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:
14.1%
Gain +0.89%
Monthly
1.08%
Yearly
13.73%
Drawdown
7.28%
$132.24M
Equity
Holdings
$132.24M
Investment
$115.47M
$15.29M
Profit +$1.08M
Realized
-$1.48M
Unrealized
$16.77M
Dividends
$1.68M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.89%
Profit
$1.08M
Win %
62%
This Week
Compared To Last Week
Gain
1.81%
Profit
$2.35M
Win %
62%
This Month
Compared to last month
Gain
2.2%
Profit
$2.85M
Win %
62%
This Year
Compared to last year
Gain
5.74%
Profit
$7.18M
Win %
61%
ORCL Oracle Corporation
+4.64%
+$90,112.93 
CBOE Cboe Global Markets Inc.
+4.25%
+$111,000.12 
PLTR Palantir Technologies Inc.
+4%
+$108,192.32 
ANET Arista Networks, Inc.
+2.87%
+$90,263.94 
AMZN Amazon.com Inc
+2.74%
+$63,489.14 
V Visa Inc. Class A
+2.71%
+$72,582.97 
MSFT Microsoft Corp.
+2.59%
+$104,513.22 
WOR Worthington Enterprises Inc.
+1.99%
+$4,867.8 
EMR Emerson Electric Co.
+1.89%
+$31,053 
APH Amphenol Corporation
+1.69%
+$102,136.32 
GLD SPDR Gold Shares
+1.61%
+$44,170.1 
ABBV AbbVie Inc.
+1.44%
+$53,395.56 
MCK McKesson Corporation
+1.35%
+$40,391.34 
ETN Eaton Corporation plc
+1.34%
+$50,647.61 
EQIX Equinix, Inc.
+1.25%
+$28,925.26 
XLF Financial Select Sector SPDR Fund
+0.94%
+$26,347.11 
CTAS Cintas Corporation
+0.79%
+$8,064.32 
GOOGL Alphabet Inc
+0.74%
+$24,424.05 
XLU Utilities Select Sector SPDR Fund
+0.72%
+$15,736.48 
VB Vanguard Small-Cap ETF
+0.71%
+$22,547.21 
WMT Walmart Inc.
+0.68%
+$12,591 
FAST Fastenal Co.
+0.67%
+$12,053.68 
SCHB Schwab U.S. Broad Market ETF
+0.62%
+$3,968.07 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.61%
+$32,327.08 
VGT Vanguard Information Technology ETF
+0.55%
+$1,376.1 
SCHF Schwab International Equity ETF
+0.54%
+$29,570.14 
ABT Abbott Laboratories
+0.53%
+$1,153.36 
AVGO Broadcom Inc.
+0.47%
+$14,847.71 
VTV Vanguard Value ETF
+0.46%
+$18,162.83 
QQQM Invesco NASDAQ 100 ETF
+0.44%
+$25,695.71 
AEP American Electric Power Company, Inc.
+0.42%
+$1,519.8 
JPM JPMorgan Chase & Co.
+0.41%
+$14,476.68 
TJX The TJX Companies, Inc.
+0.27%
+$6,228.95 
PKG Packaging Corporation of America
+0.15%
+$3,866.8 
CSX CSX Corporation
+0.13%
+$847.38 
VDE Vanguard Energy ETF
+0.01%
+$262.46 
NFLX Netflix, Inc.
-1.59%
-$21,093.97 
XLC Communication Services Select Sector SPDR Fund
-1.47%
-$40,306.2 
AAPL Apple Inc.
-1.07%
-$61,420.6 
WM Waste Management, Inc.
-0.97%
-$20,170.08 
SMH VanEck Semiconductor ETF
-0.7%
-$7,740.24 
NVDA NVIDIA Corporation
-0.44%
-$15,102.12 
AMAT Applied Materials, Inc.
