shares0.05%2026-03-312026-04-08

SHEL SHELL PLC2.5K sharesnew addition2026-03-312026-04-08

Sponsored

SBUX STARBUCKS CORP2.6K shares3.02%2026-03-312026-04-08

SNDK SANDISK CORP345 sharesnew addition2026-03-312026-04-08

CMG CHIPOTLE MEXICAN GRILL INC6.8K shares-7.71%2026-03-312026-04-08

GEV GE VERNOVA INC245 sharesnew addition2026-03-312026-04-08

EWZ ISHARES INC5.5K sharesnew addition2026-03-312026-04-08

V VISA INC670 shares16.52%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC1.4K shares12.65%2026-03-312026-04-08

SAN BANCO SANTANDER SA11.0K shares0.00%2026-03-312026-04-08

Sponsored

SCHF

SCHWAB STRATEGIC TR

0.07%

Shares1.1M

Event2026-03-31

Filed2026-04-08

TDTT

FLEXSHARES TR

14.78%

Shares905.3K

Event2026-03-31

Filed2026-04-08

MBB

ISHARES TR

2.88%

Shares134.4K

Event2026-03-31

Filed2026-04-08

SPDW

SPDR INDEX SHS FDS

-0.21%

Shares274.7K

Event2026-03-31

Filed2026-04-08

IEI

ISHARES TR

-0.21%

Shares98.1K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

3.87%

Shares37.8K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

4.55%

Shares53.9K

Event2026-03-31

Filed2026-04-08

HYGV

FLEXSHARES TR

-20.53%

Shares233.5K

Event2026-03-31

Filed2026-04-08

SCHE

SCHWAB STRATEGIC TR

5.78%

Shares255.7K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

0.71%

Shares117.8K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

2.14%

Shares26.9K

Event2026-03-31

Filed2026-04-08

XLK

SELECT SECTOR SPDR TR

3.85%

Shares56.2K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

5.48%

Shares19.3K

Event2026-03-31

Filed2026-04-08

GUNR

FLEXSHARES TR

11.70%

Shares129.2K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

0.60%

Shares57.0K

Event2026-03-31

Filed2026-04-08

HYG

ISHARES TR

-2.81%

Shares87.5K

Event2026-03-31

Filed2026-04-08

SHY

ISHARES TR

5.46%

Shares83.3K

Event2026-03-31

Filed2026-04-08

MBSD

FLEXSHARES TR

-8.43%

Shares285.7K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

-3.50%

Shares7.6K

Event2026-03-31

Filed2026-04-08

NFRA

FLEXSHARES TR

1.62%

Shares83.6K

Event2026-03-31

Filed2026-04-08

SPEM

SPDR INDEX SHS FDS

1.30%

Shares112.2K

Event2026-03-31

Filed2026-04-08

GQRE

FLEXSHARES TR

2.56%

Shares83.6K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

0.77%

Shares17.0K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

-0.09%

Shares22.8K

Event2026-03-31

Filed2026-04-08

SPMB

SPDR SERIES TRUST

9.68%

Shares202.1K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

0.36%

Shares25.4K

Event2026-03-31

Filed2026-04-08

IGSB

ISHARES TR

-2.00%

Shares80.7K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

5.58%

Shares18.4K

Event2026-03-31

Filed2026-04-08

SKOR

FLEXSHARES TR

-3.43%

Shares76.6K

Event2026-03-31

Filed2026-04-08

GNR

SPDR INDEX SHS FDS

15.27%

Shares49.1K

Event2026-03-31

Filed2026-04-08

SCHA

SCHWAB STRATEGIC TR

2.89%

Shares117.9K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

-0.09%

Shares32.1K

Event2026-03-31

Filed2026-04-08

KLAC

KLA CORP

3.10%

Shares2.0K

Event2026-03-31

Filed2026-04-08

SCHM

SCHWAB STRATEGIC TR

4.70%

Shares95.3K

Event2026-03-31

Filed2026-04-08

IEF

ISHARES TR

3.98%

Shares30.1K

Event2026-03-31

Filed2026-04-08

XLV

SELECT SECTOR SPDR TR

3.44%

Shares19.4K

Event2026-03-31

Filed2026-04-08

LOW

LOWES COS INC

-0.96%

Shares11.9K

Event2026-03-31

Filed2026-04-08