Boltwood Capital Management Portfolio Holdings by Sector

Boltwood Capital Management

$326 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHF TDTT HYGV MBB IEI SPDW MBSD IJH 73 stocks	$214,677 65.93% of portfolio	38	30	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE PANW CRWD 5 stocks	$9,536 2.93% of portfolio	1	4	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA MCHP AMD ADI AVGO 5 stocks	$8,021 2.46% of portfolio	3	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$7,575 2.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$6,790 2.09% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$6,717 2.06% of portfolio	2	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV PFE JNJ MRK BMY 6 stocks	$5,967 1.83% of portfolio	3	3	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BMO SAN 4 stocks	$5,730 1.76% of portfolio	2	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$3,964 1.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP MA PYPL 3 stocks	$3,584 1.1% of portfolio	2	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE CME MCO 3 stocks	$3,395 1.04% of portfolio	-	3	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT ZBH 2 stocks	$3,304 1.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$3,129 0.96% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3,017 0.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM NOW 2 stocks	$2,764 0.85% of portfolio	1	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$2,702 0.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$2,657 0.82% of portfolio	-	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$2,382 0.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$1,571 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX BA 2 stocks	$1,554 0.48% of portfolio	2	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG MCD SBUX 3 stocks	$1,550 0.48% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL 1 stocks	$1,531 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T CMCSA VZ 3 stocks	$1,437 0.44% of portfolio	-	3	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$1,393 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$1,320 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN CDW 3 stocks	$1,306 0.4% of portfolio	2	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$1,186 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$1,127 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1,083 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$998 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$991 0.3% of portfolio	1	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$907 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$900 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$890 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW GS 2 stocks	$841 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC UNP 2 stocks	$817 0.25% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE D 2 stocks	$759 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$705 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC USB 2 stocks	$683 0.21% of portfolio	1	1	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$595 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS 1 stocks	$587 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$572 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$561 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$520 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$507 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN GE 2 stocks	$493 0.15% of portfolio	1	1	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI 1 stocks	$426 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$412 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV 1 stocks	$323 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC 1 stocks	$321 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$313 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$278 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy HAL 1 stocks	$237 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts

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Boltwood Capital Management Portfolio Holdings by Sector

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