Shuttleworth & Co holds a diversified book of 51 reported positions worth $125.1M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Vanguard Info Tech ETF and trimmed Applied Materials Inc. Their largest long position is Applied Materials Inc at 5% of the reported non-option book. Cloning the disclosed picks since 2025 would be +10% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.9 points over this window.
Growth of $10,000 cloning Shuttleworth & Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
64% mapped to company sectors
+2 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Shuttleworth & Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 6 / 51 | $155.2M |
| Emerald Advisors, LLC | 20 / 51 | $634.6M |
| New World Advisors LLC | 22 / 51 | $458.1M |
| Ketron Financial | 16 / 51 | $234.9M |
| Prospect Hill Management, LLC | 6 / 51 | $187.0M |
| Independent Investors Inc | 13 / 51 | $371.7M |
| Hoey Investments, Inc | 35 / 51 | $543.5M |
| Aljian Capital Management, LLC | 21 / 51 | $364.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Shuttleworth & Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Applied Matls Inc COM | $6.9M | 9.5K | 5.5% | ▼−1.8% Reduced · −178 sh | |
| 2 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $5.8M | 19.0K | 4.6% | ▲+29% Added · +4K sh | |
| 3 | Schwab Strategic TR INTL EQTY ETF | $5.6M | 203.9K | 4.5% | ▲+26% Added · +42K sh | |
| 4 | SPDR Series Trust ST STR P500ETF | $5.1M | 58.2K | 4.1% | ▲+18% Added · +9K sh | |
| 5 | Apple Inc COM | $4.9M | 16.9K | 3.9% | ▼−0.5% Reduced · −81 sh | |
| 6 | Vanguard Index FDS VALUE ETF | $3.9M | 18.0K | 3.1% | ▲+45% Added · +6K sh | |
| 7 | Eaton Corp PLC SHS | $3.8M | 8.9K | 3.0% | ▼−0.1% Reduced · −6 sh | |
| 8 | JPMorgan Chase & Co COM | $3.5M | 10.6K | 2.8% | ▲+0.1% Added · +6 sh | |
| 9 | Abbvie Inc COM | $3.4M | 13.6K | 2.7% | ▲+1.3% Added · +181 sh | |
| 10 | Vanguard Index FDS SMALL CP ETF | $3.4M | 11.1K | 2.7% | ▲+3.2% Added · +347 sh | |
| 11 | Alphabet Inc CAP STK CL A | $3.4M | 9.4K | 2.7% | ▲+2.3% Added · +209 sh | |
| 12 | Broadcom Inc COM | $3.3M | 8.7K | 2.6% | ▲+3.5% Added · +297 sh | |
| 13 | Amphenol Corp CL A | $3.1M | 17.7K | 2.5% | ▲+1.6% Added · +283 sh | |
| 14 | Nvidia Corporation COM | $3.0M | 14.8K | 2.4% | ▲+8.7% Added · +1K sh | |
| 15 | Microsoft Corp COM | $2.9M | 7.7K | 2.3% | ▲+6.5% Added · +470 sh | |
| 16 | Select Sector SPDR TR ST STR FINL ETF | $2.8M | 51.7K | 2.2% | ▲+1.8% Added · +907 sh | |
| 17 | SPDR Gold TR GOLD SHS | $2.7M | 7.2K | 2.1% | ▲+10% Added · +671 sh | |
| 18 | Packaging Corp Amer COM | $2.6M | 11.0K | 2.1% | ▲+7.4% Added · +761 sh | |
| 19 | Select Sector SPDR TR ST STR SVC ETF | $2.6M | 24.4K | 2.1% | ▲+11% Added · +2K sh | |
