Boltwood Capital Management - Portfolio Stock Holdings
Boltwood Capital Management disclosed 195 stock positions in a recent SEC 13F filing. $435,884,285 of stock holdings were filed, with the largest holdings including SCHF, TDTT, and SPDW. This filing represented positions held on June 30, 2026, and was filed on July 2, 2026.We estimate the fund has a total AUM of $502,513,220 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
195Est. Stock Holding Value:
$435,884,285Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Boltwood Capital Management
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...