-0.32%
-$15,591.58 
SO The Southern Company
-0.29%
-$2,292.75 
SHW The Sherwin-Williams Company
-0.22%
-$3,573.49 
COST Costco Wholesale Corporation
-0.13%
-$3,189.23 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.07%
-$1,636.38 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.06%
-$1,151.43 
AGG iShares Core U.S. Aggregate Bond ETF
-0.06%
-$1,114.63 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$686.87 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$325.93 Events
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Dividends
Dividend Analysis
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| Trades 221 | Longs Won 128/221 57% | Profit Factor 3.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $403,001.73 |
| Average Win $164,234.1 | Best Trade (Oct 08) $4.03M | Sharpe Ratio -13.14 |
| Average Loss -$61,593.56 | Worst Trade (Oct 09) -$1.92M | Z-Score 2.04 (95.9%) |
| Commissions $0 | Avg. Trade Length 7m 1w | Expectancy $69,202.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,146 | 1,931 | 1,717 | 1,502 | 1,288 | 1,073 | 858 | 644 | 429 | 215 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,897 | $4.3M | $5.69M | - | $1.39M | 32.27% | -1.068% |
| ABBV AbbVie Inc. | 13,604 | $3.15M | $3.76M | - | $607,778.08 | 19.28% | +1.441% |
| ABT Abbott Laboratories | 2,218 | $286,128.31 | $219,604.18 | - | -$66,524.13 | -23.25% | +0.528% |
| AEP American Electric Power Company, Inc. | 2,980 | $335,250 | $366,033.4 | - | $30,783.4 | 9.18% | +0.417% |
| AGG iShares Core U.S. Aggregate Bond ETF | 20,266 | $2.02M | $1.92M | - | -$106,504.23 | -5.26% | -0.058% |
| AMAT Applied Materials, Inc. | 9,507 | $1.95M | $4.83M | - | $2.88M | 148.09% | -0.322% |
| AMZN Amazon.com Inc | 9,122 | $2.02M | $2.38M | - | $362,394.22 | 17.95% | +2.74% |
| ANET Arista Networks, Inc. | 14,932 | $2.02M | $3.24M | - | $1.22M | 60.2% | +2.865% |
| APH Amphenol Corporation | 70,928 | $2.21M | $6.15M | - | $3.94M | 178.54% | +1.688% |
| AVGO Broadcom Inc. | 8,734 | $2.9M | $3.16M | - | $264,668.12 | 9.14% | +0.472% |
| BND Vanguard Total Bond Market Index Fund | 27,475 | $2.04M | $1.93M | - | -$106,814.68 | -5.25% | -0.036% |
| BSV Vanguard Short-Term Bond ETF | 13,037 | $1.03M | $995,831.24 | - | -$30,705.93 | -2.99% | -0.033% |
| CBOE Cboe Global Markets Inc. | 8,880 | $2.18M | $2.72M | - | $543,235.51 | 24.93% | +4.251% |
| COST Costco Wholesale Corporation | 2,572 | $2.38M | $2.43M | - | $53,988.59 | 2.27% | -0.131% |
| CSX CSX Corporation | 14,123 | $501,507.6 | $669,430.2 | - | $167,922.6 | 33.48% | +0.127% |
| CTAS Cintas Corporation | 5,104 | $1.01M | $1.03M | - | $20,403.63 | 2.01% | +0.786% |
| EMR Emerson Electric Co. | 10,351 | $1.36M | $1.68M | - | $319,639.11 | 23.54% | +1.886% |
| EQIX Equinix, Inc. | 2,295 | $1.96M | $2.35M | - | $385,739.8 | 19.64% | +1.246% |
| ETN Eaton Corporation plc | 8,870 | $3.32M | $3.82M | - | $497,199.5 | 14.98% | +1.345% |
| FAST Fastenal Co. | 35,452 | $1.72M | $1.8M | - | $78,122.1 | 4.53% | +0.673% |
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FAQ
Which stocks have generated the highest profits for Shuttleworth & Co?
The largest contributions to the portfolio's profits come from the following stocks: Applied Materials, Inc - $166,352.84, iShares AAA - A Rated Corporate Bond ETF - $111,379.76, Schwab International Equity ETF - $109,208.39, AbbVie Inc - $91,516.49, and JPMorgan Chase & Co - $81,704.47. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Abbott Laboratories - $771,235.21, Stryker Corporation - $172,970.45, T-Mobile US, Inc - $159,340.6, Procter & Gamble Co - $82,657.81, and Fortinet Inc - $75,462.51. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shuttleworth & Co's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.68M earned over time. The largest contributors to dividend income include iShares AAA - A Rated Corporate Bond ETF - $111,568.81, Schwab International Equity ETF - $109,208.39, AbbVie Inc - $91,516.49, JPMorgan Chase & Co - $80,699.55, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $71,426.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shuttleworth & Co's monthly returns?
Shuttleworth & Co's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Shuttleworth & Co's strategy be considered aggressive or moderate?
Shuttleworth & Co's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Shuttleworth & Co's strategy?
Shuttleworth & Co's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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