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

Currently, SHUTTLEWORTH & Co holds 52 types of securities in its portfolio with a total value $110.5M. In the most recent quarter, they have increased their positions in VB (+10.8K shares, valued at $2.8M), XLC (+10.7K shares, valued at $1.2M), SCHF (+38.5K shares, valued at $953.7K); decreased their positions in AMAT (-390 shares, valued at $133.3K), SO (-535 shares, valued at $51.6K), EMR (-243 shares, valued at $31.8K); initiated new positions in VB (+10.8K shares, valued at $2.8M).

1M P&L

+2.2M+2.24%

3M P&L

+1.3M+1.34%

HY P&L

+3.9M+3.97%

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/A31.2M

31.5%

2Software - Infrastructure9.6M

9.7%

3Medical Devices5.7M

5.7%

Top Industries by Stock Count

1N/A18 stocks

32.7%

2Software - Infrastructure4 stocks

7.3%

3Medical Devices3 stocks

5.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC17.0K shares-0.18%2026-03-312026-05-20

SCHF SCHWAB STRATEGIC TR162.2K shares31.16%2026-03-312026-05-20

SPYM SPDR SERIES TRUST49.2K shares3.10%2026-03-312026-05-20

QQQM INVESCO EXCH TRADED FD TR II14.7K shares4.08%2026-03-312026-05-20

AMAT APPLIED MATLS INC9.7K shares-3.87%2026-03-312026-05-20

EATON CORP PLC EATON CORP PLC8.9K shares0.51%2026-03-312026-05-20

JPM JPMORGAN CHASE & CO10.6K shares1.06%2026-03-312026-05-20

ABBV ABBVIE INC13.4K shares0.97%2026-03-312026-05-20

Sponsored

GLD SPDR GOLD TR6.6K shares2.51%2026-03-312026-05-20

VB VANGUARD INDEX FDS10.8K sharesnew addition2026-03-312026-05-20

MSFT MICROSOFT CORP7.2K shares1.31%2026-03-312026-05-20

ALPHABET INC ALPHABET INC9.2K shares-0.68%2026-03-312026-05-20

MCK MCKESSON CORP3.0K shares0.80%2026-03-312026-05-20

BROADCOM INC BROADCOM INC8.4K shares-0.83%2026-03-312026-05-20

QLTA ISHARES TR54.7K shares24.71%2026-03-312026-05-20

TJX TJX COS INC NEW16.2K shares0.31%2026-03-312026-05-20

Sponsored

XLF SELECT SECTOR SPDR TR50.8K shares0.82%2026-03-312026-05-20

XLC SELECT SECTOR SPDR TR22.1K shares94.13%2026-03-312026-05-20

VTV VANGUARD INDEX FDS12.4K shares11.71%2026-03-312026-05-20

COST COSTCO WHOLESALE CORPORATION2.4K shares0.41%2026-03-312026-05-20

NVDA NVIDIA CORPORATION13.6K shares1.07%2026-03-312026-05-20

CBOE CBOE GLOBAL MKTS INC8.4K shares0.79%2026-03-312026-05-20

WM WASTE MGMT INC DEL10.3K shares0.66%2026-03-312026-05-20

XLU SELECT SECTOR SPDR TR50.5K shares1.67%2026-03-312026-05-20

Sponsored

VDE VANGUARD WORLD FD12.8K shares0.61%2026-03-312026-05-20

APH AMPHENOL CORP17.4K shares-0.11%2026-03-312026-05-20

PKG PACKAGING CORP AMER10.3K shares1.45%2026-03-312026-05-20

ABT ABBOTT LABORATORIES21.0K shares1.47%2026-03-312026-05-20

V VISA INC6.9K shares1.11%2026-03-312026-05-20

