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:
5.77%
Gain -0.47%
Monthly
0.69%
Yearly
5.77%
Drawdown
7.23%
$116.75M
Equity
Holdings
$116.75M
Investment
$110.31M
$6.31M
Profit -$556,687.87
Realized
-$127,258.19
Unrealized
$6.43M
Dividends
$1.04M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$556,687.87
Win %
48%
This Week
Compared To Last Week
Gain
0.11%
Profit
$123,105.97
Win %
48%
This Month
Compared to last month
Gain
0.11%
Profit
$123,105.97
Win %
48%
This Year
Compared to last year
Gain
6.76%
Profit
$7.4M
Win %
48%
FAST Fastenal Co.
+3.87%
+$43,305.36 
CBOE Cboe Global Markets Inc.
+3.5%
+$80,471.35 
WMT Walmart Inc.
+3.43%
+$58,048.68 
WM Waste Management, Inc.
+2.87%
+$62,022.08 
TJX The TJX Companies, Inc.
+2.75%
+$68,238.36 
AMAT Applied Materials, Inc.
+2.19%
+$108,004 
SHW The Sherwin-Williams Company
+1.21%
+$14,086.98 
VDE Vanguard Energy ETF
+1.12%
+$23,334.33 
SMH VanEck Semiconductor ETF
+0.91%
+$9,338.98 
ETN Eaton Corporation plc
+0.88%
+$32,586.39 
ABBV AbbVie Inc.
+0.81%
+$23,330.97 
CTAS Cintas Corporation
+0.81%
+$5,874.06 
COST Costco Wholesale Corporation
+0.79%
+$18,385.92 
CSX CSX Corporation
+0.65%
+$4,323.9 
SYK Stryker Corporation
+0.59%
+$6,824.28 
EQIX Equinix, Inc.
+0.48%
+$8,283.6 
MCK McKesson Corporation
+0.39%
+$8,539.88 
BSX Boston Scientific Corporation
+0.04%
+$362.6 
ABT Abbott Laboratories
+0.03%
+$620.61 
JPM JPMorgan Chase & Co.
0%
$0 
SO The Southern Company
0%
$0 
SPLG SPDR Portfolio S&P 500 ETF
0%
$0 
IBM International Business Machines Corporation
-7.08%
-$18,570.1 
PLTR Palantir Technologies Inc.
-6.53%
-$131,383.83 
ORCL Oracle Corporation
-5.76%
-$194,036.48 
TMUS T-Mobile US, Inc.
-3.89%
-$48,311.88 
NVDA NVIDIA Corporation
-3.55%
-$106,761.6 
INTU Intuit Inc.
-3.3%
-$19,222.2 
MSFT Microsoft Corp.
-3.11%
-$98,125.44 
AMZN Amazon.com Inc
-2.53%
-$53,137.5 
NFLX Netflix, Inc.
-2.17%
-$29,810.7 
PGR Progressive Corporation
-1.69%
-$16,480.17 
FTNT Fortinet Inc.
-1.6%
-$34,160.14 
AAPL Apple Inc.
-1.57%
-$84,019.52 
VGT Vanguard Information Technology ETF
-1.47%
-$4,114.4 
XLC Communication Services Select Sector SPDR Fund
-1.32%
-$17,098.31 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.3%
-$3,196.83 
XLF Financial Select Sector SPDR Fund
-1.17%
-$30,205.8 
V Visa Inc. Class A
-1.16%
-$25,219.04 
WOR Worthington Enterprises Inc.
-1.15%
-$2,689.5 
GLD SPDR Gold Shares
-0.99%
-$26,212.81 
SCHF Schwab International Equity ETF
-0.91%
-$31,530.49 
EMR Emerson Electric Co.
-0.81%
-$12,221.05 
GOOGL Alphabet Inc
-0.79%
-$26,500.76 
SCHB Schwab U.S. Broad Market ETF
-0.75%
-$4,987.18 
AEP American Electric Power Company, Inc.
-0.63%
-$2,408 
ANET Arista Networks, Inc.
-0.55%
-$10,958.09 
XLU Utilities Select Sector SPDR Fund
-0.49%
-$10,682.06 
AVGO Broadcom Inc.
-0.49%
-$19,908.72 
APH Amphenol Corporation
-0.42%
-$10,918.12 
PG Procter & Gamble Co
-0.28%
-$4,237.2 
QQQM Invesco NASDAQ 100 ETF
-0.26%
-$11,454.21 
PKG Packaging Corporation of America
-0.21%
-$4,867.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.19%
-$2,428.96 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$2,560.18 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.19%
-$3,950.91 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$625.52 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.06%
-$742.65 
VTV Vanguard Value ETF
-0.01%
-$111.1 Events
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Dividends
Dividend Analysis
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| Trades 120 | Longs Won 56/120 46% | Profit Factor 1.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $410,605.61 |
| Average Win $250,880.68 | Best Trade (Jun 03) $3.04M | Sharpe Ratio -10.16 |
| Average Loss -$120,968.52 | Worst Trade (May 21) -$1.28M | Z-Score 0.33 (25.51%) |
| Commissions $0 | Avg. Trade Length 6m 2d | Expectancy $52,561.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 965 | 869 | 772 | 676 | 579 | 483 | 386 | 290 | 193 | 97 |
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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