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SHUTTLEWORTH & Co

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13F filer, CIK 2096913, POWELL, OH

SHUTTLEWORTH & Co reported $110,506,675 across 52 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-20. Its ten largest share positions make up 30.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002096913-26-000002

Period
2026-03-31
Reported value
$111M
Holdings
52
Top 10 weight
30.53%
New
1
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VBnew+10,760$2.82M
XLCadded+10,694$1.19M
SCHFadded+38,534$954K
AGGadded+7,637$758K
IGSBadded+13,847$728K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BSXexited-18,130-$1.73M
PGexited-10,593-$1.52M
INTUexited-1,810-$1.2M
FTNTexited-14,353-$1.14M
PGRexited-4,949-$1.13M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002096913-26-000002, largest first. % of portfolio is the value over $110,506,675, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 17,938 shares; 2025Q4: 17,008 shares; 2026Q1: 16,978 shares 16,978$4.31M3.9%-30Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 121,605 shares; 2025Q4: 123,649 shares; 2026Q1: 162,183 shares 162,183$4.01M3.63%+38,534Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 32,365 shares; 2025Q4: 47,677 shares; 2026Q1: 49,156 shares 49,156$3.76M3.4%+1,479Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 12,971 shares; 2025Q4: 14,141 shares; 2026Q1: 14,718 shares 14,718$3.5M3.16%+577Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 10,098 shares; 2025Q4: 10,075 shares; 2026Q1: 9,685 shares 9,685$3.31M3%-390Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 8,918 shares; 2025Q4: 8,831 shares; 2026Q1: 8,876 shares 8,876$3.17M2.87%+45Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 10,598 shares; 2025Q4: 10,450 shares; 2026Q1: 10,561 shares 10,561$3.11M2.81%+111Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 13,269 shares; 2025Q4: 13,294 shares; 2026Q1: 13,423 shares 13,423$2.92M2.64%+129Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6,411 shares; 2025Q4: 6,409 shares; 2026Q1: 6,570 shares 6,570$2.83M2.56%+161Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,760 shares 10,760$2.82M2.55%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,107 shares; 2025Q4: 7,152 shares; 2026Q1: 7,246 shares 7,246$2.68M2.43%+94Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 9,310 shares; 2025Q4: 9,266 shares; 2026Q1: 9,203 shares 9,203$2.65M2.39%-63Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,973 shares; 2025Q4: 3,007 shares; 2026Q1: 3,031 shares 3,031$2.62M2.37%+24Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 8,800 shares; 2025Q4: 8,508 shares; 2026Q1: 8,437 shares 8,437$2.61M2.36%-71Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 38,551 shares; 2025Q4: 43,899 shares; 2026Q1: 54,745 shares 54,745$2.61M2.36%+10,846Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 16,183 shares; 2025Q4: 16,132 shares; 2026Q1: 16,182 shares 16,182$2.58M2.34%+50Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 49,514 shares; 2025Q4: 50,343 shares; 2026Q1: 50,754 shares 50,754$2.51M2.27%+411Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 10,492 shares; 2025Q4: 11,361 shares; 2026Q1: 22,055 shares 22,055$2.45M2.21%+10,694Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 8,838 shares; 2025Q4: 11,110 shares; 2026Q1: 12,411 shares 12,411$2.44M2.2%+1,301Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,403 shares; 2025Q4: 2,432 shares; 2026Q1: 2,442 shares 2,442$2.43M2.2%+10Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 13,025 shares; 2025Q4: 13,480 shares; 2026Q1: 13,624 shares 13,624$2.38M2.15%+144Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 8,298 shares; 2025Q4: 8,339 shares; 2026Q1: 8,405 shares 8,405$2.36M2.14%+66Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 9,983 shares; 2025Q4: 10,201 shares; 2026Q1: 10,268 shares 10,268$2.36M2.14%+67Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 24,322 shares; 2025Q4: 49,684 shares; 2026Q1: 50,512 shares 50,512$2.32M2.1%+828Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 12,608 