Institutional Fund
Shuttleworth & Co
Powell, OHCIK 20969133 filings on record
Portfolio Value
$110.51M
Q1 2026
Holdings
52
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+1.1%
from $109.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.9%
- Schwab Strategic Tr3.6%
- Spdr Series Trust3.4%
- Invesco Exch Traded Fd Tr II3.2%
- Applied Matls Inc3.0%
- Eaton Corp PLC2.9%
- Other80.0%
Portfolio Holdings
52 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 17.0K | $4.31M | 3.9% | −30 | Reduced |
| 2 | Schwab Strategic Tr | 162.2K | $4.01M | 3.6% | +38.5K | Added |
| 3 | Spdr Series Trust | 49.2K | $3.76M | 3.4% | +1.5K | Added |
| 4 | Invesco Exch Traded Fd Tr II | 14.7K | $3.50M | 3.2% | +577 | Added |
| 5 | Applied Matls Inc | 9.7K | $3.31M | 3.0% | −390 | Reduced |
| 6 | Eaton Corp PLC | 8.9K | $3.17M | 2.9% | +45 | Added |
| 7 | Jpmorgan Chase & Co. | 10.6K | $3.11M | 2.8% | +111 | Added |
| 8 | Abbvie Inc | 13.4K | $2.92M | 2.6% | +129 | Added |
| 9 | Spdr Gold Tr | 6.6K | $2.83M | 2.6% | +161 | Added |
| 10 | Vanguard Index Fds | 10.8K | $2.82M | 2.6% | +10.8K | New |
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