SHUTTLEWORTH & Co - Portfolio overview

SHUTTLEWORTH & Co has 66 reported holdings in this dataset, with the latest filing dated 2026-05-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 3.47%
2. SCHF - SCHWAB STRATEGIC TR, 3.23%
3. SPYM - SPDR SERIES TRUST, 3.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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