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CIK: 0001563690
Total reported value
$436.4M
$436.4M
169 檔
16.5%
In Q1 2024, Boltwood Capital Management's U.S. equity holdings reached a combined market value of $436.4M, distributed across 169 disclosed stock positions.
During Q1 2024, Boltwood Capital Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.32% | -0.04% | +1.29% | |
| 2 | HYGV | Flexshares High Yield Value | ETF-High Yield | 4.11% | -0.72% | +7.45% | |
| 3 | MBB | Ishares Mbs ETF | ETF-Other | 4.07% | -0.24% | +3.02% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.58% | -0.28% | -4.63% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.20% | -0.04% | +0.62% | |
| 6 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 2.93% | -0.15% | +38.70% | |
| 7 | MBSD | Flexshares Disciplined Durat | ETF-Other | 2.79% | -0.29% | -0.79% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.22% | +0.05% | +397.59% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.09% | -0.44% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.00% | +0.04% | +4.20% | |
| 11 | GUNR | Flexshares Global Upstream N | ETF-Other | 1.99% | -0.23% | -0.41% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.99% | +0.11% | +0.29% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.93% | +0.13% | -2.17% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.62% | +0.54% | -3.44% | |
| 15 | SKOR | Flexshares Credit-scored US | ETF-Other | 1.32% | -0.10% | -4.03% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.30% | -0.07% | -3.96% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | +0.15% | -10.24% | |
| 18 | GQRE | Flexshares Global Quality Re | ETF-Other | 1.28% | -0.03% | +8.52% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.27% | -0.18% | +33.44% | |
| 20 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 1.26% | -0.12% | +12.87% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.24% | -0.01% | +2.87% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.15% | -0.12% | -3.04% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.11% | -0.33% | -0.92% | |
| 24 | RAVI | Flexshares Ultra-short Incom | ETF-Other | 1.10% | -0.06% | -14.09% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.07% | -0.10% | +7.45% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.26% | -0.42% | |
| 27 | MCHP | Microchip Technology Inc | Stock-Tech | 0.98% | +0.06% | -0.60% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | — | -2.24% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.94% | +0.43% | -1.77% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.94% | -0.09% | -2.97% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.93% | -0.02% | -0.95% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-Other | 0.93% | — | -2.43% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.30% | -0.44% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.85% | +0.02% | -5.72% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.80% | -0.03% | -0.25% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.78% | -0.11% | -2.57% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.07% | -0.37% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.04% | -3.02% | |
| 39 | GNR | State Street Spdr S&p Global | ETF-Other | 0.72% | +0.11% | +76.63% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.71% | -0.15% | -0.72% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.05% | -2.24% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.68% | +0.11% | +5.64% | |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.66% | -0.25% | +15.32% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | -0.03% | -1.06% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.64% | — | -6.67% | |
| 46 | ICE | Intercontinental Exchange In | Stock-Financials | 0.64% | -0.15% | -2.39% | |
| 47 | XLF | Ss Financial Select Sector | ETF-Other | 0.63% | -0.01% | +0.31% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-Other | 0.62% | +0.01% | -0.49% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.59% | +0.07% | +5.80% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.58% | -0.09% | -2.91% |
According to official SEC Form 13F filings, Boltwood Capital Management reported a total U.S. public equity portfolio value of $436.4M across 169 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHF, HYGV, MBB) accounted for 16.5% of total reported equity market value during Q1 2024.
During Q1 2024, Boltwood Capital Management's top holdings by market value included SCHF (7.3%)、HYGV (4.1%)、MBB (4.1%). The largest single position, SCHF, represented 7.3% of total portfolio value.
In Q1 2024, Boltwood Capital Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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