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Home > Institutional Investor > Shuttleworth & Co > Profile

Instuitional Investor - Shuttleworth & Co

Fund Profile
Filing Period:
Fund Name: Shuttleworth & Co
Portfolio Value $125,060,568
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Applied Materials Inc
 AMAT 9,507 $6,873,561 5.5%
2.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 19,034 $5,766,738 4.61%
3.
Schwab Strategic Trust
 SCHD 203,932 $5,648,907 4.52%
4.
Spdr Series Trust
 KRE 58,247 $5,118,748 4.09%
5.
Apple Inc.
 AAPL 16,897 $4,889,310 3.91%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.