ORCL ORACLE CORP14.0K shares1.54%2026-03-312026-05-20

BND VANGUARD BD INDEX FDS27.7K shares51.24%2026-03-312026-05-20

IGSB ISHARES TR38.6K shares55.94%2026-03-312026-05-20

Sponsored

AGG ISHARES TR20.4K shares59.74%2026-03-312026-05-20

PLTR PALANTIR TECHNOLOGIES INC13.3K shares0.89%2026-03-312026-05-20

WMT WALMART INC15.6K shares4.59%2026-03-312026-05-20

EQIX EQUINIX INC1.8K shares15.82%2026-03-312026-05-20

AMZN AMAZON COM INC8.3K shares1.37%2026-03-312026-05-20

NFLX NETFLIX INC.16.6K shares0.49%2026-03-312026-05-20

ARISTA NETWORKS INC ARISTA NETWORKS INC12.9K shares14.08%2026-03-312026-05-20

TMUS T-MOBILE US INC7.1K shares7.82%2026-03-312026-05-20

Sponsored

SYK STRYKER CORPORATION4.2K shares7.83%2026-03-312026-05-20

EMR EMERSON ELEC CO10.4K shares-2.29%2026-03-312026-05-20

SHW SHERWIN WILLIAMS CO4.2K shares4.67%2026-03-312026-05-20

FAST FASTENAL CO27.6K shares10.14%2026-03-312026-05-20

SO SOUTHERN CO10.7K shares-4.77%2026-03-312026-05-20

BSV VANGUARD BD INDEX FDS13.1K shares46.60%2026-03-312026-05-20

CTAS CINTAS CORP4.7K shares12.03%2026-03-312026-05-20

SMH VANECK ETF TRUST1.8K shares10.14%2026-03-312026-05-20

Sponsored

SCHB SCHWAB STRATEGIC TR23.5K shares3.77%2026-03-312026-05-20

CSX CSX CORP14.2K shares-1.67%2026-03-312026-05-20

AEP AMERICAN ELEC PWR CO INC3.0K shares0.00%2026-03-312026-05-20

WOR WORTHINGTON ENTERPRISES INC4.0K shares-2.09%2026-03-312026-05-20

AAPL

APPLE INC

-0.18%

Shares17.0K

Event2026-03-31

Filed2026-05-20

SCHF

SCHWAB STRATEGIC TR

31.16%

Shares162.2K

Event2026-03-31

Filed2026-05-20

SPYM

SPDR SERIES TRUST

3.10%

Shares49.2K

Event2026-03-31

Filed2026-05-20

QQQM

INVESCO EXCH TRADED FD TR II

4.08%

Shares14.7K

Event2026-03-31

Filed2026-05-20

AMAT

APPLIED MATLS INC

-3.87%

Shares9.7K

Event2026-03-31

Filed2026-05-20

EATON CORP PLC

0.51%

Shares8.9K

Event2026-03-31

Filed2026-05-20

JPM

JPMORGAN CHASE & CO

1.06%

Shares10.6K

Event2026-03-31

Filed2026-05-20

ABBV

ABBVIE INC

0.97%

Shares13.4K

Event2026-03-31

Filed2026-05-20

GLD

SPDR GOLD TR

2.51%

Shares6.6K

Event2026-03-31

Filed2026-05-20

VANGUARD INDEX FDS

New

Shares10.8K

Event2026-03-31

Filed2026-05-20

MSFT

MICROSOFT CORP

1.31%

Shares7.2K

Event2026-03-31

Filed2026-05-20

ALPHABET INC

-0.68%

Shares9.2K

Event2026-03-31

Filed2026-05-20

MCK

MCKESSON CORP

0.80%

Shares3.0K

Event2026-03-31

Filed2026-05-20

BROADCOM INC

-0.83%

Shares8.4K

Event2026-03-31

Filed2026-05-20

QLTA

ISHARES TR

24.71%

Shares54.7K

Event2026-03-31

Filed2026-05-20

TJX

TJX COS INC NEW

0.31%

Shares16.2K

Event2026-03-31

Filed2026-05-20

XLF

SELECT SECTOR SPDR TR

0.82%

Shares50.8K

Event2026-03-31

Filed2026-05-20

XLC

SELECT SECTOR SPDR TR

