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Shuttleworth & Co Top Holdings and 13F Report (2026)

About Shuttleworth & Co

Investment Activity

  • Shuttleworth & Co has $110.51 million in total holdings as of March 31, 2026.
  • Shuttleworth & Co owns shares of 52 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
  • Approximately 9.12% of the portfolio was purchased this quarter.
  • About 6.94% of the portfolio was sold this quarter.
  • This quarter, Shuttleworth & Co has purchased 59 new stocks and bought additional shares in 41 stocks.
  • Shuttleworth & Co sold shares of 9 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple
$4,308,879

Largest New Holdings this Quarter

922908751 - Vanguard Small-Cap ETF
$2,818,259 Holding

Largest Purchases this Quarter

Vanguard Small-Cap ETF
10,760 shares (about $2.82M)
Schwab International Equity ETF
38,534 shares (about $953.71K)
iShares Core U.S. Aggregate Bond ETF
7,637 shares (about $758.13K)

Largest Sales this Quarter

Applied Materials
390 shares (about $133.30K)
Southern
535 shares (about $51.64K)
Emerson Electric
243 shares (about $31.84K)
Broadcom
71 shares (about $21.98K)
Alphabet
63 shares (about $18.12K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofShuttleworth & Co

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$4,308,879$7,614 â–¼-0.2%16,9783.9%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$4,014,020$953,714 â–²31.2%162,1833.6%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,762,400$113,203 â–²3.1%49,1563.4%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$3,497,294$137,107 â–²4.1%14,7183.2%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$3,310,236$133,298 â–¼-3.9%9,6853.0%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$3,174,679$16,095 â–²0.5%8,8762.9%Industrials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,106,624$32,652 â–²1.1%10,5612.8%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$2,919,368$28,056 â–²1.0%13,4232.6%Medical
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,827,005$69,277 â–²2.5%6,5702.6%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,818,259$2,818,259 â–²New Holding10,7602.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,682,252$34,796 â–²1.3%7,2462.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,646,415$18,116 â–¼-0.7%9,2032.4%Computer and Technology
McKesson Corporation stock logo
MCK
McKesson
$2,622,906$20,769 â–²0.8%3,0312.4%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$2,611,336$21,975 â–¼-0.8%8,4372.4%Computer and Technology
iShares Aaa - A Rated Corporate Bond ETF stock logo
QLTA
iShares Aaa - A Rated Corporate Bond ETF
$2,605,315$516,161 â–²24.7%54,7452.4%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$2,584,265$7,985 â–²0.3%16,1822.3%Retail/Wholesale
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$2,505,725$20,291 â–²0.8%50,7542.3%ETF
XLC
Communication Services Select Sector SPDR Fund
$2,445,017$1,185,537 â–²94.1%22,0552.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,435,038$255,256 â–²11.7%12,4112.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,433,282$9,964 â–²0.4%2,4422.2%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,376,026$25,114 â–²1.1%13,6242.2%Computer and Technology
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$2,362,393$18,551 â–²0.8%8,4052.1%Financial Services
Waste Management, Inc. stock logo
WM
Waste Management
$2,359,484$15,396 â–²0.7%10,2682.1%Business Services
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$2,317,996$37,997 â–²1.7%50,5122.1%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$2,219,930$13,497 â–²0.6%12,8292.0%ETF
Amphenol Corporation stock logo
APH
Amphenol
$2,204,681$2,527 â–¼-0.1%17,4492.0%Computer and Technology
Packaging Corporation of America stock logo
PKG
Packaging Corporation of America
$2,183,107$31,196 â–²1.4%10,2872.0%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,155,146$31,212 â–²1.5%20,9912.0%Medical
Visa Inc. stock logo
V
Visa
$2,094,221$22,970 â–²1.1%6,9291.9%Business Services
Oracle Corporation stock logo
ORCL
Oracle
$2,058,510$31,187 â–²1.5%13,9931.9%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,036,735$690,080 â–²51.2%27,6581.8%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$2,028,921$727,798 â–²55.9%38,6021.8%Manufacturing
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,027,193$758,125 â–²59.7%20,4211.8%Finance
PALANTIR TECHNOLOGIES INC
$1,952,692$17,261 â–²0.9%13,3491.8%CL A
WALMART INC
$1,944,733$85,380 â–²4.6%15,6481.8%COM
Equinix, Inc. stock logo
EQIX
Equinix
$1,808,543$247,021 â–²15.8%1,8451.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,725,933$23,326 â–²1.4%8,2871.6%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$1,591,283$7,692 â–²0.5%16,5501.4%Consumer Discretionary
ARISTA NETWORKS INC
$1,582,389$195,343 â–²14.1%12,8881.4%COM SHS
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$1,490,583$108,165 â–²7.8%7,0971.3%Computer and Technology
Stryker Corporation stock logo
SYK
Stryker
$1,389,607$100,877 â–²7.8%4,2291.3%Medical
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,360,512$31,838 â–¼-2.3%10,3841.2%Industrials
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,337,014$59,622 â–²4.7%4,1711.2%Basic Materials
Fastenal Company stock logo
FAST
Fastenal
$1,279,294$117,810 â–²10.1%27,5711.2%Retail/Wholesale
Southern Company (The) stock logo
SO
Southern
$1,031,027$51,638 â–¼-4.8%10,6820.9%Utilities
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$1,027,171$326,499 â–²46.6%13,1000.9%ETF
Cintas Corporation stock logo
CTAS
Cintas
$789,376$84,739 â–²12.0%4,6670.7%Business Services
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$687,053$63,261 â–²10.1%1,7920.6%Manufacturing
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$590,415$21,435 â–²3.8%23,5230.5%ETF
CSX Corporation stock logo
CSX
CSX
$581,802$9,852 â–¼-1.7%14,1730.5%Transportation
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$394,5510.0%3,0100.4%Utilities
Worthington Enterprises, Inc. stock logo
WOR
Worthington Enterprises
$208,039$4,432 â–¼-2.1%3,9900.2%Construction
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$0$1,728,696 â–¼-100.0%00.0%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$0$1,518,083 â–¼-100.0%00.0%Consumer Staples
Intuit Inc. stock logo
INTU
Intuit
$0$1,198,980 â–¼-100.0%00.0%Computer and Technology
Fortinet, Inc. stock logo
FTNT
Fortinet
$0$1,139,772 â–¼-100.0%00.0%Computer and Technology
The Progressive Corporation stock logo
PGR
Progressive
$0$1,126,986 â–¼-100.0%00.0%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$0$236,079 â–¼-100.0%00.0%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$0$229,188 â–¼-100.0%00.0%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$0$209,551 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data