Boltwood Capital Management
•CIK: 1563690•Filing: Q4 2025
**Boltwood Capital Management** is a quantitative multi-strategy fund managing $385M across 182 distinct positions. The portfolio exhibits significant allocations to core fixed income and technology names, notably SCHF ($27.5M) and TDTT ($19.0M). Further concentration is evident in mega-cap technology holdings, including AAPL ($9.9M), NVDA ($9.6M), and MSFT ($8.8M). The structure suggests a tactical approach balancing broad market exposure with high-conviction, large-cap technology bets.
Total AUM
$384.6M
QoQ Performance
+2.4%
Positions
115
Top 10 Concentration
34.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHF
SCHF7.2%
TDTT4.9%
MBB3.2%
SPDW3.2%
HYGV3.1%
IEI3.1%
AAPL2.6%
NVDA2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.4%
Technology13.3%
Financial3.7%
Consumer3.5%
Healthcare2.9%
Industrial2.3%
Consumer Staples0.9%
Energy0.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑81 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023