| 20 | Ishares TR A RATE CP BD ETF | $2.6M | 54.5K | 2.1% | ▼−0.4% Reduced · −199 sh | |
| 21 | TJX Cos Inc New COM | $2.6M | 16.8K | 2.0% | ▲+4.0% Added · +653 sh | |
| 22 | Arista Networks Inc COM SHS | $2.5M | 14.9K | 2.0% | ▲+16% Added · +2K sh | |
| 23 | Visa Inc COM CL A | $2.5M | 7.1K | 2.0% | ▲+3.1% Added · +215 sh | |
| 24 | McKesson Corp COM | $2.4M | 3.2K | 1.9% | ▲+6.3% Added · +190 sh | |
| 25 | Select Sector SPDR TR ST STR UTIL ETF | $2.4M | 53.3K | 1.9% | ▲+5.6% Added · +3K sh | |
| 26 | Costco Wholesale Corporation COM | $2.4M | 2.6K | 1.9% | ▲+5.3% Added · +130 sh | |
| 27 | Equinix Inc COM | $2.4M | 2.3K | 1.9% | ▲+24% Added · +450 sh | |
| 28 | Waste Mgmt Inc Del COM | $2.2M | 9.9K | 1.8% | ▼−3.2% Reduced · −332 sh | |
| 29 | Amazon Com Inc COM | $2.2M | 9.1K | 1.7% | ▲+10% Added · +835 sh | |
| 30 | Cboe Global MKTS Inc COM | $2.2M | 8.9K | 1.7% | ▲+5.7% Added · +475 sh | |
| 31 | Oracle Corp COM | $2.1M | 14.3K | 1.7% | ▲+2.3% Added · +322 sh | |
| 32 | Vanguard BD Index FDS TOTAL BND MRKT | $2.0M | 27.5K | 1.6% | ▼−0.7% Reduced · −183 sh | |
| 33 | Ishares TR ISHS 1-5YR INVS | $2.0M | 38.4K | 1.6% | ▼−0.6% Reduced · −221 sh | |
| 34 | Ishares TR CORE US AGGBD ET | $2.0M | 20.3K | 1.6% | ▼−0.8% Reduced · −155 sh | |
| 35 | Vanguard World FD ENERGY ETF | $2.0M | 13.1K | 1.6% | ▲+2.3% Added · +294 sh | |
| 36 | Walmart Inc COM | $1.9M | 16.8K | 1.5% | ▲+7.3% Added · +1K sh | |
| 37 | Sherwin Williams Co COM | $1.8M | 5.1K | 1.4% | ▲+22% Added · +934 sh | |
| 38 | Fastenal Co COM | $1.7M | 35.5K | 1.4% | ▲+29% Added · +8K sh | |
| 39 | Palantir Technologies Inc CL A | $1.6M | 13.6K | 1.3% | ▲+1.8% Added · +243 sh | |
| 40 | Emerson Elec Co COM | $1.5M | 10.4K | 1.2% | ▼−0.3% Reduced · −33 sh | |
| 41 | Netflix Inc. COM | $1.3M | 18.6K | 1.1% | ▲+12% Added · +2K sh | |
| 42 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.2M | 1.8K | 1.0% | ▲+2.2% Added · +40 sh | |
| 43 | Vanguard BD Index FDS SHORT TRM BOND | $1.0M | 13.0K | 0.8% | ▼−0.5% Reduced · −63 sh | |
| 44 | Southern Co COM | $878K | 9.2K | 0.7% | ▼−14% Reduced · −2K sh | |
| 45 | Cintas Corp COM | $868K | 5.1K | 0.7% | ▲+9.4% Added · +437 sh | |
| 46 | CSX Corp COM | $671K | 14.1K | 0.5% | ▼−0.3% Reduced · −50 sh | |
| 47 | Schwab Strategic TR US BRD MKT ETF | $621K | 21.4K | 0.5% | ▼−8.8% Reduced · −2K sh | |
| 48 | American Elec PWR Co Inc COM | $408K | 3.0K | 0.3% | ▼−1.0% Reduced · −30 sh | |
| 49 | Vanguard World FD INF TECH ETF | $237K | 2.0K | 0.2% | ▲New New position | |
| 50 | Worthington Enterprises Inc COM | $215K | 4.0K | 0.2% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2096913/holdings"
Use Arkolith to show SHUTTLEWORTH & Co's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.