13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002096913
Total reported value
$125.1M
$125.1M
52 檔
15.1%
According to the latest 13F quarterly dataset, SHUTTLEWORTH & Co managed an equity portfolio of $125.1M at the end of Q1 2026, spanning 52 distinct U.S. exchange-listed positions.
In Q1 2026, SHUTTLEWORTH & Co displayed an active expansion posture, initiating 1 new positions and adding to 41 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.90% | +0.01% | -0.18% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.63% | +0.89% | +31.16% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.40% | +0.69% | +3.10% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.16% | +1.45% | +4.08% | |
| 5 | AMAT | Applied Materials Inc | Stock-Tech | 3.00% | +2.50% | -3.87% | |
| 6 | ETN | Eaton Corporation plc | Stock-Industrials | 2.87% | +0.15% | +0.51% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.81% | -0.04% | +1.06% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.64% | +0.10% | +0.97% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.56% | -0.43% | +2.51% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.55% | +0.14% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.43% | -0.13% | +1.31% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.39% | +0.30% | -0.68% | |
| 13 | MCK | Mckesson CORP | Stock-Healthcare | 2.37% | -0.42% | +0.80% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.36% | +0.28% | -0.83% | |
| 15 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 2.36% | -0.29% | +24.71% | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.34% | -0.30% | +0.31% | |
| 17 | XLF | Ss Financial Select Sector | ETF-Other | 2.27% | -0.06% | +0.82% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.21% | -0.12% | +94.13% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 2.20% | +0.93% | +11.71% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.20% | -0.28% | +0.41% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | +0.22% | +1.07% | |
| 22 | CBOE | Cboe Global Markets Inc | Stock-Financials | 2.14% | -0.42% | +0.79% | |
| 23 | WM | Waste Management Inc | Stock-Industrials | 2.14% | -0.37% | +0.66% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.10% | -0.17% | +1.67% | |
| 25 | VDE | Vanguard Energy ETF | ETF-Other | 2.01% | -0.43% | +0.61% | |
| 26 | APH | Amphenol Corp-cl A | Stock-Tech | 2.00% | +0.50% | -0.11% | |
| 27 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 1.98% | +0.12% | +1.45% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.95% | -1.79% | +1.47% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.90% | +0.06% | +1.11% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 1.86% | -0.18% | +1.54% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 1.84% | -0.23% | +51.24% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.84% | -0.23% | +55.94% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.83% | -0.23% | +59.74% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.77% | -0.50% | +0.89% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 1.76% | -0.24% | +4.59% | |
| 36 | EQIX | Equinix Inc | Stock-Real Estate | 1.64% | +0.27% | +15.82% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.18% | +1.37% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 1.44% | -0.38% | +0.49% | |
| 39 | ANET | Arista Networks Inc | Stock-Tech | 1.43% | +0.60% | +14.08% | |
| 40 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.35% | -1.35% | EXIT | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 1.26% | -1.26% | EXIT | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 1.23% | -0.05% | -2.29% | |
| 43 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.21% | +0.20% | +4.67% | |
| 44 | FAST | Fastenal Co | Stock-Industrials | 1.16% | +0.20% | +10.14% | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.93% | -0.23% | -4.77% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.93% | -0.12% | +46.60% | |
