SHUTTLEWORTH & Co
Annual return '25
+20.9%
SPY '25
+17.7%
Alpha
+3.2ptsvs SPY
Invested
$164K
Holdings
62
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Sold 5.2% (17.9k → 17.0k shares)
11.1%
02
$NVDA
NVIDIA CORP
Q1 2026: Increased +1.1% (13.5k → 13.6k shares)
10.9%
03
$AVGO
BROADCOM INC
Q4 2025: Sold 3.3% (8.8k → 8.5k shares)
9.3%
04
$GOOG
ALPHABET INC CLASS CLASS C
Held since at least Q1 2024
6.6%
05
$VST
VISTRA CORP
Held since at least Q1 2024
4.5%
06
$XOM
EXXON MOBIL CORP
Held since at least Q1 2024
4.1%
07
$GOOGL
ALPHABET INC CLASS CLASS A
Q3 2025: New position (9.3k shares)
3.8%
08
$AMZN
AMAZON.COM INC
Q1 2026: Increased +1.4% (8.2k → 8.3k shares)
3.8%
09
$AEM
AGNICO EAGLE MINES LTD F
Held since at least Q1 2024
3.0%
10
$LLY
ELI LILLY AND CO
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 05:37 UTC.