The Analysis of SHUTTLEWORTH & Co's Holdings


Currently, SHUTTLEWORTH & Co holds 59 types of securities in its portfolio with a total value $109.4M. In the most recent quarter, they have increased their positions in N/A (+11.3K shares, valued at $1.5M), NFLX (+14.7K shares, valued at $1.4M), SPYM (+15.3K shares, valued at $1.2M); decreased their positions in SYK (-1.1K shares, valued at $380.6K), PGR (-1.3K shares, valued at $287.4K), AAPL (-930 shares, valued at $252.8K); initiated new positions in N/A (+11.3K shares, valued at $1.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC17.0K shares-5.18%2025-12-312026-02-13history
SPYM SPDR SERIES TRUST47.7K shares47.31%2025-12-312026-02-13history
QQQM INVESCO EXCH TRADED FD TR II14.1K shares9.02%2025-12-312026-02-13history
MSFT MICROSOFT CORP7.2K shares0.63%2025-12-312026-02-13history
JPM JPMORGAN CHASE & CO.10.4K shares-1.40%2025-12-312026-02-13history
ABBV ABBVIE INC13.3K shares0.19%2025-12-312026-02-13history
SCHF SCHWAB STRATEGIC TR123.6K shares1.68%2025-12-312026-02-13history
BROADCOM INC BROADCOM INC8.5K shares-3.32%2025-12-312026-02-13history
Sponsored
ALPHABET INC ALPHABET INC9.3K shares-0.47%2025-12-312026-02-13history
EATON CORP PLC EATON CORP PLC8.8K shares-0.98%2025-12-312026-02-13history
XLF SELECT SECTOR SPDR TR50.3K shares1.67%2025-12-312026-02-13history
ORCL ORACLE CORP13.8K shares-1.95%2025-12-312026-02-13history
ABT ABBOTT LABS20.7K shares0.81%2025-12-312026-02-13history
AMAT APPLIED MATLS INC10.1K shares-0.23%2025-12-312026-02-13history
GLD SPDR GOLD TR6.4K shares-0.03%2025-12-312026-02-13history
NVDA NVIDIA CORPORATION13.5K shares3.49%2025-12-312026-02-13history
Sponsored
TJX TJX COS INC NEW16.1K shares-0.32%2025-12-312026-02-13history
MCK MCKESSON CORP3.0K shares1.14%2025-12-312026-02-13history
V VISA INC6.9K shares1.45%2025-12-312026-02-13history
APH AMPHENOL CORP NEW17.5K shares-1.93%2025-12-312026-02-13history
PLTR PALANTIR TECHNOLOGIES INC13.2K shares-0.60%2025-12-312026-02-13history
WM WASTE MGMT INC DEL10.2K shares2.18%2025-12-312026-02-13history
VTV VANGUARD INDEX FDS11.1K shares25.71%2025-12-312026-02-13history
XLU SELECT SECTOR SPDR TR49.7K shares104.28%2025-12-312026-02-13history
Sponsored
QLTA ISHARES TR43.9K shares13.87%2025-12-312026-02-13history
COST COSTCO WHSL CORP NEW2.4K shares1.21%2025-12-312026-02-13history
CBOE CBOE GLOBAL MKTS INC8.3K shares0.49%2025-12-312026-02-13history
PKG PACKAGING CORP AMER10.1K shares1.21%2025-12-312026-02-13history
AMZN AMAZON COM INC8.2K shares1.44%2025-12-312026-02-13history
BSX BOSTON SCIENTIFIC CORP18.1K shares2.49%2025-12-312026-02-13history
WMT WALMART INC15.0K shares3.36%2025-12-312026-02-13history
VDE VANGUARD WORLD FD12.8K shares1.13%2025-12-312026-02-13history
Sponsored
NFLX NETFLIX INC16.5K shares820.11%2025-12-312026-02-13history
PG PROCTER AND GAMBLE CO10.6K shares4.78%2025-12-312026-02-13history
ARISTA NETWORKS INC ARISTA NETWORKS INC11.3K sharesnew addition2025-12-312026-02-13history
EMR EMERSON ELEC CO10.6K shares-10.75%2025-12-312026-02-13history
SYK STRYKER CORPORATION3.9K shares-21.64%2025-12-312026-02-13history
BND VANGUARD BD INDEX FDS18.3K shares23.74%2025-12-312026-02-13history
XLC SELECT SECTOR SPDR TR11.4K shares8.28%2025-12-312026-02-13history
TMUS T-MOBILE US INC6.6K shares6.01%2025-12-312026-02-13history
Sponsored
IGSB ISHARES TR24.8K shares29.44%2025-12-312026-02-13history
SHW SHERWIN WILLIAMS CO4.0K shares5.93%2025-12-312026-02-13history
AGG ISHARES TR12.8K shares27.53%2025-12-312026-02-13history
EQIX EQUINIX INC1.6K shares-14.58%2025-12-312026-02-13history
INTU INTUIT1.8K shares-13.52%2025-12-312026-02-13history
FTNT FORTINET INC14.4K shares-11.18%2025-12-312026-02-13history
PGR PROGRESSIVE CORP4.9K shares-20.32%2025-12-312026-02-13history
FAST FASTENAL CO25.0K shares-1.96%2025-12-312026-02-13history
Sponsored
SO SOUTHERN CO11.2K shares-19.39%2025-12-312026-02-13history
CTAS CINTAS CORP4.2K shares-8.98%2025-12-312026-02-13history
BSV VANGUARD BD INDEX FDS8.9K shares17.16%2025-12-312026-02-13history
SCHB SCHWAB STRATEGIC TR22.7K shares6.59%2025-12-312026-02-13history
SMH VANECK ETF TRUST1.6K shares-0.25%2025-12-312026-02-13history
CSX CSX CORP14.4K shares-8.28%2025-12-312026-02-13history
AEP AMERICAN ELEC PWR CO INC3.0K shares0.00%2025-12-312026-02-13history
IBM INTERNATIONAL BUSINESS MACHS797 shares-0.62%2025-12-312026-02-13history
Sponsored
SCHG SCHWAB STRATEGIC TR7.0K shares-3.70%2025-12-312026-02-13history
WOR WORTHINGTON ENTERPRISES INC4.1K shares-0.12%2025-12-312026-02-13history
VGT VANGUARD WORLD FD278 shares0.00%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: SHUTTLEWORTH & Co | TradeFomo