SHUTTLEWORTH & Co: 13F holdings
CIK 20969132026Q2
| Positions | 51 |
|---|
| Reported value | $125.1m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 51 (-1 vs prior quarter) |
|---|
| Reported value | $125.1m (+13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATLS INC | 9,507 | $6.9m | 5.5% |
| QQQM INVESCO EXCH TRADED FD TR II | 19,034 | $5.8m | 4.6% |
| SCHF SCHWAB STRATEGIC TR | 203,932 | $5.6m | 4.5% |
| SPYM SPDR SERIES TRUST | 58,247 | $5.1m | 4.1% |
| AAPL APPLE INC | 16,897 | $4.9m | 3.9% |
| VTV VANGUARD INDEX FDS | 17,983 | $3.9m | 3.1% |
| EATON CORP PLC | 8,870 | $3.8m | 3.0% |
| JPM JPMORGAN CHASE & CO | 10,567 | $3.5m | 2.8% |
| ABBV ABBVIE INC | 13,604 | $3.4m | 2.7% |
| VB VANGUARD INDEX FDS | 11,107 | $3.4m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2096913")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples