SHUTTLEWORTH & Co
•CIK: 2096913•Filing: Q4 2025
**SHUTTLEWORTH & Co** manages $109M across a diversified portfolio of 59 positions. The fund exhibits a significant concentration in mega-cap technology and financial names, with top holdings including AAPL at $4.6M and MSFT at $3.5M. Notable allocations also target broad market exposure via QQQM ($3.6M) and SCHF ($3.0M), alongside key names like JPM ($3.4M) and AVGO ($2.9M). This structure suggests a core focus on established growth leaders and sector-specific opportunities.
Total AUM
$109.4M
QoQ Performance
-0.8%
Positions
51
Top 10 Concentration
30.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.2%
SPYM3.5%
QQQM3.3%
MSFT3.2%
JPM3.1%
ABBV2.8%
SCHF2.7%
AVGO2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.8%
Technology18.8%
Financial5.3%
Consumer5.2%
Healthcare5.1%
Communication2.6%
Materials1.2%
Real Estate1.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑31 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025