SC
Shuttleworth & Co Portfolio
Invests via Shuttleworth & Co | Managed by Erin M. Maynard, Matthew R. Freiburger
Invests via Shuttleworth & Co
Managed by Erin M. Maynard, Matthew R. Freiburger
Automatically Tracked
Company Profile
Privately held investment firm focused on alternative asset management and global private equity, with emphasis on technology and growth-stage opportunities.
Shuttleworth & Co deploys sector-selective capital across minority and control positions, provides operational support to portfolio firms and targets diversified returns for institutional and family-office clients.
Privately held investment firm focused on alternative asset management and global private equity, with emphasis on technology and growth-stage opportunities.
Shuttleworth & Co deploys sector-selective capital across minority and control positions, provides operational support to portfolio firms and targets diversified returns for institutional and family-office clients.
Investment Philosophy & Strategy
Privately oriented alternative asset firm prioritizing growth-stage technology and select private equity across global markets. Capital allocation blends minority and control stakes with disciplined valuation thresholds and a bias toward scalable business models. Investment style emphasizes operational partnership, board-level engagement, and active value creation to accelerate go-to-market and margin expansion. Time horizon is multi-year with planned exit pathways and portfolio diversification across strategies to manage concentration risk. Co-investments with institutions and tailored liquidity solutions balance return enhancement and downside protection.
Privately oriented alternative asset firm prioritizing growth-stage technology and select private equity across global markets. Capital allocation blends minority and control stakes with disciplined valuation thresholds and a bias toward scalable business models. Investment style emphasizes operational partnership, board-level engagement, and active value creation to accelerate go-to-market and margin expansion. Time horizon is multi-year with planned exit pathways and portfolio diversification across strategies to manage concentration risk. Co-investments with institutions and tailored liquidity solutions balance return enhancement and downside protection.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-0.36%
Gain
Monthly
-0.04%
Yearly
-0.36%
Drawdown
7.88%
$120.3M
Equity
Holdings
$120.3M
Investment
$112.46M
$7.45M
Profit -$681,011.76
Realized
-$396,459.83
Unrealized
$7.84M
Dividends
$1.35M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$681,011.76
Win %
62%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$705,630.93
Win %
62%
This Month
Compared to last month
Gain
-0.31%
Profit
-$377,238.2
Win %
62%
This Year
Compared to last year
Gain
8.86%
Profit
$9.79M
Win %
61%
ORCL Oracle Corporation
+3.09%
+$53,663.15 
ETN Eaton Corporation plc
+1.49%
+$52,501.54 
ABT Abbott Laboratories
+1.37%
+$28,337.85 
ABBV AbbVie Inc.
+0.95%
+$32,550.78 
GLD SPDR Gold Shares
+0.94%
+$22,469.4 
EMR Emerson Electric Co.
+0.77%
+$11,110.78 
VDE Vanguard Energy ETF
+0.77%
+$15,779.67 
EQIX Equinix, Inc.
+0.63%
+$11,749.7 
AVGO Broadcom Inc.
+0.27%
+$8,563.56 
MCK McKesson Corporation
+0.21%
+$5,243.63 
ANET Arista Networks, Inc.
+0.2%
+$4,253.04 
QLTA iShares AAA - A Rated Corporate Bond ETF
+0.11%
+$2,737.25 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$1,837.89 
JPM JPMorgan Chase & Co.
+0.09%
+$3,221 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$1,521.19 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.04%
+$714.14 
BSV Vanguard Short-Term Bond ETF
+0.02%
+$196.5 
NFLX Netflix, Inc.
-7.02%
-$86,391 
SYK Stryker Corporation
-3.42%
-$47,956.9 
AMAT Applied Materials, Inc.
-3.14%
-$170,601.27 
FAST Fastenal Co.
-2.27%
-$29,261.1 
V Visa Inc. Class A
-1.98%
-$50,027.31 
GOOGL Alphabet Inc
-1.96%
-$63,776.88 
CTAS Cintas Corporation
-1.89%
-$18,154.63 
MSFT Microsoft Corp.
-1.76%
-$51,301.68 
WM Waste Management, Inc.
-1.67%
-$41,585.4 
SHW The Sherwin-Williams Company
-1.65%
-$23,295.03 
XLC Communication Services Select Sector SPDR Fund
-1.45%
-$35,949.65 
WOR Worthington Enterprises Inc.
-1.27%
-$2,872.8 
COST Costco Wholesale Corporation
-1.12%
-$25,860.83 
TMUS T-Mobile US, Inc.
-1.06%
-$14,477.88 
SMH VanEck Semiconductor ETF
-0.96%
-$9,766.45 
CSX CSX Corporation
-0.86%
-$6,236.12 
NVDA NVIDIA Corporation
-0.82%
-$23,228.92 
AAPL Apple Inc.
-0.78%
-$44,312.75 
PKG Packaging Corporation of America
-0.73%
-$17,539.33 
QQQM Invesco NASDAQ 100 ETF
-0.71%
-$30,186.62 
WMT Walmart Inc.
-0.64%
-$11,423.04 
XLF Financial Select Sector SPDR Fund
-0.63%
-$18,017.67 
SCHB Schwab U.S. Broad Market ETF
-0.57%
-$3,881.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.56%
-$24,332.22 
PLTR Palantir Technologies Inc.
-0.56%
-$10,011.75 
APH Amphenol Corporation
-0.52%
-$13,784.54 
CBOE Cboe Global Markets Inc.
-0.46%
-$10,758.4 
SO The Southern Company
-0.45%
-$4,593.26 
VB Vanguard Small-Cap ETF
-0.43%
-$13,772.91 
AEP American Electric Power Company, Inc.
-0.42%
-$1,685.57 
AMZN Amazon.com Inc
-0.4%
-$8,204.13 
TJX The TJX Companies, Inc.
-0.36%
-$9,061.92 
XLU Utilities Select Sector SPDR Fund
-0.25%
-$5,808.88 
SCHF Schwab International Equity ETF
-0.18%
-$8,109.15 
VTV Vanguard Value ETF
-0.02%
-$496.44 Events
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Dividends
Dividend Analysis
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| Trades 171 | Longs Won 97/171 56% | Profit Factor 2.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $365,077.09 |
| Average Win $145,126.56 | Best Trade (Jul 14) $3.83M | Sharpe Ratio -13.43 |
| Average Loss -$89,606.96 | Worst Trade (Jul 15) -$2.11M | Z-Score 2.9 (99.62%) |
| Commissions $0 | Avg. Trade Length 6m | Expectancy $43,545.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,342 | 1,208 | 1,074 | 940 | 805 | 671 | 537 | 403 | 268 | 134 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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