Shuttleworth & CO Portfolio Holdings

Shuttleworth & CO

$110 Billion
Q3 2025

Shuttleworth & CO has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $4.57B, Oracle Corp with a value of $3.95B, Microsoft Corp with a value of $3.68B, Jpmorgan Chase & CO with a value of $3.34B, and Eaton Corp PLC with a value of $3.34B.

Examining the 13F form we can see an increase of $110B in the current position value.

Shuttleworth & CO is based out at Powell, OH

Below you can find more details about Shuttleworth & CO portfolio as well as his latest detailed transactions.

Portfolio value $110 Billion

ETFs: $28.9 Billion

Technology: $27.2 Billion

Healthcare: $11.7 Billion

Industrials: $10.1 Billion

Financial Services: $9.22 Billion

Consumer Cyclical: $7.21 Billion

Communication Services: $5.9 Billion

Consumer Defensive: $5.27 Billion

Other: $4.73 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$3.21 Billion 2.91% of portfolio	12,971	Q3 2025 New
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$2.83 Billion 2.57% of portfolio	121,605	Q3 2025 New
XLF Financial Sector Spdr ETFs	$0	$2.67 Billion 2.42% of portfolio	49,514	Q3 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$2.54 Billion 2.3% of portfolio	32,365	Q3 2025 New
GLD Spdr Gold Trust ETFs	$130B	$2.28 Billion 2.07% of portfolio	6,411	Q3 2025 New
XLU Utilities Sector Spdr ETFs	$0	$2.12 Billion 1.92% of portfolio	24,322	Q3 2025 New
QLTA Ishares Trust Aaa A Rated Corp ETFs	$0	$1.87 Billion 1.7% of portfolio	38,551	Q3 2025 New
VTV Vanguard Value ETF ETFs	$0	$1.65 Billion 1.5% of portfolio	8,838	Q3 2025 New
VDE Vanguard Energy ETF ETFs	$0	$1.59 Billion 1.44% of portfolio	12,608	Q3 2025 New

XLC Select Sector Spdr Tr Communic ETFs	$0	$1.24 Billion 1.13% of portfolio	10,492	Q3 2025 New
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1.1 Billion 1.0% of portfolio	14,778	Q3 2025 New
VBR Vanguard Small Cap Value ETF ETFs	$0	$1.07 Billion 0.97% of portfolio	5,144	Q3 2025 New
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$1.01 Billion 0.92% of portfolio	19,124	Q3 2025 New
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1 Billion 0.91% of portfolio	10,024	Q3 2025 New
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$602 Million 0.55% of portfolio	7,627	Q3 2025 New
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$547 Million 0.5% of portfolio	21,267	Q3 2025 New
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$532 Million 0.48% of portfolio	1,631	Q3 2025 New
VGSH Vanguard ETFs	$0	$353 Million 0.32% of portfolio	6,003	Q3 2025 New

SCHG Schwab Strategic Tr Us Large C ETFs	$0	$233 Million 0.21% of portfolio	7,296	Q3 2025 New
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$213 Million 0.19% of portfolio	459	Q3 2025 New
VGT Vanguard Information Technolog ETFs	$0	$208 Million 0.19% of portfolio	278	Q3 2025 New

Summary

Portfolio
No. of Stocks 63
Current Value $110 Billion
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 63 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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