94.13%

Shares22.1K

Event2026-03-31

Filed2026-05-20

VTV

VANGUARD INDEX FDS

11.71%

Shares12.4K

Event2026-03-31

Filed2026-05-20

COST

COSTCO WHOLESALE CORPORATION

0.41%

Shares2.4K

Event2026-03-31

Filed2026-05-20

NVDA

NVIDIA CORPORATION

1.07%

Shares13.6K

Event2026-03-31

Filed2026-05-20

CBOE

CBOE GLOBAL MKTS INC

0.79%

Shares8.4K

Event2026-03-31

Filed2026-05-20

WASTE MGMT INC DEL

0.66%

Shares10.3K

Event2026-03-31

Filed2026-05-20

XLU

SELECT SECTOR SPDR TR

1.67%

Shares50.5K

Event2026-03-31

Filed2026-05-20

VDE

VANGUARD WORLD FD

0.61%

Shares12.8K

Event2026-03-31

Filed2026-05-20

APH

AMPHENOL CORP

-0.11%

Shares17.4K

Event2026-03-31

Filed2026-05-20

PKG

PACKAGING CORP AMER

1.45%

Shares10.3K

Event2026-03-31

Filed2026-05-20

ABT

ABBOTT LABORATORIES

1.47%

Shares21.0K

Event2026-03-31

Filed2026-05-20

VISA INC

1.11%

Shares6.9K

Event2026-03-31

Filed2026-05-20

ORCL

ORACLE CORP

1.54%

Shares14.0K

Event2026-03-31

Filed2026-05-20

BND

VANGUARD BD INDEX FDS

51.24%

Shares27.7K

Event2026-03-31

Filed2026-05-20

IGSB

ISHARES TR

55.94%

Shares38.6K

Event2026-03-31

Filed2026-05-20

AGG

ISHARES TR

59.74%

Shares20.4K

Event2026-03-31

Filed2026-05-20

PLTR

PALANTIR TECHNOLOGIES INC

0.89%

Shares13.3K

Event2026-03-31

Filed2026-05-20

WMT

WALMART INC

4.59%

Shares15.6K

Event2026-03-31

Filed2026-05-20

EQIX

EQUINIX INC

15.82%

Shares1.8K

Event2026-03-31

Filed2026-05-20

AMZN

AMAZON COM INC

1.37%

Shares8.3K

Event2026-03-31

Filed2026-05-20

NFLX

NETFLIX INC.

0.49%

Shares16.6K

Event2026-03-31

Filed2026-05-20

ARISTA NETWORKS INC

14.08%

Shares12.9K

Event2026-03-31

Filed2026-05-20

TMUS

T-MOBILE US INC

7.82%

Shares7.1K

Event2026-03-31

Filed2026-05-20

SYK

STRYKER CORPORATION

7.83%

Shares4.2K

Event2026-03-31

Filed2026-05-20

EMR

EMERSON ELEC CO

-2.29%

Shares10.4K

Event2026-03-31

Filed2026-05-20

SHW

SHERWIN WILLIAMS CO

4.67%

Shares4.2K

Event2026-03-31

Filed2026-05-20

FAST

FASTENAL CO

10.14%

Shares27.6K

Event2026-03-31

Filed2026-05-20

SOUTHERN CO

-4.77%

Shares10.7K

Event2026-03-31

Filed2026-05-20

BSV

VANGUARD BD INDEX FDS

46.60%

Shares13.1K

Event2026-03-31

Filed2026-05-20

CTAS

CINTAS CORP

12.03%

Shares4.7K

Event2026-03-31

Filed2026-05-20

SMH

VANECK ETF TRUST

10.14%

Shares1.8K

Event2026-03-31

Filed2026-05-20

SCHB

SCHWAB STRATEGIC TR

3.77%

Shares23.5K

Event2026-03-31

Filed2026-05-20

CSX

CSX CORP

-1.67%

Shares14.2K

Event2026-03-31

Filed2026-05-20

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-20

WOR

WORTHINGTON ENTERPRISES INC

-2.09%

Shares4.0K

Event2026-03-31

Filed2026-05-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available