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Portfolio (Quarterly) Guide ↗

Boltwood Capital Management

· CIK 0001563690
13F Portfolio $392M AUM 184 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 105 Added 30 Reduced 3 Exited
Page 10 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EWZ ISHARES INC 5,500.0 $211K 0.05% NEW $38.39 -4.9%
182 V VISA INC Financial Services 670.0 $203K 0.05% +95.0 +16.5% $302.24 +8.0%
183 PLTR PALANTIR TECHNOLOGIES INC Technology 1,380.0 $202K 0.05% +155.0 +12.7% $146.28 -6.6%
184 SAN BANCO SANTANDER SA Financial Services 11,000.0 $124K 0.03% $11.28 +10.7%
Page 10 of 10  ·  184 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 15.0%
Communication Services 10.6%
Consumer Cyclical 9.2%
Industrials 8.9%
Healthcare 8.8%
Consumer Defensive 7.3%
Energy 7.0%
Real Estate 0.8%
Utilities 0.8%