shares; 2025Q4: 12,751 shares; 2026Q1: 12,829 shares 12,829$2.22M2.01%+78Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 17,812 shares; 2025Q4: 17,469 shares; 2026Q1: 17,449 shares 17,449$2.2M2%-20Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 10,019 shares; 2025Q4: 10,140 shares; 2026Q1: 10,287 shares 10,287$2.18M1.98%+147Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 20,520 shares; 2025Q4: 20,687 shares; 2026Q1: 20,991 shares 20,991$2.16M1.95%+304Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6,755 shares; 2025Q4: 6,853 shares; 2026Q1: 6,929 shares 6,929$2.09M1.9%+76Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 14,055 shares; 2025Q4: 13,781 shares; 2026Q1: 13,993 shares 13,993$2.06M1.86%+212Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 14,778 shares; 2025Q4: 18,287 shares; 2026Q1: 27,658 shares 27,658$2.04M1.84%+9,371Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 19,124 shares; 2025Q4: 24,755 shares; 2026Q1: 38,602 shares 38,602$2.03M1.84%+13,847Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 10,024 shares; 2025Q4: 12,784 shares; 2026Q1: 20,421 shares 20,421$2.03M1.83%+7,637Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 13,311 shares; 2025Q4: 13,231 shares; 2026Q1: 13,349 shares 13,349$1.95M1.77%+118Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 14,475 shares; 2025Q4: 14,961 shares; 2026Q1: 15,648 shares 15,648$1.94M1.76%+687Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,865 shares; 2025Q4: 1,593 shares; 2026Q1: 1,845 shares 1,845$1.81M1.64%+252Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 8,059 shares; 2025Q4: 8,175 shares; 2026Q1: 8,287 shares 8,287$1.73M1.56%+112Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,790 shares; 2025Q4: 16,470 shares; 2026Q1: 16,550 shares 16,550$1.59M1.44%+80Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 11,297 shares; 2026Q1: 12,888 shares 12,888$1.58M1.43%+1,591Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6,209 shares; 2025Q4: 6,582 shares; 2026Q1: 7,097 shares 7,097$1.49M1.35%+515Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,005 shares; 2025Q4: 3,922 shares; 2026Q1: 4,229 shares 4,229$1.39M1.26%+307Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 11,907 shares; 2025Q4: 10,627 shares; 2026Q1: 10,384 shares 10,384$1.36M1.23%-243Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,762 shares; 2025Q4: 3,985 shares; 2026Q1: 4,171 shares 4,171$1.34M1.21%+186Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 25,533 shares; 2025Q4: 25,032 shares; 2026Q1: 27,571 shares 27,571$1.28M1.16%+2,539Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 13,915 shares; 2025Q4: 11,217 shares; 2026Q1: 10,682 shares 10,682$1.03M0.93%-535Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,627 shares; 2025Q4: 8,936 shares; 2026Q1: 13,100 shares 13,100$1.03M0.93%+4,164Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,577 shares; 2025Q4: 4,166 shares; 2026Q1: 4,667 shares 4,667$789K0.71%+501Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,631 shares; 2025Q4: 1,627 shares; 2026Q1: 1,792 shares 1,792$687K0.62%+165Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 21,267 shares; 2025Q4: 22,669 shares; 2026Q1: 23,523 shares 23,523$590K0.53%+854Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 15,714 shares; 2025Q4: 14,413 shares; 2026Q1: 14,173 shares 14,173$582K0.53%-240Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,010 shares; 2025Q4: 3,010 shares; 2026Q1: 3,010 shares 3,010$395K0.36%0Timeline
WORWORTHINGTON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,080 shares; 2025Q4: 4,075 shares; 2026Q1: 3,990 shares 3,990$208K0.19%-85Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BSXBOSTON SCIENTIFIC CORP18,130$1.73Mshares
PGPROCTER & GAMBLE CO10,593$1.52Mshares
INTUINTUIT1,810$1.2Mshares
FTNTFORTINET INC14,353$1.14Mshares
PGRPROGRESSIVE CORP4,949$1.13Mshares
IBMINTERNATIONAL BUSINESS MACHS797$236Kshares
SCHGSCHWAB STRATEGIC TR7,026$229Kshares
VGTVANGUARD WORLD FD278$210Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002096913-26-000002 base2026-05-20acceptance time not in the bulk data set