SHUTTLEWORTH & Co
Filing Date
Global Rank
#6,309
/ 8,517
▲ 359
Top Industry
Semiconductor Equipment & Materials
8.9%
3Y Alpha vs SPY
+21.6%
Period ended 46 days ago
Filed Aug 5, 2026 · 10d
4 quarters · since Sep 2025
Clone Performance
Nov 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+29.3%
SPY
+15.5%
Annualised alpha
+19.6%
Max drawdown
−12.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 4 quarters. Past performance does not predict future results.
Portfolio Concentration
34 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.6%
+2.8 pts
Top 5
28.1%
+5.4 pts
Top 10
47.7%
+6.7 pts
HHI
386
Diversified+59
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.9% | $30,249,693 |
| Industrials | 13.7% | $10,932,579 |
| Financial Services | 10.1% | $8,064,839 |
| Consumer Cyclical | 9.2% | $7,357,156 |
| Healthcare | 7.6% | $6,058,358 |
| Communication Services | 5.9% | $4,690,535 |
| Consumer Defensive | 5.4% | $4,307,436 |
| Unclassified | 3.3% | $2,667,439 |
| Real Estate | 3.0% | $2,392,285 |
| Basic Materials | 2.2% | $1,757,753 |
| Utilities | 1.6% | $1,285,449 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FAST | Fastenal Co | +7,881 | 35,452 | $1,702,759 | |
| ANET | Arista Networks, Inc. | +2,044 | 14,932 | $2,536,648 | |
| NFLX | Netflix Inc | +2,035 | 18,585 | $1,326,969 | |
| NVDA | Nvidia Corp | +1,182 | 14,806 | $2,962,532 | |
| WMT | Walmart Inc. | +1,140 | 16,788 | $1,901,408 | |
| SHW | Sherwin Williams Co | +934 | 5,105 | $1,757,753 | |
| AMZN | Amazon Com Inc | +835 | 9,122 | $2,174,137 | |
| PKG | Packaging Corp Of America | +761 | 11,048 | $2,632,517 | |
| GLD | Spdr Gold Trust | +671 | 7,241 | $2,667,439 | |
| TJX | Tjx Companies Inc /De/ | +653 | 16,835 | $2,550,502 | |
| CBOE | Cboe Global Markets, Inc. | +475 | 8,880 | $2,154,909 | |
| MSFT | Microsoft Corp | +470 | 7,716 | $2,878,222 | |
| EQIX | Equinix Inc | +450 | 2,295 | $2,392,285 | |
| CTAS | Cintas Corp | +437 | 5,104 | $868,088 | |
| ORCL | Oracle Corp | +322 | 14,315 | $2,097,863 | |
| AVGO | Broadcom Inc. | +297 | 8,734 | $3,299,268 | |
| APH | Amphenol Corp /De/ | +283 | 17,732 | $3,126,506 | |
| PLTR | Palantir Technologies Inc. | +243 | 13,592 | $1,585,778 | |
| V | Visa Inc. | +215 | 7,144 | $2,451,034 | |
| GOOGL | Alphabet Inc. | +209 | 9,412 | $3,363,566 | |
| MCK | Mckesson Corp | +190 | 3,221 | $2,433,787 | |
| ABBV | AbbVie Inc. | +181 | 13,604 | $3,423,310 | |
| COST | Costco Wholesale Corp /New | +130 | 2,572 | $2,406,028 | |
| JPM | Jpmorgan Chase & Co | +6 | 10,567 | $3,458,896 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ABT | Abbott Laboratories | −18,773 | 2,218 | $201,261 | |
| SO | Southern Co | −1,511 | 9,171 | $877,756 | |
| WM | Waste Management Inc | −332 | 9,936 | $2,214,535 | |
| AMAT | Applied Materials Inc /De | −178 | 9,507 | $6,873,561 | |
| AAPL | Apple Inc. | −81 | 16,897 | $4,889,315 | |
| CSX | Csx Corp | −50 | 14,123 | $671,266 | |
| EMR | Emerson Electric Co | −33 | 10,351 | $1,481,745 | |
| AEP | American Electric Power Co Inc | −30 | 2,980 | $407,693 | |
| ETN | Eaton Corp plc | −6 | 8,870 | $3,779,684 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
34 tracked positions ·
$79,763,522 total
· filing declares
51 positions · $125,060,568
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 9,507 | $6,873,561 | 8.62% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 16,897 | $4,889,315 | 6.13% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 8,870 | $3,779,684 | 4.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,567 | $3,458,896 | 4.34% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 13,604 | $3,423,310 | 4.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 9,412 | $3,363,566 | 4.22% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 8,734 | $3,299,268 | 4.14% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 17,732 | $3,126,506 | 3.92% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 14,806 | $2,962,532 | 3.71% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,716 | $2,878,222 | 3.61% | |
| GLD |
Spdr Gold Trust
|
Added | 7,241 | $2,667,439 | 3.34% | |
| PKG |
Packaging Corp Of America
Consumer Cyclical
|
Added | 11,048 | $2,632,517 | 3.30% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 16,835 | $2,550,502 | 3.20% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 14,932 | $2,536,648 | 3.18% | |
| V |
Visa Inc.
Financial Services
|
Added | 7,144 | $2,451,034 | 3.07% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 3,221 | $2,433,787 | 3.05% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,572 | $2,406,028 | 3.02% | |
| EQIX |
Equinix Inc
Real Estate
|
Added | 2,295 | $2,392,285 | 3.00% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 9,936 | $2,214,535 | 2.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,122 | $2,174,137 | 2.73% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
Added | 8,880 | $2,154,909 | 2.70% | |
| ORCL |
Oracle Corp
Technology
|
Added | 14,315 | $2,097,863 | 2.63% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 16,788 | $1,901,408 | 2.38% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 5,105 | $1,757,753 | 2.20% | |
| FAST |
Fastenal Co
Industrials
|
Added | 35,452 | $1,702,759 | 2.13% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 13,592 | $1,585,778 | 1.99% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 10,351 | $1,481,745 | 1.86% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 18,585 | $1,326,969 | 1.66% | |
| SO |
Southern Co
Utilities
|
Reduced | 9,171 | $877,756 | 1.10% | |
| CTAS |
Cintas Corp
Industrials
|
Added | 5,104 | $868,088 | 1.09% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 14,123 | $671,266 | 0.84% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Reduced | 2,980 | $407,693 | 0.51% | |
| WOR |
Worthington Enterprises, Inc.
Industrials
|
Held | 3,990 | $214,502 | 0.27% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 2,218 | $201,261 | 0.25% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.