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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002096913

SHUTTLEWORTH & Co

POWELL, OH · File #028-25879

Latest AUM
$109.4M
Positions
59
Top-10 Concentration
31.7%
Filings
2

Sector Allocation

Technology
18.0%$19.7M
Healthcare
7.9%$8.6M
Industrials
6.2%$6.7M
Financials
5.7%$6.2M
Materials
1.2%$1.3M
Real Estate
1.1%$1.2M
Utilities
0.9%$978,122

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL17,008$4.6M4.37%
2SPDR SERIES TRUST78464A85447,677$3.8M3.62%
3INVESCO EXCH TRADED FD TR IIIVZ14,141$3.6M3.38%
4MICROSOFT CORPMSFT7,152$3.5M3.27%
5JPMORGAN CHASE & CO.VYLD10,450$3.4M3.19%
6ABBVIE INCABBV13,294$3.0M2.87%
7SCHWAB STRATEGIC TR808524805123,649$3.0M2.81%
8BROADCOM INCAVGO8,508$2.9M2.79%
9ALPHABET INCGOOG9,266$2.9M2.74%
10EATON CORP PLCETN8,831$2.8M2.66%
11SELECT SECTOR SPDR TR81369Y60550,343$2.8M2.61%
12ORACLE CORPORCL-PD13,781$2.7M2.54%
13ABBOTT LABSABLZF20,687$2.6M2.45%
14APPLIED MATLS INC03822210510,075$2.6M2.45%
15SPDR GOLD TRGLD6,409$2.5M2.40%
16NVIDIA CORPORATIONNVDA13,480$2.5M2.38%
17TJX COS INC NEW87254010916,132$2.5M2.34%
18MCKESSON CORPMCK3,007$2.5M2.33%
19VISA INCV6,853$2.4M2.27%
20AMPHENOL CORP NEW03209510117,469$2.4M2.23%