| 47 | CTAS | Cintas CORP | Stock-Industrials | 0.71% | -0.02% | +12.03% | |
| 48 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.62% | +0.34% | +10.14% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.53% | -0.03% | +3.77% | |
| 50 | CSX | Csx CORP | Stock-Industrials | 0.53% | +0.01% | -1.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLC | Ss Comm Select Sector Spdr | +1% | +94.13% | Add |
| 2 | SCHF | Schwab Intl Equity ETF | +0.9% | +31.16% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.7% | +59.74% | Add |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | +0.6% | +55.94% | Add |
| 5 | AMAT | Applied Materials Inc | +0.6% | -3.87% | Trim |
| 6 | BND | Vanguard Total Bond Market | +0.6% | +51.24% | Add |
| 7 | VDE | Vanguard Energy ETF | +0.5% | +0.61% | Add |
| 8 | EQIX | Equinix Inc | +0.5% | +15.82% | Add |
| 9 | QLTA | Ishares Aaa - A Rated Corpor | +0.4% | +24.71% | Add |
| 10 | ETN | Eaton Corporation plc | +0.3% | +0.51% | Add |
| 11 | BSV | Vanguard Short-term Bond ETF | +0.3% | +46.60% | Add |
| 12 | COST | Costco Wholesale CORP | +0.3% | +0.41% | Add |
| 13 | VTV | Vanguard Value ETF | +0.3% | +11.71% | Add |
| 14 | GLD | Spdr Gold Shares | +0.2% | +2.51% | Add |
| 15 | WMT | Walmart Inc | +0.2% | +4.59% | Add |
| 16 | FAST | Fastenal Co | +0.2% | +10.14% | Add |
| 17 | CBOE | Cboe Global Markets Inc | +0.2% | +0.79% | Add |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +1.67% | Add |
| 19 | TMUS | T-mobile US Inc | +0.1% | +7.82% | Add |
| 20 | MCK | Mckesson CORP | +0.1% | +0.80% | Add |
| 21 | WM | Waste Management Inc | +0.1% | +0.66% | Add |
| 22 | ANET | Arista Networks Inc | +0.1% | +14.08% | Add |
| 23 | SMH | Vaneck Semiconductor ETF | +0.1% | +10.14% | Add |
| 24 | TJX | Tjx Companies Inc | +0.1% | +0.31% | Add |
| 25 | PKG | Packaging CORP Of America | +0.1% | +1.45% | Add |
| 26 | CSX | Csx CORP | +0.1% | -1.67% | Trim |
| 27 | SO | Southern Co/the | 0% | -4.77% | Trim |
| 28 | AEP | American Electric Power | 0% | — | Unchanged |
| 29 | NFLX | Netflix Inc | 0% | +0.49% | Add |
| 30 | SHW | Sherwin-williams Co/the | 0% | +4.67% | Add |
| 31 | SYK | Stryker CORP | — | +7.83% | Add |
| 32 | WOR | Worthington Enterprises Inc | — | -2.09% | Trim |
| 33 | CTAS | Cintas CORP | 0% | +12.03% | Add |
| 34 | SCHB | Schwab US Broad Market ETF | 0% | +3.77% | Add |
| 35 | EMR | Emerson Electric Co | -0.1% | -2.29% | Trim |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | +3.10% | Add |
| 37 | QQQM | Invesco Nasdaq 100 ETF | -0.1% | +4.08% | Add |
| 38 | ABBV | Abbvie Inc | -0.1% | +0.97% | Add |
| 39 | NVDA | Nvidia CORP | -0.2% | +1.07% | Add |
| 40 | APH | Amphenol Corp-cl A | -0.2% | -0.11% | Trim |
| 41 | AMZN | Amazon.com Inc | -0.2% | +1.37% | Add |
| 42 | XLF | Ss Financial Select Sector | -0.3% | +0.82% | Add |
| 43 | GOOGL | Alphabet Inc-cl A | -0.3% | -0.68% | Trim |
| 44 | JPM | Jpmorgan Chase & Co | -0.3% | +1.06% | Add |
| 45 | V | Visa Inc-class A Shares | -0.3% | +1.11% | Add |
| 46 | AVGO | Broadcom Inc | -0.3% | -0.83% | Trim |
| 47 | AAPL | Apple Inc | -0.3% | -0.18% | Trim |
| 48 | PLTR | Palantir Technologies Inc-a | -0.4% | +0.89% | Add |
| 49 | ABT | Abbott Laboratories | -0.4% | +1.47% | Add |
| 50 | ORCL | Oracle CORP | -0.6% | +1.54% | Add |
According to official SEC Form 13F filings, SHUTTLEWORTH & Co reported a total U.S. public equity portfolio value of $125.1M across 52 disclosed positions in Q1 2026.
During Q1 2026, SHUTTLEWORTH & Co's top holdings by market value included AAPL (3.9%)、SCHF (3.6%)、SPYM (3.4%). The largest single position, AAPL, represented 3.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SCHF, SPYM) accounted for 15.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
VB
市值: $2.8M
Top Position Liquidated / Trimmed
BSX
前期市值: $1.7M
In Q1 2026, SHUTTLEWORTH & Co made 59 total portfolio adjustments, initiating 1 new buys, adding to 41 positions, trimming 9 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.